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2022
- New Portfolio
Performance
Portfolio Details
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
Select Columns
20
Results | Showing
1
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1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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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
< 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
< 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
< 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
< 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
< 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
< 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
< 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
< 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
< 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
< 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
< 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
< 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
< 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%
20
Results | Showing
1
out of
1
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