New Portfolio Aug 2024 - New Portfolio

gricelda Herrera

New Portfolio Aug 2024
Individual Investor
Ranked #264,782 out of 767,968 TipRanks' Investors
Success Rate
80%
4 out of 5
profitable transactions
Average Return
25.63%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
33.33% MSFT
33.33% SPY
33.33% SOFI
<0.01% Others
By Assets
66.67% Cash
33.34% Stocks
0.00% Funds
0.00% Cryptocurrency
>-0.01% ETFs
By Sector
33.33% Technology
33.33% General
33.33% Financial

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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MSFT
Microsoft
$415.00
$11.89
(2.79%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
12.21%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$585.75
$7.6
(1.28%)
premium
8K Buy
5K Hold
658 Sell
Strong Buy
premium
$633.48B
29.94%
SOFI
SoFi Technologies
$13.63
$0.23
(1.72%)
premium
5 Buy
7 Hold
2 Sell
Hold
premium
$14.79B
103.13%