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New Portfolio Aug 2024 - New Portfolio

gricelda Herrera

New Portfolio Aug 2024
Individual Investor
Ranked #269,286 out of 770,014 TipRanks' Investors
Success Rate
80%
4 out of 5
profitable transactions
Average Return
32.69%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
33.33% MSFT
33.33% SPY
33.33% SOFI
<0.01% Others
By Assets
66.67% Cash
33.34% Stocks
0.00% Funds
0.00% Cryptocurrency
>-0.01% ETFs
By Sector
33.33% Technology
33.33% General
33.33% Financial

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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0pq4z4hrj2d
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2umk3oxm8
2umk3oxm8
premium
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premium
2umk3oxm8
2umk3oxm8
2umk3oxm8
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premium
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premium
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w70giihs
w70giihs
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thfic5x
thfic5x
premium
thfic5x
premium
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thfic5x
thfic5x
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premium
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premium
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premium
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0s8hili
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premium
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premium
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3tug3pwlv3
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premium
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premium
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premium
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premium
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premium
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premium
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MSFT
Microsoft
$427.99
$9.2
(2.2%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
10.96%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$600.65
$3.12
(0.52%)
premium
4K Buy
3K Hold
328 Sell
Moderate Buy
premium
$620.26B
31.03%
SOFI
SoFi Technologies
$15.49
$0.21
(1.34%)
premium
5 Buy
7 Hold
2 Sell
Hold
premium
$17.04B
128.86%