Designated Beneficiary IN - New Portfolio

Designated Beneficiary IN
Individual Investor
Ranked #229,456 out of 753,226 TipRanks' Investors
Success Rate
53%
10 out of 19
profitable transactions
Average Return
26.73%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
18.94% META
13.26% VTI
11.99% C
11.24% PCG
9.96% MSFT
34.61% Others
By Assets
61.10% Stocks
21.51% Cash
17.38% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
26.11% Communication Services
22.15% General
16.09% Technology
12.42% Healthcare
11.99% Financial
11.24% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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BMY
Bristol-Myers Squibb
$48.11
$0.49
(1.03%)
premium
2 Buy
9 Hold
3 Sell
Hold
premium
$96.54B
-22.64%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$562.13
$5.91
(1.06%)
premium
4K Buy
3K Hold
281 Sell
Moderate Buy
premium
$564.00B
25.55%
PCG
PG&E
$18.80
$0.16
(0.86%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$39.84B
11.62%
C
Citigroup
$62.14
$1.72
(2.85%)
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$115.27B
47.08%
META
Meta Platforms
$528.00
$3.93
(0.74%)
premium
39 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.35T
80.78%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$277.59
$3.47
(1.27%)
premium
12K Buy
7K Hold
891 Sell
Moderate Buy
premium
$427.70B
24.57%
SQQQ
SQQQ
< ETF >
ProShares UltraPro Short QQQ
$7.98
$0.26
(3.16%)
premium
premium
$2.43B
-56.70%
INTC
Intel
$20.54
$0.44
(2.19%)
premium
1 Buy
25 Hold
5 Sell
Hold
premium
$85.95B
-40.85%
BIDU
Baidu
$85.70
$0.09
(0.1%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$32.18B
-35.26%
PFE
Pfizer
$28.90
$0.12
(0.42%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$163.09B
-21.49%
QQQI
QQQI
< ETF >
NEOS Nasdaq 100 High Income ETF
$50.87
$0.54
(1.07%)
premium
1K Buy
593 Hold
56 Sell
Moderate Buy
premium
$425.43M
0.99%
MSFT
Microsoft
$416.79
$1.24
(0.3%)
premium
30 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.09T
27.08%