57-20-16-4-5 - New Portfolio

DJT

57-20-16-4-5
Individual Investor
Ranked #203,405 out of 757,311 TipRanks' Investors
Success Rate
59%
255 out of 431
profitable transactions
Average Return
2.63%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
4.95% ASML
3.41% SNOW
3.37% INTC
2.21% FBTC
1.80% ABNB
84.26% Others
By Assets
86.35% Stocks
11.69% ETFs
1.95% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
23.87% Consumer Cyclical
22.70% Technology
12.58% General
7.43% Industrials
6.29% Basic Materials
27.12% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AM
Antero Midstream
$14.58
$0.4
(2.67%)
premium
1 Buy
1 Hold
1 Sell
Hold
premium
$7.21B
28.36%
MTEX
Mannatech
$7.51
$0.02
(0.27%)
premium
premium
$14.19M
-29.33%
MTN
Vail Resorts
$186.97
$3.62
(1.97%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$6.90B
-27.32%
MUB
MUB
< ETF >
iShares National Muni Bond ETF
$108.40
$0.14
(0.13%)
premium
premium
$39.22B
3.74%
NNN
National Retail Properties
$47.46
$0.98
(2.02%)
premium
3 Buy
6 Hold
0 Sell
Moderate Buy
premium
$8.90B
26.84%
$79.19
$1.77
(2.29%)
premium
premium
$374.22M
-5.87%
NWN
Northwest Gas
$40.01
$0.05
(0.12%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.55B
-0.67%
OPAD
Offerpad Solutions
$4.59
$0.14
(3.15%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$121.73M
-56.54%
PCYO
Pure Cycle
$11.23
$0.505
(4.71%)
premium
premium
$258.33M
8.38%
PG
Procter & Gamble
$171.54
$2.38
(1.37%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$408.66B
13.23%
PZZA
Papa John's International
$51.68
$0.57
(1.09%)
premium
5 Buy
7 Hold
0 Sell
Moderate Buy
premium
$1.70B
-29.71%
RAND
Rand Capital
$16.35
$0
(0%)
premium
premium
$42.20M
20.31%
RDCM
Radcom
$10.07
$0.26
(2.65%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$153.64M
9.36%
RES
RPC
$6.55
$0.18
(2.83%)
premium
1 Buy
2 Hold
1 Sell
Hold
premium
$1.37B
-27.86%
SCHH
SCHH
< ETF >
Schwab U.S. REIT ETF
$23.26
$0.05
(0.21%)
premium
459 Buy
441 Hold
48 Sell
Moderate Buy
premium
$8.09B
23.46%
MS
Morgan Stanley
$100.73
$1.43
(1.44%)
premium
6 Buy
10 Hold
1 Sell
Moderate Buy
premium
$160.65B
12.19%
SOFI
SoFi Technologies
$8.19
$0.08
(0.99%)
premium
5 Buy
6 Hold
3 Sell
Hold
premium
$8.64B
-5.92%
SPG
Simon Property
$167.06
$2.71
(1.65%)
premium
5 Buy
9 Hold
0 Sell
Moderate Buy
premium
$61.61B
43.84%
SPHR
Sphere Entertainment
$42.75
$2.76
(6.9%)
premium
4 Buy
3 Hold
1 Sell
Moderate Buy
premium
$1.41B
9.11%
SSIC
Silver Spike Investment
$11.60
$0.11
(0.96%)
premium
premium
$72.96M
24.23%
TDOC
Teladoc
$9.18
$0.09
(0.99%)
premium
5 Buy
13 Hold
0 Sell
Moderate Buy
premium
$1.56B
-56.19%
TG
Tredegar
$7.05
$0.39
(5.86%)
premium
premium
$229.84M
26.14%
TLT
TLT
< ETF >
iShares 20+ Year Treasury Bond ETF
$99.26
$0.33
(0.33%)
premium
premium
$64.52B
7.32%
TREX
Trex Company
$71.24
$3.24
(4.76%)
premium
6 Buy
8 Hold
1 Sell
Moderate Buy
premium
$7.39B
3.85%
TSLA
Tesla
$243.92
$16.72
(7.36%)
premium
12 Buy
16 Hold
8 Sell
Hold
premium
$725.82B
-14.75%
U
Unity Software
$20.29
$0.07
(0.35%)
premium
7 Buy
7 Hold
2 Sell
Moderate Buy
premium
$8.02B
-40.46%
UL
Unilever
$64.32
$0.05
(0.08%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$159.85B
27.49%
UPS
United Parcel
$132.13
$1.48
(1.13%)
premium
8 Buy
10 Hold
1 Sell
Moderate Buy
premium
$111.91B
-17.32%
VNQ
VNQ
< ETF >
Vanguard Real Estate ETF
$98.18
$0.02
(0.02%)
premium
532 Buy
501 Hold
54 Sell
Moderate Buy
premium
$38.91B
21.62%
VTIP
VTIP
< ETF >
Vanguard Short-Term Inflation-Protected Securities ETF
$49.30
$0.09
(0.18%)
premium
premium
$11.76B
3.80%
VWOB
VWOB
< ETF >
Vanguard Emerging Markets Government Bond ETF
$66.49
$0.29
(0.44%)
premium
premium
$5.47B
9.37%
SPDW
SPDW
< ETF >
SPDR Portfolio Developed World ex-US ETF
$37.32
$0.7
(1.91%)
premium
5K Buy
3K Hold
710 Sell
Hold
premium
$21.21B
13.97%
MED
Medifast
$18.99
$0.17
(0.9%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$205.84M
-76.74%
MCD
McDonald's
$293.85
$1.82
(0.62%)
premium
18 Buy
8 Hold
0 Sell
Moderate Buy
premium
$209.49B
5.00%
AMD
Advanced Micro Devices
$156.74
$8.45
(5.7%)
premium
26 Buy
6 Hold
0 Sell
Strong Buy
premium
$240.00B
45.94%
BA
Boeing
$154.59
$0.52
(0.34%)
premium
15 Buy
4 Hold
2 Sell
Moderate Buy
premium
$95.57B
-24.14%
BAR
BAR
< ETF >
GraniteShares Gold Shares
$25.55
$0.37
(1.47%)
premium
premium
$863.82M
31.69%
BIL
BIL
< ETF >
SPDR Bloomberg 1-3 Month T-Bill ETF
$91.69
$0.02
(0.02%)
premium
premium
$34.85B
0.01%
BMY
Bristol-Myers Squibb
$49.02
$0.72
(1.45%)
premium
2 Buy
8 Hold
3 Sell
Hold
premium
$100.84B
-15.16%
BWB
Bridgewater Bancshares
$14.81
$0.52
(3.64%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$390.83M
44.34%
CG
Carlyle Group
$44.51
$2.19
(5.17%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$15.08B
30.34%
CMCSA
Comcast
$40.27
$0.45
(1.13%)
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$154.20B
-12.92%
COP
Conocophillips
$110.55
$1.93
(1.78%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$126.13B
-11.80%
CTLT
Catalent
$60.11
$0.21
(0.35%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$10.95B
26.94%
D
Dominion Energy
$57.48
$0.07
(0.12%)
premium
1 Buy
10 Hold
0 Sell
Hold
premium
$48.16B
19.98%
EDV
EDV
< ETF >
Vanguard Extended Duration Treasury ETF
$81.05
$0.46
(0.56%)
premium
premium
$4.34B
8.69%
FBTC
FBTC
< ETF >
Fidelity Wise Origin Bitcoin Fund
$55.33
$2.85
(5.43%)
premium
premium
$10.47B
28.38%
FDP
Fresh Del Monte Produce
$29.47
$0.08
(0.27%)
premium
premium
$1.42B
17.08%
FPXE
FPXE
< ETF >
First Trust IPOX Europe Equity Opportunities ETF
$26.69
$0.28
(1.06%)
premium
339 Buy
129 Hold
18 Sell
Hold
premium
$3.96M
24.28%
GEOS
Geospace Technologies
$10.70
$0.42
(4.09%)
premium
premium
$132.70M
-12.73%
GOOG
Alphabet Class C
$163.24
$2.43
(1.51%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$1.97T
15.83%
LTC
LTC Properties
$36.50
$0.81
(2.17%)
premium
0 Buy
4 Hold
1 Sell
Hold
premium
$1.62B
16.34%
LQD
LQD
< ETF >
iShares iBoxx $ Investment Grade Corporate Bond ETF
$113.35
$0.1
(0.09%)
premium
premium
$31.33B
8.66%
LGL
LGL Group
$5.83
$0.02
(0.34%)
premium
premium
$31.31M
23.16%
KOF
Coca Cola Femsa SAB De CV
$91.70
$0.91
(1%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$4.77B
11.40%
KMT
Kennametal
$26.17
$0.37
(1.43%)
premium
0 Buy
5 Hold
1 Sell
Hold
premium
$2.01B
2.67%
JNJ
Johnson & Johnson
$164.82
$1.33
(0.8%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$399.96B
2.44%
XOM
Exxon Mobil
$116.00
$1.42
(1.24%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$509.06B
-2.34%
IXUS
IXUS
< ETF >
iShares Core MSCI Total International Stock ETF
$71.35
$1.42
(2.03%)
premium
premium
$38.32B
13.12%
IEP
Icahn Enterprises
$13.12
$0.33
(2.45%)
premium
premium
$6.39B
-34.93%
ICVT
ICVT
< ETF >
iShares Convertible Bond ETF
$82.52
$0.8
(0.98%)
premium
premium
$1.98B
9.03%
ICLO
ICLO
< ETF >
Invesco AAA CLO Floating Rate Note ETF
$25.75
$0.005
(0.02%)
premium
premium
$160.60M
0.82%
HYG
HYG
< ETF >
iShares iBoxx $ High Yield Corporate Bond ETF
$80.16
$0.24
(0.3%)
premium
premium
$16.45B
7.33%
HTBK
Heritage Commerce
$10.28
$0.19
(1.88%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$618.46M
18.84%
GURU
GURU
< ETF >
Global X Guru Index ETF
$47.43
$0.88
(1.89%)
premium
771 Buy
275 Hold
20 Sell
Moderate Buy
premium
$43.63M
24.62%
INTC
Intel
$21.14
$0.37
(1.78%)
premium
1 Buy
26 Hold
7 Sell
Hold
premium
$88.81B
-42.84%
ZG
Zillow Group Class A
$65.79
$2.59
(4.1%)
premium
9 Buy
6 Hold
1 Sell
Moderate Buy
premium
$14.95B
37.12%
MA
Mastercard
$493.01
$1.75
(0.35%)
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$457.08B
19.64%
FIVE
Five Below
$97.98
$2.22
(2.22%)
premium
8 Buy
11 Hold
1 Sell
Moderate Buy
premium
$5.51B
-36.20%
NKE
Nike
$80.98
$0.08
(0.1%)
premium
15 Buy
18 Hold
0 Sell
Moderate Buy
premium
$121.31B
-14.50%
LVS
Las Vegas Sands
$42.10
$1.31
(3.21%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$30.04B
-16.12%
FCX
Freeport-McMoRan
$45.14
$1.22
(2.78%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$63.11B
13.14%
ALB
Albemarle
$89.33
$2.74
(3.16%)
premium
7 Buy
11 Hold
2 Sell
Hold
premium
$10.18B
-51.89%
LEVI
Levi Strauss & Co
$19.92
$0.14
(0.71%)
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$7.86B
46.84%
MAT
Mattel
$19.54
$0.12
(0.62%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$6.60B
-9.25%
EL
The Estée Lauder Companies
$87.44
$0.56
(0.64%)
premium
8 Buy
17 Hold
0 Sell
Moderate Buy
premium
$31.57B
-42.11%
DG
Dollar General
$86.50
$0.36
(0.41%)
premium
8 Buy
12 Hold
1 Sell
Moderate Buy
premium
$19.10B
-24.54%
AA
Alcoa
$34.92
$0.58
(1.69%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$8.87B
21.17%
RILY
B Riley Financial
$5.78
$0.235
(3.91%)
premium
premium
$182.23M
-86.45%
QS
QuantumScape
$5.93
$0.13
(2.24%)
premium
1 Buy
4 Hold
3 Sell
Hold
premium
$2.94B
-17.50%
PLCE
Children's Place
$17.16
$2.02
(13.34%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$192.55M
-43.53%
PHUN
Phunware
$3.22
$0.1
(3.01%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$37.65M
-72.45%
PERI
Perion Network
$8.37
$0.26
(3.21%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$383.66M
-74.01%
PDI
PIMCO Dynamic
$19.62
$0.12
(0.62%)
premium
premium
10.79%
OTLY
Oatly Group
$0.93
$0.03
(3.12%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$574.73M
-2.33%
ORAN
Orange SA
$12.04
$0.15
(1.23%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$32.15B
2.44%
OLPX
Olaplex Holdings
$2.58
$0.04
(1.53%)
premium
1 Buy
6 Hold
0 Sell
Hold
premium
$1.73B
24.17%
OFLX
Omega Flex
$52.14
$1.23
(2.42%)
premium
premium
$513.90M
-36.16%
OARK
OARK
< ETF >
YieldMax Innovation Option Income Strategy ETF
$10.38
$0.135
(1.32%)
premium
premium
$56.07M
-27.14%
NWL
Newell Brands
$7.48
$0.15
(2.05%)
premium
1 Buy
9 Hold
0 Sell
Hold
premium
$3.05B
-23.96%
NUS
Nu Skin
$7.16
$0.16
(2.19%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$363.82M
-69.15%
NOK
Nokia
$4.25
$0.06
(1.43%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$23.13B
4.75%
NIO
Nio
$5.40
$0.38
(7.57%)
premium
6 Buy
4 Hold
1 Sell
Moderate Buy
premium
$11.30B
-41.29%
SAVA
Cassava Sciences
$30.36
$0.04
(0.13%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$1.45B
66.59%
MNSO
MINISO Group Holding
$16.66
$1.52
(10.04%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$4.70B
-40.97%
SBSW
Sibanye Stillwater
$4.23
$0.1
(2.42%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$2.93B
-38.72%
SGML
Sigma Lithium
$11.34
$0.27
(2.44%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.23B
-71.21%
ZIM
ZIM Integrated Shipping Services
$20.41
$1.29
(6.75%)
premium
1 Buy
2 Hold
4 Sell
Moderate Sell
premium
$2.30B
62.31%
ZI
ZoomInfo Technologies
$10.64
$0.29
(2.8%)
premium
4 Buy
11 Hold
4 Sell
Hold
premium
$3.78B
-37.39%
XP
XP
$19.76
$0.13
(0.66%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$10.77B
-22.69%