tiprankstipranks

Personal - New Portfolio

Rose Schoenhoff

Personal
Individual Investor
Ranked #49,492 out of 770,014 TipRanks' Investors
Success Rate
90%
28 out of 31
profitable transactions
Average Return
33.38%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
35.99% PLTR
17.53% CRM
8.36% NVDA
8.27% UBER
7.47% AVGO
22.38% Others
By Assets
83.65% Stocks
16.00% ETFs
0.34% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
83.62% Technology
16.06% General
0.09% Communication Services
0.09% Consumer Cyclical
0.06% Utilities
0.08% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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UPS
United Parcel
$137.54
$2.72
(2.02%)
Pre
0.04%
premium
11 Buy
5 Hold
2 Sell
Moderate Buy
premium
$117.37B
-11.32%
ABNB
Airbnb
$140.93
$3.59
(2.61%)
Pre
0.36%
premium
7 Buy
21 Hold
6 Sell
Hold
premium
$89.35B
6.99%
AAPL
Apple
$232.87
$3
(1.31%)
Pre
0.12%
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.52T
21.00%
IVV
IVV
< ETF >
iShares Core S&P 500 ETF
$600.22
$1.77
(0.3%)
Pre
0.04%
premium
4K Buy
3K Hold
328 Sell
Moderate Buy
premium
$565.40B
31.07%
GOOG
Alphabet Class C
$169.43
$2.86
(1.72%)
Pre
0.27%
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.06T
20.51%
SBUX
Starbucks
$101.84
$0.66
(0.64%)
Pre
0.16%
premium
15 Buy
6 Hold
4 Sell
Moderate Buy
premium
$115.47B
-0.27%
IFF
International Flavors & Fragrances
$90.89
$0.08
(0.09%)
Pre
2.07%
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$23.24B
21.62%
DIS
Walt Disney
$116.00
$0.35
(0.3%)
Pre
0.22%
premium
15 Buy
5 Hold
0 Sell
Strong Buy
premium
$210.07B
20.39%
IAU
IAU
< ETF >
iShares Gold Trust
$49.59
$1.49
(2.92%)
Pre
0.16%
premium
premium
$33.64B
33.93%
SO
Southern Co
$88.42
$0.82
(0.94%)
Pre
0.05%
premium
5 Buy
8 Hold
1 Sell
Moderate Buy
premium
$96.88B
27.02%
VPL
VPL
< ETF >
Vanguard FTSE Pacific ETF
$74.43
$0.34
(0.46%)
premium
2K Buy
995 Hold
259 Sell
Hold
premium
$7.03B
7.03%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$297.96
$1.45
(0.49%)
Pre
0%
premium
13K Buy
7K Hold
958 Sell
Moderate Buy
premium
$460.11B
31.73%
IUSB
IUSB
< ETF >
iShares Core Total USD Bond Market ETF
$46.00
$0.39
(0.86%)
premium
premium
$31.53B
2.61%
TFLO
TFLO
< ETF >
iShares Treasury Floating Rate Bond ETF
$50.60
$0
(0%)
premium
premium
$6.83B
-0.22%
VWO
VWO
< ETF >
Vanguard FTSE Emerging Markets ETF
$45.43
$0.02
(0.04%)
Pre
0.02%
premium
premium
$80.98B
12.37%
ON
ON Semiconductor
$72.39
$2.77
(3.98%)
Pre
0.62%
premium
16 Buy
4 Hold
1 Sell
Moderate Buy
premium
$30.82B
4.49%
AVGO
Broadcom
$164.82
$0.59
(0.36%)
Pre
0.18%
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$769.80B
67.77%
UBER
Uber Technologies
$73.42
$1.91
(2.67%)
Pre
0.16%
premium
34 Buy
2 Hold
0 Sell
Strong Buy
premium
$154.60B
29.27%
NVDA
Nvidia
$136.02
$5.93
(4.18%)
Pre
0.48%
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.33T
197.12%
CRM
Salesforce
$339.11
$2.91
(0.85%)
Pre
0.22%
premium
34 Buy
8 Hold
1 Sell
Strong Buy
premium
$324.19B
52.43%
PLTR
Palantir Technologies
$64.65
$0.3
(0.47%)
Pre
0.48%
premium
3 Buy
7 Hold
6 Sell
Hold
premium
$147.27B
235.16%