tiprankstipranks

2022 - New Portfolio

Alex

2022
Individual Investor
Ranked #3,500 out of 769,002 TipRanks' Investors
Success Rate
92%
142 out of 154
profitable transactions
Average Return
37.60%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
40.71% SPLG
19.03% QQQM
7.17% AMZN
7.07% NVDA
5.81% SWPPX
20.21% Others
By Assets
72.65% ETFs
21.53% Stocks
5.81% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
78.46% General
13.31% Technology
8.00% Consumer Cyclical
0.22% Financial

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AAPL
Apple
$228.52
$0.48
(0.21%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.45T
20.12%
MSFT
Microsoft
$412.87
$1.79
(0.43%)
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
11.37%
AMD
Advanced Micro Devices
$137.49
$0.11
(0.08%)
premium
23 Buy
7 Hold
0 Sell
Strong Buy
premium
$226.20B
15.47%
FDIS
FDIS
< ETF >
Fidelity MSCI Consumer Discretionary Index ETF
$94.29
$0.34
(0.36%)
premium
1K Buy
1K Hold
159 Sell
Moderate Buy
premium
$1.93B
28.64%
FTEC
FTEC
< ETF >
Fidelity MSCI Information Technology Index ETF
$184.25
$2
(1.1%)
premium
2K Buy
980 Hold
126 Sell
Moderate Buy
premium
$12.59B
33.80%
QQQM
QQQM
< ETF >
Invesco NASDAQ 100 ETF
$207.88
$0.77
(0.37%)
premium
1K Buy
632 Hold
72 Sell
Moderate Buy
premium
$36.44B
29.58%
DGRO
DGRO
< ETF >
iShares Core Dividend Growth ETF
$63.77
$0.73
(1.16%)
premium
2K Buy
2K Hold
212 Sell
Moderate Buy
premium
$30.46B
23.61%
METV
METV
< ETF >
Roundhill Ball Metaverse ETF
$14.18
$0.11
(0.78%)
premium
506 Buy
188 Hold
28 Sell
Moderate Buy
premium
$339.49M
33.36%
XLF
XLF
< ETF >
Financial Select Sector SPDR Fund
$50.17
$0.63
(1.27%)
premium
508 Buy
403 Hold
50 Sell
Moderate Buy
premium
$50.48B
41.45%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$295.05
$2.05
(0.7%)
premium
12K Buy
7K Hold
958 Sell
Moderate Buy
premium
$452.55B
30.70%
SWPPX
SWPPX
< FUND >
Schwab S&P 500 Index Fund- Select Shares
$91.76
$0
(0%)
premium
398 Buy
97 Hold
7 Sell
Moderate Buy
premium
$95.85B
30.23%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.98
$0.27
(0.94%)
premium
423 Buy
433 Hold
69 Sell
Moderate Buy
premium
$65.70B
20.80%
DIA
DIA
< ETF >
SPDR Dow Jones Industrial Average ETF Trust
$438.97
$4.68
(1.08%)
premium
462 Buy
178 Hold
18 Sell
Moderate Buy
premium
$38.06B
23.38%
NVDA
Nvidia
$146.67
$0.78
(0.53%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.61T
192.11%
SPLG
SPLG
< ETF >
SPDR Portfolio S&P 500 ETF
$69.83
$0.36
(0.52%)
premium
4K Buy
3K Hold
327 Sell
Moderate Buy
premium
$51.24B
30.23%
AMZN
Amazon
$198.38
$4.5
(2.22%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.15T
40.99%
BOTZ
BOTZ
< ETF >
Global X Robotics & Artificial Intelligence ETF
$33.19
$0.47
(1.44%)
premium
153 Buy
89 Hold
15 Sell
Moderate Buy
premium
$2.57B
24.60%
BAC
Bank of America
$46.46
$0.4
(0.87%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$356.10B
55.29%
JETS
JETS
< ETF >
U.S. Global Jets ETF
$23.97
$0.03
(0.13%)
premium
229 Buy
151 Hold
26 Sell
Moderate Buy
premium
$1.08B
43.87%
TM
Toyota Motor
$173.38
$0.47
(0.27%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$237.22B
-5.62%