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D. ROBERTS, Fsoc. Sci. - New Portfolio

D. ROBERTS, SOC. SCI.

D. ROBERTS, Fsoc. Sci.
Individual Investor
Ranked #435,168 out of 781,056 TipRanks' Investors
Success Rate
36%
4 out of 11
profitable transactions
Average Return
1.66%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
93.86% FRFHF
2.80% MKL
2.17% SMCI
0.76% STT
0.27% BLK
0.14% Others
By Assets
97.26% Stocks
2.61% Cash
0.13% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
97.70% Financial
2.17% Technology
0.14% General

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ozh428tx5
ozh428tx5
premium
ozh428tx5
premium
ozh428tx5
ozh428tx5
ozh428tx5
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f96jxoccfw9
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premium
f96jxoccfw9
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f96jxoccfw9
f96jxoccfw9
f96jxoccfw9
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j11wb3eho
j11wb3eho
premium
j11wb3eho
premium
j11wb3eho
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c48lud63wi
c48lud63wi
premium
c48lud63wi
premium
c48lud63wi
c48lud63wi
c48lud63wi
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0tcwhp
0tcwhp
premium
0tcwhp
premium
0tcwhp
0tcwhp
0tcwhp
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f4f9ojpqrid
f4f9ojpqrid
premium
f4f9ojpqrid
premium
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f4f9ojpqrid
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jn5rogtl2
jn5rogtl2
premium
jn5rogtl2
premium
jn5rogtl2
jn5rogtl2
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9niz6gvxdq
9niz6gvxdq
premium
9niz6gvxdq
premium
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9niz6gvxdq
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premium
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premium
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20ckv6yymtc
20ckv6yymtc
20ckv6yymtc
premium
20ckv6yymtc
premium
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BLK
BlackRock
$1004.96
$9.24
(0.93%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$154.22B
26.37%
SMCI
Super Micro Computer
$30.82
$0.3
(0.96%)
premium
1 Buy
5 Hold
2 Sell
Hold
premium
$18.22B
-1.04%
FRFHF
Fairfax Financial Holdings
$1381.39
$11.22
(0.82%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$33.29B
42.49%
STT
State Street
$97.63
$2.86
(2.85%)
premium
7 Buy
5 Hold
1 Sell
Moderate Buy
premium
$29.46B
28.70%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.99
$0.16
(0.57%)
premium
852 Buy
838 Hold
138 Sell
Strong Buy
premium
$67.47B
10.29%
MKL
Markel
$1774.07
$5.03
(0.28%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$22.75B
22.53%