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Dave/Anne Portfolio - New Portfolio

David Power

Dave/Anne Portfolio
Individual Investor
Ranked #136,489 out of 747,498 TipRanks' Investors
Success Rate
62%
182 out of 295
profitable transactions
Average Return
6.78%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
30.23% NVDA
9.87% VFIAX
9.51% VDADX
8.84% AMZN
5.61% AAPL
35.94% Others
By Assets
53.61% Stocks
19.93% Cash
15.52% Funds
10.94% ETFs
0.00% Cryptocurrency
By Sector
51.32% Technology
33.05% General
8.84% Consumer Cyclical
5.20% Financial
1.59% Communication Services

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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gdi663
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premium
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AAPL
Apple
$223.96
$0.35
(0.16%)
After
0.1%
premium
25 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.44T
16.99%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$509.79
$5.24
(1.04%)
After
0.02%
premium
4K Buy
2K Hold
296 Sell
Moderate Buy
premium
$487.20B
20.90%
VIOV
VIOV
< ETF >
Vanguard S&P Small-Cap 600 Value ETF
$90.98
$1.35
(1.51%)
After
1.66%
premium
846 Buy
882 Hold
174 Sell
Hold
premium
$1.37B
4.44%
VIG
VIG
< ETF >
Vanguard Dividend Appreciation ETF
$188.61
$1.23
(0.66%)
After
0.28%
premium
2K Buy
1K Hold
135 Sell
Moderate Buy
premium
$81.56B
12.52%
VGT
VGT
< ETF >
Vanguard Information Technology ETF
$584.23
$11.41
(1.99%)
After
0.21%
premium
2K Buy
1K Hold
119 Sell
Moderate Buy
premium
$75.69B
27.74%
TTD
Trade Desk
$100.44
$4.43
(4.61%)
After
0.81%
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$46.96B
16.98%
SNOW
Snowflake
$131.15
$1.3
(1%)
After
0.24%
premium
25 Buy
8 Hold
0 Sell
Strong Buy
premium
$43.47B
-25.71%
SHOP
Shopify
$62.69
$0.47
(0.74%)
After
0.26%
premium
18 Buy
13 Hold
0 Sell
Moderate Buy
premium
$81.44B
-4.55%
NVDA
Nvidia
$123.54
$5.61
(4.76%)
After
0.05%
premium
37 Buy
4 Hold
0 Sell
Strong Buy
premium
$2.90T
164.42%
MSFT
Microsoft
$442.94
$5.83
(1.33%)
After
0.07%
premium
34 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.25T
27.65%
DIS
Walt Disney
$94.13
$1.61
(1.68%)
After
0.06%
premium
21 Buy
5 Hold
0 Sell
Strong Buy
premium
$174.54B
11.43%
BRK.B
Berkshire Hathaway B
$435.98
$1.51
(0.35%)
After
<0.01%
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$936.56B
24.27%
AMZN
Amazon
$182.55
$0.58
(0.32%)
After
0.32%
premium
44 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.91T
42.18%
VDADX
VDADX
< FUND >
Vanguard Dividend Appreciation Index Fund Admiral Shs
$50.83
$0.34
(0.66%)
premium
232 Buy
95 Hold
13 Sell
Moderate Buy
premium
12.48%
VFIAX
VFIAX
< FUND >
Vanguard 500 Index Fd Admiral Shs
$508.17
$3.62
(0.71%)
premium
395 Buy
101 Hold
8 Sell
Moderate Buy
premium
20.86%
FN
Fabrinet
$244.87
$8.64
(3.66%)
After
<0.01%
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$8.54B
89.88%