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Mini Brokerage - New Portfolio

DAVID BAUER

Mini Brokerage
Individual Investor
Ranked #106,578 out of 770,014 TipRanks' Investors
Success Rate
84%
32 out of 38
profitable transactions
Average Return
4.75%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
32.25% VOO
14.95% SCHG
13.28% SCHD
8.94% CHRD
6.32% NVDA
24.26% Others
By Assets
45.25% Cash
37.60% ETFs
17.15% Stocks
0.00% Funds
0.00% Cryptocurrency
By Sector
68.67% General
17.39% Energy
8.02% Technology
4.99% Consumer Defensive
0.55% Financial
0.37% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
m32jll3i
premium
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m32jll3i
m32jll3i
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premium
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premium
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premium
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premium
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t9ghywwiaim
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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ke2y9vrbuo
premium
ke2y9vrbuo
premium
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premium
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premium
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7w8erw2b2i9
7w8erw2b2i9
7w8erw2b2i9
premium
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premium
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7w8erw2b2i9
7w8erw2b2i9
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premium
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premium
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SCHF
SCHF
< ETF >
Schwab International Equity ETF
$19.25
$0.11
(0.57%)
premium
3K Buy
2K Hold
551 Sell
Hold
premium
$39.98B
8.31%
SCHX
SCHX
< ETF >
Schwab U.S. Large-Cap ETF
$23.85
$0.11
(0.46%)
premium
6K Buy
4K Hold
433 Sell
Moderate Buy
premium
$51.77B
32.00%
SCHB
SCHB
< ETF >
Schwab U.S. Broad Market ETF
$23.42
$0.1
(0.43%)
premium
11K Buy
7K Hold
951 Sell
Moderate Buy
premium
$32.59B
32.00%
SCHG
SCHG
< ETF >
Schwab U.S. Large-Cap Growth ETF
$27.74
$0.22
(0.8%)
premium
3K Buy
1K Hold
135 Sell
Moderate Buy
premium
$35.54B
38.06%
SCHV
SCHV
< ETF >
Schwab U.S. Large-Cap Value ETF
$28.01
$0.01
(0.04%)
premium
3K Buy
3K Hold
298 Sell
Moderate Buy
premium
$12.03B
25.87%
SPYD
SPYD
< ETF >
SPDR Portfolio S&P 500 High Dividend ETF
$47.16
$0.05
(0.11%)
premium
460 Buy
481 Hold
54 Sell
Hold
premium
$7.06B
30.09%
GDX
GDX
< ETF >
VanEck Gold Miners ETF
$37.29
$0.15
(0.4%)
premium
257 Buy
96 Hold
16 Sell
Moderate Buy
premium
$14.09B
28.50%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$552.31
$3.08
(0.56%)
premium
4K Buy
3K Hold
328 Sell
Moderate Buy
premium
$579.35B
31.09%
WMT
Walmart
$91.31
$1.81
(2.02%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$719.42B
72.05%
NVDA
Nvidia
$136.92
$0.9
(0.66%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.33T
184.70%
NFG
National Fuel Gas Company
$63.39
$0.6
(0.94%)
premium
2 Buy
2 Hold
1 Sell
Hold
premium
$5.81B
24.88%
HESM
Hess Midstream Partners
$37.13
$0.51
(1.39%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$7.98B
14.58%
ET
Energy Transfer
$19.20
$0.23
(1.21%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$64.95B
38.27%
EPD
Enterprise Products Partners
$32.86
$0.52
(1.61%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$70.10B
20.94%
CHRD
Chord Energy
$128.01
$2.43
(1.86%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$7.97B
-19.34%
ARCC
Ares Capital
$22.00
$0
(0%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$14.21B
10.61%
ABR
Arbor Realty
$14.84
$0.08
(0.54%)
premium
2 Buy
2 Hold
2 Sell
Hold
premium
$2.78B
21.58%
AAPL
Apple
$235.06
$2.19
(0.94%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.52T
22.58%
KO
Coca-Cola
$64.55
$0.17
(0.26%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$277.34B
9.92%
XOM
Exxon Mobil
$117.97
$2
(1.67%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$527.28B
14.73%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$29.45
$0.06
(0.2%)
premium
428 Buy
434 Hold
68 Sell
Moderate Buy
premium
$65.66B
23.25%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$52.21
$0.17
(0.33%)
premium
4K Buy
3K Hold
328 Sell
Moderate Buy
premium
$2.35B
9.67%