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Dave/Anne Portfolio - New Portfolio

David Power

Dave/Anne Portfolio
Individual Investor
Ranked #94,789 out of 778,254 TipRanks' Investors
Success Rate
67%
253 out of 380
profitable transactions
Average Return
13.11%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
31.23% NVDA
14.03% VFIAX
10.12% VDADX
8.88% AMZN
5.12% AAPL
30.62% Others
By Assets
52.85% Stocks
20.30% Funds
16.93% Cash
9.84% ETFs
0.09% Cryptocurrency
By Sector
51.54% Technology
36.28% General
10.51% Consumer Cyclical
1.52% Communication Services
0.11% Crypto
0.05% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AAPL
Apple
$243.36
$0.49
(0.2%)
premium
19 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.68T
33.78%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$544.40
$6.94
(1.29%)
premium
4K Buy
3K Hold
320 Sell
Moderate Buy
premium
$584.10B
25.16%
VIOV
VIOV
< ETF >
Vanguard S&P Small-Cap 600 Value ETF
$93.67
$0.87
(0.94%)
premium
979 Buy
958 Hold
207 Sell
Hold
premium
$1.41B
9.68%
VIG
VIG
< ETF >
Vanguard Dividend Appreciation ETF
$196.17
$1.28
(0.66%)
premium
2K Buy
1K Hold
149 Sell
Moderate Buy
premium
$86.79B
15.66%
VGT
VGT
< ETF >
Vanguard Information Technology ETF
$632.90
$11.56
(1.86%)
premium
2K Buy
982 Hold
136 Sell
Moderate Buy
premium
$84.91B
36.91%
TTD
Trade Desk
$121.84
$4.11
(3.49%)
premium
22 Buy
3 Hold
1 Sell
Strong Buy
premium
$60.14B
78.13%
TSLA
Tesla
$410.44
$31.16
(8.22%)
premium
13 Buy
11 Hold
9 Sell
Hold
premium
$1.32T
72.50%
SNOW
Snowflake
$162.22
$4.71
(2.99%)
premium
24 Buy
6 Hold
0 Sell
Strong Buy
premium
$53.55B
-14.22%
SHOP
Shopify
$109.25
$1.72
(1.6%)
premium
19 Buy
11 Hold
3 Sell
Moderate Buy
premium
$141.21B
48.80%
NVDA
Nvidia
$144.47
$6.16
(4.45%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.54T
200.99%
MSFT
Microsoft
$423.35
$4.77
(1.14%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.15T
15.06%
DIS
Walt Disney
$111.16
$0.34
(0.31%)
premium
16 Buy
6 Hold
0 Sell
Moderate Buy
premium
$201.30B
22.75%
AMZN
Amazon
$224.19
$3.97
(1.8%)
premium
46 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.36T
55.07%
JNJ
Johnson & Johnson
$144.19
$0.17
(0.12%)
premium
5 Buy
11 Hold
0 Sell
Moderate Buy
premium
$347.16B
-10.51%
VDADX
VDADX
< FUND >
Vanguard Dividend Appreciation Index Fund Admiral Shs
$53.23
$0.36
(0.68%)
premium
225 Buy
105 Hold
8 Sell
Moderate Buy
premium
16.45%
VFIAX
VFIAX
< FUND >
Vanguard 500 Index Fd Admiral Shs
$548.43
$6.86
(1.27%)
premium
397 Buy
102 Hold
5 Sell
Moderate Buy
premium
26.78%
FN
Fabrinet
$229.69
$9.32
(4.23%)
premium
2 Buy
1 Hold
1 Sell
Hold
premium
$8.33B
24.64%
VBINX
VBINX
< FUND >
Vanguard Balanced Index Fund
$48.81
$0.36
(0.74%)
premium
premium
11.18%
BTC-USD
Bitcoin
$97859.13
$352.136
(0.36%)
premium
premium
$1.95T
122.26%
PLTR
Palantir Technologies
$79.89
$4.7
(6.25%)
premium
2 Buy
8 Hold
6 Sell
Hold
premium
$181.99B
391.63%
RGTI
Rigetti Computing
$19.02
$0.98
(4.9%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$4.61B
1764.70%