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New Portfolio - New Portfolio

egor

New Portfolio
Individual Investor
Ranked #80,738 out of 781,056 TipRanks' Investors
Success Rate
66%
443 out of 669
profitable transactions
Average Return
17.81%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
16.19% SCHD
15.17% AMZN
13.00% SMH
9.23% ASML
8.14% GOOG
38.27% Others
By Assets
65.31% Stocks
31.71% ETFs
2.97% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
32.69% General
22.04% Consumer Cyclical
19.00% Technology
14.42% Financial
8.14% Communication Services
3.71% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AMZN
Amazon
$225.94
$5.28
(2.39%)
premium
48 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.32T
45.45%
HD
Home Depot
$409.38
$0.05
(0.01%)
premium
17 Buy
4 Hold
0 Sell
Strong Buy
premium
$406.61B
12.96%
MSFT
Microsoft
$429.03
$4.45
(1.05%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.16T
7.61%
SMH
SMH
< ETF >
VanEck Semiconductor ETF
$258.25
$5.96
(2.36%)
premium
598 Buy
286 Hold
38 Sell
Strong Buy
premium
$23.92B
39.92%
V
Visa
$319.62
$2.37
(0.75%)
premium
20 Buy
3 Hold
0 Sell
Strong Buy
premium
$622.14B
19.20%
MA
Mastercard
$524.70
$1.56
(0.3%)
premium
21 Buy
3 Hold
0 Sell
Strong Buy
premium
$480.15B
20.13%
GOOG
Alphabet Class C
$197.55
$3.14
(1.62%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.37T
36.25%
BRK.B
Berkshire Hathaway B
$467.95
$5.14
(1.11%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$997.29B
27.51%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.99
$0.16
(0.57%)
premium
852 Buy
838 Hold
138 Sell
Strong Buy
premium
$67.47B
10.29%
ASML
ASML Holding
$756.33
$6.05
(0.81%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$298.07B
-0.20%
BIL
BIL
< ETF >
SPDR Bloomberg 1-3 Month T-Bill ETF
$91.63
$0.05
(0.05%)
premium
premium
$37.04B
-0.08%
FAST
Fastenal Company
$76.08
$1.31
(1.75%)
premium
1 Buy
6 Hold
1 Sell
Hold
premium
$42.83B
9.72%
UBER
Uber Technologies
$67.34
$1.24
(1.81%)
premium
31 Buy
2 Hold
0 Sell
Strong Buy
premium
$144.41B
3.42%