tiprankstipranks

Personal - New Portfolio

Rose Schoenhoff

Personal
Individual Investor
Ranked #49,492 out of 770,014 TipRanks' Investors
Success Rate
90%
28 out of 31
profitable transactions
Average Return
33.38%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
36.20% PLTR
17.65% CRM
8.39% NVDA
8.08% UBER
7.44% AVGO
22.24% Others
By Assets
83.70% Stocks
15.96% ETFs
0.34% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
83.67% Technology
16.01% General
0.09% Communication Services
0.09% Consumer Cyclical
0.06% Utilities
0.08% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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UPS
United Parcel
$134.60
$2.94
(2.14%)
premium
11 Buy
5 Hold
2 Sell
Moderate Buy
premium
$117.37B
-11.32%
ABNB
Airbnb
$139.52
$1.41
(1%)
premium
7 Buy
21 Hold
6 Sell
Hold
premium
$89.35B
6.99%
AAPL
Apple
$234.82
$1.95
(0.84%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.52T
22.58%
IVV
IVV
< ETF >
iShares Core S&P 500 ETF
$602.98
$2.76
(0.46%)
premium
4K Buy
3K Hold
328 Sell
Moderate Buy
premium
$565.40B
31.07%
GOOG
Alphabet Class C
$171.08
$1.65
(0.97%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.06T
22.58%
SBUX
Starbucks
$100.65
$1.19
(1.17%)
premium
15 Buy
6 Hold
4 Sell
Moderate Buy
premium
$115.47B
-0.91%
IFF
International Flavors & Fragrances
$90.79
$0.1
(0.11%)
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$23.24B
21.62%
DIS
Walt Disney
$115.61
$0.39
(0.34%)
premium
15 Buy
5 Hold
0 Sell
Strong Buy
premium
$210.07B
20.76%
IAU
IAU
< ETF >
iShares Gold Trust
$49.63
$0.035
(0.07%)
premium
premium
$33.64B
33.93%
SO
Southern Co
$88.92
$0.5
(0.57%)
premium
5 Buy
8 Hold
1 Sell
Moderate Buy
premium
$96.88B
27.02%
VPL
VPL
< ETF >
Vanguard FTSE Pacific ETF
$73.97
$0.46
(0.62%)
premium
2K Buy
995 Hold
259 Sell
Hold
premium
$7.03B
7.03%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$298.71
$0.75
(0.25%)
premium
13K Buy
8K Hold
963 Sell
Moderate Buy
premium
$460.11B
31.73%
IUSB
IUSB
< ETF >
iShares Core Total USD Bond Market ETF
$45.90
$0.1
(0.22%)
premium
premium
$31.53B
2.61%
TFLO
TFLO
< ETF >
iShares Treasury Floating Rate Bond ETF
$50.62
$0.015
(0.03%)
premium
premium
$6.83B
-0.22%
VWO
VWO
< ETF >
Vanguard FTSE Emerging Markets ETF
$45.24
$0.185
(0.41%)
premium
premium
$80.98B
12.37%
ON
ON Semiconductor
$70.43
$1.96
(2.71%)
premium
16 Buy
4 Hold
1 Sell
Moderate Buy
premium
$30.82B
4.49%
AVGO
Broadcom
$162.75
$2.07
(1.26%)
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$769.80B
68.38%
UBER
Uber Technologies
$71.55
$1.87
(2.55%)
premium
34 Buy
2 Hold
0 Sell
Strong Buy
premium
$154.60B
29.27%
NVDA
Nvidia
$136.22
$0.195
(0.14%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.33T
184.70%
CRM
Salesforce
$342.54
$3.43
(1.01%)
premium
34 Buy
8 Hold
1 Sell
Strong Buy
premium
$324.19B
51.13%
PLTR
Palantir Technologies
$64.70
$0.05
(0.08%)
premium
3 Buy
7 Hold
6 Sell
Hold
premium
$147.27B
236.72%