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Sold RM - New Portfolio

Revanth Pobala

Sold RM
Individual Investor
Ranked #206,134 out of 783,334 TipRanks' Investors
Success Rate
68%
13 out of 19
profitable transactions
Average Return
25.28%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
27.75% SWPPX
14.90% BPTRX
14.08% SWISX
9.17% SWTSX
8.26% GOOGL
25.84% Others
By Assets
68.27% Funds
31.73% Stocks
0.00% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
68.27% General
9.08% Technology
8.63% Financial
8.26% Communication Services
5.30% Consumer Cyclical
0.46% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AMZN
Amazon
$234.64
$2.43
(1.03%)
Pre
0.52%
premium
49 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.47T
49.10%
GOOGL
Alphabet Class A
$200.87
$5.46
(2.79%)
Pre
0.69%
premium
23 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.47T
29.02%
PLTR
Palantir Technologies
$81.22
$1.46
(1.83%)
Pre
0.04%
premium
2 Buy
9 Hold
6 Sell
Hold
premium
$185.02B
376.46%
SCHW
Charles Schwab
$83.60
$1.54
(1.88%)
Pre
0.81%
premium
13 Buy
5 Hold
1 Sell
Moderate Buy
premium
$153.03B
32.87%
UBER
Uber Technologies
$66.59
$0.16
(0.24%)
Pre
0.27%
premium
31 Buy
2 Hold
0 Sell
Strong Buy
premium
$140.22B
-0.13%
SOFI
SoFi Technologies
$16.44
$0.45
(2.81%)
Pre
0.12%
premium
6 Buy
6 Hold
3 Sell
Hold
premium
$17.84B
90.36%
WBA
Walgreens Boots Alliance
$11.46
$0.21
(1.87%)
Pre
10.03%
premium
1 Buy
7 Hold
2 Sell
Hold
premium
$9.90B
-50.57%
PYPL
PayPal Holdings
$89.57
$0.81
(0.91%)
Pre
0.26%
premium
12 Buy
10 Hold
0 Sell
Moderate Buy
premium
$89.80B
39.38%
PSNY
Polestar Automotive Holding UK
$1.04
$0.04
(4%)
Pre
0.96%
premium
0 Buy
2 Hold
2 Sell
Moderate Sell
premium
$2.22B
-55.36%
MRVL
Marvell
$110.33
$3.54
(3.31%)
Pre
1.5%
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$95.47B
55.15%
LCID
Lucid Group
$2.72
$0.05
(1.87%)
Pre
0.18%
premium
1 Buy
6 Hold
1 Sell
Hold
premium
$8.19B
-22.83%
AMLIF
American Lithium
$0.35
$0.004
(1.14%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$84.25M
-59.70%
AEO
American Eagle
$16.55
$0.15
(0.91%)
premium
2 Buy
9 Hold
0 Sell
Hold
premium
$3.18B
-17.26%
AAL
American Airlines
$16.90
$0.43
(2.48%)
Pre
0.77%
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$11.11B
18.76%
SWTSX
SWTSX
< FUND >
Schwab Total Stock Market Index Fd Select Shs a Series of Schwab Capit
$102.66
$0.62
(0.61%)
premium
2K Buy
1K Hold
76 Sell
Moderate Buy
premium
$25.33B
22.54%
BPTRX
BPTRX
< FUND >
Baron Partners Fund
$214.62
$4.19
(1.99%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
46.84%
SWDSX
SWDSX
< FUND >
Schwab Dividend Equity Fund - Select Shares
$16.82
$0.14
(0.84%)
premium
52 Buy
8 Hold
0 Sell
Moderate Buy
premium
$624.54M
14.95%
SWPPX
SWPPX
< FUND >
Schwab S&P 500 Index Fund- Select Shares
$93.25
$0.49
(0.53%)
premium
395 Buy
102 Hold
5 Sell
Moderate Buy
premium
$97.40B
22.80%
SWISX
SWISX
< FUND >
Schwab International Index Fund - Select Shares
$23.94
$0.28
(1.18%)
premium
460 Buy
248 Hold
25 Sell
Moderate Buy
premium
$9.42B
4.83%