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Custodial
- New Portfolio
Performance
Portfolio Details
A Maxey
Custodial
Individual Investor
Ranked #16,022 out of 767,315 TipRanks' Investors
Success Rate
63%
77 out of 122
profitable transactions
Average Return
84.08%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
68.34%
BRK.B
31.66%
SPY
By Assets
48.85%
Stocks
28.52%
Cash
22.63%
ETFs
0.00%
Funds
0.00%
Cryptocurrency
By Sector
68.34%
Financial
31.66%
General
Portfolio Holdings
Select Columns
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50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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BRK.B
Berkshire Hathaway B
$467.84
$0.26
(
0.06%
)
premium
1
Buy
1
Hold
0
Sell
Moderate Buy
premium
$1.01T
31.63%
SPY
< ETF >
SPDR S&P 500 ETF Trust
$595.39
$1.8
(
0.3%
)
premium
4K
Buy
3K
Hold
328
Sell
Moderate Buy
premium
$632.01B
33.02%
2
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