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New Portfolio
- New Portfolio
Performance
Portfolio Details
Daniel Lars
New Portfolio
Individual Investor
Ranked #257,955 out of 770,014 TipRanks' Investors
Success Rate
59%
16 out of 27
profitable transactions
Average Return
18.89%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
26.98%
SCHD
21.85%
ET
13.04%
BMY
12.62%
JPST
12.41%
PFS
13.10%
Others
By Assets
45.73%
Stocks
29.98%
ETFs
24.28%
Cash
0.00%
Funds
0.00%
Cryptocurrency
By Sector
39.60%
General
24.83%
Energy
14.80%
Financial
13.04%
Healthcare
7.72%
Industrials
Portfolio Holdings
Select Columns
8
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100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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SCHD
< ETF >
Schwab US Dividend Equity ETF
$29.45
$0.06
(
0.2%
)
After
0.1%
premium
428
Buy
434
Hold
68
Sell
Moderate Buy
premium
$65.66B
23.25%
ET
Energy Transfer
$19.20
$0.23
(
1.21%
)
After
0.05%
premium
8
Buy
0
Hold
0
Sell
Strong Buy
premium
$64.95B
38.27%
GEO
Geo Group
$27.83
$0.11
(
0.39%
)
After
0.79%
premium
2
Buy
1
Hold
0
Sell
Moderate Buy
premium
$3.91B
189.99%
EGY
Vaalco Energy
$5.12
$0.11
(
2.1%
)
After
0.39%
premium
3
Buy
0
Hold
0
Sell
Strong Buy
premium
$542.58M
12.72%
MVBF
MVB Financial
$21.51
$0.78
(
3.5%
)
After
0%
premium
1
Buy
0
Hold
0
Sell
Moderate Buy
premium
$288.44M
9.59%
PFS
Provident Financial Services
$21.29
$0.37
(
1.71%
)
After
0%
premium
3
Buy
0
Hold
0
Sell
Strong Buy
premium
$2.83B
42.50%
BMY
Bristol-Myers Squibb
$58.74
$0.04
(
0.07%
)
After
0%
premium
6
Buy
9
Hold
2
Sell
Hold
premium
$119.22B
18.13%
JPST
< ETF >
JPMorgan Ultra-Short Income ETF
$50.53
$0
(
0%
)
After
0%
premium
―
premium
$28.45B
0.48%
8
Results | Showing
1
out of
1
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