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****1396 - New Portfolio

Rose Schoenhoff

****1396
Individual Investor
Ranked #74,003 out of 770,014 TipRanks' Investors
Success Rate
92%
22 out of 24
profitable transactions
Average Return
26.27%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
36.46% PLTR
17.67% CRM
8.34% NVDA
8.03% UBER
7.44% AVGO
22.06% Others
By Assets
83.83% Stocks
15.93% ETFs
0.24% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
83.76% Technology
15.97% General
0.09% Communication Services
0.06% Utilities
0.05% Basic Materials
0.08% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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UPS
United Parcel
$134.96
$2.58
(1.88%)
After
0%
premium
11 Buy
5 Hold
2 Sell
Moderate Buy
premium
$117.37B
-9.53%
IFF
International Flavors & Fragrances
$90.93
$0.04
(0.04%)
After
0.24%
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$23.24B
21.62%
NVDA
Nvidia
$136.92
$0.9
(0.66%)
After
0.39%
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.33T
184.70%
SO
Southern Co
$89.33
$0.91
(1.03%)
After
0.24%
premium
5 Buy
8 Hold
1 Sell
Moderate Buy
premium
$96.88B
27.02%
UBER
Uber Technologies
$71.56
$1.86
(2.53%)
After
0.03%
premium
34 Buy
2 Hold
0 Sell
Strong Buy
premium
$154.60B
32.72%
VPL
VPL
< ETF >
Vanguard FTSE Pacific ETF
$74.06
$0.37
(0.5%)
premium
2K Buy
995 Hold
259 Sell
Hold
premium
$7.03B
7.03%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$299.05
$1.09
(0.37%)
After
0.14%
premium
13K Buy
8K Hold
963 Sell
Moderate Buy
premium
$460.11B
31.73%
IUSB
IUSB
< ETF >
iShares Core Total USD Bond Market ETF
$45.93
$0.07
(0.15%)
After
2.68%
premium
premium
$31.53B
2.61%
TFLO
TFLO
< ETF >
iShares Treasury Floating Rate Bond ETF
$50.61
$0.01
(0.02%)
After
0.02%
premium
premium
$6.83B
-0.22%
VWO
VWO
< ETF >
Vanguard FTSE Emerging Markets ETF
$45.19
$0.24
(0.53%)
After
0.31%
premium
premium
$80.98B
12.37%
ON
ON Semiconductor
$70.82
$1.57
(2.17%)
After
0%
premium
16 Buy
4 Hold
1 Sell
Moderate Buy
premium
$30.82B
4.49%
AVGO
Broadcom
$164.74
$0.08
(0.05%)
After
0.06%
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$769.80B
68.38%
CRM
Salesforce
$343.18
$4.07
(1.2%)
After
1.79%
premium
34 Buy
8 Hold
1 Sell
Strong Buy
premium
$324.19B
51.13%
PLTR
Palantir Technologies
$65.76
$1.11
(1.72%)
After
0.06%
premium
3 Buy
7 Hold
6 Sell
Hold
premium
$147.27B
236.72%
GOOG
Alphabet Class C
$170.62
$1.19
(0.7%)
After
0.1%
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.06T
22.58%
DIS
Walt Disney
$115.45
$0.55
(0.47%)
After
0.09%
premium
15 Buy
5 Hold
0 Sell
Strong Buy
premium
$210.07B
20.76%
IVV
IVV
< ETF >
iShares Core S&P 500 ETF
$603.76
$3.54
(0.59%)
After
0.06%
premium
4K Buy
3K Hold
328 Sell
Moderate Buy
premium
$565.40B
31.07%
ABNB
Airbnb
$139.67
$1.26
(0.89%)
After
0.19%
premium
7 Buy
21 Hold
6 Sell
Hold
premium
$89.35B
9.78%
IAU
IAU
< ETF >
iShares Gold Trust
$49.69
$0.1
(0.2%)
After
0%
premium
premium
$33.64B
33.93%