Taxable - First One - New Portfolio

Performance Portfolio Details

Taxable - First One

Individual Investor

Ranked #282,559 out of 861,199 TipRanks' Investors

Success Rate

53 out of 81
profitable transactions

Average Return

4.39%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

36.15% VTIVX

8.39% DFAS

5.07% WMT

4.65% ISRG

3.78% AMAT

41.96% Others

By Assets

38.58% Funds

34.45% Stocks

26.96% ETFs

0.00% Cryptocurrency

0.00% Cash

0.00% Options

0.00% Other

By Sector

65.55% General

10.86% Consumer Defensive

7.95% Technology

7.00% Healthcare

4.25% Consumer Cyclical

3.66% Industrials

0.73% Other

Portfolio Holdings

dt1t43p19p8

premium

dt1t43p19p8

85dile4a30f

premium

85dile4a30f

1nhzbxvdaq9

premium

1nhzbxvdaq9

3h6e9sr3ye

premium

3h6e9sr3ye

4n3g4q2uziu

premium

4n3g4q2uziu

fq7a5adirer

premium

fq7a5adirer

dfhf1rsta3

premium

dfhf1rsta3

4z7h74lwvlc

premium

4z7h74lwvlc

q5cg8rdq

premium

q5cg8rdq

6gxjmggrm6

premium

6gxjmggrm6

To view investors' portfolios

NVDA

$207.17

+5.43%

40 Buy

1 Hold

1 Sell

Strong Buy

premium

▲ 9.7%

COST

$997.26

-1.89%

15 Buy

6 Hold

1 Sell

Moderate Buy

premium

▼ 0.47%

ADBE

$250.44

-2.03%

10 Buy

15 Hold

3 Sell

Hold

premium

▼ 1.9%

TDG

$1243.27

+4.36%

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

▼ 8.49%

VALE

$16.52

+3.7%

7 Buy

6 Hold

0 Sell

Moderate Buy

premium

▲ 24.59%

VAW

$237.03

+2.22%

443 Buy

241 Hold

32 Sell

Moderate Buy

premium

▲ 12.37%

VBR

$235.54

+1.47%

3K Buy

2K Hold

346 Sell

Moderate Buy

premium

▲ 9.85%

VDE

$161.94

-4.31%

585 Buy

331 Hold

53 Sell

Moderate Buy

premium

▲ 25.87%

VEA

$70.91

+2.8%

6K Buy

4K Hold

744 Sell

Hold

premium

▲ 12.2%

VFH

$127.88

+0.71%

1K Buy

947 Hold

122 Sell

Moderate Buy

premium

▼ 4.54%

VFIAX

$664.96

-0.4%

407 Buy

87 Hold

9 Sell

Moderate Buy

premium

▲ 5.02%

VFSTX

$10.41

-0.1%

―

premium

▼ 1.05%

VGK

$89.25

+2.74%

3K Buy

2K Hold

467 Sell

Hold

premium

▲ 5.55%

VLXVX

$42.69

-0.35%

―

premium

▲ 5.96%

SMH

$548.29

+4.9%

382 Buy

126 Hold

13 Sell

Moderate Buy

premium

▲ 46.88%

VONV

$102.94

+1.09%

6K Buy

4K Hold

439 Sell

Moderate Buy

premium

▲ 10.55%

VOO

$674.75

+1.42%

5K Buy

3K Hold

281 Sell

Moderate Buy

premium

▲ 7.39%

VPU

$198.45

-1.04%

288 Buy

215 Hold

25 Sell

Moderate Buy

premium

▲ 6%

VSIAX

$98.63

-0.94%

531 Buy

285 Hold

31 Sell

Moderate Buy

premium

▲ 7.08%

VSS

$162.04

+2.29%

―

premium

▲ 11.95%

VTIVX

$36.83

-0.38%

―

premium

▲ 5.5%

VTV

$208.18

+0.8%

3K Buy

2K Hold

178 Sell

Moderate Buy

premium

▲ 4.12%

VWO

$60.78

+2.39%

―

premium

▲ 9.97%

VWSTX

$15.86

―

premium

▼ 0.25%

WMT

$130.29

-0.38%

28 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 3.75%

VGT

$109.28

+2.31%

2K Buy

897 Hold

98 Sell

Moderate Buy

premium

▲ 15.64%

SHW

$324.83

+3.96%

9 Buy

3 Hold

0 Sell

Strong Buy

premium

▼ 0.92%

SEI

$78.31

+3.48%

8 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 55.81%

RZV

$137.99

+1.01%

345 Buy

380 Hold

77 Sell

Hold

premium

▲ 15.19%

AMAT

$427.31

+4.01%

27 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 22.62%

ASML

$1538.94

+6.65%

5 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 12.04%

BRK.B

$468.76

+0.7%

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

▼ 4.99%

CAT

$927.92

+2.58%

11 Buy

5 Hold

0 Sell

Moderate Buy

premium

▲ 31.5%

CLX

$90.53

+5.12%

1 Buy

9 Hold

4 Sell

Hold

premium

▼ 19.31%

CMG

$33.07

+2.35%

18 Buy

6 Hold

0 Sell

Strong Buy

premium

▼ 4.23%

DFAI

$41.84

+2.34%

6K Buy

4K Hold

680 Sell

Hold

premium

▲ 5.88%

DFAS

$78.49

+0.93%

6K Buy

4K Hold

481 Sell

Moderate Buy

premium

▲ 10.27%

DFAU

$50.63

+1.32%

11K Buy

5K Hold

668 Sell

Moderate Buy

premium

▲ 9.25%

EWJ

$91.73

+2.77%

479 Buy

260 Hold

33 Sell

Hold

premium

▲ 7.71%

EWL

$62.52

+2.31%

―

premium

▲ 4.65%

EWX

$74.63

+0.74%

―

premium

▲ 11.02%

FDX

$377.31

+4.01%

15 Buy

4 Hold

1 Sell

Moderate Buy

premium

▲ 6.76%

GSK

$50.69

+0.62%

0 Buy

2 Hold

0 Sell

Hold

premium

▼ 5.55%

ISRG

$452.63

+0.28%

14 Buy

5 Hold

0 Sell

Moderate Buy

premium

▼ 6.86%

JNJ

$223.82

-0.77%

11 Buy

6 Hold

0 Sell

Moderate Buy

premium

▼ 6.63%

$79.19

+0.9%

15 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 1.61%

MELI

$1847.14

+1.64%

10 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 7.7%

MOAT

$101.16

+1.24%

766 Buy

306 Hold

34 Sell

Moderate Buy

premium

▼ 2.28%

NSIT

$70.42

-1.29%

0 Buy

1 Hold

1 Sell

Moderate Sell

premium

▼ 16.13%

PEP

$156.51

+0.95%

5 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 10.04%

PFE

$26.47

+0.08%

8 Buy

12 Hold

2 Sell

Moderate Buy

premium

▲ 5.12%

PLUS

$83.98

-3.64%

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

▼ 3.07%

RMD

$209.80

+0.92%

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

▼ 14.3%

GDX

$92.13

+7.37%

237 Buy

55 Hold

13 Sell

Moderate Buy

premium

▼ 1.8%