My Portfolio - New Portfolio

Gene

My Portfolio
Individual Investor
Ranked #220,704 out of 794,241 TipRanks' Investors
Success Rate
63%
24 out of 38
profitable transactions
Average Return
5.69%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
15.26% ARCC
12.00% SCHD
11.16% NVDA
10.16% OBDC
9.64% BBDC
41.78% Others
By Assets
83.85% Stocks
15.04% ETFs
1.11% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
45.22% Financial
23.42% General
11.16% Technology
6.74% Consumer Cyclical
6.03% Energy
7.43% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
rdkjf0frz
premium
rdkjf0frz
rdkjf0frz
rdkjf0frz
dodxignrtcb
dodxignrtcb
dodxignrtcb
premium
dodxignrtcb
premium
dodxignrtcb
dodxignrtcb
dodxignrtcb
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n9jvy8ukpf
n9jvy8ukpf
premium
n9jvy8ukpf
premium
n9jvy8ukpf
n9jvy8ukpf
n9jvy8ukpf
xez9nvwugx8
xez9nvwugx8
xez9nvwugx8
premium
xez9nvwugx8
premium
xez9nvwugx8
xez9nvwugx8
xez9nvwugx8
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nm0y1jlvr3
nm0y1jlvr3
premium
nm0y1jlvr3
premium
nm0y1jlvr3
nm0y1jlvr3
nm0y1jlvr3
5k9u6eo5iey
5k9u6eo5iey
5k9u6eo5iey
premium
5k9u6eo5iey
premium
5k9u6eo5iey
5k9u6eo5iey
5k9u6eo5iey
po6cuu4ocu
po6cuu4ocu
po6cuu4ocu
premium
po6cuu4ocu
premium
po6cuu4ocu
po6cuu4ocu
po6cuu4ocu
m7w40gfd
m7w40gfd
m7w40gfd
premium
m7w40gfd
premium
m7w40gfd
m7w40gfd
m7w40gfd
hzhnmab4zrr
hzhnmab4zrr
hzhnmab4zrr
premium
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premium
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hzhnmab4zrr
x6ojr5aae7c
x6ojr5aae7c
x6ojr5aae7c
premium
x6ojr5aae7c
premium
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x6ojr5aae7c
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$22.32
$0.03
(0.13%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.17B
8.57%
$9.46
$0.05
(0.53%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$1.01B
3.03%
$32.63
$0.11
(0.34%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$7.37B
5.10%
$18.86
$0.13
(0.69%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$63.79B
18.69%
$14.79
$0.015
(0.1%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$7.49B
-4.06%
$16.79
$0.13
(0.77%)
premium
1 Buy
2 Hold
2 Sell
Hold
premium
$919.79M
11.76%
VOO
VOO
< ETF >
$518.16
$2.36
(0.46%)
premium
4K Buy
3K Hold
290 Sell
Moderate Buy
premium
$587.16B
8.15%
$112.53
$2.485
(2.26%)
premium
12 Buy
6 Hold
2 Sell
Moderate Buy
premium
$18.98B
128.19%
$110.53
$0.38
(0.34%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.64T
23.14%
SCHD
SCHD
< ETF >
$27.79
$0.08
(0.29%)
premium
456 Buy
466 Hold
70 Sell
Moderate Buy
premium
$69.83B
4.87%
$7.27
$0.31
(4.45%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.86B
58.00%
$89.28
$0.455
(0.51%)
premium
28 Buy
2 Hold
0 Sell
Strong Buy
premium
$703.80B
50.15%
$19.10
$0
(0%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.33B
4.37%
$29.09
$0.03
(0.1%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.54B
6.84%
$62.39
$1.04
(1.7%)
premium
13 Buy
1 Hold
0 Sell
Strong Buy
premium
$9.52B
87.43%
$59.72
$0.51
(0.85%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$100.98B
-7.47%
$59.90
$0.33
(0.55%)
premium
premium
$976.01M
-34.46%
$9.39
$0.095
(1%)
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$8.77B
-2.16%