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Rafi Stock - New Portfolio

Rafi

Rafi Stock
Individual Investor
Ranked #81,347 out of 788,370 TipRanks' Investors
Success Rate
61%
477 out of 782
profitable transactions
Average Return
28.71%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
32.41% VOO
10.94% SCHD
9.66% VIG
7.79% GOOGL
6.11% AMZN
33.09% Others
By Assets
56.92% ETFs
34.70% Stocks
8.38% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
62.13% General
11.70% Technology
9.06% Financial
7.79% Communication Services
6.94% Consumer Cyclical
2.39% 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
$76.39
$3.5
(4.38%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.63B
-7.99%
AMZN
Amazon
$216.58
$6.3
(2.83%)
premium
47 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.36T
24.06%
AAPL
Apple
$245.55
$0.28
(0.11%)
premium
18 Buy
11 Hold
4 Sell
Moderate Buy
premium
$3.69T
33.18%
MRK
Merck & Company
$89.50
$1.82
(2.08%)
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$221.80B
-30.76%
MCD
McDonald's
$304.81
$1.76
(0.58%)
premium
14 Buy
10 Hold
0 Sell
Moderate Buy
premium
$217.17B
3.00%
MA
Mastercard
$557.51
$5.77
(1.02%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$513.55B
18.23%
GOOGL
Alphabet Class A
$179.66
$4.9
(2.65%)
premium
27 Buy
10 Hold
0 Sell
Moderate Buy
premium
$2.26T
24.69%
MSFT
Microsoft
$408.21
$7.92
(1.9%)
premium
29 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
-0.83%
V
Visa
$348.53
$1.96
(0.56%)
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$684.71B
22.83%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$526.08
$11.15
(2.08%)
premium
1K Buy
621 Hold
63 Sell
Moderate Buy
premium
$343.15B
22.63%
XLE
XLE
< ETF >
Energy Select Sector SPDR Fund
$90.93
$1.93
(2.08%)
premium
238 Buy
104 Hold
5 Sell
Moderate Buy
premium
$33.45B
7.32%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$551.75
$9.55
(1.7%)
premium
4K Buy
3K Hold
286 Sell
Moderate Buy
premium
$635.52B
20.30%
VTV
VTV
< ETF >
Vanguard Value ETF
$176.34
$2.06
(1.15%)
premium
3K Buy
2K Hold
177 Sell
Moderate Buy
premium
$138.14B
14.70%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.21
$0.11
(0.39%)
premium
425 Buy
426 Hold
67 Sell
Moderate Buy
premium
$69.12B
9.20%
QQQM
QQQM
< ETF >
Invesco NASDAQ 100 ETF
$216.61
$4.57
(2.07%)
premium
1K Buy
621 Hold
63 Sell
Moderate Buy
premium
$45.19B
20.10%
VIG
VIG
< ETF >
Vanguard Dividend Appreciation ETF
$201.98
$2.19
(1.07%)
premium
2K Buy
1K Hold
137 Sell
Moderate Buy
premium
$90.91B
14.53%
AVUV
AVUV
< ETF >
Avantis U.S. Small Cap Value ETF
$93.91
$2.56
(2.65%)
premium
1K Buy
1K Hold
166 Sell
Hold
premium
$16.21B
6.95%
BRK.B
Berkshire Hathaway B
$478.74
$3.06
(0.64%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.04T
15.31%
CSTNL
CSTNL
< ETF >
Ish.Frf Spx 500
$641.42
$9.948
(1.53%)
premium
4K Buy
3K Hold
284 Sell
Moderate Buy
premium
$114.30B
20.16%
IBIT
IBIT
< ETF >
IShares Bitcoin Trust Registered
$53.92
$2.12
(3.78%)
premium
premium
$56.61B
81.43%
IJR
IJR
< ETF >
iShares Core S&P Small Cap ETF
$112.96
$3.08
(2.65%)
premium
1K Buy
1K Hold
202 Sell
Hold
premium
$88.65B
9.20%
NVMI
Nova
$268.83
$4.82
(1.76%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$8.01B
63.27%
SMH
SMH
< ETF >
VanEck Semiconductor ETF
$249.99
$7.81
(3.03%)
premium
316 Buy
156 Hold
21 Sell
Moderate Buy
premium
$23.89B
22.80%
SPGI
S&P Global
$533.40
$2.03
(0.38%)
premium
15 Buy
0 Hold
0 Sell
Strong Buy
premium
$164.81B
22.56%
UNH
UnitedHealth
$466.42
$36
(7.17%)
premium
20 Buy
0 Hold
0 Sell
Strong Buy
premium
$462.37B
-11.41%
VUG
VUG
< ETF >
Vanguard Growth ETF
$416.02
$9.41
(2.21%)
premium
2K Buy
908 Hold
96 Sell
Moderate Buy
premium
$163.55B
25.33%
ASML
ASML Holding
$737.21
$5.88
(0.79%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$287.99B
-22.55%