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Mini Brokerage - New Portfolio

DAVID BAUER

Mini Brokerage
Individual Investor
Ranked #235,150 out of 775,913 TipRanks' Investors
Success Rate
68%
26 out of 38
profitable transactions
Average Return
1.48%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
32.94% VOO
15.78% SCHG
12.74% SCHD
8.01% CHRD
6.44% NVDA
24.09% Others
By Assets
46.10% Cash
37.52% ETFs
16.38% Stocks
0.00% Funds
0.00% Cryptocurrency
By Sector
69.61% General
16.05% Energy
8.34% Technology
5.10% Consumer Defensive
0.55% Financial
0.36% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
24fp38nba
24fp38nba
24fp38nba
premium
24fp38nba
premium
24fp38nba
24fp38nba
24fp38nba
pvqqgm37bnl
pvqqgm37bnl
pvqqgm37bnl
premium
pvqqgm37bnl
premium
pvqqgm37bnl
pvqqgm37bnl
pvqqgm37bnl
8gyxrao46d9
8gyxrao46d9
8gyxrao46d9
premium
8gyxrao46d9
premium
8gyxrao46d9
8gyxrao46d9
8gyxrao46d9
7cpqmk
7cpqmk
7cpqmk
premium
7cpqmk
premium
7cpqmk
7cpqmk
7cpqmk
jcizhdmcmi8
jcizhdmcmi8
jcizhdmcmi8
premium
jcizhdmcmi8
premium
jcizhdmcmi8
jcizhdmcmi8
jcizhdmcmi8
gun0dbjq
gun0dbjq
gun0dbjq
premium
gun0dbjq
premium
gun0dbjq
gun0dbjq
gun0dbjq
shdxjz1jpt
shdxjz1jpt
shdxjz1jpt
premium
shdxjz1jpt
premium
shdxjz1jpt
shdxjz1jpt
shdxjz1jpt
2jkyl3q1by8
2jkyl3q1by8
2jkyl3q1by8
premium
2jkyl3q1by8
premium
2jkyl3q1by8
2jkyl3q1by8
2jkyl3q1by8
pr2f0m4lmxf
pr2f0m4lmxf
pr2f0m4lmxf
premium
pr2f0m4lmxf
premium
pr2f0m4lmxf
pr2f0m4lmxf
pr2f0m4lmxf
38zze2e4
38zze2e4
38zze2e4
premium
38zze2e4
premium
38zze2e4
38zze2e4
38zze2e4
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SCHF
SCHF
< ETF >
Schwab International Equity ETF
$18.41
$0.03
(0.16%)
premium
3K Buy
2K Hold
562 Sell
Hold
premium
$39.60B
0.82%
SCHX
SCHX
< ETF >
Schwab U.S. Large-Cap ETF
$23.41
$0.27
(1.17%)
premium
6K Buy
4K Hold
446 Sell
Moderate Buy
premium
$51.36B
23.70%
SCHB
SCHB
< ETF >
Schwab U.S. Broad Market ETF
$22.90
$0.26
(1.15%)
premium
11K Buy
7K Hold
981 Sell
Moderate Buy
premium
$32.41B
22.67%
SCHG
SCHG
< ETF >
Schwab U.S. Large-Cap Growth ETF
$28.30
$0.31
(1.11%)
premium
3K Buy
1K Hold
136 Sell
Moderate Buy
premium
$37.45B
35.02%
SCHV
SCHV
< ETF >
Schwab U.S. Large-Cap Value ETF
$26.08
$0.29
(1.12%)
premium
4K Buy
3K Hold
310 Sell
Moderate Buy
premium
$11.51B
11.48%
SPYD
SPYD
< ETF >
SPDR Portfolio S&P 500 High Dividend ETF
$43.21
$0.717
(1.69%)
premium
476 Buy
477 Hold
54 Sell
Hold
premium
$6.64B
10.90%
GDX
GDX
< ETF >
VanEck Gold Miners ETF
$34.73
$0.34
(0.99%)
premium
252 Buy
96 Hold
14 Sell
Moderate Buy
premium
$12.85B
9.70%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$545.04
$6.1
(1.13%)
premium
4K Buy
3K Hold
332 Sell
Moderate Buy
premium
$574.46B
24.10%
WMT
Walmart
$92.24
$1.16
(1.24%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$750.32B
78.76%
NVDA
Nvidia
$134.70
$4.02
(3.08%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.20T
174.95%
NFG
National Fuel Gas Company
$59.93
$0.6
(1.01%)
premium
2 Buy
2 Hold
1 Sell
Hold
premium
$5.39B
18.84%
HESM
Hess Midstream Partners
$36.20
$0.34
(0.95%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$7.82B
14.85%
ET
Energy Transfer
$18.86
$0.59
(3.23%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$62.55B
36.77%
EPD
Enterprise Products Partners
$30.99
$0.46
(1.51%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$66.18B
18.55%
CHRD
Chord Energy
$110.83
$0.42
(0.38%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$6.75B
-33.79%
ARCC
Ares Capital
$21.38
$0.25
(1.18%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$13.65B
8.97%
ABR
Arbor Realty
$13.76
$0.05
(0.36%)
premium
1 Buy
2 Hold
2 Sell
Hold
premium
$2.59B
-14.16%
AAPL
Apple
$254.49
$4.7
(1.88%)
premium
20 Buy
9 Hold
2 Sell
Moderate Buy
premium
$3.78T
30.72%
KO
Coca-Cola
$62.55
$0.1
(0.16%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$269.02B
7.86%
XOM
Exxon Mobil
$105.87
$0.36
(0.34%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$463.73B
4.07%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.29
$0.36
(1.34%)
premium
435 Buy
438 Hold
76 Sell
Moderate Buy
premium
$64.08B
7.17%
SPYI
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.68
$0.53
(1.04%)
premium
4K Buy
3K Hold
332 Sell
Moderate Buy
premium
$2.53B
7.51%