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Mini Brokerage - New Portfolio

DAVID BAUER

Mini Brokerage
Individual Investor
Ranked #120,745 out of 788,370 TipRanks' Investors
Success Rate
82%
31 out of 38
profitable transactions
Average Return
5.07%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
32.69% VOO
15.32% SCHG
12.91% SCHD
7.91% CHRD
6.30% NVDA
24.87% Others
By Assets
45.61% Cash
37.64% ETFs
16.75% Stocks
0.00% Funds
0.00% Cryptocurrency
By Sector
69.20% General
16.35% Energy
8.10% Technology
5.46% Consumer Defensive
0.59% Financial
0.30% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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SCHF
SCHF
< ETF >
Schwab International Equity ETF
$19.86
$0.14
(0.7%)
premium
3K Buy
2K Hold
559 Sell
Hold
premium
$43.12B
5.90%
SCHX
SCHX
< ETF >
Schwab U.S. Large-Cap ETF
$23.75
$0.43
(1.78%)
premium
6K Buy
4K Hold
384 Sell
Moderate Buy
premium
$54.35B
20.54%
SCHB
SCHB
< ETF >
Schwab U.S. Broad Market ETF
$23.18
$0.45
(1.9%)
premium
11K Buy
7K Hold
816 Sell
Moderate Buy
premium
$34.05B
23.00%
SCHG
SCHG
< ETF >
Schwab U.S. Large-Cap Growth ETF
$28.01
$0.72
(2.51%)
premium
3K Buy
1K Hold
116 Sell
Moderate Buy
premium
$39.87B
26.36%
SCHV
SCHV
< ETF >
Schwab U.S. Large-Cap Value ETF
$27.24
$0.26
(0.95%)
premium
4K Buy
3K Hold
268 Sell
Moderate Buy
premium
$12.37B
13.66%
SPYD
SPYD
< ETF >
SPDR Portfolio S&P 500 High Dividend ETF
$44.67
$0.03
(0.07%)
premium
455 Buy
488 Hold
62 Sell
Hold
premium
$6.87B
15.22%
GDX
GDX
< ETF >
VanEck Gold Miners ETF
$40.80
$1.44
(3.41%)
premium
238 Buy
105 Hold
18 Sell
Moderate Buy
premium
$14.12B
61.47%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$551.75
$9.55
(1.7%)
premium
4K Buy
3K Hold
286 Sell
Moderate Buy
premium
$635.52B
20.30%
WMT
Walmart
$94.78
$2.43
(2.5%)
premium
27 Buy
1 Hold
0 Sell
Strong Buy
premium
$780.93B
67.90%
NVDA
Nvidia
$134.43
$5.68
(4.05%)
premium
30 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.43T
71.17%
NFG
National Fuel Gas Company
$72.68
$0.07
(0.1%)
premium
2 Buy
2 Hold
1 Sell
Hold
premium
$6.59B
47.69%
HESM
Hess Midstream Partners
$40.64
$0.62
(1.5%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$9.34B
16.95%
ET
Energy Transfer
$19.39
$0.55
(2.76%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$68.42B
31.10%
EPD
Enterprise Products Partners
$33.34
$0.24
(0.71%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$72.79B
20.88%
CHRD
Chord Energy
$111.67
$4
(3.46%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$7.07B
-31.13%
ARCC
Ares Capital
$23.28
$0.12
(0.51%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.71B
16.82%
ABR
Arbor Realty
$12.00
$1.84
(13.29%)
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$2.61B
-6.54%
AAPL
Apple
$245.55
$0.28
(0.11%)
premium
18 Buy
11 Hold
4 Sell
Moderate Buy
premium
$3.69T
33.18%
KO
Coca-Cola
$71.35
$1.31
(1.87%)
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$301.72B
16.68%
XOM
Exxon Mobil
$110.69
$1.31
(1.17%)
premium
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
$485.98B
5.66%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.21
$0.11
(0.39%)
premium
425 Buy
427 Hold
67 Sell
Moderate Buy
premium
$69.12B
9.40%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.65
$0.68
(1.3%)
premium
4K Buy
3K Hold
285 Sell
Moderate Buy
premium
$3.09B
7.19%