HSA - New Portfolio

5BB7F578

HSA
Individual Investor
Ranked #12,391 out of 753,381 TipRanks' Investors
Success Rate
93%
66 out of 71
profitable transactions
Average Return
17.19%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
18.55% SPLG
11.54% DGRO
10.85% SCHD
9.92% XLE
9.27% BRK.B
39.87% Others
By Assets
64.82% ETFs
35.18% Stocks
<0.01% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
64.82% General
25.91% Real Estate
9.27% Financial

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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BILS
BILS
< ETF >
SPDR Bloomberg 3-12 Month T-Bill ETF
$99.43
$0.06
(0.06%)
premium
premium
$3.05B
0.06%
O
Realty Income
$61.09
$0.59
(0.98%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$53.20B
8.39%
AGG
AGG
< ETF >
iShares Core U.S. Aggregate Bond ETF
$100.77
$0.46
(0.46%)
premium
premium
$116.96B
5.04%
CUBE
Cubesmart
$51.48
$1.03
(2.04%)
premium
3 Buy
6 Hold
1 Sell
Hold
premium
$11.66B
20.35%
IRM
Iron Mountain
$113.35
$0.57
(0.51%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$33.25B
87.23%
SFYF
SFYF
< ETF >
SoFi Social 50 ETF
$36.10
$0.907
(2.58%)
premium
658 Buy
327 Hold
56 Sell
Moderate Buy
premium
$17.64M
35.98%
VICI
VICI Properties
$32.90
$0.57
(1.76%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$34.45B
5.62%
BRK.B
Berkshire Hathaway B
$453.38
$4.35
(0.97%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$977.20B
27.96%
DGRO
DGRO
< ETF >
iShares Core Dividend Growth ETF
$61.44
$0.57
(0.94%)
premium
2K Buy
2K Hold
184 Sell
Moderate Buy
premium
$29.38B
20.28%
XLE
XLE
< ETF >
Energy Select Sector SPDR Fund
$90.39
$1.33
(1.49%)
premium
208 Buy
108 Hold
6 Sell
Moderate Buy
premium
$36.65B
4.20%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$83.52
$1.18
(1.43%)
premium
397 Buy
451 Hold
69 Sell
Moderate Buy
premium
$58.99B
14.39%
SPLG
SPLG
< ETF >
SPDR Portfolio S&P 500 ETF
$66.10
$0.68
(1.04%)
premium
4K Buy
3K Hold
282 Sell
Moderate Buy
premium
$43.83B
28.62%