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New Portfolio - New Portfolio

SG

New Portfolio
Individual Investor
Ranked #127,231 out of 783,619 TipRanks' Investors
Success Rate
72%
33 out of 46
profitable transactions
Average Return
16.73%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
12.62% UBS
8.51% MOAT
8.10% RSP
8.00% OWL
7.70% KVUE
55.07% Others
By Assets
61.61% Stocks
33.74% ETFs
4.66% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
38.40% General
25.23% Financial
11.26% Energy
8.37% Technology
6.22% Consumer Cyclical
10.51% Other

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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premium
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premium
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1ahj8y2tydi
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premium
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premium
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premium
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premium
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STNE
Stoneco
$9.51
$0.64
(7.22%)
Pre
1.37%
premium
3 Buy
3 Hold
1 Sell
Moderate Buy
premium
$2.84B
-48.40%
BCSF
Bain Capital Specialty Finance
$18.17
$0.31
(1.74%)
Pre
0.5%
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.17B
17.58%
SAN
Banco Santander SA
$5.20
$0.06
(1.17%)
Pre
1.15%
premium
premium
$78.99B
30.00%
BPIRY
Piraeus Bank
$4.80
$0.06
(1.27%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$5.78B
13.97%
UBS
UBS Group AG
$35.61
$0.04
(0.11%)
Pre
0.03%
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$114.11B
17.93%
OWL
Blue Owl Capital
$25.81
$0.17
(0.66%)
Pre
1.05%
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$38.55B
62.28%
SN
SharkNinja, Inc.
$113.72
$1.94
(1.74%)
Pre
1.07%
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.91B
127.56%
BIRK
Birkenstock Holding plc
$62.17
$0.86
(1.4%)
Pre
1.87%
premium
14 Buy
3 Hold
0 Sell
Strong Buy
premium
$11.68B
29.07%
KVYO
Klaviyo, Inc. Class A
$47.23
$1.44
(3.14%)
Pre
0%
premium
15 Buy
4 Hold
0 Sell
Strong Buy
premium
$12.73B
76.11%
KVUE
Kenvue, Inc.
$21.72
$0.41
(1.92%)
Pre
0%
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$41.64B
4.62%
MOAT
MOAT
< ETF >
VanEck Morningstar Wide Moat ETF
$96.07
$0.75
(0.79%)
Pre
0.05%
premium
552 Buy
281 Hold
33 Sell
Moderate Buy
premium
$15.37B
15.32%
RSP
RSP
< ETF >
Invesco S&P 500 Equal Weight ETF
$182.74
$1.93
(1.07%)
Pre
0.14%
premium
4K Buy
3K Hold
292 Sell
Moderate Buy
premium
$74.82B
15.56%
RHHBY
Roche Holding
$39.84
$0.98
(2.52%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$253.12B
10.59%
PSHZF
PSHZF
< FUND >
Pershing Square Holdings Ltd Public Class USD Accum.Shs
$52.59
$1.33
(2.59%)
premium
premium
$10.02B
6.38%
NLR
NLR
< ETF >
VanEck Uranium + Nuclear Energy ETF
$90.77
$2.63
(2.98%)
Pre
0.11%
premium
83 Buy
30 Hold
7 Sell
Moderate Buy
premium
$1.09B
19.78%
GLIN
GLIN
< ETF >
VanEck India Growth Leaders ETF
$44.46
$0.42
(0.95%)
Pre
3.01%
premium
premium
$140.55M
-2.76%
SMIN
SMIN
< ETF >
iShares MSCI India Small Cap ETF
$69.65
$0.25
(0.36%)
Pre
0%
premium
premium
$736.89M
-3.72%
DE:BAYN
Bayer
€21.82
€0.035
(0.16%)
premium
1 Buy
13 Hold
0 Sell
Hold
premium
€21.48B
-26.52%
NKE
Nike
$78.33
$1.75
(2.29%)
Pre
0.04%
premium
15 Buy
13 Hold
0 Sell
Moderate Buy
premium
$115.86B
-26.49%
OXY
Occidental Petroleum
$48.92
$0.09
(0.18%)
Pre
1.29%
premium
7 Buy
13 Hold
2 Sell
Hold
premium
$45.90B
-15.02%
CVX
Chevron
$156.32
$0.63
(0.4%)
Pre
2.12%
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$280.92B
3.71%
KWEB
KWEB
< ETF >
KraneShares CSI China Internet ETF
$32.46
$1.22
(3.91%)
Pre
0.25%
premium
92 Buy
21 Hold
7 Sell
Moderate Buy
premium
$5.71B
39.07%
TGT
Target
$140.44
$0.35
(0.25%)
Pre
0.44%
premium
15 Buy
15 Hold
0 Sell
Moderate Buy
premium
$64.35B
-0.31%
EWZ
EWZ
< ETF >
iShares MSCI Brazil ETF
$25.37
$0.7
(2.84%)
Pre
0.24%
premium
premium
$3.28B
-25.06%
PAVE
PAVE
< ETF >
Global X U.S. Infrastructure Development ETF
$42.63
$0.57
(1.36%)
Pre
0.05%
premium
400 Buy
205 Hold
16 Sell
Moderate Buy
premium
$8.90B
20.34%
TLT
TLT
< ETF >
iShares 20+ Year Treasury Bond ETF
$88.34
$0.33
(0.37%)
Pre
0.02%
premium
premium
$53.47B
-8.05%