New Portfolio - New Portfolio

SG

New Portfolio
Individual Investor
Ranked #193,570 out of 766,001 TipRanks' Investors
Success Rate
67%
28 out of 42
profitable transactions
Average Return
10.41%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
17.89% UBS
10.56% OWL
8.96% MOAT
8.73% KVUE
8.49% RSP
45.37% Others
By Assets
67.91% Stocks
27.77% ETFs
4.31% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
32.81% Financial
32.09% General
11.89% Energy
9.57% Technology
7.80% Consumer Cyclical
5.85% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
lcq5dqbmedm
lcq5dqbmedm
lcq5dqbmedm
premium
lcq5dqbmedm
premium
lcq5dqbmedm
lcq5dqbmedm
lcq5dqbmedm
7so8ye
7so8ye
7so8ye
premium
7so8ye
premium
7so8ye
7so8ye
7so8ye
fpdgh9esheb
fpdgh9esheb
fpdgh9esheb
premium
fpdgh9esheb
premium
fpdgh9esheb
fpdgh9esheb
fpdgh9esheb
8z1ssh7
8z1ssh7
8z1ssh7
premium
8z1ssh7
premium
8z1ssh7
8z1ssh7
8z1ssh7
4q9wp7m4xnr
4q9wp7m4xnr
4q9wp7m4xnr
premium
4q9wp7m4xnr
premium
4q9wp7m4xnr
4q9wp7m4xnr
4q9wp7m4xnr
ulcqeix8cfg
ulcqeix8cfg
ulcqeix8cfg
premium
ulcqeix8cfg
premium
ulcqeix8cfg
ulcqeix8cfg
ulcqeix8cfg
5vpsrgepufd
5vpsrgepufd
5vpsrgepufd
premium
5vpsrgepufd
premium
5vpsrgepufd
5vpsrgepufd
5vpsrgepufd
fz7yv4t2
fz7yv4t2
fz7yv4t2
premium
fz7yv4t2
premium
fz7yv4t2
fz7yv4t2
fz7yv4t2
buvfrtnlfmg
buvfrtnlfmg
buvfrtnlfmg
premium
buvfrtnlfmg
premium
buvfrtnlfmg
buvfrtnlfmg
buvfrtnlfmg
mseawd
mseawd
mseawd
premium
mseawd
premium
mseawd
mseawd
mseawd
To view investors' portfolios
Sign Up For Free
STNE
Stoneco
$11.30
$0.05
(0.44%)
premium
3 Buy
1 Hold
1 Sell
Moderate Buy
premium
$3.39B
9.81%
BCSF
Bain Capital Specialty Finance
$17.04
$0.15
(0.89%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.09B
11.96%
SAN
Banco Santander SA
$4.74
$0.11
(2.27%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$74.95B
25.06%
BPIRY
Piraeus Bank
$4.07
$0.135
(3.44%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$5.00B
36.96%
UBS
UBS Group AG
$32.34
$0.74
(2.24%)
premium
5 Buy
5 Hold
1 Sell
Moderate Buy
premium
$105.48B
31.95%
OWL
Blue Owl Capital
$22.90
$0.34
(1.51%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$33.28B
73.09%
SN
SharkNinja, Inc.
$104.29
$8.34
(8.69%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$13.43B
139.09%
BIRK
Birkenstock Holding plc
$46.62
$0.43
(0.91%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$8.84B
16.84%
KVYO
Klaviyo, Inc. Class A
$33.35
$0.43
(1.27%)
premium
13 Buy
4 Hold
0 Sell
Strong Buy
premium
$9.22B
33.77%
KVUE
Kenvue, Inc.
$23.68
$0.71
(3.09%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$43.99B
23.20%
MOAT
MOAT
< ETF >
VanEck Morningstar Wide Moat ETF
$97.16
$0.33
(0.34%)
premium
538 Buy
359 Hold
43 Sell
Moderate Buy
premium
$16.02B
31.13%
RSP
RSP
< ETF >
Invesco S&P 500 Equal Weight ETF
$184.10
$1.02
(0.56%)
premium
4K Buy
3K Hold
314 Sell
Moderate Buy
premium
$69.31B
31.59%
RHHBY
Roche Holding
$37.61
$0.56
(1.47%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$245.51B
14.70%
PSHZF
PSHZF
< FUND >
Pershing Square Holdings Ltd Public Class USD Accum.Shs
$46.78
$0.13
(0.28%)
premium
premium
$8.92B
27.36%
NLR
NLR
< ETF >
VanEck Uranium + Nuclear Energy ETF
$90.79
$0.91
(0.99%)
premium
84 Buy
26 Hold
5 Sell
Moderate Buy
premium
$538.83M
29.22%
GLIN
GLIN
< ETF >
VanEck India Growth Leaders ETF
$51.70
$0.702
(1.34%)
premium
premium
$161.70M
32.41%
SMIN
SMIN
< ETF >
iShares MSCI India Small Cap ETF
$81.64
$1.87
(2.24%)
premium
premium
$999.49M
28.10%
DE:BAYN
Bayer
€24.07
€0.32
(1.31%)
premium
0 Buy
9 Hold
0 Sell
Hold
premium
€23.94B
-42.46%
NKE
Nike
$75.88
$0.04
(0.05%)
premium
14 Buy
14 Hold
0 Sell
Moderate Buy
premium
$113.01B
-29.08%
OXY
Occidental Petroleum
$50.53
$0.68
(1.33%)
premium
3 Buy
11 Hold
1 Sell
Hold
premium
$46.38B
-16.59%
CVX
Chevron
$156.93
$0.16
(0.1%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$286.72B
10.56%
KWEB
KWEB
< ETF >
KraneShares CSI China Internet ETF
$32.00
$2.3
(6.71%)
premium
126 Buy
34 Hold
9 Sell
Moderate Buy
premium
$7.24B
19.31%