Rafi Stock - New Portfolio

Rafi

Rafi Stock
Individual Investor
Ranked #64,516 out of 757,492 TipRanks' Investors
Success Rate
61%
463 out of 760
profitable transactions
Average Return
27.95%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
32.64% VOO
12.06% SCHD
10.39% VIG
7.02% GOOGL
5.67% AMZN
32.22% Others
By Assets
54.53% ETFs
32.14% Stocks
13.33% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
62.91% General
9.86% Technology
8.78% Financial
8.13% Consumer Cyclical
7.02% Communication Services
3.30% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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CAMT
Camtek
$76.13
$4.62
(6.46%)
Pre
0.01%
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.45B
27.79%
AMZN
Amazon
$189.87
$3.44
(1.85%)
Pre
0.12%
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.99T
35.46%
AAPL
Apple
$228.87
$8.18
(3.71%)
Pre
0.54%
premium
24 Buy
8 Hold
1 Sell
Moderate Buy
premium
$3.48T
23.24%
MRK
Merck & Company
$117.23
$1.41
(1.19%)
Pre
0.26%
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$297.16B
9.24%
MCD
McDonald's
$293.85
$1.82
(0.62%)
Pre
0.21%
premium
18 Buy
8 Hold
0 Sell
Moderate Buy
premium
$210.79B
5.00%
MA
Mastercard
$493.01
$1.75
(0.35%)
Pre
>0.01%
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$455.46B
19.64%
GOOGL
Alphabet Class A
$162.14
$2.33
(1.46%)
Pre
0.11%
premium
27 Buy
9 Hold
0 Sell
Strong Buy
premium
$2.00T
15.77%
MSFT
Microsoft
$438.69
$7.88
(1.83%)
Pre
0.31%
premium
29 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.26T
31.08%
TSLA
Tesla
$243.92
$16.72
(7.36%)
Pre
0.66%
premium
12 Buy
16 Hold
8 Sell
Hold
premium
$779.24B
-14.75%
V
Visa
$285.24
$3.24
(1.12%)
Pre
<0.01%
premium
24 Buy
5 Hold
0 Sell
Strong Buy
premium
$563.61B
18.44%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$483.36
$11.92
(2.53%)
Pre
0.36%
premium
1K Buy
615 Hold
62 Sell
Moderate Buy
premium
$284.92B
29.32%
XLE
XLE
< ETF >
Energy Select Sector SPDR Fund
$88.96
$1.05
(1.19%)
Pre
0.09%
premium
216 Buy
112 Hold
7 Sell
Moderate Buy
premium
$35.24B
-2.75%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$524.91
$9
(1.74%)
Pre
0.28%
premium
4K Buy
3K Hold
296 Sell
Moderate Buy
premium
$515.98B
27.53%
VTV
VTV
< ETF >
Vanguard Value ETF
$173.85
$1.51
(0.88%)
Pre
0.02%
premium
2K Buy
2K Hold
192 Sell
Moderate Buy
premium
$129.81B
21.70%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$84.87
$0.73
(0.87%)
Pre
0.08%
premium
403 Buy
456 Hold
67 Sell
Moderate Buy
premium
$60.72B
14.59%
QQQM
QQQM
< ETF >
Invesco NASDAQ 100 ETF
$198.94
$4.91
(2.53%)
Pre
0.36%
premium
1K Buy
613 Hold
62 Sell
Moderate Buy
premium
$32.08B
32.63%
VIG
VIG
< ETF >
Vanguard Dividend Appreciation ETF
$197.84
$2.04
(1.04%)
Pre
0.02%
premium
2K Buy
1K Hold
147 Sell
Moderate Buy
premium
$85.26B
22.08%
AVUV
AVUV
< ETF >
Avantis U.S. Small Cap Value ETF
$96.99
$2.12
(2.23%)
Pre
0%
premium
1K Buy
1K Hold
163 Sell
Hold
premium
$13.43B
20.58%
BRK.B
Berkshire Hathaway B
$459.71
$3.11
(0.68%)
Pre
0.07%
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$989.74B
23.24%
CSTNL
CSTNL
< ETF >
Ish.Frf Spx 500
$603.20
$1.764
(0.29%)
premium
4K Buy
3K Hold
295 Sell
Moderate Buy
premium
$94.81B
30.90%
IBIT
IBIT
< ETF >
IShares Bitcoin Trust Registered
$36.01
$1.86
(5.45%)
Pre
0.22%
premium
premium
$21.57B
28.24%
IJR
IJR
< ETF >
iShares Core S&P Small Cap ETF
$118.12
$2.26
(1.95%)
Pre
0.16%
premium
1K Buy
1K Hold
218 Sell
Hold
premium
$85.13B
23.02%
LULU
Lululemon Athletica
$270.76
$0.56
(0.21%)
Pre
0%
premium
13 Buy
8 Hold
1 Sell
Moderate Buy
premium
$34.63B
-30.91%
NVMI
Nova
$205.30
$12.96
(6.74%)
Pre
0.63%
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$5.97B
83.84%
SMH
SMH
< ETF >
VanEck Semiconductor ETF
$241.09
$10.03
(4.34%)
Pre
1%
premium
309 Buy
130 Hold
17 Sell
Moderate Buy
premium
$21.97B
67.85%
SPGI
S&P Global
$524.22
$4.7
(0.9%)
Pre
0.34%
premium
16 Buy
0 Hold
0 Sell
Strong Buy
premium
$164.08B
33.45%
UNH
UnitedHealth
$577.07
$3.58
(0.62%)
Pre
0.33%
premium
21 Buy
0 Hold
0 Sell
Strong Buy
premium
$532.88B
20.80%
VUG
VUG
< ETF >
Vanguard Growth ETF
$382.04
$9.15
(2.45%)
Pre
0.53%
premium
2K Buy
1K Hold
99 Sell
Moderate Buy
premium
$138.34B
37.02%