tiprankstipranks

Investing - New Portfolio

David Douthwaite

Investing
Individual Investor
Ranked #152,709 out of 743,457 TipRanks' Investors
Success Rate
60%
53 out of 88
profitable transactions
Average Return
6.76%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
58.27% SGOV
4.86% QQQ
4.31% FIDU
3.35% FENY
3.13% FNCL
26.08% Others
By Assets
80.79% ETFs
17.93% Stocks
1.28% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
81.84% General
6.18% Consumer Cyclical
3.48% Technology
2.42% Financial
2.41% Communication Services
3.67% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$549.01
$3.67
(0.67%)
premium
4K Buy
3K Hold
305 Sell
Moderate Buy
premium
$546.02B
24.60%
SPHD
SPHD
< ETF >
Invesco S&P 500 High Dividend Low Volatility ETF
$44.13
$0.01
(0.02%)
premium
278 Buy
275 Hold
27 Sell
Hold
premium
$2.93B
10.78%
SPLV
SPLV
< ETF >
Invesco S&P 500 Low Volatility ETF
$64.86
$0.29
(0.45%)
premium
814 Buy
451 Hold
48 Sell
Moderate Buy
premium
$6.86B
5.13%
LLY
Eli Lilly & Co
$906.71
$7.66
(0.84%)
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$869.02B
99.64%
XOM
Exxon Mobil
$114.18
$0.78
(0.68%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$515.70B
10.75%
TSLA
Tesla
$231.26
$21.4
(10.2%)
premium
12 Buy
14 Hold
8 Sell
Hold
premium
$669.28B
-25.00%
JPM
JPMorgan Chase & Co.
$208.83
$3.38
(1.65%)
premium
17 Buy
5 Hold
0 Sell
Strong Buy
premium
$589.98B
43.85%
AVGO
Broadcom
$1657.48
$16.68
(1.02%)
premium
22 Buy
1 Hold
0 Sell
Strong Buy
premium
$763.77B
90.50%
V
Visa
$268.23
$4.99
(1.9%)
premium
19 Buy
3 Hold
0 Sell
Strong Buy
premium
$526.74B
11.48%
BRK.B
Berkshire Hathaway B
$407.10
$1.91
(0.47%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$875.46B
18.48%
GOOG
Alphabet Class C
$186.61
$2.12
(1.15%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.27T
53.21%
GOOGL
Alphabet Class A
$185.24
$2.25
(1.23%)
premium
32 Buy
6 Hold
0 Sell
Strong Buy
premium
$2.27T
52.80%
UNH
UnitedHealth
$498.24
$3.59
(0.73%)
premium
18 Buy
2 Hold
0 Sell
Strong Buy
premium
$455.27B
5.12%
MSFT
Microsoft
$459.28
$2.55
(0.56%)
premium
32 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.39T
36.19%
NVDA
Nvidia
$122.67
$1.63
(1.31%)
premium
38 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.06T
193.16%
META
Meta Platforms
$509.50
$4.82
(0.96%)
premium
37 Buy
3 Hold
2 Sell
Strong Buy
premium
$1.28T
76.81%
AAPL
Apple
$220.27
$3.52
(1.62%)
premium
24 Buy
10 Hold
1 Sell
Moderate Buy
premium
$3.32T
13.22%
OARK
OARK
< ETF >
YieldMax Innovation Option Income Strategy ETF
$10.88
$0.08
(0.74%)
premium
premium
$72.90M
-7.03%
AMZY
AMZY
< ETF >
YieldMax AMZN Option Income Strategy ETF
$22.84
$0.32
(1.42%)
premium
premium
$152.62M
50.79%
AMZN
Amazon
$200.00
$2.8
(1.42%)
premium
42 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.05T
51.44%
QQQY
QQQY
< ETF >
Defiance Nasdaq 100 Enhanced Options Income ETF
$14.45
$0.06
(0.42%)
premium
premium
$264.75M
18.02%
F
Ford Motor
$12.87
$0.11
(0.86%)
premium
7 Buy
4 Hold
1 Sell
Moderate Buy
premium
$50.94B
-10.64%
FNCL
FNCL
< ETF >
Fidelity MSCI Financials Index ETF
$58.65
$0.64
(1.1%)
premium
1K Buy
1K Hold
144 Sell
Moderate Buy
premium
$1.60B
24.65%
FENY
FENY
< ETF >
Fidelity MSCI Energy Index ETF
$25.09
$0.02
(0.08%)
premium
528 Buy
265 Hold
36 Sell
Moderate Buy
premium
$1.83B
16.13%
SGOV
SGOV
< ETF >
iShares 0-3 Month Treasury Bond ETF
$100.32
$0.01
(<0.01%)
premium
premium
$22.52B
5.36%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$486.98
$5.06
(1.05%)
premium
1K Buy
581 Hold
66 Sell
Moderate Buy
premium
$288.02B
31.04%
FIDU
FIDU
< ETF >
Fidelity MSCI Industrial Index ETF
$64.96
$0.43
(0.67%)
premium
1K Buy
899 Hold
133 Sell
Moderate Buy
premium
$1.18B
15.82%
AMD
Advanced Micro Devices
$164.31
$6.62
(4.2%)
premium
28 Buy
7 Hold
0 Sell
Strong Buy
premium
$254.88B
36.15%
FTEC
FTEC
< ETF >
Fidelity MSCI Information Technology Index ETF
$174.32
$1.19
(0.69%)
premium
2K Buy
1K Hold
109 Sell
Moderate Buy
premium
$10.72B
34.64%
QCOM
Qualcomm
$200.16
$0.13
(0.06%)
premium
20 Buy
8 Hold
1 Sell
Moderate Buy
premium
$223.23B
70.37%
CVX
Chevron
$156.75
$0.23
(0.15%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$288.46B
3.72%
COST
Costco
$859.36
$13.69
(1.62%)
premium
20 Buy
6 Hold
0 Sell
Strong Buy
premium
$374.92B
60.95%
NFLX
Netflix
$679.58
$5.97
(0.89%)
premium
24 Buy
12 Hold
1 Sell
Moderate Buy
premium
$290.26B
52.59%
HD
Home Depot
$334.97
$1.22
(0.36%)
premium
18 Buy
8 Hold
2 Sell
Moderate Buy
premium
$333.37B
11.29%
PEP
PepsiCo
$163.58
$0.69
(0.42%)
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$223.94B
-9.55%
PG
Procter & Gamble
$163.90
$1.18
(0.73%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$384.04B
10.23%
MA
Mastercard
$444.65
$7.04
(1.61%)
premium
23 Buy
1 Hold
0 Sell
Strong Buy
premium
$406.81B
11.73%
ABBV
AbbVie
$165.96
$4.41
(2.59%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$300.85B
31.32%
JNJ
Johnson & Johnson
$146.03
$0.41
(0.28%)
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$352.43B
-7.80%
BAC
Bank of America
$40.93
$0.92
(2.3%)
premium
12 Buy
6 Hold
1 Sell
Moderate Buy
premium
$312.89B
41.08%
WMT
Walmart
$68.07
$0.59
(0.87%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$542.78B
30.90%
KO
Coca-Cola
$63.15
$0.13
(0.21%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$272.61B
7.80%
MRK
Merck & Company
$127.72
$0.18
(0.14%)
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$323.95B
14.85%