Taxable - First One - New Portfolio

Performance Portfolio Details

Taxable - First One

Individual Investor

Ranked #202,866 out of 858,885 TipRanks' Investors

Success Rate

56 out of 81
profitable transactions

Average Return

4.15%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

35.24% VTIVX

8.15% DFAS

4.96% WMT

4.66% ISRG

3.88% AMAT

43.11% Others

By Assets

37.69% Funds

35.23% Stocks

27.08% ETFs

0.00% Cryptocurrency

0.00% Cash

0.00% Options

0.00% Other

By Sector

66.99% General

11.34% Consumer Defensive

8.06% Technology

7.30% Healthcare

3.43% Industrials

2.13% Consumer Cyclical

0.75% Other

Portfolio Holdings

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To view investors' portfolios

NVDA

$189.31

+0.36%

After:

-0.11%

41 Buy

1 Hold

1 Sell

Strong Buy

premium

▲ 0.24%

COST

$980.85

-1.76%

After:

+0.07%

16 Buy

6 Hold

1 Sell

Moderate Buy

premium

▼ 2.11%

ADBE

$240.11

+6.55%

After:

+0.63%

9 Buy

15 Hold

3 Sell

Hold

premium

▼ 5.94%

TDG

$1233.11

+2.15%

After:

>-0.01%

10 Buy

6 Hold

0 Sell

Moderate Buy

premium

▼ 9.23%

VALE

$17.45

+2.89%

After:

-0.17%

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

▲ 31.6%

VAW

$237.23

+0.44%

After:

-0.21%

429 Buy

262 Hold

27 Sell

Moderate Buy

premium

▲ 12.47%

VBR

$227.07

+1.02%

After:

+0.03%

3K Buy

2K Hold

362 Sell

Moderate Buy

premium

▲ 5.9%

VDE

$162.31

+0.32%

After:

+0.01%

582 Buy

335 Hold

49 Sell

Moderate Buy

premium

▲ 26.15%

VEA

$68.21

+0.69%

After:

+0.04%

6K Buy

4K Hold

804 Sell

Hold

premium

▲ 7.93%

VFH

$126.68

+1.7%

After:

-0.03%

1K Buy

985 Hold

128 Sell

Moderate Buy

premium

▼ 5.43%

VFIAX

$629.31

-0.1%

407 Buy

88 Hold

8 Sell

Moderate Buy

premium

▼ 0.61%

VFSTX

$10.44

-0.1%

―

premium

▼ 0.76%

VGK

$87.64

+0.67%

After:

+0.23%

3K Buy

2K Hold

516 Sell

Hold

premium

▲ 3.64%

VLXVX

$41.25

-0.05%

―

premium

▲ 2.38%

SMH

$443.34

+1.48%

After:

+0.35%

378 Buy

144 Hold

14 Sell

Moderate Buy

premium

▲ 18.76%

VONV

$98.12

+0.79%

After:

+0.44%

6K Buy

4K Hold

451 Sell

Moderate Buy

premium

▲ 5.37%

VOO

$630.72

+0.98%

After:

+0.07%

5K Buy

3K Hold

305 Sell

Moderate Buy

premium

▲ 0.39%

VPU

$200.25

-1.3%

After:

+0.37%

262 Buy

186 Hold

22 Sell

Moderate Buy

premium

▲ 6.96%

VSIAX

$96.58

-0.53%

532 Buy

281 Hold

34 Sell

Moderate Buy

premium

▲ 4.85%

VSS

$155.23

+0.82%

After:

+0.12%

―

premium

▲ 7.25%

VTIVX

$35.71

-0.06%

―

premium

▲ 2.29%

VTV

$202.61

+0.65%

After:

-0.44%

3K Buy

2K Hold

187 Sell

Moderate Buy

premium

▲ 1.34%

VWO

$57.18

+0.76%

After:

+0.12%

―

premium

▲ 3.46%

VWSTX

$15.88

―

premium

▼ 0.13%

WMT

$124.57

-1.74%

After:

+0.06%

27 Buy

2 Hold

0 Sell

Strong Buy

premium

▼ 0.8%

VGT

$758.26

+2.02%

After:

+0.26%

2K Buy

961 Hold

110 Sell

Moderate Buy

premium

▲ 0.3%

SHW

$334.38

-0.51%

After:

+0.19%

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

▲ 1.99%

SEI

$61.85

-0.87%

After:

+1.44%

8 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 23.06%

RZV

$130.91

+1.48%

After:

-0.3%

339 Buy

370 Hold

79 Sell

Hold

premium

▲ 9.28%

AMAT

$395.73

-0.94%

After:

+0.32%

25 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 13.56%

ASML

$1500.20

+1.48%

After:

+0.39%

9 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 9.22%

BRK.B

$480.19

+0.06%

After:

+0.02%

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

▼ 2.67%

CAT

$791.73

+0.14%

After:

+0.19%

11 Buy

5 Hold

1 Sell

Moderate Buy

premium

▲ 12.2%

CLX

$103.39

-1.8%

After:

+0.15%

0 Buy

10 Hold

3 Sell

Hold

premium

▼ 7.84%

CMG

$34.59

+1.47%

After:

+0.03%

21 Buy

6 Hold

0 Sell

Strong Buy

premium

▲ 0.17%

DFAI

$41.17

+0.54%

After:

+1.97%

6K Buy

4K Hold

745 Sell

Hold

premium

▲ 4.2%

DFAS

$75.05

+1.23%

After:

6K Buy

4K Hold

488 Sell

Moderate Buy

premium

▲ 5.44%

DFAU

$47.50

+0.96%

After:

11K Buy

6K Hold

738 Sell

Moderate Buy

premium

▲ 2.49%

EWJ

$88.35

+0.25%

After:

+0.42%

523 Buy

287 Hold

39 Sell

Hold

premium

▲ 3.75%

EWL

$61.26

+0.92%

After:

―

premium

▲ 2.54%

EWX

$70.59

+1.42%

After:

―

premium

▲ 5.01%

FDX

$371.89

-0.59%

After:

+0.11%

16 Buy

5 Hold

1 Sell

Moderate Buy

premium

▲ 5.23%

GSK

$58.94

+1.25%

After:

+0.59%

0 Buy

3 Hold

0 Sell

Hold

premium

▲ 9.82%

ISRG

$458.96

+1.85%

After:

+0.11%

14 Buy

5 Hold

0 Sell

Moderate Buy

premium

▼ 5.56%

JNJ

$237.96

-0.21%

After:

+0.05%

11 Buy

6 Hold

0 Sell

Moderate Buy

premium

▼ 0.73%

$76.41

-1.37%

After:

-0.01%

14 Buy

1 Hold

0 Sell

Strong Buy

premium

▼ 1.96%

MELI

$1831.93

+3.27%

After:

+0.22%

10 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 6.81%

MOAT

$99.31

+1.71%

After:

+0.34%

774 Buy

312 Hold

34 Sell

Moderate Buy

premium

▼ 4.07%

NSIT

$73.87

+7.38%

After:

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

▼ 12.02%

PEP

$155.88

-0.75%

After:

+0.13%

7 Buy

8 Hold

0 Sell

Moderate Buy

premium

▲ 9.6%

PFE

$27.34

+1.56%

After:

-0.18%

8 Buy

13 Hold

2 Sell

Moderate Buy

premium

▲ 8.58%

PLUS

$84.27

+3.54%

After:

+0.61%

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

▼ 2.74%

RMD

$230.26

+0.61%

After:

-0.26%

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

▼ 5.94%

GDX

$98.78

-0.61%

After:

+0.34%

265 Buy

68 Hold

15 Sell

Moderate Buy

premium

▲ 5.29%