tiprankstipranks

taxable - New Portfolio

tim.a

taxable
Individual Investor
Ranked #32,823 out of 793,835 TipRanks' Investors
Success Rate
69%
452 out of 659
profitable transactions
Average Return
27.53%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
20.65% SPTM
12.04% SPYG
6.91% CVX
6.60% GOOGL
4.09% EPD
49.71% Others
By Assets
58.56% Stocks
41.44% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
41.44% General
14.53% Financial
11.90% Energy
8.05% Technology
7.83% Communication Services
16.24% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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$378.80
$11.78
(3.02%)
premium
32 Buy
2 Hold
0 Sell
Strong Buy
premium
$2.82T
-7.16%
$154.33
$7.91
(4.88%)
premium
26 Buy
10 Hold
0 Sell
Moderate Buy
premium
$1.89T
7.49%
SPTM
SPTM
< ETF >
$67.59
$1.36
(1.97%)
premium
8K Buy
5K Hold
657 Sell
Moderate Buy
premium
$9.50B
7.48%
SPYG
SPYG
< ETF >
$80.12
$2.04
(2.48%)
premium
2K Buy
1K Hold
101 Sell
Moderate Buy
premium
$31.24B
12.32%
XLK
XLK
< ETF >
$206.38
$5.13
(2.43%)
premium
784 Buy
385 Hold
47 Sell
Moderate Buy
premium
$65.75B
2.50%
XLF
XLF
< ETF >
$49.21
$0.97
(1.93%)
premium
592 Buy
385 Hold
46 Sell
Moderate Buy
premium
$52.31B
19.37%
$164.28
$1.57
(0.95%)
premium
4 Buy
8 Hold
0 Sell
Moderate Buy
premium
$61.94B
4.98%
$80.00
$1.89
(2.31%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$14.14B
49.09%
$34.08
$0.13
(0.38%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$73.81B
16.79%
XLV
XLV
< ETF >
$144.52
$0.45
(0.31%)
premium
542 Buy
301 Hold
20 Sell
Moderate Buy
premium
$38.29B
-2.02%
$242.85
$5.27
(2.12%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$679.03B
23.87%
$526.31
$8.21
(1.54%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.14T
25.16%
$110.07
$4.34
(3.79%)
premium
1 Buy
9 Hold
1 Sell
Hold
premium
$38.96B
-2.55%
$166.09
$0.56
(0.34%)
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$290.61B
5.65%
$205.29
$2.57
(1.27%)
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$363.15B
11.32%
$269.08
$0.41
(0.15%)
premium
6 Buy
10 Hold
0 Sell
Moderate Buy
premium
$72.75B
-4.75%
$60.86
$0.54
(0.88%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$242.12B
23.02%
$15.79
$0.15
(0.94%)
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$20.74B
-10.94%
VXUS
VXUS
< ETF >
$62.51
$0.74
(1.17%)
premium
premium
$84.13B
3.67%
$34.36
$0.88
(2.5%)
premium
6 Buy
9 Hold
1 Sell
Moderate Buy
premium
$24.18B
-40.69%
$169.12
$2.87
(1.67%)
premium
22 Buy
2 Hold
0 Sell
Strong Buy
premium
$795.19B
29.76%
$32.01
$0.13
(0.41%)
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$33.83B
7.02%
$264.93
$3.35
(1.25%)
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$302.48B
64.37%
$357.11
$9.45
(2.58%)
premium
31 Buy
3 Hold
0 Sell
Strong Buy
premium
$88.52B
14.34%
$30.24
$0.17
(0.57%)
premium
2 Buy
12 Hold
3 Sell
Hold
premium
$36.14B
-18.05%
$38.42
$1.56
(3.9%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$55.21B
-14.97%
$118.47
$2.08
(1.73%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$16.44B
-22.19%
$228.42
$3.75
(1.62%)
premium
12 Buy
8 Hold
0 Sell
Moderate Buy
premium
$127.85B
-10.33%
$121.76
$2.96
(2.37%)
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$49.64B
-25.46%
GLDM
GLDM
< ETF >
$61.03
$0.47
(0.78%)
premium
premium
$12.98B
37.48%
$15.04
$0.27
(1.76%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$7.68B
-0.46%
$22.11
$0.25
(1.12%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.13B
6.19%
$103.60
$1.01
(0.98%)
premium
7 Buy
9 Hold
0 Sell
Moderate Buy
premium
$45.11B
-3.06%
$25.97
$0.2
(0.76%)
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$4.24B
83.01%
$329.69
$9.61
(2.83%)
premium
4 Buy
6 Hold
2 Sell
Hold
premium
$157.57B
-7.40%
$62.70
$0.29
(0.46%)
premium
3 Buy
4 Hold
1 Sell
Hold
premium
$13.72B
11.09%