tiprankstipranks

New Portfolio - New Portfolio

Daniel Lars

New Portfolio
Individual Investor
Ranked #370,480 out of 783,619 TipRanks' Investors
Success Rate
44%
12 out of 27
profitable transactions
Average Return
19.80%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
25.74% SCHD
24.09% ET
13.19% BMY
12.69% JPST
10.86% PFS
13.43% Others
By Assets
46.57% Stocks
29.07% ETFs
24.36% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
38.43% General
26.54% Energy
13.19% Healthcare
13.08% Financial
8.77% Industrials

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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ps1tu7lv2u
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ps1tu7lv2u
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ml29ifnb4ab
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SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.98
$0.03
(0.11%)
Pre
0.23%
premium
411 Buy
414 Hold
69 Sell
Moderate Buy
premium
$67.96B
8.87%
ET
Energy Transfer
$21.08
$0.55
(2.68%)
Pre
0.66%
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$72.18B
41.00%
GEO
Geo Group
$31.46
$0.12
(0.38%)
Pre
0.13%
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$4.40B
182.91%
EGY
Vaalco Energy
$4.18
$0.01
(0.24%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$439.30M
-1.88%
MVBF
MVB Financial
$19.84
$0.05
(0.25%)
Pre
1.01%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$256.76M
-7.42%
PFS
Provident Financial Services
$18.56
$0.25
(1.37%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.42B
12.14%
BMY
Bristol-Myers Squibb
$59.14
$0.09
(0.15%)
Pre
0.41%
premium
5 Buy
10 Hold
1 Sell
Hold
premium
$119.95B
21.01%
JPST
JPST
< ETF >
JPMorgan Ultra-Short Income ETF
$50.59
$0.02
(0.04%)
Pre
0%
premium
premium
$28.78B
0.20%