D. ROBERTS, Fsoc. Sci. - New Portfolio

D. ROBERTS, SOC. SCI.

D. ROBERTS, Fsoc. Sci.
Individual Investor
Ranked #346,295 out of 794,370 TipRanks' Investors
Success Rate
55%
6 out of 11
profitable transactions
Average Return
5.51%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
93.95% FRFHF
2.74% MKL
2.29% SMCI
0.65% STT
0.24% BLK
0.13% Others
By Assets
97.45% Stocks
2.42% Cash
0.12% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
97.59% Financial
2.29% Technology
0.13% General

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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$887.65
$74.19
(7.71%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$146.57B
18.05%
$32.32
$2.77
(7.89%)
premium
4 Buy
4 Hold
2 Sell
Hold
premium
$20.80B
-65.45%
$1470.26
$21.74
(1.46%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$36.61B
37.27%
$82.83
$6.76
(7.55%)
premium
8 Buy
7 Hold
1 Sell
Moderate Buy
premium
$25.62B
15.87%
SCHD
SCHD
< ETF >
$26.73
$1.14
(4.09%)
premium
447 Buy
465 Hold
70 Sell
Moderate Buy
premium
$70.93B
5.13%
$1827.46
$51.48
(2.74%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$23.75B
25.74%