New Portfolio Jan 2024 - New Portfolio

Vitor Eller

New Portfolio Jan 2024
Individual Investor
Ranked #59,442 out of 753,381 TipRanks' Investors
Success Rate
78%
50 out of 64
profitable transactions
Average Return
7.49%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
13.42% IVV
12.27% AMZN
11.40% BRK.B
10.65% DGRW
7.15% MELI
45.11% Others
By Assets
55.98% ETFs
44.02% Stocks
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
55.98% General
19.42% Consumer Cyclical
14.07% Financial
6.15% Technology
2.81% Energy
1.57% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AMZN
Amazon
$177.04
$0.91
(0.52%)
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.86T
34.28%
BRK.B
Berkshire Hathaway B
$453.38
$4.35
(0.97%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$977.20B
27.96%
CRM
Salesforce
$264.00
$5.41
(2.09%)
premium
28 Buy
10 Hold
1 Sell
Moderate Buy
premium
$255.82B
28.46%
DGRW
DGRW
< ETF >
WisdomTree US Quality Dividend Growth Fund
$81.69
$0.82
(1.01%)
premium
2K Buy
1K Hold
129 Sell
Moderate Buy
premium
$14.18B
24.68%
JPM
JPMorgan Chase & Co.
$218.31
$1.68
(0.78%)
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$621.13B
48.28%
MELI
Mercadolibre
$2000.31
$11.48
(0.58%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$101.41B
64.59%
TFLO
TFLO
< ETF >
iShares Treasury Floating Rate Bond ETF
$50.60
$0.02
(0.04%)
premium
premium
$7.20B
-0.20%
VT
VT
< ETF >
Vanguard Total World Stock ETF
$117.40
$1.68
(1.45%)
premium
premium
$39.20B
23.45%
IJT
IJT
< ETF >
iShares S&P Small-Cap 600 Growth ETF
$139.14
$3.95
(2.92%)
premium
877 Buy
564 Hold
100 Sell
Hold
premium
$6.31B
22.66%
IUSG
IUSG
< ETF >
iShares Core S&P U.S. Growth ETF
$129.21
$1.5
(1.17%)
premium
4K Buy
2K Hold
211 Sell
Moderate Buy
premium
$19.40B
33.73%
IVV
IVV
< ETF >
iShares Core S&P 500 ETF
$565.23
$6.04
(1.08%)
premium
4K Buy
3K Hold
282 Sell
Moderate Buy
premium
$518.30B
28.67%
MPLX
MPLX
$42.63
$0.3
(0.71%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$43.51B
22.71%
CTRA
Coterra Energy
$24.16
$0.3
(1.26%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$17.86B
-13.09%
DVN
Devon Energy
$44.70
$1.03
(2.36%)
premium
11 Buy
8 Hold
0 Sell
Moderate Buy
premium
$27.99B
-8.48%
GLD
GLD
< ETF >
SPDR Gold Shares
$232.02
$2.65
(1.16%)
premium
premium
$68.88B
30.46%
SHEL
Shell
$72.43
$0.98
(1.37%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$224.30B
19.80%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$53.90
$0.39
(0.73%)
premium
1K Buy
502 Hold
53 Sell
Moderate Buy
premium
$15.81B
13.98%
DOX
Amdocs
$85.43
$0.67
(0.79%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$9.76B
-1.95%
NVDA
Nvidia
$129.37
$5.63
(4.55%)
premium
32 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.18T
174.30%
QCOM
Qualcomm
$173.50
$4.5
(2.66%)
premium
13 Buy
7 Hold
0 Sell
Moderate Buy
premium
$193.28B
59.89%
GSK
GlaxoSmithKline
$42.63
$0.68
(1.62%)
premium
3 Buy
2 Hold
1 Sell
Moderate Buy
premium
$86.36B
23.67%
MRK
Merck & Company
$116.60
$0.05
(0.04%)
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$295.56B
6.53%
OVV
Ovintiv
$43.33
$0.72
(1.69%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$11.42B
-6.33%
PBR
Petroleo Brasileiro SA- Petrobras
$14.40
$0.156
(1.1%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$90.18B
-0.62%
QQQM
QQQM
< ETF >
Invesco NASDAQ 100 ETF
$197.53
$2.1
(1.07%)
premium
1K Buy
591 Hold
56 Sell
Moderate Buy
premium
$32.00B
32.95%