Custodial - New Portfolio

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

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
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%