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New Portfolio May 2024 - New Portfolio

New Portfolio May 2024
Individual Investor
Ranked #283,470 out of 788,374 TipRanks' Investors
Success Rate
62%
16 out of 26
profitable transactions
Average Return
11.60%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
99.81% BRK.A
0.14% PLTR
0.05% SMTC
0.01% PLRX
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
99.81% Financial
0.19% Technology
<0.01% Healthcare
0.00% General
0.00% Energy
0.00% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
tjtam16xwyl
tjtam16xwyl
tjtam16xwyl
premium
tjtam16xwyl
premium
tjtam16xwyl
tjtam16xwyl
tjtam16xwyl
k3lt92
k3lt92
k3lt92
premium
k3lt92
premium
k3lt92
k3lt92
k3lt92
dmj4szxwjyi
dmj4szxwjyi
dmj4szxwjyi
premium
dmj4szxwjyi
premium
dmj4szxwjyi
dmj4szxwjyi
dmj4szxwjyi
5d0xcjbqi7n
5d0xcjbqi7n
5d0xcjbqi7n
premium
5d0xcjbqi7n
premium
5d0xcjbqi7n
5d0xcjbqi7n
5d0xcjbqi7n
9af8u0b4989
9af8u0b4989
9af8u0b4989
premium
9af8u0b4989
premium
9af8u0b4989
9af8u0b4989
9af8u0b4989
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1ghbqw4xbcf
1ghbqw4xbcf
premium
1ghbqw4xbcf
premium
1ghbqw4xbcf
1ghbqw4xbcf
1ghbqw4xbcf
l6vi2iv4hsp
l6vi2iv4hsp
l6vi2iv4hsp
premium
l6vi2iv4hsp
premium
l6vi2iv4hsp
l6vi2iv4hsp
l6vi2iv4hsp
05geyn7qam53
05geyn7qam53
05geyn7qam53
premium
05geyn7qam53
premium
05geyn7qam53
05geyn7qam53
05geyn7qam53
mta5yt1xouc
mta5yt1xouc
mta5yt1xouc
premium
mta5yt1xouc
premium
mta5yt1xouc
mta5yt1xouc
mta5yt1xouc
tj16g8whf
tj16g8whf
tj16g8whf
premium
tj16g8whf
premium
tj16g8whf
tj16g8whf
tj16g8whf
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BMO
Bank Of Montreal
$100.46
$0.46
(0.46%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$73.28B
5.99%
EPD
Enterprise Products Partners
$33.34
$0.24
(0.71%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$72.27B
20.45%
NU
Nu Holdings
$10.82
$2.52
(18.89%)
premium
3 Buy
1 Hold
1 Sell
Moderate Buy
premium
$51.38B
4.44%
O
Realty Income
$57.09
$0.57
(1.01%)
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
$49.97B
7.84%
PLTR
Palantir Technologies
$101.35
$4.92
(4.63%)
premium
3 Buy
10 Hold
5 Sell
Hold
premium
$237.70B
341.23%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.21
$0.11
(0.39%)
premium
425 Buy
426 Hold
67 Sell
Moderate Buy
premium
$69.54B
9.20%
SMTC
Semtech
$37.10
$1.61
(4.16%)
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.20B
78.11%
TECL
TECL
< ETF >
Direxion Daily Technology Bull 3x Shares
$89.50
$8.05
(8.25%)
premium
premium
$3.34B
14.82%
UFCS
United Fire Group
$25.47
$0.73
(2.79%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$645.46M
5.73%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$551.75
$9.55
(1.7%)
premium
4K Buy
3K Hold
284 Sell
Moderate Buy
premium
$634.02B
18.20%
SCHG
SCHG
< ETF >
Schwab U.S. Large-Cap Growth ETF
$28.01
$0.72
(2.51%)
premium
3K Buy
1K Hold
116 Sell
Moderate Buy
premium
$39.68B
23.35%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$295.92
$5.57
(1.85%)
premium
12K Buy
7K Hold
838 Sell
Moderate Buy
premium
$481.07B
17.43%
VUG
VUG
< ETF >
Vanguard Growth ETF
$416.02
$9.41
(2.21%)
premium
2K Buy
904 Hold
95 Sell
Moderate Buy
premium
$162.72B
22.78%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$599.94
$10.44
(1.71%)
premium
4K Buy
3K Hold
284 Sell
Moderate Buy
premium
$636.66B
CSAI
Cloudastructure, Inc. Class A
$10.66
$1.19
(10.04%)
premium
premium
PLRX
Pliant Therapeutics
$3.08
$0.07
(2.33%)
premium
5 Buy
7 Hold
0 Sell
Moderate Buy
premium
$187.43M
-81.25%
AU:SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust CDI
AU$953.58
AU$7.11
(0.74%)
premium
4K Buy
3K Hold
284 Sell
Moderate Buy
premium
23.28%
BRK.A
Berkshire Hathaway A
$718750.00
$4.23K
(0.59%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.03T
14.28%
BRK.B
Berkshire Hathaway B
$478.74
$3.06
(0.64%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.03T
15.31%