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Mini Brokerage
- New Portfolio
Performance
Portfolio Details
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
Select Columns
22
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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24fp38nba
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premium
24fp38nba
premium
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24fp38nba
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8gyxrao46d9
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premium
8gyxrao46d9
8gyxrao46d9
8gyxrao46d9
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38zze2e4
premium
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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
< 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
< 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
< 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
< 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
< 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
< 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
< 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
< 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
< 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%
22
Results | Showing
1
out of
1
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