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Designated Beneficiary IN - New Portfolio

Designated Beneficiary IN
Individual Investor
Ranked #225,522 out of 775,923 TipRanks' Investors
Success Rate
58%
11 out of 19
profitable transactions
Average Return
31.94%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
19.87% META
13.26% VTI
12.63% C
11.21% PCG
9.87% MSFT
33.16% Others
By Assets
62.06% Stocks
20.59% Cash
17.34% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
26.66% Communication Services
21.84% General
15.39% Technology
12.63% Financial
12.27% Healthcare
11.21% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
tgk12w49vm
tgk12w49vm
tgk12w49vm
premium
tgk12w49vm
premium
tgk12w49vm
tgk12w49vm
tgk12w49vm
uuvd6t0odr
uuvd6t0odr
uuvd6t0odr
premium
uuvd6t0odr
premium
uuvd6t0odr
uuvd6t0odr
uuvd6t0odr
ilb9iuorsei
ilb9iuorsei
ilb9iuorsei
premium
ilb9iuorsei
premium
ilb9iuorsei
ilb9iuorsei
ilb9iuorsei
yvb79oei
yvb79oei
yvb79oei
premium
yvb79oei
premium
yvb79oei
yvb79oei
yvb79oei
2ow5shl1aig
2ow5shl1aig
2ow5shl1aig
premium
2ow5shl1aig
premium
2ow5shl1aig
2ow5shl1aig
2ow5shl1aig
bnk6bqhu
bnk6bqhu
bnk6bqhu
premium
bnk6bqhu
premium
bnk6bqhu
bnk6bqhu
bnk6bqhu
iew0riaa1t9
iew0riaa1t9
iew0riaa1t9
premium
iew0riaa1t9
premium
iew0riaa1t9
iew0riaa1t9
iew0riaa1t9
2mjunhkom9n
2mjunhkom9n
2mjunhkom9n
premium
2mjunhkom9n
premium
2mjunhkom9n
2mjunhkom9n
2mjunhkom9n
zjy47oa56nc
zjy47oa56nc
zjy47oa56nc
premium
zjy47oa56nc
premium
zjy47oa56nc
zjy47oa56nc
zjy47oa56nc
v65a29
v65a29
v65a29
premium
v65a29
premium
v65a29
v65a29
v65a29
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BMY
Bristol-Myers Squibb
$57.33
$1.03
(1.83%)
premium
6 Buy
10 Hold
1 Sell
Moderate Buy
premium
$116.28B
9.64%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$591.15
$7.016
(1.2%)
premium
4K Buy
3K Hold
332 Sell
Moderate Buy
premium
$618.16B
24.81%
PCG
PG&E
$19.82
$0.4
(2.06%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$43.48B
12.48%
C
Citigroup
$69.19
$0.77
(1.13%)
premium
11 Buy
6 Hold
0 Sell
Moderate Buy
premium
$130.86B
36.74%
META
Meta Platforms
$585.25
$10.32
(1.73%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.48T
65.28%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$293.28
$3.3
(1.14%)
premium
13K Buy
8K Hold
1K Sell
Moderate Buy
premium
$456.49B
22.83%
SQQQ
SQQQ
< ETF >
ProShares UltraPro Short QQQ
$30.75
$0.8
(2.54%)
premium
premium
$2.26B
-53.60%
INTC
Intel
$19.52
$0.46
(2.41%)
premium
1 Buy
21 Hold
5 Sell
Hold
premium
$84.19B
-58.54%
BIDU
Baidu
$85.80
$0.22
(0.26%)
premium
9 Buy
6 Hold
0 Sell
Moderate Buy
premium
$29.57B
-25.22%
PFE
Pfizer
$26.36
$0.59
(2.29%)
premium
8 Buy
10 Hold
1 Sell
Moderate Buy
premium
$149.38B
-7.18%
QQQI
QQQI
< ETF >
NEOS Nasdaq 100 High Income ETF
$53.17
$0.36
(0.68%)
premium
1K Buy
634 Hold
76 Sell
Moderate Buy
premium
$720.39M
6.69%
MSFT
Microsoft
$436.60
$0.43
(0.1%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.25T
16.88%