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D. ROBERTS, Fsoc. Sci. - New Portfolio

D. ROBERTS, SOC. SCI.

D. ROBERTS, Fsoc. Sci.
Individual Investor
Ranked #435,168 out of 781,056 TipRanks' Investors
Success Rate
36%
4 out of 11
profitable transactions
Average Return
1.66%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
93.86% FRFHF
2.80% MKL
2.17% SMCI
0.76% STT
0.27% BLK
0.14% Others
By Assets
97.26% Stocks
2.61% Cash
0.13% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
97.70% Financial
2.17% Technology
0.14% General

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
9t7nr5
9t7nr5
9t7nr5
premium
9t7nr5
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9t7nr5
9t7nr5
9t7nr5
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snpl6mtij
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2dgd7q682p
2dgd7q682p
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2dgd7q682p
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2dgd7q682p
2dgd7q682p
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jp9aab8qgkh
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jp9aab8qgkh
jp9aab8qgkh
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qbtcmpnmv2
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qbtcmpnmv2
62rzz1v8e96
62rzz1v8e96
62rzz1v8e96
premium
62rzz1v8e96
premium
62rzz1v8e96
62rzz1v8e96
62rzz1v8e96
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jkswwfzydnd
jkswwfzydnd
premium
jkswwfzydnd
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uooa1wdro9
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uooa1wdro9
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uooa1wdro9
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hyf9bl6ia3f
hyf9bl6ia3f
premium
hyf9bl6ia3f
premium
hyf9bl6ia3f
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BLK
BlackRock
$1004.96
$9.24
(0.93%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$154.22B
26.37%
SMCI
Super Micro Computer
$30.82
$0.3
(0.96%)
premium
1 Buy
5 Hold
2 Sell
Hold
premium
$18.22B
-1.04%
FRFHF
Fairfax Financial Holdings
$1381.39
$11.22
(0.82%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$33.29B
42.49%
STT
State Street
$97.63
$2.86
(2.85%)
premium
7 Buy
5 Hold
1 Sell
Moderate Buy
premium
$29.46B
31.38%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.99
$0.16
(0.57%)
premium
852 Buy
838 Hold
138 Sell
Strong Buy
premium
$67.47B
10.29%
MKL
Markel
$1774.07
$5.03
(0.28%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$22.75B
22.53%