2022 - New Portfolio

Alex

2022
Individual Investor
Ranked #3,346 out of 756,513 TipRanks' Investors
Success Rate
91%
138 out of 151
profitable transactions
Average Return
31.26%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
43.01% SPLG
16.08% QQQM
7.15% AMZN
6.02% NVDA
5.91% SWPPX
21.83% Others
By Assets
73.81% ETFs
20.28% Stocks
5.91% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
79.71% General
12.93% Technology
7.15% Consumer Cyclical
0.20% Financial

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AAPL
Apple
$216.32
$6.18
(2.78%)
premium
22 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.38T
27.13%
MSFT
Microsoft
$431.34
$0.75
(0.17%)
premium
29 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.20T
30.39%
AMD
Advanced Micro Devices
$152.08
$0.23
(0.15%)
premium
26 Buy
6 Hold
0 Sell
Strong Buy
premium
$246.51B
50.07%
FDIS
FDIS
< ETF >
Fidelity MSCI Consumer Discretionary Index ETF
$85.15
$0.11
(0.13%)
premium
1K Buy
1K Hold
154 Sell
Moderate Buy
premium
$1.68B
16.14%
FTEC
FTEC
< ETF >
Fidelity MSCI Information Technology Index ETF
$168.10
$1.2
(0.71%)
premium
2K Buy
993 Hold
109 Sell
Moderate Buy
premium
$11.63B
33.64%
URA
URA
< ETF >
Global X Uranium ETF
$25.61
$0.18
(0.71%)
premium
90 Buy
21 Hold
1 Sell
Moderate Buy
premium
$2.93B
-5.04%
QQQM
QQQM
< ETF >
Invesco NASDAQ 100 ETF
$194.79
$0.84
(0.43%)
premium
1K Buy
612 Hold
60 Sell
Moderate Buy
premium
$31.76B
28.29%
DGRO
DGRO
< ETF >
iShares Core Dividend Growth ETF
$62.19
$0.41
(0.66%)
premium
2K Buy
2K Hold
194 Sell
Moderate Buy
premium
$29.57B
19.54%
UFO
UFO
< ETF >
Procure Space ETF
$18.96
$0.1
(0.53%)
premium
134 Buy
85 Hold
16 Sell
Hold
premium
$33.50M
6.86%
METV
METV
< ETF >
Roundhill Ball Metaverse ETF
$12.80
$0.06
(0.47%)
premium
498 Buy
193 Hold
22 Sell
Moderate Buy
premium
$348.20M
32.99%
XLF
XLF
< ETF >
Financial Select Sector SPDR Fund
$45.09
$0.58
(1.3%)
premium
531 Buy
432 Hold
44 Sell
Moderate Buy
premium
$42.68B
28.01%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$277.77
$0.55
(0.2%)
premium
12K Buy
8K Hold
915 Sell
Moderate Buy
premium
$426.81B
25.41%
SWPPX
SWPPX
< FUND >
Schwab S&P 500 Index Fund- Select Shares
$87.06
$0.49
(0.57%)
premium
395 Buy
99 Hold
7 Sell
Moderate Buy
premium
$90.94B
26.34%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$473.24
$2.1
(0.44%)
premium
1K Buy
612 Hold
60 Sell
Moderate Buy
premium
$283.74B
28.24%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$84.15
$0.79
(0.95%)
premium
402 Buy
453 Hold
65 Sell
Moderate Buy
premium
$59.59B
13.23%
DIA
DIA
< ETF >
SPDR Dow Jones Industrial Average ETF Trust
$417.38
$2.44
(0.59%)
premium
417 Buy
203 Hold
22 Sell
Moderate Buy
premium
$34.47B
19.87%
NVDA
Nvidia
$116.78
$2.32
(1.95%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.92T
171.30%
SPLG
SPLG
< ETF >
SPDR Portfolio S&P 500 ETF
$66.18
$0.08
(0.12%)
premium
4K Buy
3K Hold
292 Sell
Moderate Buy
premium
$45.17B
26.72%
AMZN
Amazon
$184.89
$1.6
(0.86%)
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.96T
32.84%
BOTZ
BOTZ
< ETF >
Global X Robotics & Artificial Intelligence ETF
$30.52
$0.02
(0.07%)
premium
151 Buy
86 Hold
16 Sell
Moderate Buy
premium
$2.52B
19.72%
BAC
Bank of America
$39.10
$0.45
(1.16%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$299.91B
34.02%
JETS
JETS
< ETF >
U.S. Global Jets ETF
$19.31
$0.03
(0.16%)
premium
229 Buy
125 Hold
34 Sell
Hold
premium
$1.01B
9.11%