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New Portfolio - New Portfolio

SG

New Portfolio
Individual Investor
Ranked #220,978 out of 769,002 TipRanks' Investors
Success Rate
64%
27 out of 42
profitable transactions
Average Return
8.62%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
17.58% UBS
11.23% OWL
8.90% KVUE
8.89% MOAT
8.50% RSP
44.90% Others
By Assets
67.98% Stocks
27.82% ETFs
4.20% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
33.19% Financial
32.02% General
12.22% Energy
9.58% Technology
7.84% Consumer Cyclical
5.15% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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1x68z3h2jid
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1x68z3h2jid
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08l0bxu5mpr
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premium
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premium
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021ej4opgx
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premium
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886j627tjut
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premium
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STNE
Stoneco
$9.27
$0.16
(1.76%)
After
0.22%
premium
3 Buy
1 Hold
1 Sell
Moderate Buy
premium
$2.77B
-33.60%
BCSF
Bain Capital Specialty Finance
$16.64
$0.03
(0.18%)
After
0.48%
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.09B
9.71%
SAN
Banco Santander SA
$4.74
$0.02
(0.42%)
After
0.42%
premium
premium
$74.17B
17.82%
BPIRY
Piraeus Bank
$3.77
$0.02
(0.53%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$4.66B
15.27%
UBS
UBS Group AG
$31.74
$0.09
(0.28%)
After
0.03%
premium
4 Buy
4 Hold
0 Sell
Moderate Buy
premium
$102.07B
22.71%
OWL
Blue Owl Capital
$24.33
$0.86
(3.66%)
After
1.6%
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$34.95B
73.34%
SN
SharkNinja, Inc.
$100.44
$5.22
(5.48%)
After
0.17%
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$13.84B
105.66%
BIRK
Birkenstock Holding plc
$47.41
$1.18
(2.55%)
After
0.89%
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$8.75B
6.52%
KVYO
Klaviyo, Inc. Class A
$36.62
$1.56
(4.45%)
After
0.55%
premium
13 Buy
4 Hold
0 Sell
Strong Buy
premium
$9.29B
27.12%
KVUE
Kenvue, Inc.
$24.09
$0.31
(1.3%)
After
0.04%
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$45.42B
19.95%
MOAT
MOAT
< ETF >
VanEck Morningstar Wide Moat ETF
$96.33
$0.98
(1.03%)
After
2.37%
premium
561 Buy
356 Hold
46 Sell
Moderate Buy
premium
$15.73B
22.73%
RSP
RSP
< ETF >
Invesco S&P 500 Equal Weight ETF
$184.08
$2.29
(1.26%)
After
0.05%
premium
4K Buy
3K Hold
327 Sell
Moderate Buy
premium
$70.99B
24.27%
RHHBY
Roche Holding
$35.29
$0.16
(0.46%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$228.87B
4.65%
PSHZF
PSHZF
< FUND >
Pershing Square Holdings Ltd Public Class USD Accum.Shs
$45.49
$0.24
(0.53%)
premium
premium
$8.62B
16.78%
NLR
NLR
< ETF >
VanEck Uranium + Nuclear Energy ETF
$95.97
$3.56
(3.85%)
After
0.39%
premium
84 Buy
28 Hold
5 Sell
Moderate Buy
premium
$620.24M
24.04%
GLIN
GLIN
< ETF >
VanEck India Growth Leaders ETF
$50.40
$0.045
(0.09%)
After
0.04%
premium
premium
$156.06M
23.83%
SMIN
SMIN
< ETF >
iShares MSCI India Small Cap ETF
$79.56
$0.74
(0.92%)
After
0.85%
premium
premium
$930.45M
21.59%
DE:BAYN
Bayer
€19.50
€0.098
(0.5%)
premium
1 Buy
15 Hold
0 Sell
Hold
premium
€19.80B
-42.54%
NKE
Nike
$75.10
$1.74
(2.37%)
After
0.13%
premium
14 Buy
14 Hold
0 Sell
Moderate Buy
premium
$110.02B
-31.15%
OXY
Occidental Petroleum
$51.54
$0.63
(1.24%)
After
0.06%
premium
5 Buy
12 Hold
1 Sell
Hold
premium
$47.39B
-16.20%
CVX
Chevron
$161.63
$0.3
(0.19%)
After
0.05%
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$286.82B
12.00%
KWEB
KWEB
< ETF >
KraneShares CSI China Internet ETF
$30.70
$0.5
(1.6%)
After
0.03%
premium
122 Buy
31 Hold
10 Sell
Moderate Buy
premium
$5.94B
11.55%