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HSA
- New Portfolio
Performance
Portfolio Details
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
Select Columns
12
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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78lm8z98zmw
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premium
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2mq5x9227
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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
< 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
< 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
< 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
< 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
< 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
< 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%
12
Results | Showing
1
out of
1
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