tiprankstipranks

Mini Brokerage - New Portfolio

DAVID BAUER

Mini Brokerage
Individual Investor
Ranked #233,284 out of 783,845 TipRanks' Investors
Success Rate
68%
26 out of 38
profitable transactions
Average Return
4.09%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
33.13% VOO
15.72% SCHG
12.87% SCHD
8.05% CHRD
5.69% NVDA
24.54% Others
By Assets
45.87% Cash
37.90% ETFs
16.23% Stocks
0.00% Funds
0.00% Cryptocurrency
By Sector
70.02% General
16.37% Energy
7.43% Technology
5.23% Consumer Defensive
0.61% Financial
0.34% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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uuc7fx97
uuc7fx97
premium
uuc7fx97
premium
uuc7fx97
uuc7fx97
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rl8swebex4k
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premium
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premium
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3er9xjtns7y
3er9xjtns7y
3er9xjtns7y
premium
3er9xjtns7y
premium
3er9xjtns7y
3er9xjtns7y
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4b9lqmq6t7m
4b9lqmq6t7m
4b9lqmq6t7m
premium
4b9lqmq6t7m
premium
4b9lqmq6t7m
4b9lqmq6t7m
4b9lqmq6t7m
ei8kccnav1
ei8kccnav1
ei8kccnav1
premium
ei8kccnav1
premium
ei8kccnav1
ei8kccnav1
ei8kccnav1
nziz1jefgns
nziz1jefgns
nziz1jefgns
premium
nziz1jefgns
premium
nziz1jefgns
nziz1jefgns
nziz1jefgns
72usxk6w4f
72usxk6w4f
72usxk6w4f
premium
72usxk6w4f
premium
72usxk6w4f
72usxk6w4f
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eukszh
eukszh
eukszh
premium
eukszh
premium
eukszh
eukszh
eukszh
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bv6k9gkq6fm
bv6k9gkq6fm
premium
bv6k9gkq6fm
premium
bv6k9gkq6fm
bv6k9gkq6fm
bv6k9gkq6fm
9wgsfyj9
9wgsfyj9
9wgsfyj9
premium
9wgsfyj9
premium
9wgsfyj9
9wgsfyj9
9wgsfyj9
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SCHF
SCHF
< ETF >
Schwab International Equity ETF
$19.32
$0.2
(1.02%)
premium
3K Buy
2K Hold
551 Sell
Hold
premium
$42.26B
5.51%
SCHX
SCHX
< ETF >
Schwab U.S. Large-Cap ETF
$23.87
$0.14
(0.58%)
premium
6K Buy
3K Hold
391 Sell
Moderate Buy
premium
$53.69B
24.28%
SCHB
SCHB
< ETF >
Schwab U.S. Broad Market ETF
$23.36
$0.14
(0.6%)
premium
11K Buy
7K Hold
890 Sell
Moderate Buy
premium
$33.81B
23.71%
SCHG
SCHG
< ETF >
Schwab U.S. Large-Cap Growth ETF
$28.45
$0.09
(0.32%)
premium
2K Buy
987 Hold
121 Sell
Moderate Buy
premium
$38.99B
32.06%
SCHV
SCHV
< ETF >
Schwab U.S. Large-Cap Value ETF
$27.11
$0.19
(0.7%)
premium
3K Buy
2K Hold
270 Sell
Moderate Buy
premium
$12.24B
15.35%
SPYD
SPYD
< ETF >
SPDR Portfolio S&P 500 High Dividend ETF
$44.11
$0.18
(0.41%)
premium
481 Buy
460 Hold
47 Sell
Hold
premium
$7.81B
14.06%
GDX
GDX
< ETF >
VanEck Gold Miners ETF
$38.96
$0.46
(1.17%)
premium
220 Buy
94 Hold
15 Sell
Moderate Buy
premium
$14.05B
39.04%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$553.33
$2.97
(0.53%)
premium
4K Buy
3K Hold
294 Sell
Moderate Buy
premium
$624.59B
23.71%
WMT
Walmart
$98.16
$0.49
(0.5%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$792.49B
74.96%
NVDA
Nvidia
$120.07
$4.58
(3.67%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.05T
90.50%
NFG
National Fuel Gas Company
$70.03
$0.29
(0.41%)
premium
2 Buy
2 Hold
1 Sell
Hold
premium
$6.37B
47.43%
HESM
Hess Midstream Partners
$40.51
$1.4
(3.34%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$9.14B
18.52%
ET
Energy Transfer
$20.48
$0.6
(2.85%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$72.18B
42.52%
EPD
Enterprise Products Partners
$32.65
$0.855
(2.55%)
premium
6 Buy
4 Hold
0 Sell
Moderate Buy
premium
$73.78B
21.83%
CHRD
Chord Energy
$112.45
$3.25
(2.81%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$7.07B
-26.70%
ARCC
Ares Capital
$23.67
$0.25
(1.07%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.13B
17.88%
ABR
Arbor Realty
$13.39
$0.04
(0.3%)
premium
0 Buy
2 Hold
2 Sell
Moderate Sell
premium
$2.53B
-0.81%
AAPL
Apple
$236.00
$1.59
(0.67%)
premium
19 Buy
9 Hold
4 Sell
Moderate Buy
premium
$3.57T
26.30%
KO
Coca-Cola
$63.48
$0.57
(0.89%)
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$275.91B
4.10%
XOM
Exxon Mobil
$106.83
$2.74
(2.5%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$481.57B
4.34%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.83
$0.15
(0.54%)
premium
412 Buy
415 Hold
69 Sell
Moderate Buy
premium
$67.98B
8.96%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.52
$0.15
(0.29%)
premium
4K Buy
3K Hold
291 Sell
Moderate Buy
premium
$2.88B
5.14%