tiprankstipranks

New Portfolio - New Portfolio

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

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
2xde8ohni
2xde8ohni
2xde8ohni
premium
2xde8ohni
premium
2xde8ohni
2xde8ohni
2xde8ohni
haryzym9n8d
haryzym9n8d
haryzym9n8d
premium
haryzym9n8d
premium
haryzym9n8d
haryzym9n8d
haryzym9n8d
irutkanjjys
irutkanjjys
irutkanjjys
premium
irutkanjjys
premium
irutkanjjys
irutkanjjys
irutkanjjys
ts2c9jz8
ts2c9jz8
ts2c9jz8
premium
ts2c9jz8
premium
ts2c9jz8
ts2c9jz8
ts2c9jz8
lx7qbruh
lx7qbruh
lx7qbruh
premium
lx7qbruh
premium
lx7qbruh
lx7qbruh
lx7qbruh
f7f5c42s5rv
f7f5c42s5rv
f7f5c42s5rv
premium
f7f5c42s5rv
premium
f7f5c42s5rv
f7f5c42s5rv
f7f5c42s5rv
g244lowb5yl
g244lowb5yl
g244lowb5yl
premium
g244lowb5yl
premium
g244lowb5yl
g244lowb5yl
g244lowb5yl
6ykwgto
6ykwgto
6ykwgto
premium
6ykwgto
premium
6ykwgto
6ykwgto
6ykwgto
y74oyf3ni
y74oyf3ni
y74oyf3ni
premium
y74oyf3ni
premium
y74oyf3ni
y74oyf3ni
y74oyf3ni
bvavx65v22
bvavx65v22
bvavx65v22
premium
bvavx65v22
premium
bvavx65v22
bvavx65v22
bvavx65v22
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SCHD
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
JPST
< ETF >
JPMorgan Ultra-Short Income ETF
$50.53
$0
(0%)
After
0%
premium
premium
$28.45B
0.48%