Taxable - First One - New Portfolio

Performance Portfolio Details

Taxable - First One

Individual Investor

Ranked #202,925 out of 858,889 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

h0otvgvv84i

premium

h0otvgvv84i

f7ehinok4jf

premium

f7ehinok4jf

itzhwo8f4g

premium

itzhwo8f4g

szr0u15ze7

premium

szr0u15ze7

15voa9pw

premium

15voa9pw

ese7h6

premium

ese7h6

z35wxbwr4n

premium

z35wxbwr4n

23a1v6nhuao

premium

23a1v6nhuao

oncea2fejs

premium

oncea2fejs

8aicf1i9mbi

premium

8aicf1i9mbi

To view investors' portfolios

NVDA

$188.63

+2.57%

Pre:

-1.66%

41 Buy

1 Hold

1 Sell

Strong Buy

premium

▼ 0.12%

COST

$998.47

-3.25%

Pre:

-0.14%

16 Buy

6 Hold

1 Sell

Moderate Buy

premium

▼ 0.35%

ADBE

$225.35

-2%

Pre:

-0.04%

9 Buy

15 Hold

3 Sell

Hold

premium

▼ 11.72%

TDG

$1207.18

-1.5%

Pre:

-3.55%

10 Buy

6 Hold

0 Sell

Moderate Buy

premium

▼ 11.14%

VALE

$16.96

+1.86%

Pre:

-0.88%

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

▲ 27.9%

VAW

$236.20

+0.57%

Pre:

429 Buy

262 Hold

27 Sell

Moderate Buy

premium

▲ 11.98%

VBR

$224.78

-0.57%

Pre:

3K Buy

2K Hold

362 Sell

Moderate Buy

premium

▲ 4.83%

VDE

$161.79

-0.58%

Pre:

+2.02%

586 Buy

338 Hold

51 Sell

Moderate Buy

premium

▲ 25.75%

VEA

$67.74

+0.28%

Pre:

-0.96%

7K Buy

4K Hold

815 Sell

Hold

premium

▲ 7.18%

VFH

$124.56

-1.05%

Pre:

1K Buy

987 Hold

128 Sell

Moderate Buy

premium

▼ 7.02%

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

$87.06

+0.35%

Pre:

3K Buy

2K Hold

525 Sell

Hold

premium

▲ 2.96%

VLXVX

$41.25

-0.05%

―

premium

▲ 2.38%

SMH

$436.88

+1.53%

Pre:

-1.08%

378 Buy

144 Hold

14 Sell

Moderate Buy

premium

▲ 17.03%

VONV

$97.35

-0.56%

Pre:

6K Buy

4K Hold

452 Sell

Moderate Buy

premium

▲ 4.54%

VOO

$624.60

-0.07%

Pre:

-0.74%

5K Buy

3K Hold

305 Sell

Moderate Buy

premium

▼ 0.59%

VPU

$202.89

-0.36%

Pre:

-0.56%

262 Buy

186 Hold

22 Sell

Moderate Buy

premium

▲ 8.37%

VSIAX

$96.58

-0.53%

533 Buy

280 Hold

34 Sell

Moderate Buy

premium

▲ 4.85%

VSS

$153.96

+0.52%

Pre:

―

premium

▲ 6.37%

VTIVX

$35.71

-0.06%

―

premium

▲ 2.29%

VTV

$201.31

-0.81%

Pre:

-0.26%

3K Buy

2K Hold

187 Sell

Moderate Buy

premium

▲ 0.69%

VWO

$56.75

+0.55%

Pre:

―

premium

▲ 2.68%

VWSTX

$15.88

―

premium

▼ 0.13%

WMT

$126.77

-1.83%

Pre:

-0.05%

27 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 0.95%

VGT

$743.28

+0.42%

Pre:

-0.91%

2K Buy

963 Hold

110 Sell

Moderate Buy

premium

▼ 1.68%

SHW

$336.11

+0.11%

Pre:

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

▲ 2.52%

SEI

$62.39

+2.26%

Pre:

-1.27%

8 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 24.13%

RZV

$128.99

-0.47%

Pre:

339 Buy

370 Hold

79 Sell

Hold

premium

▲ 7.68%

AMAT

$399.49

+0.42%

Pre:

-1.12%

25 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 14.64%

ASML

$1478.28

+2.05%

Pre:

-1.44%

9 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 7.62%

BRK.B

$479.90

-1.09%

Pre:

-0.31%

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

▼ 2.73%

CAT

$790.66

+0.46%

Pre:

-1.1%

11 Buy

5 Hold

1 Sell

Moderate Buy

premium

▲ 12.05%

CLX

$105.28

-2.17%

Pre:

-0.34%

0 Buy

10 Hold

3 Sell

Hold

premium

▼ 6.16%

CMG

$34.09

-0.44%

Pre:

-1%

21 Buy

6 Hold

0 Sell

Strong Buy

premium

▼ 1.27%

DFAI

$40.95

+0.32%

6K Buy

4K Hold

745 Sell

Hold

premium

▲ 3.64%

DFAS

$74.14

-0.67%

6K Buy

4K Hold

488 Sell

Moderate Buy

premium

▲ 4.16%

DFAU

$47.05

-0.15%

11K Buy

6K Hold

738 Sell

Moderate Buy

premium

▲ 1.52%

EWJ

$88.13

-0.1%

Pre:

-1.85%

524 Buy

286 Hold

39 Sell

Hold

premium

▲ 3.49%

EWL

$60.70

+0.25%

Pre:

―

premium

▲ 1.61%

EWX

$69.60

+0.68%

―

premium

▲ 3.54%

FDX

$374.08

-0.77%

Pre:

16 Buy

5 Hold

1 Sell

Moderate Buy

premium

▲ 5.85%

GSK

$58.21

-0.26%

Pre:

-0.09%

0 Buy

3 Hold

0 Sell

Hold

premium

▲ 8.46%

ISRG

$450.62

-0.95%

Pre:

-0.49%

14 Buy

5 Hold

0 Sell

Moderate Buy

premium

▼ 7.28%

JNJ

$238.46

-1.18%

Pre:

+0.02%

11 Buy

6 Hold

0 Sell

Moderate Buy

premium

▼ 0.52%

$77.47

-0.91%

Pre:

-0.32%

14 Buy

1 Hold

0 Sell

Strong Buy

premium

▼ 0.6%

MELI

$1773.96

-1.07%

Pre:

-0.79%

10 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 3.43%

MOAT

$97.64

-1.23%

Pre:

774 Buy

312 Hold

34 Sell

Moderate Buy

premium

▼ 5.68%

NSIT

$68.79

-1.59%

Pre:

+2.85%

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

▼ 18.07%

PEP

$157.06

-0.27%

Pre:

+0.45%

7 Buy

8 Hold

0 Sell

Moderate Buy

premium

▲ 10.43%

PFE

$26.92

-1.1%

Pre:

-0.33%

8 Buy

13 Hold

2 Sell

Moderate Buy

premium

▲ 6.91%

PLUS

$81.39

-0.56%

Pre:

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

▼ 6.06%

RMD

$228.87

+0.39%

Pre:

7 Buy

5 Hold

0 Sell

Moderate Buy

premium

▼ 6.51%

GDX

$99.39

+1.06%

Pre:

-2%

265 Buy

68 Hold

15 Sell

Moderate Buy

premium

▲ 5.94%