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My Portfolio - New Portfolio

Gene

My Portfolio
Individual Investor
Ranked #158,948 out of 781,066 TipRanks' Investors
Success Rate
74%
25 out of 34
profitable transactions
Average Return
11.75%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
16.69% ARCC
14.25% NVDA
13.76% RDDT
12.67% SCHD
10.01% BBDC
32.62% Others
By Assets
79.90% Stocks
15.53% ETFs
4.57% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
44.81% Financial
30.03% General
14.25% Technology
5.55% Energy
2.17% Industrials
3.19% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
5x3l6qe
5x3l6qe
5x3l6qe
premium
5x3l6qe
premium
5x3l6qe
5x3l6qe
5x3l6qe
9a5cq0sx
9a5cq0sx
9a5cq0sx
premium
9a5cq0sx
premium
9a5cq0sx
9a5cq0sx
9a5cq0sx
qqcauo0p1gk
qqcauo0p1gk
qqcauo0p1gk
premium
qqcauo0p1gk
premium
qqcauo0p1gk
qqcauo0p1gk
qqcauo0p1gk
elwbrehorh
elwbrehorh
elwbrehorh
premium
elwbrehorh
premium
elwbrehorh
elwbrehorh
elwbrehorh
os8fiyyykm
os8fiyyykm
os8fiyyykm
premium
os8fiyyykm
premium
os8fiyyykm
os8fiyyykm
os8fiyyykm
1xnh9umn2pj
1xnh9umn2pj
1xnh9umn2pj
premium
1xnh9umn2pj
premium
1xnh9umn2pj
1xnh9umn2pj
1xnh9umn2pj
0mfd2i13y55q
0mfd2i13y55q
0mfd2i13y55q
premium
0mfd2i13y55q
premium
0mfd2i13y55q
0mfd2i13y55q
0mfd2i13y55q
yhnw7ko8cbm
yhnw7ko8cbm
yhnw7ko8cbm
premium
yhnw7ko8cbm
premium
yhnw7ko8cbm
yhnw7ko8cbm
yhnw7ko8cbm
0j8xyoadp
0j8xyoadp
0j8xyoadp
premium
0j8xyoadp
premium
0j8xyoadp
0j8xyoadp
0j8xyoadp
fv7aswmsi
fv7aswmsi
fv7aswmsi
premium
fv7aswmsi
premium
fv7aswmsi
fv7aswmsi
fv7aswmsi
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ARCC
Ares Capital
$23.18
$0.18
(0.78%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$14.86B
14.30%
BBDC
Barings BDC
$9.70
$0.02
(0.21%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.03B
10.10%
ET
Energy Transfer
$20.29
$0.04
(0.2%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$69.33B
47.89%
OBDC
Blue Owl Capital
$14.84
$0.06
(0.4%)
premium
4 Buy
0 Hold
2 Sell
Moderate Buy
premium
$7.61B
-1.53%
SLRC
SLR Investment Corp.
$16.75
$0.1
(0.6%)
premium
2 Buy
3 Hold
2 Sell
Hold
premium
$908.33M
10.93%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$549.46
$5.22
(0.96%)
premium
8K Buy
5K Hold
600 Sell
Strong Buy
premium
$603.12B
24.27%
RDDT
Reddit Inc Class A
$175.33
$0.46
(0.26%)
premium
12 Buy
4 Hold
1 Sell
Moderate Buy
premium
$30.70B
NVDA
Nvidia
$137.71
$4.14
(3.1%)
premium
36 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.27T
141.14%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.99
$0.16
(0.57%)
premium
852 Buy
838 Hold
138 Sell
Strong Buy
premium
$67.47B
10.29%
ACHR
Archer Aviation
$8.82
$0.27
(2.97%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.87B
75.70%
WMT
Walmart
$91.94
$0.64
(0.7%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$733.45B
68.97%
HTGC
Hercules Capital
$20.75
$0.08
(0.39%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.46B
22.56%
HASI
HASI
$27.92
$0.24
(0.85%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.34B
22.94%
BROS
Dutch Bros Inc
$59.70
$0.77
(1.27%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$9.32B
115.68%