Individual - New Portfolio

David Devine

Individual
Individual Investor
Ranked #54,558 out of 753,381 TipRanks' Investors
Success Rate
72%
165 out of 230
profitable transactions
Average Return
9.34%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
14.37% VOO
7.97% VGT
7.11% SCHD
4.71% VICI
4.64% AXP
61.20% Others
By Assets
69.47% Stocks
29.02% ETFs
1.51% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
30.26% General
18.92% Real Estate
13.99% Technology
13.49% Consumer Cyclical
10.88% Financial
12.45% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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SOFI
SoFi Technologies
$7.52
$0.33
(4.59%)
premium
5 Buy
7 Hold
3 Sell
Hold
premium
$8.02B
-7.39%
REXR
Rexford Industrial Realty
$52.03
$0.82
(1.6%)
premium
6 Buy
4 Hold
1 Sell
Moderate Buy
premium
$11.42B
-0.59%
ARE
Alexandria Equities
$121.20
$2.84
(2.4%)
premium
3 Buy
4 Hold
0 Sell
Moderate Buy
premium
$21.20B
4.34%
ET
Energy Transfer
$16.15
$0.2
(1.25%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$55.27B
24.81%
AMT
American Tower
$227.00
$6.9
(3.13%)
premium
10 Buy
1 Hold
0 Sell
Strong Buy
premium
$106.03B
28.14%
NKE
Nike
$84.05
$0.64
(0.77%)
premium
15 Buy
17 Hold
1 Sell
Moderate Buy
premium
$126.03B
-13.91%
VICI
VICI Properties
$32.90
$0.57
(1.76%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$34.45B
8.44%
O
Realty Income
$61.09
$0.59
(0.98%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$53.20B
8.39%
AXP
American Express
$251.30
$3.54
(1.43%)
premium
6 Buy
10 Hold
1 Sell
Moderate Buy
premium
$178.65B
59.26%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$83.52
$1.18
(1.43%)
premium
397 Buy
451 Hold
69 Sell
Moderate Buy
premium
$58.88B
14.39%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$516.66
$5.53
(1.08%)
premium
4K Buy
3K Hold
286 Sell
Moderate Buy
premium
$504.99B
27.82%
VGT
VGT
< ETF >
Vanguard Information Technology ETF
$580.01
$10.15
(1.78%)
premium
2K Buy
1K Hold
113 Sell
Moderate Buy
premium
$76.63B
37.17%
EC
Ecopetrol SA
$10.22
$0.18
(1.79%)
premium
0 Buy
0 Hold
2 Sell
Moderate Sell
premium
$20.94B
-8.83%
ADC
Agree Realty
$72.90
$0.46
(0.64%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$7.34B
17.73%
ZTS
Zoetis
$180.90
$1.27
(0.7%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$81.96B
-0.36%
SBUX
Starbucks
$94.02
$1.59
(1.72%)
premium
15 Buy
9 Hold
1 Sell
Moderate Buy
premium
$106.54B
-0.85%
COLD
Americold Realty
$29.53
$0.74
(2.57%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$8.39B
-9.72%
UBER
Uber Technologies
$74.30
$0.99
(1.35%)
premium
30 Buy
1 Hold
0 Sell
Strong Buy
premium
$156.10B
66.29%
CRM
Salesforce
$264.00
$5.41
(2.09%)
premium
28 Buy
10 Hold
1 Sell
Moderate Buy
premium
$255.82B
28.46%
EWW
EWW
< ETF >
iShares MSCI Mexico ETF
$55.43
$1.33
(2.46%)
premium
premium
$1.38B
-11.25%
U
Unity Software
$17.88
$1.01
(5.99%)
premium
5 Buy
7 Hold
2 Sell
Hold
premium
$7.10B
-47.18%
SNOW
Snowflake
$115.86
$0.65
(0.56%)
premium
22 Buy
11 Hold
0 Sell
Moderate Buy
premium
$38.79B
-21.54%
VEEV
Veeva Systems
$199.25
$2.19
(1.11%)
premium
13 Buy
7 Hold
1 Sell
Moderate Buy
premium
$32.21B
6.90%
V
Visa
$267.44
$0.5
(0.19%)
premium
22 Buy
5 Hold
0 Sell
Strong Buy
premium
$528.44B
11.68%
EL
The Estée Lauder Companies
$93.70
$2.26
(2.47%)
premium
8 Buy
15 Hold
0 Sell
Moderate Buy
premium
$33.61B
-38.84%
CELH
Celsius Holdings
$39.54
$0.21
(0.53%)
premium
12 Buy
2 Hold
1 Sell
Moderate Buy
premium
$9.22B
-33.22%
ZS
Zscaler
$199.43
$1.65
(0.83%)
premium
23 Buy
8 Hold
0 Sell
Moderate Buy
premium
$30.14B
42.71%
RBRK
Rubrik, Inc. Class A
$34.95
$1.22
(3.37%)
premium
12 Buy
0 Hold
0 Sell
Strong Buy
premium
$6.29B
CRWD
CrowdStrike Holdings
$271.54
$3.9
(1.46%)
premium
30 Buy
6 Hold
1 Sell
Strong Buy
premium
$66.08B
86.69%
EPR
EPR Properties
$47.59
$0.91
(1.95%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.60B
8.40%
GOOGL
Alphabet Class A
$165.62
$1.82
(1.11%)
premium
28 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.05T
27.62%
SYM
Symbotic
$23.36
$1.09
(4.89%)
premium
10 Buy
2 Hold
1 Sell
Moderate Buy
premium
$11.87B
-40.35%
AMZN
Amazon
$177.04
$0.91
(0.52%)
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.86T
34.28%
SHOP
Shopify
$76.14
$1.84
(2.48%)
premium
21 Buy
11 Hold
0 Sell
Moderate Buy
premium
$98.29B
37.29%
NVDA
Nvidia
$129.37
$5.63
(4.55%)
premium
32 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.18T
174.30%
CMG
Chipotle
$53.71
$0.26
(0.49%)
premium
18 Buy
9 Hold
0 Sell
Moderate Buy
premium
$73.55B
43.43%
BROS
Dutch Bros Inc
$31.67
$0.34
(1.09%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$4.88B
5.46%