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New Portfolio - New Portfolio

SG

New Portfolio
Individual Investor
Ranked #200,065 out of 775,923 TipRanks' Investors
Success Rate
65%
28 out of 43
profitable transactions
Average Return
10.19%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
16.32% UBS
10.73% OWL
8.66% MOAT
8.07% RSP
7.95% KVUE
48.27% Others
By Assets
69.33% Stocks
26.39% ETFs
4.28% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
31.16% Financial
30.67% General
10.83% Energy
9.03% Consumer Cyclical
8.55% Technology
9.76% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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premium
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premium
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premium
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STNE
Stoneco
$8.20
$0.2
(2.5%)
premium
2 Buy
1 Hold
1 Sell
Hold
premium
$2.45B
-54.47%
BCSF
Bain Capital Specialty Finance
$17.23
$0.28
(1.65%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.11B
11.81%
SAN
Banco Santander SA
$4.51
$0.03
(0.66%)
premium
premium
$70.28B
8.41%
BPIRY
Piraeus Bank
$4.14
$0.14
(3.5%)
premium
premium
$5.07B
15.53%
UBS
UBS Group AG
$29.78
$0.03
(0.1%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$95.77B
-3.59%
OWL
Blue Owl Capital
$23.49
$0.39
(1.69%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$35.08B
56.81%
SN
SharkNinja, Inc.
$95.32
$0.14
(0.15%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$13.34B
88.23%
BIRK
Birkenstock Holding plc
$60.40
$2.81
(4.88%)
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$11.34B
30.43%
KVYO
Klaviyo, Inc. Class A
$44.08
$1.3
(3.04%)
premium
14 Buy
4 Hold
0 Sell
Strong Buy
premium
$11.89B
54.18%
KVUE
Kenvue, Inc.
$21.77
$0.16
(0.74%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$41.74B
2.59%
MOAT
MOAT
< ETF >
VanEck Morningstar Wide Moat ETF
$94.86
$1.09
(1.16%)
premium
569 Buy
356 Hold
48 Sell
Moderate Buy
premium
$18.22B
12.23%
RSP
RSP
< ETF >
Invesco S&P 500 Equal Weight ETF
$176.66
$2.44
(1.4%)
premium
4K Buy
3K Hold
332 Sell
Moderate Buy
premium
$71.25B
12.52%
RHHBY
Roche Holding
$34.50
$0.26
(0.76%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$223.17B
-2.93%
PSHZF
PSHZF
< FUND >
Pershing Square Holdings Ltd Public Class USD Accum.Shs
$46.84
$0
(0%)
premium
premium
$8.93B
5.97%
NLR
NLR
< ETF >
VanEck Uranium + Nuclear Energy ETF
$82.76
$0.08
(0.1%)
premium
83 Buy
30 Hold
5 Sell
Moderate Buy
premium
$762.25M
15.26%
GLIN
GLIN
< ETF >
VanEck India Growth Leaders ETF
$51.59
$0.437
(0.84%)
premium
premium
$161.38M
17.62%
SMIN
SMIN
< ETF >
iShares MSCI India Small Cap ETF
$77.26
$0.42
(0.54%)
premium
premium
$868.84M
11.74%
DE:BAYN
Bayer
€18.93
€0.032
(0.17%)
premium
1 Buy
14 Hold
0 Sell
Hold
premium
€18.60B
-42.06%
NKE
Nike
$76.94
$0.16
(0.21%)
premium
15 Buy
17 Hold
0 Sell
Moderate Buy
premium
$114.52B
-28.79%
OXY
Occidental Petroleum
$47.13
$1.77
(3.9%)
premium
6 Buy
14 Hold
1 Sell
Hold
premium
$44.22B
-22.50%
CVX
Chevron
$142.85
$1.7
(1.2%)
premium
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
$256.71B
-5.43%
KWEB
KWEB
< ETF >
KraneShares CSI China Internet ETF
$29.96
$0.19
(0.64%)
premium
118 Buy
30 Hold
8 Sell
Moderate Buy
premium
$5.62B
16.08%
TGT
Target
$131.48
$1.05
(0.81%)
premium
13 Buy
15 Hold
0 Sell
Moderate Buy
premium
$60.25B
-6.22%