Education

Personal Finance How To Use TipRanks TipRanks Labs Webinar Center Glossary FAQs

About Us

About TipRanks Contact Us Careers Reviews Mobile APP

Working with TipRanks

Enterprise Solutions Top Online Brokers Become an Affiliate

News Trending Portfolio

TOOLS

Top Smart Score Stocks

STOCKS

Best High Yield Dividend Stocks

Dividend Aristocrats

Dividend Stock Comparison

New

Dividend Calculator

Dividend Returns Comparison

Dividend Calendar

Top Analysts

Top Financial Bloggers

Top-Performing Corporate Insiders

Top Hedge Fund Managers

Top Research Firms

Top Individual Investors

News

Portfolio

Personal Finance Center

Mortgages

Loans

Investing & Retirement

Spending & Savings

Calculators

Compound Interest Calculator

Student Loan Calculator

401k Retirement Calculator

Education

About Us

Working with TipRanks

Enterprise Solutions

Top Online Brokers

Become an Affiliate

Investing - New Portfolio

Performance Portfolio Details

David Douthwaite

Investing

Individual Investor

Ranked #176,801 out of 769,291 TipRanks' Investors

Success Rate

163 out of 262
profitable transactions

Average Return

6.09%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

38.97% SGOV

4.69% FTEC

3.71% FIDU

3.69% QQQ

2.83% FNCL

46.11% Others

By Assets

59.80% ETFs

39.93% Stocks

0.27% Cash

0.00% Funds

0.00% Cryptocurrency

By Sector

59.96% General

8.59% Technology

8.41% Consumer Cyclical

6.67% Financial

5.61% Healthcare

10.76% Other

Portfolio Holdings

rhmka1p80ms

premium

rhmka1p80ms

premium

rhmka1p80ms

njyeumyg

premium

njyeumyg

premium

njyeumyg

hv8o8490i

premium

hv8o8490i

premium

hv8o8490i

q2j1dn

premium

q2j1dn

premium

q2j1dn

m5nlzct9pq

premium

m5nlzct9pq

premium

m5nlzct9pq

dtarusrxr8a

premium

dtarusrxr8a

premium

dtarusrxr8a

gge22wyn9n

premium

gge22wyn9n

premium

gge22wyn9n

o7hcz2w7fef

premium

o7hcz2w7fef

premium

o7hcz2w7fef

96dtgyn6apb

premium

96dtgyn6apb

premium

96dtgyn6apb

0dcmk2yd3ce

premium

0dcmk2yd3ce

premium

0dcmk2yd3ce

To view investors' portfolios

SPY < ETF >

SPDR S&P 500 ETF Trust

$595.68

$2.01

(0.34%)

premium

4K Buy

3K Hold

326 Sell

Moderate Buy

premium

$621.43B

29.77%

SPHD < ETF >

Invesco S&P 500 High Dividend Low Volatility ETF

$51.25

$0.38

(0.75%)

premium

289 Buy

297 Hold

30 Sell

Hold

premium

$3.50B

26.57%

SPLV < ETF >

Invesco S&P 500 Low Volatility ETF

$74.08

$0.41

(0.56%)

premium

805 Buy

488 Hold

38 Sell

Moderate Buy

premium

$7.45B

19.41%

LLY

Eli Lilly & Co

$752.42

$2.5

(0.33%)

premium

17 Buy

1 Hold

0 Sell

Strong Buy

premium

$711.91B

27.14%

XOM

Exxon Mobil

$123.20

$1.27

(1.04%)

premium

12 Buy

7 Hold

1 Sell

Moderate Buy

premium

$535.89B

15.68%

TSLA

Tesla

$342.55

$2.91

(0.86%)

premium

11 Buy

14 Hold

9 Sell

Hold

premium

$1.09T

41.80%

JPM

JPMorgan Chase & Co.

$247.09

$2.33

(0.95%)

premium

10 Buy

6 Hold

1 Sell

Moderate Buy

premium

$689.08B

57.03%

AVGO

Broadcom

$164.42

$0.48

(0.29%)

premium

23 Buy

3 Hold

0 Sell

Strong Buy

premium

$765.69B

66.38%

Visa

$310.72

$0.82

(0.26%)

premium

22 Buy

3 Hold

0 Sell

Strong Buy

premium

$550.36B

21.87%

BRK.B

Berkshire Hathaway B

$475.82

$3.765

(0.8%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.02T

29.58%

GOOG

Alphabet Class C

$167.67

$1.57

(0.93%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.06T

27.93%

GOOGL

Alphabet Class A

$165.86

$1.77

(1.06%)

premium

27 Buy

7 Hold

0 Sell

Strong Buy

premium

$2.06T

21.04%

UNH

UnitedHealth

$600.06

$2.57

(0.43%)

premium

18 Buy

1 Hold

0 Sell

Strong Buy

premium

$549.86B

10.43%

MSFT

Microsoft

$414.42

$1.55

(0.38%)

premium

27 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.07T

9.27%

NVDA

Nvidia

$144.20

$2.47

(1.68%)

premium

40 Buy

4 Hold

0 Sell

Strong Buy

premium

$3.59T

201.07%

META

Meta Platforms

$560.56

$2.53

(0.45%)

premium

40 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.42T

64.89%

AAPL

Apple

$229.74

$1.22

(0.53%)

premium

24 Buy

8 Hold

2 Sell

Moderate Buy

premium

$3.45T

19.45%

AMZY < ETF >

YieldMax AMZN Option Income Strategy ETF

$18.46

$0.04

(0.22%)

premium

―

premium

$199.71M

-4.06%

AMZN

Amazon

$197.75

$0.63

(0.32%)

premium

44 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.09T

35.22%

QQQY < ETF >

Defiance Nasdaq 100 Enhanced Options Income ETF

$33.20

$0.08

(0.24%)

premium

―

premium

$184.03M

-39.56%

Ford Motor

$11.01

$0.205

(1.9%)

premium

4 Buy

9 Hold

1 Sell

Hold

premium

$42.92B

5.30%

FNCL < ETF >

Fidelity MSCI Financials Index ETF

$72.19

$0.51

(0.71%)

premium

1K Buy

1K Hold

130 Sell

Moderate Buy

premium

$2.03B

43.01%

FENY < ETF >

Fidelity MSCI Energy Index ETF

$27.01

$0.21

(0.78%)

premium

523 Buy

291 Hold

54 Sell

Moderate Buy

premium

$1.64B

13.83%

SGOV < ETF >

iShares 0-3 Month Treasury Bond ETF

$100.59

$0.03

(0.03%)

premium

―

premium

$27.69B

-0.07%

QQQ < ETF >

Invesco QQQ Trust

$505.50

$0.52

(0.1%)

premium

1K Buy

624 Hold

72 Sell

Moderate Buy

premium

$307.70B

29.00%

FIDU < ETF >

Fidelity MSCI Industrial Index ETF

$76.09

$0.48

(0.63%)

premium

1K Buy

968 Hold

140 Sell

Moderate Buy

premium

$1.26B

31.77%

AMD

Advanced Micro Devices

$138.37

$0.88

(0.64%)

premium

23 Buy

7 Hold

0 Sell

Strong Buy

premium

$223.12B

12.23%

FTEC < ETF >

Fidelity MSCI Information Technology Index ETF

$184.56

$0.31

(0.17%)

premium

2K Buy

978 Hold

125 Sell

Moderate Buy

premium

$12.75B

33.21%

QCOM

Qualcomm

$155.20

$0.26

(0.17%)

premium

11 Buy

9 Hold

1 Sell

Moderate Buy

premium

$172.72B

21.00%

CVX

Chevron

$162.32

$0.69

(0.43%)

premium

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

$290.46B

12.00%

COST

Costco

$969.51

$13.86

(1.45%)

premium

17 Buy

8 Hold

0 Sell

Moderate Buy

premium

$423.42B

57.55%

NFLX

Netflix

$902.02

$4.54

(0.51%)

premium

24 Buy

10 Hold

2 Sell

Moderate Buy

premium

$383.64B

84.91%

Home Depot

$415.60

$5.15

(1.25%)

premium

22 Buy

4 Hold

0 Sell

Strong Buy

premium

$407.73B

31.00%

PEP

PepsiCo

$161.17

$0.83

(0.52%)

premium

6 Buy

9 Hold

0 Sell

Moderate Buy

premium

$219.98B

-5.40%

Procter & Gamble

$175.35

$2.6

(1.51%)

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$406.83B

14.39%

Mastercard

$518.80

$3.7

(0.72%)

premium

21 Buy

4 Hold

0 Sell

Strong Buy

premium

$472.77B

24.91%

ABBV

AbbVie

$176.28

$4.55

(2.65%)

premium

13 Buy

7 Hold

0 Sell

Moderate Buy

premium

$303.47B

20.93%

JNJ

Johnson & Johnson

$156.90

$1.4

(0.9%)

premium

6 Buy

8 Hold

0 Sell

Moderate Buy

premium

$374.39B

3.10%

BAC

Bank of America

$46.76

$0.3

(0.65%)

premium

14 Buy

2 Hold

0 Sell

Strong Buy

premium

$356.48B

55.29%

WMT

Walmart

$89.63

$1.24

(1.4%)

premium

26 Buy

2 Hold

0 Sell

Strong Buy

premium

$710.50B

67.81%

Coca-Cola

$64.22

$0.46

(0.72%)

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$274.67B

8.55%

MRK

Merck & Company

$101.37

$1.51

(1.51%)

premium

16 Buy

5 Hold

0 Sell

Strong Buy

premium

$252.61B

-4.17%

CRM

Salesforce

$338.59

$2.81

(0.84%)

premium

34 Buy

8 Hold

1 Sell

Strong Buy

premium

$321.01B

50.01%

ADBE

Adobe

$509.55

$5.11

(1.01%)

premium

23 Buy

5 Hold

2 Sell

Moderate Buy

premium

$222.05B

-18.25%

TMO

Thermo Fisher

$514.15

$1.95

(0.38%)

premium

16 Buy

3 Hold

0 Sell

Strong Buy

premium

$197.41B

5.86%

ORCL

Oracle

$193.47

$1.04

(0.54%)

premium

19 Buy

13 Hold

0 Sell

Moderate Buy

premium

$533.24B

64.33%