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New Portfolio - New Portfolio

SG

New Portfolio
Individual Investor
Ranked #164,735 out of 747,498 TipRanks' Investors
Success Rate
71%
22 out of 31
profitable transactions
Average Return
5.70%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
18.70% UBS
10.08% OWL
9.04% MOAT
8.62% RSP
8.46% BCSF
45.10% Others
By Assets
77.77% Stocks
17.66% ETFs
4.57% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
48.72% Financial
22.23% General
16.14% Technology
12.91% Consumer Cyclical
0.00% Healthcare

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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vlemvsetck
premium
vlemvsetck
premium
vlemvsetck
vlemvsetck
vlemvsetck
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qqu8uwtg
qqu8uwtg
premium
qqu8uwtg
premium
qqu8uwtg
qqu8uwtg
qqu8uwtg
pzdmig389
pzdmig389
pzdmig389
premium
pzdmig389
premium
pzdmig389
pzdmig389
pzdmig389
7m5hvmyikap
7m5hvmyikap
7m5hvmyikap
premium
7m5hvmyikap
premium
7m5hvmyikap
7m5hvmyikap
7m5hvmyikap
b5sr14t66kb
b5sr14t66kb
b5sr14t66kb
premium
b5sr14t66kb
premium
b5sr14t66kb
b5sr14t66kb
b5sr14t66kb
jzl2pz
jzl2pz
jzl2pz
premium
jzl2pz
premium
jzl2pz
jzl2pz
jzl2pz
468s4s2wthd
468s4s2wthd
468s4s2wthd
premium
468s4s2wthd
premium
468s4s2wthd
468s4s2wthd
468s4s2wthd
wgqum2
wgqum2
wgqum2
premium
wgqum2
premium
wgqum2
wgqum2
wgqum2
oljk2ql7uy
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oljk2ql7uy
premium
oljk2ql7uy
premium
oljk2ql7uy
oljk2ql7uy
oljk2ql7uy
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s1ul5h5hbls
s1ul5h5hbls
premium
s1ul5h5hbls
premium
s1ul5h5hbls
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STNE
Stoneco
$13.45
$0.495
(3.82%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$4.00B
-3.43%
BCSF
Bain Capital Specialty Finance
$16.66
$0.125
(0.76%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.07B
28.24%
SAN
Banco Santander SA
$4.92
$0.115
(2.4%)
premium
premium
$74.66B
28.34%
BPIRY
Piraeus Bank
$4.29
$0.2
(4.89%)
premium
premium
$5.31B
12.73%
UBS
UBS Group AG
$30.69
$0.27
(0.89%)
premium
7 Buy
6 Hold
1 Sell
Moderate Buy
premium
$97.66B
45.83%
OWL
Blue Owl Capital
$19.84
$0.57
(2.96%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$27.91B
62.48%
GB:BPCR
BPCR
< FUND >
BioPharma Credit PLC USD
$0.90
$0.002
(0.22%)
premium
premium
5.14%
SN
SharkNinja, Inc.
$71.84
$0.57
(0.8%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$9.97B
72.44%
BIRK
Birkenstock Holding plc
$55.24
$0.94
(1.73%)
After
0.43%
premium
13 Buy
4 Hold
0 Sell
Strong Buy
premium
$10.20B
35.07%
KVYO
Klaviyo, Inc. Class A
$25.07
$0.2
(0.79%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
-22.86%
KVUE
Kenvue, Inc.
$18.23
$0.015
(0.08%)
premium
4 Buy
5 Hold
1 Sell
Moderate Buy
premium
$34.95B
-21.40%
MOAT
MOAT
< ETF >
VanEck Morningstar Wide Moat ETF
$88.95
$0.7
(0.79%)
premium
543 Buy
359 Hold
54 Sell
Hold
premium
$14.53B
7.02%
RSP
RSP
< ETF >
Invesco S&P 500 Equal Weight ETF
$169.74
$1.34
(0.8%)
After
0.02%
premium
4K Buy
2K Hold
296 Sell
Moderate Buy
premium
$58.40B
8.97%
RHHBY
Roche Holding
$39.37
$0.1
(0.25%)
premium
premium
$253.66B
2.67%