Rafi Stock - New Portfolio

Rafi

Rafi Stock
Individual Investor
Ranked #78,132 out of 762,027 TipRanks' Investors
Success Rate
60%
463 out of 769
profitable transactions
Average Return
27.44%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
33.09% VOO
11.72% SCHD
10.11% VIG
7.31% GOOGL
5.56% AMZN
32.21% Others
By Assets
57.84% ETFs
32.36% Stocks
9.80% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
64.12% General
10.42% Technology
8.63% Financial
7.31% Communication Services
6.46% Consumer Cyclical
3.06% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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CAMT
Camtek
$82.82
$0.45
(0.55%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.74B
51.08%
AMZN
Amazon
$188.99
$1.46
(0.78%)
premium
45 Buy
2 Hold
0 Sell
Strong Buy
premium
$1.97T
47.19%
AAPL
Apple
$235.00
$2.85
(1.23%)
premium
23 Buy
10 Hold
1 Sell
Moderate Buy
premium
$3.53T
33.93%
MRK
Merck & Company
$108.70
$1.05
(0.96%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$278.20B
8.23%
MCD
McDonald's
$316.56
$1.86
(0.59%)
premium
18 Buy
7 Hold
0 Sell
Moderate Buy
premium
$225.75B
21.80%
MA
Mastercard
$516.34
$2.58
(0.5%)
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$474.63B
33.12%
GOOGL
Alphabet Class A
$163.42
$0.49
(0.3%)
premium
30 Buy
9 Hold
0 Sell
Strong Buy
premium
$2.01T
18.63%
MSFT
Microsoft
$418.16
$1.44
(0.35%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.10T
26.21%
V
Visa
$290.62
$0.23
(0.08%)
premium
23 Buy
5 Hold
0 Sell
Strong Buy
premium
$573.78B
24.30%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$494.47
$3.22
(0.66%)
premium
1K Buy
646 Hold
67 Sell
Moderate Buy
premium
$297.84B
36.47%
XLE
XLE
< ETF >
Energy Select Sector SPDR Fund
$90.34
$0.3
(0.33%)
premium
228 Buy
113 Hold
9 Sell
Moderate Buy
premium
$36.25B
-1.26%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$537.36
$2.06
(0.38%)
premium
4K Buy
3K Hold
322 Sell
Moderate Buy
premium
$544.08B
36.60%
VTV
VTV
< ETF >
Vanguard Value ETF
$177.82
$0.25
(0.14%)
premium
3K Buy
2K Hold
207 Sell
Moderate Buy
premium
$130.98B
30.43%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.81
$0
(0%)
premium
416 Buy
455 Hold
74 Sell
Moderate Buy
premium
$64.05B
23.51%
QQQM
QQQM
< ETF >
Invesco NASDAQ 100 ETF
$203.52
$1.32
(0.65%)
premium
1K Buy
646 Hold
67 Sell
Moderate Buy
premium
$34.47B
37.45%
VIG
VIG
< ETF >
Vanguard Dividend Appreciation ETF
$201.52
$0.42
(0.21%)
premium
2K Buy
1K Hold
156 Sell
Moderate Buy
premium
$87.61B
29.85%
AVUV
AVUV
< ETF >
Avantis U.S. Small Cap Value ETF
$98.19
$0.54
(0.55%)
premium
1K Buy
1K Hold
171 Sell
Hold
premium
$14.42B
28.94%
BRK.B
Berkshire Hathaway B
$464.80
$1.05
(0.23%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$1.00T
37.25%
CSTNL
CSTNL
< ETF >
Ish.Frf Spx 500
$619.00
$0.14
(0.02%)
premium
4K Buy
3K Hold
319 Sell
Moderate Buy
premium
$98.62B
37.57%
IBIT
IBIT
< ETF >
IShares Bitcoin Trust Registered
$39.07
$1.02
(2.68%)
premium
premium
$25.83B
42.88%
IJR
IJR
< ETF >
iShares Core S&P Small Cap ETF
$118.15
$0.37
(0.31%)
premium
1K Buy
1K Hold
222 Sell
Hold
premium
$87.90B
30.25%
NVMI
Nova
$184.21
$2.99
(1.6%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$5.44B
87.62%
SMH
SMH
< ETF >
VanEck Semiconductor ETF
$251.51
$0.07
(0.03%)
premium
308 Buy
130 Hold
18 Sell
Moderate Buy
premium
$24.25B
74.22%
SPGI
S&P Global
$524.80
$5.84
(1.13%)
premium
15 Buy
1 Hold
0 Sell
Strong Buy
premium
$162.43B
46.77%
UNH
UnitedHealth
$569.61
$3.58
(0.63%)
premium
18 Buy
1 Hold
0 Sell
Strong Buy
premium
$522.68B
5.59%
VUG
VUG
< ETF >
Vanguard Growth ETF
$392.18
$2.48
(0.64%)
premium
2K Buy
1K Hold
104 Sell
Moderate Buy
premium
$142.43B
43.17%
ASML
ASML Holding
$723.26
$22.66
(3.23%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$271.32B
23.06%