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AF.Div
- New Portfolio
Performance
Portfolio Details
Sven Hergemoeller
AF.Div
Individual Investor
Ranked #101,566 out of 815,805 TipRanks' Investors
Success Rate
75%
101 out of 134
profitable transactions
Average Return
2.16%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
13.19%
SCHD
8.91%
VTI
8.87%
DGRO
7.45%
XLE
6.90%
BRK.B
54.68%
Others
By Assets
70.86%
ETFs
28.87%
Stocks
0.26%
Cash
0.00%
Funds
0.00%
Cryptocurrency
0.00%
Options
By Sector
71.05%
General
19.56%
Financial
4.48%
Consumer Defensive
1.94%
Energy
1.80%
Basic Materials
1.17%
Healthcare
Portfolio Holdings
Select Columns
23
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
% Change
Analyst Consensus
Analyst Price Target
Smart Score
Holding Gain
Alerts
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ipz39k9c3th
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yqtj2rtgad
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premium
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JPM
$301.42
+0.12%
After:
+0.15%
11
Buy
6
Hold
2
Sell
Moderate Buy
premium
premium
▲ 5.47%
5
5
GLD
$318.07
+0.96%
After:
-0.16%
―
premium
premium
▲ 2.45%
BLK
$1127.14
-0.3%
After:
>-0.01%
12
Buy
1
Hold
0
Sell
Strong Buy
premium
premium
▲ 15.13%
1
1
XLI
$152.01
-0.92%
After:
>-0.01%
572
Buy
416
Hold
45
Sell
Moderate Buy
premium
premium
▲ 0.4%
CB
$275.07
+0.67%
After:
+0.52%
5
Buy
10
Hold
2
Sell
Hold
premium
premium
▼ 2.23%
5
5
KO
$68.99
+0.92%
After:
+0.04%
15
Buy
0
Hold
0
Sell
Strong Buy
premium
premium
▼ 2.33%
5
5
DGRO
$66.93
+0.04%
After:
+0.28%
3K
Buy
2K
Hold
185
Sell
Moderate Buy
premium
premium
▲ 2.13%
SCHD
$27.92
+0.36%
After:
+0.25%
433
Buy
483
Hold
75
Sell
Moderate Buy
premium
premium
▲ 2.99%
PAVE
$46.51
-0.89%
After:
0%
445
Buy
242
Hold
20
Sell
Moderate Buy
premium
premium
▼ 0.02%
XLV
$137.43
+0.73%
After:
+0.05%
562
Buy
352
Hold
20
Sell
Moderate Buy
premium
premium
▲ 2.86%
XLE
$90.39
+0.55%
After:
-0.1%
236
Buy
112
Hold
4
Sell
Moderate Buy
premium
premium
▲ 3.01%
BRK.B
$502.98
+0.62%
After:
+0.06%
1
Buy
1
Hold
0
Sell
Moderate Buy
premium
premium
▲ 4.29%
5
5
VTI
$318.20
-0.59%
After:
+0.04%
14K
Buy
8K
Hold
929
Sell
Moderate Buy
premium
premium
▲ 2.62%
VYM
$139.18
-0.06%
After:
+0.11%
3K
Buy
2K
Hold
316
Sell
Moderate Buy
premium
premium
▲ 3.6%
ET
$17.72
+0.34%
After:
-0.11%
8
Buy
0
Hold
0
Sell
Strong Buy
premium
premium
▲ 1.08%
5
5
IHI
$62.15
+0.39%
After:
0%
345
Buy
170
Hold
10
Sell
Moderate Buy
premium
premium
▲ 0.14%
RSPH
$29.43
+0.89%
After:
+0.07%
561
Buy
351
Hold
20
Sell
Moderate Buy
premium
premium
▼ 0.42%
NVST
$21.18
-0.33%
After:
0%
4
Buy
6
Hold
1
Sell
Moderate Buy
premium
premium
▼ 3.5%
5
5
VALE
$10.28
+0.29%
After:
-0.19%
3
Buy
4
Hold
0
Sell
Moderate Buy
premium
premium
▲ 4.62%
5
5
ARCC
$22.40
+0.67%
After:
-0.22%
10
Buy
2
Hold
0
Sell
Strong Buy
premium
premium
▲ 0.07%
5
5
GREK
$63.09
-1.33%
After:
-0.25%
―
premium
premium
▼ 4.58%
GDX
$63.17
+3%
After:
+0.03%
287
Buy
99
Hold
20
Sell
Moderate Buy
premium
premium
▲ 4.98%
SCHY
$28.04
-0.07%
After:
+0.57%
212
Buy
221
Hold
59
Sell
Hold
premium
premium
▼ 1.99%
23
Results | Showing
1
out of
1
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