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Ours - New Portfolio

Gary Darrar

Ours
Individual Investor
Ranked #127,860 out of 778,254 TipRanks' Investors
Success Rate
80%
12 out of 15
profitable transactions
Average Return
41.82%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
27.19% NVDA
23.62% CHAT
19.39% XOM
12.22% VST
7.16% CABDX
10.42% Others
By Assets
68.52% Stocks
23.56% ETFs
7.67% Funds
0.26% Cash
0.00% Cryptocurrency
By Sector
31.30% General
27.30% Technology
19.39% Energy
17.08% Utilities
4.73% Healthcare
0.19% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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sragw3tmoni
sragw3tmoni
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sragw3tmoni
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sragw3tmoni
sragw3tmoni
sragw3tmoni
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v2bsyub4g4m
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poaxbi8s32n
poaxbi8s32n
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poaxbi8s32n
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9h5p6z
9h5p6z
9h5p6z
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9h5p6z
9h5p6z
4hpq2225cbq
4hpq2225cbq
4hpq2225cbq
premium
4hpq2225cbq
premium
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SWPPX
SWPPX
< FUND >
Schwab S&P 500 Index Fund- Select Shares
$91.22
$1.14
(1.27%)
premium
395 Buy
102 Hold
5 Sell
Moderate Buy
premium
$95.28B
26.92%
OGN
Organon
$15.44
$0.48
(3.21%)
premium
3 Buy
3 Hold
2 Sell
Hold
premium
$3.98B
12.05%
IBM
International Business Machines
$222.65
$2.71
(1.23%)
premium
5 Buy
6 Hold
1 Sell
Moderate Buy
premium
$205.87B
38.41%
META
Meta Platforms
$604.63
$5.39
(0.9%)
premium
38 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.53T
74.18%
NEA
NEA
< FUND >
Nuveen AMT-Free Quality Municipal Income Fund of Benef Interest
$11.45
$0.08
(0.7%)
premium
premium
$3.42B
4.00%
CI
Cigna
$280.70
$6.21
(2.26%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$78.08B
-8.33%
MRK
Merck & Company
$99.14
$0.03
(0.03%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$250.79B
-15.27%
PEG
Public Service Enterprise
$86.25
$1.15
(1.35%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$42.97B
39.72%
CABDX
CABDX
< FUND >
AB Relative Value Fund - A
$6.25
$0.06
(0.97%)
premium
57 Buy
12 Hold
1 Sell
Moderate Buy
premium
2.96%
VST
Vistra Energy
$162.36
$12.7
(8.49%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$55.24B
322.81%
XOM
Exxon Mobil
$107.86
$0.55
(0.51%)
premium
13 Buy
5 Hold
1 Sell
Moderate Buy
premium
$474.05B
5.41%
CHAT
CHAT
< ETF >
Roundhill Generative AI & Technology ETF
$41.85
$1.12
(2.75%)
premium
577 Buy
126 Hold
15 Sell
Moderate Buy
premium
$225.67M
40.39%
NVDA
Nvidia
$144.47
$6.16
(4.45%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.54T
200.99%