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My Portfolio - New Portfolio

Gene

My Portfolio
Individual Investor
Ranked #131,000 out of 788,370 TipRanks' Investors
Success Rate
76%
29 out of 38
profitable transactions
Average Return
11.77%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
15.01% ARCC
12.45% NVDA
11.69% RDDT
11.44% SCHD
9.97% OBDC
39.44% Others
By Assets
84.14% Stocks
14.47% ETFs
1.39% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
45.03% Financial
26.37% General
12.45% Technology
5.79% Energy
3.97% Consumer Cyclical
6.39% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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56ltgqslaoe
56ltgqslaoe
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bcppmej7wct
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bcppmej7wct
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nu123sx94tn
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premium
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premium
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psio8d1
psio8d1
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psio8d1
psio8d1
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1i90twk0be1
1i90twk0be1
premium
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premium
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1i90twk0be1
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premium
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ARCC
Ares Capital
$23.28
$0.12
(0.51%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.71B
15.76%
BBDC
Barings BDC
$10.78
$0.28
(2.67%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$1.11B
17.43%
BXSL
Blackstone Secured Lending Fund
$34.26
$0.2
(0.58%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$7.71B
17.81%
ET
Energy Transfer
$19.39
$0.55
(2.76%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$68.42B
31.10%
OBDC
Blue Owl Capital
$15.43
$0.1
(0.64%)
premium
5 Buy
1 Hold
1 Sell
Moderate Buy
premium
$7.93B
1.58%
SLRC
SLR Investment Corp.
$17.65
$0.09
(0.51%)
premium
1 Buy
0 Hold
1 Sell
Hold
premium
$967.80M
18.77%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$551.75
$9.55
(1.7%)
premium
4K Buy
3K Hold
286 Sell
Moderate Buy
premium
$635.52B
20.30%
RDDT
Reddit Inc Class A
$166.40
$9.04
(5.15%)
premium
12 Buy
6 Hold
1 Sell
Moderate Buy
premium
$31.73B
NVDA
Nvidia
$134.43
$5.68
(4.05%)
premium
30 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.43T
71.17%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.21
$0.11
(0.39%)
premium
425 Buy
426 Hold
67 Sell
Moderate Buy
premium
$69.12B
9.20%
ACHR
Archer Aviation
$9.13
$1
(9.87%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$4.67B
87.47%
WMT
Walmart
$94.78
$2.43
(2.5%)
premium
27 Buy
1 Hold
0 Sell
Strong Buy
premium
$780.93B
62.10%
HTGC
Hercules Capital
$21.47
$0.24
(1.11%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.76B
14.69%
HASI
HASI
$28.04
$0.91
(3.14%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.45B
10.70%
BROS
Dutch Bros Inc
$76.10
$5.93
(7.23%)
premium
9 Buy
0 Hold
1 Sell
Strong Buy
premium
$12.72B
177.74%
RIO
Rio Tinto
$63.53
$0.76
(1.18%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$108.54B
-3.29%
KALU
Kaiser Aluminum
$71.86
$2.98
(3.98%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$1.20B
1.77%
AGNC
AGNC Investment
$10.54
$0.01
(0.09%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$9.45B
11.53%