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****1396 - New Portfolio

Rose Schoenhoff

****1396
Individual Investor
Ranked #119,073 out of 769,002 TipRanks' Investors
Success Rate
79%
19 out of 24
profitable transactions
Average Return
24.41%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
34.98% PLTR
17.77% CRM
9.19% NVDA
8.04% UBER
7.61% AVGO
22.41% Others
By Assets
83.43% Stocks
16.32% ETFs
0.25% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
83.36% Technology
16.36% General
0.09% Communication Services
0.06% Utilities
0.05% Basic Materials
0.08% Other

Portfolio Holdings

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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premium
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p1qfna74nk
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premium
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premium
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p1qfna74nk
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premium
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premium
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premium
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bql8iwut
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premium
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premium
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premium
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premium
t3lau65m3x9
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qo1co78
qo1co78
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premium
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premium
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premium
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premium
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premium
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premium
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UPS
United Parcel
$131.37
$0.72
(0.55%)
After
0.05%
premium
11 Buy
5 Hold
2 Sell
Moderate Buy
premium
$113.67B
-11.80%
IFF
International Flavors & Fragrances
$89.78
$0.94
(1.06%)
After
0.06%
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$22.74B
20.71%
NVDA
Nvidia
$146.67
$0.78
(0.53%)
After
0.48%
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.61T
192.11%
SO
Southern Co
$88.14
$0.17
(0.19%)
After
0.37%
premium
5 Buy
8 Hold
1 Sell
Moderate Buy
premium
$96.74B
26.30%
UBER
Uber Technologies
$69.64
$0.04
(0.06%)
After
0.13%
premium
34 Buy
2 Hold
0 Sell
Strong Buy
premium
$145.57B
26.89%
VPL
VPL
< ETF >
Vanguard FTSE Pacific ETF
$73.76
$0.44
(0.6%)
After
0.08%
premium
premium
$6.93B
6.28%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$295.05
$2.05
(0.7%)
After
0.08%
premium
12K Buy
7K Hold
958 Sell
Moderate Buy
premium
$452.55B
30.70%
IUSB
IUSB
< ETF >
iShares Core Total USD Bond Market ETF
$45.59
$0
(0%)
After
0.01%
premium
premium
$31.77B
2.82%
TFLO
TFLO
< ETF >
iShares Treasury Floating Rate Bond ETF
$50.58
$0.01
(0.02%)
After
>0.01%
premium
premium
$6.83B
-0.18%
VWO
VWO
< ETF >
Vanguard FTSE Emerging Markets ETF
$45.40
$0.16
(0.35%)
After
0.21%
premium
premium
$80.46B
12.27%
ON
ON Semiconductor
$68.47
$1.16
(1.72%)
After
0%
premium
15 Buy
4 Hold
1 Sell
Moderate Buy
premium
$28.38B
-1.58%
AVGO
Broadcom
$163.94
$0.69
(0.42%)
After
0.21%
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$772.28B
66.38%
CRM
Salesforce
$335.78
$10.08
(3.09%)
After
0.22%
premium
34 Buy
8 Hold
1 Sell
Strong Buy
premium
$309.20B
45.19%
PLTR
Palantir Technologies
$61.36
$0.76
(1.22%)
After
0.13%
premium
3 Buy
7 Hold
6 Sell
Hold
premium
$143.47B
213.74%
GOOG
Alphabet Class C
$169.24
$8.09
(4.56%)
After
0.32%
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.19T
27.93%
DIS
Walt Disney
$114.72
$0.46
(0.4%)
After
0.07%
premium
15 Buy
5 Hold
0 Sell
Strong Buy
premium
$203.59B
20.97%
IVV
IVV
< ETF >
iShares Core S&P 500 ETF
$596.48
$3.04
(0.51%)
After
0.07%
premium
4K Buy
3K Hold
325 Sell
Moderate Buy
premium
$552.84B
30.32%
ABNB
Airbnb
$133.26
$1.99
(1.47%)
After
0%
premium
7 Buy
21 Hold
6 Sell
Hold
premium
$83.33B
6.65%
IAU
IAU
< ETF >
iShares Gold Trust
$50.44
$0.41
(0.82%)
After
0.12%
premium
premium
$32.67B
31.48%