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first - New Portfolio

first
Individual Investor
Ranked #292,844 out of 781,066 TipRanks' Investors
Success Rate
75%
9 out of 12
profitable transactions
Average Return
3.13%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
27.47% GB:IPRV
24.70% FR:CD5
15.03% ARCC
10.85% IT:DFND
9.24% KO
12.71% Others
By Assets
67.68% ETFs
32.32% Stocks
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
67.68% General
19.43% Financial
9.24% Consumer Defensive
3.65% Technology

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ARCC
Ares Capital
$23.18
$0.18
(0.78%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$14.86B
14.30%
DE:VVSM
VVSM
< ETF >
VanEck Semiconductor UCITS ETF Accum A USD
€42.55
€0.365
(0.87%)
premium
305 Buy
129 Hold
17 Sell
Moderate Buy
premium
35.77%
FR:CD5
CD5
< ETF >
AMUNDI EURO STOXX 50 UCITS ETF DR - EUR (D)
€81.26
€0.68
(0.84%)
premium
351 Buy
210 Hold
27 Sell
Moderate Buy
premium
15.95%
GB:IPRV
IPRV
< ETF >
iShares Listed Private Equity UCITS ETF
3064.50p
38p
(1.26%)
premium
138 Buy
105 Hold
16 Sell
Hold
premium
$947.86M
32.91%
IT:DFND
DFND
< ETF >
iShares Global Aerospace & Defence UCITS ETF Accum- USD
€5.95
€0.061
(1.04%)
premium
262 Buy
152 Hold
18 Sell
Moderate Buy
premium
12.58%
KO
Coca-Cola
$62.71
$0.46
(0.74%)
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$268.16B
4.24%
NVDA
Nvidia
$137.71
$4.14
(3.1%)
premium
36 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.27T
141.14%
CGBD
TCG BDC
$18.46
$0.09
(0.49%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$935.15M
20.10%