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RAFAL IB - New Portfolio

Rafał Sosna

RAFAL IB
Individual Investor
Ranked #310,247 out of 746,321 TipRanks' Investors
Success Rate
52%
76 out of 147
profitable transactions
Average Return
4.77%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.75% FDS
8.67% BTI
8.32% IIPR
7.96% CTSH
6.99% UNP
59.31% Others
By Assets
97.56% Stocks
2.43% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
23.38% Consumer Defensive
19.35% Financial
18.81% Real Estate
14.28% Industrials
11.01% Technology
13.16% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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IBKR
Interactive Brokers
$123.66
$1
(0.8%)
Pre
0.94%
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$52.07B
48.34%
AMZN
Amazon
$193.02
$0.3
(0.16%)
Pre
0.82%
premium
44 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.01T
44.52%
IESC
IES Holdings
$158.84
$2.92
(1.87%)
premium
premium
$3.22B
166.80%
CPRT
Copart
$54.00
$0.72
(1.32%)
Pre
0.07%
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$51.96B
16.75%
JPM
JPMorgan Chase & Co.
$213.62
$3.57
(1.7%)
Pre
0.2%
premium
16 Buy
6 Hold
0 Sell
Moderate Buy
premium
$613.45B
40.39%
AMT
American Tower
$210.15
$1.31
(0.63%)
Pre
0.51%
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$98.13B
16.86%
IIPR
Innovative Industrial Properties
$121.70
$3.07
(2.59%)
Pre
>0.01%
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.45B
66.45%
FDS
Factset Research
$442.24
$13.7
(3.2%)
premium
0 Buy
7 Hold
3 Sell
Moderate Sell
premium
$16.82B
2.94%
HSY
The Hershey Company
$189.97
$1.05
(0.56%)
Pre
>0.01%
premium
2 Buy
13 Hold
0 Sell
Hold
premium
$38.42B
-19.07%
PEP
PepsiCo
$164.76
$0.9
(0.55%)
Pre
0.05%
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$226.31B
-8.53%
MAA
Mid-America Apartment
$142.63
$2.68
(1.91%)
premium
6 Buy
8 Hold
1 Sell
Moderate Buy
premium
$17.11B
-2.96%
O
Realty Income
$56.37
$0.39
(0.7%)
Pre
0.16%
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$49.09B
-3.25%
VICI
VICI Properties
$30.27
$0.02
(0.07%)
Pre
0.26%
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$31.58B
1.51%
MSCI
MSCI
$508.00
$6.5
(1.3%)
Pre
0.2%
premium
6 Buy
5 Hold
0 Sell
Moderate Buy
premium
$40.25B
1.60%
MO
Altria Group
$48.03
$0.31
(0.65%)
Pre
0.06%
premium
3 Buy
3 Hold
2 Sell
Hold
premium
$82.50B
14.96%
DXYZ
Destiny Tech100 Inc.
$14.73
$0.48
(3.37%)
Pre
1.02%
premium
premium
58.33%
UNP
Union Pacific
$243.06
$7.07
(3%)
Pre
0.11%
premium
15 Buy
6 Hold
0 Sell
Moderate Buy
premium
$148.30B
14.98%
ABBV
AbbVie
$169.20
$1.17
(0.7%)
Pre
0.12%
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$298.78B
29.44%
BTI
British American Tobacco
$32.14
$0.06
(0.19%)
Pre
0.03%
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$70.76B
7.66%
JNJ
Johnson & Johnson
$151.01
$1.77
(1.19%)
Pre
0.71%
premium
8 Buy
6 Hold
0 Sell
Moderate Buy
premium
$363.43B
-2.09%
FBRT
Franklin BSP Realty Trust
$13.33
$0.18
(1.37%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.09B
0.84%
GB:VWRA
VWRA
< ETF >
Vanguard FTSE All-World UCITS ETF Accum USD
$135.36
$0.735
(0.54%)
premium
8K Buy
5K Hold
857 Sell
Moderate Buy
premium
$13.19B
20.82%
AVGO
Broadcom
$169.38
$2.045
(1.19%)
Pre
2.68%
premium
22 Buy
1 Hold
0 Sell
Strong Buy
premium
$788.42B
91.62%
NKE
Nike
$72.81
$1.5
(2.1%)
Pre
0.04%
premium
13 Buy
17 Hold
2 Sell
Moderate Buy
premium
$109.90B
-32.07%
TGT
Target
$155.01
$3.71
(2.45%)
Pre
0.63%
premium
16 Buy
11 Hold
1 Sell
Moderate Buy
premium
$71.71B
20.29%
CTSH
Cognizant
$73.79
$1.36
(1.88%)
Pre
0.15%
premium
2 Buy
11 Hold
1 Sell
Hold
premium
$36.69B
7.59%