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Rafi Stock - New Portfolio

Rafi

Rafi Stock
Individual Investor
Ranked #86,242 out of 769,291 TipRanks' Investors
Success Rate
60%
467 out of 777
profitable transactions
Average Return
27.55%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
32.97% VOO
11.67% SCHD
9.93% VIG
7.21% GOOGL
5.71% AMZN
32.51% Others
By Assets
58.17% ETFs
32.61% Stocks
9.21% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
64.08% General
10.43% Technology
8.72% Financial
7.21% Communication Services
6.51% Consumer Cyclical
3.05% 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
$74.94
$0.57
(0.75%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.43B
18.52%
AMZN
Amazon
$197.12
$1.26
(0.64%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.09T
35.22%
AAPL
Apple
$229.87
$1.35
(0.59%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.45T
19.45%
MRK
Merck & Company
$99.18
$0.68
(0.68%)
premium
16 Buy
5 Hold
0 Sell
Strong Buy
premium
$252.61B
-1.79%
MCD
McDonald's
$290.28
$1.81
(0.63%)
premium
17 Buy
11 Hold
0 Sell
Moderate Buy
premium
$206.72B
2.32%
MA
Mastercard
$520.86
$5.76
(1.12%)
premium
21 Buy
4 Hold
0 Sell
Strong Buy
premium
$472.77B
25.53%
GOOGL
Alphabet Class A
$164.76
$2.87
(1.71%)
premium
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.06T
21.04%
MSFT
Microsoft
$417.00
$4.13
(1%)
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.07T
9.27%
V
Visa
$309.92
$0.02
(<0.01%)
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$550.36B
22.14%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$505.79
$0.81
(0.16%)
premium
1K Buy
628 Hold
74 Sell
Moderate Buy
premium
$307.70B
29.46%
XLE
XLE
< ETF >
Energy Select Sector SPDR Fund
$97.27
$0.15
(0.15%)
premium
232 Buy
111 Hold
9 Sell
Moderate Buy
premium
$38.44B
13.90%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$547.47
$1.83
(0.34%)
premium
4K Buy
3K Hold
326 Sell
Moderate Buy
premium
$573.83B
29.84%
VTV
VTV
< ETF >
Vanguard Value ETF
$180.08
$1.31
(0.73%)
premium
2K Buy
2K Hold
198 Sell
Moderate Buy
premium
$131.55B
26.09%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$29.35
$0.37
(1.28%)
premium
424 Buy
434 Hold
68 Sell
Moderate Buy
premium
$65.66B
20.41%
QQQM
QQQM
< ETF >
Invesco NASDAQ 100 ETF
$208.18
$0.3
(0.14%)
premium
1K Buy
624 Hold
72 Sell
Moderate Buy
premium
$36.20B
29.53%
VIG
VIG
< ETF >
Vanguard Dividend Appreciation ETF
$202.46
$1.46
(0.73%)
premium
2K Buy
1K Hold
148 Sell
Moderate Buy
premium
$86.85B
21.46%
AVUV
AVUV
< ETF >
Avantis U.S. Small Cap Value ETF
$104.78
$2.01
(1.96%)
premium
1K Buy
1K Hold
174 Sell
Hold
premium
$15.38B
26.64%
BRK.B
Berkshire Hathaway B
$476.57
$4.51
(0.96%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.02T
30.48%
CSTNL
CSTNL
< ETF >
Ish.Frf Spx 500
$628.93
$4.157
(0.66%)
premium
4K Buy
3K Hold
325 Sell
Moderate Buy
premium
$103.80B
32.28%
IBIT
IBIT
< ETF >
IShares Bitcoin Trust Registered
$56.49
$0.59
(1.06%)
premium
premium
$45.39B
109.91%
IJR
IJR
< ETF >
iShares Core S&P Small Cap ETF
$125.05
$2.07
(1.68%)
premium
1K Buy
1K Hold
230 Sell
Hold
premium
$90.51B
26.18%
NVMI
Nova
$179.76
$0.04
(0.02%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$5.24B
44.28%
SMH
SMH
< ETF >
VanEck Semiconductor ETF
$244.62
$1.48
(0.6%)
premium
290 Buy
135 Hold
19 Sell
Moderate Buy
premium
$23.60B
51.80%
SPGI
S&P Global
$514.46
$3.09
(0.6%)
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$158.68B
23.19%
UNH
UnitedHealth
$590.87
$6.62
(1.11%)
premium
18 Buy
1 Hold
0 Sell
Strong Buy
premium
$549.86B
9.88%
VUG
VUG
< ETF >
Vanguard Growth ETF
$404.03
$0.08
(0.02%)
premium
2K Buy
982 Hold
113 Sell
Moderate Buy
premium
$150.84B
34.97%
ASML
ASML Holding
$672.88
$0.72
(0.11%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$260.14B
-1.85%