New Portfolio - New Portfolio

Daniel Lars

New Portfolio
Individual Investor
Ranked #383,597 out of 757,492 TipRanks' Investors
Success Rate
44%
12 out of 27
profitable transactions
Average Return
1.53%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
29.31% SCHD
20.81% ET
14.31% JPST
12.81% PFS
12.31% BMY
10.45% Others
By Assets
41.38% Stocks
32.01% ETFs
26.62% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
43.61% General
24.78% Energy
15.38% Financial
12.31% Healthcare
3.92% Industrials

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$84.87
$0.73
(0.87%)
Pre
0.12%
premium
403 Buy
456 Hold
67 Sell
Moderate Buy
premium
$60.72B
14.59%
ET
Energy Transfer
$16.17
$0.06
(0.37%)
Pre
0.06%
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$55.34B
16.57%
GEO
Geo Group
$12.49
$0.02
(0.16%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.74B
68.14%
EGY
Vaalco Energy
$6.02
$0.24
(4.15%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$624.53M
32.87%
MVBF
MVB Financial
$20.39
$0.17
(0.84%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$263.60M
-6.12%
PFS
Provident Financial Services
$19.44
$0.59
(3.13%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.54B
25.74%
BMY
Bristol-Myers Squibb
$49.02
$0.72
(1.45%)
Pre
0.63%
premium
2 Buy
8 Hold
3 Sell
Hold
premium
$99.38B
-15.16%
JPST
JPST
< ETF >
JPMorgan Ultra-Short Income ETF
$50.65
$0.03
(0.06%)
premium
premium
$25.85B
1.06%