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DGI PORTFOLIO - New Portfolio

Mark Chambers

DGI PORTFOLIO
Individual Investor
Ranked #71,896 out of 747,696 TipRanks' Investors
Success Rate
69%
327 out of 473
profitable transactions
Average Return
7.52%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.35% SMH
7.37% VGT
6.45% VUG
5.20% SCHD
4.57% AVGO
68.06% Others
By Assets
72.63% Stocks
27.37% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
27.37% General
19.79% Technology
11.47% Healthcare
9.88% Consumer Cyclical
8.54% Real Estate
22.95% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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3ybrayooalm
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premium
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premium
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MSFT
Microsoft
$442.94
$5.83
(1.33%)
Pre
0.28%
premium
34 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.29T
29.35%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$81.18
$0.07
(0.09%)
Pre
0.44%
premium
393 Buy
426 Hold
63 Sell
Moderate Buy
premium
$57.44B
7.65%
VGT
VGT
< ETF >
Vanguard Information Technology ETF
$584.23
$11.41
(1.99%)
Pre
0.13%
premium
2K Buy
1K Hold
120 Sell
Moderate Buy
premium
$74.79B
30.29%
VUG
VUG
< ETF >
Vanguard Growth ETF
$376.91
$5.77
(1.55%)
Pre
0%
premium
2K Buy
928 Hold
103 Sell
Moderate Buy
premium
$133.81B
28.92%
MPW
Medical Properties
$4.89
$0.09
(1.87%)
Pre
0.2%
premium
0 Buy
6 Hold
1 Sell
Hold
premium
$2.93B
-48.66%
VICI
VICI Properties
$30.43
$0.12
(0.4%)
Pre
0.1%
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$31.74B
-2.51%
NVO
Novo Nordisk
$133.18
$1.64
(1.25%)
Pre
0.46%
premium
7 Buy
1 Hold
1 Sell
Moderate Buy
premium
$588.24B
63.71%
O
Realty Income
$57.56
$0.02
(0.03%)
Pre
0.33%
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$50.12B
-3.74%
LLY
Eli Lilly & Co
$865.97
$8.5
(0.99%)
Pre
0.4%
premium
17 Buy
4 Hold
0 Sell
Strong Buy
premium
$823.02B
88.08%
AVGO
Broadcom
$161.06
$3.71
(2.36%)
Pre
0.11%
premium
23 Buy
1 Hold
0 Sell
Strong Buy
premium
$749.72B
77.59%
NEP
Nextera Energy Partners
$28.00
$1.27
(4.75%)
Pre
0%
premium
1 Buy
5 Hold
3 Sell
Hold
premium
$2.62B
-49.64%
CASY
Casey's General
$378.96
$2.31
(0.61%)
Pre
0%
premium
6 Buy
4 Hold
0 Sell
Moderate Buy
premium
$14.06B
48.59%
DHI
DR Horton
$177.16
$3.32
(1.91%)
Pre
0.32%
premium
12 Buy
3 Hold
1 Sell
Moderate Buy
premium
$58.34B
37.44%
UFPI
UFP Industries
$123.29
$2.43
(2.01%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$7.61B
25.45%
AGM
Federal Agricultural
$209.86
$0.01
(>0.01%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$2.24B
37.15%
FIX
Comfort Systems
$317.83
$13.55
(4.45%)
Pre
0%
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$11.35B
91.00%
UNH
UnitedHealth
$558.53
$6.8
(1.2%)
Pre
0.1%
premium
21 Buy
0 Hold
0 Sell
Strong Buy
premium
$514.06B
12.87%
SMH
SMH
< ETF >
VanEck Semiconductor ETF
$257.72
$9.58
(3.86%)
Pre
0.85%
premium
323 Buy
133 Hold
16 Sell
Moderate Buy
premium
$21.46B
61.21%
KNSL
Kinsale Capital Group
$373.29
$2.88
(0.78%)
Pre
0.13%
premium
1 Buy
8 Hold
0 Sell
Hold
premium
$8.69B
-2.56%
$809.51
$46.96
(6.16%)
Pre
0.37%
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$108.99B
67.03%
STLD
Steel Dynamics
$127.77
$0.67
(0.52%)
Pre
0.56%
premium
2 Buy
6 Hold
2 Sell
Hold
premium
$20.08B
27.77%
NVDA
Nvidia
$123.54
$5.61
(4.76%)
Pre
0.36%
premium
37 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.04T
164.42%
DDS
Dillard's
$400.06
$5.34
(1.35%)
Pre
0.26%
premium
1 Buy
1 Hold
2 Sell
Hold
premium
$6.49B
33.91%
MPWR
Monolithic Power
$857.40
$48.57
(6%)
Pre
1.92%
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$41.73B
52.79%
ASML
ASML Holding
$941.26
$45.89
(5.13%)
Pre
0.45%
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$364.35B
31.77%