New Portfolio - New Portfolio

Tom Van Beek

New Portfolio
Individual Investor
Ranked #37,322 out of 753,381 TipRanks' Investors
Success Rate
68%
484 out of 710
profitable transactions
Average Return
26.47%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
9.55% SCHD
8.50% STRV
6.30% MSFT
4.02% SCHX
3.36% VEA
68.27% Others
By Assets
48.31% Stocks
45.91% ETFs
5.79% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
48.73% General
11.95% Technology
11.29% Financial
6.95% Consumer Cyclical
5.20% Healthcare
15.87% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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MO
Altria Group
$52.44
$0.61
(1.18%)
premium
3 Buy
3 Hold
3 Sell
Hold
premium
$89.47B
20.83%
VALE
Vale SA
$10.44
$0.01
(0.1%)
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$44.97B
-17.99%
QCOM
Qualcomm
$173.50
$4.5
(2.66%)
premium
13 Buy
7 Hold
1 Sell
Moderate Buy
premium
$193.28B
59.89%
BKE
Buckle
$43.70
$2.03
(4.87%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$2.22B
21.96%
CAT
Caterpillar
$348.41
$6.05
(1.77%)
premium
3 Buy
6 Hold
1 Sell
Hold
premium
$168.94B
29.38%
ABBV
AbbVie
$197.55
$1.18
(0.6%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$348.94B
34.73%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$480.00
$5.15
(1.08%)
premium
1K Buy
596 Hold
56 Sell
Moderate Buy
premium
$292.05B
32.88%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$83.52
$1.18
(1.43%)
premium
397 Buy
451 Hold
69 Sell
Moderate Buy
premium
$58.99B
14.39%
SCHY
SCHY
< ETF >
Schwab International Dividend Equity ETF
$26.03
$0.5
(1.96%)
premium
205 Buy
158 Hold
36 Sell
Hold
premium
$768.60M
12.63%
F
Ford Motor
$11.27
$0.35
(3.21%)
premium
5 Buy
7 Hold
1 Sell
Moderate Buy
premium
$44.80B
-4.08%
KEY
KeyCorp
$17.07
$0.65
(3.96%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$16.10B
57.04%
SFYX
SFYX
< ETF >
SoFi Next 500 ETF
$14.05
$0.305
(2.22%)
premium
2K Buy
2K Hold
197 Sell
Moderate Buy
premium
$91.99M
17.61%
AAPL
Apple
$226.84
$2.31
(1.03%)
premium
24 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.45T
28.61%
AMZN
Amazon
$177.04
$0.91
(0.52%)
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.86T
34.28%
FPI
Farmland
$10.18
$0.2
(2%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$502.59M
-7.62%
CCI
Crown Castle
$112.38
$2.89
(2.64%)
premium
4 Buy
10 Hold
0 Sell
Moderate Buy
premium
$48.84B
12.88%
AIQ
AIQ
< ETF >
Global X Artificial Intelligence & Technology ETF
$35.53
$0.51
(1.46%)
premium
844 Buy
414 Hold
44 Sell
Moderate Buy
premium
$2.15B
30.19%
XOM
Exxon Mobil
$116.32
$1.59
(1.39%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$516.79B
9.37%
SCHX
SCHX
< ETF >
Schwab U.S. Large-Cap ETF
$66.48
$0.74
(1.13%)
premium
6K Buy
4K Hold
403 Sell
Moderate Buy
premium
$44.67B
28.71%
FNDA
FNDA
< ETF >
Schwab Fundamental US Small Co. Index ETF
$58.99
$1.66
(2.9%)
premium
3K Buy
2K Hold
345 Sell
Hold
premium
$8.75B
17.93%
MFC
Manulife Financial
$27.15
$0.97
(3.71%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$48.70B
51.42%
CVS
CVS Health
$58.75
$1.01
(1.75%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$73.91B
-11.64%
FENY
FENY
< ETF >
Fidelity MSCI Energy Index ETF
$24.84
$0.42
(1.72%)
premium
513 Buy
275 Hold
39 Sell
Moderate Buy
premium
$1.79B
4.19%
JPM
JPMorgan Chase & Co.
$218.31
$1.68
(0.78%)
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$621.13B
48.28%
VZ
Verizon
$41.21
$0.34
(0.83%)
premium
5 Buy
8 Hold
0 Sell
Moderate Buy
premium
$173.47B
23.46%
MSFT
Microsoft
$416.79
$1.24
(0.3%)
premium
30 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.10T
30.26%
OHI
Omega Healthcare
$38.83
$0.44
(1.15%)
premium
3 Buy
5 Hold
0 Sell
Moderate Buy
premium
$10.01B
27.14%
BRK.B
Berkshire Hathaway B
$453.38
$4.35
(0.97%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$977.20B
27.96%
ABBNY
ABB Ltd
$56.59
$0.7
(1.25%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$103.73B
52.37%
ADM
Archer Daniels Midland
$60.50
$1.25
(2.11%)
premium
0 Buy
7 Hold
1 Sell
Hold
premium
$28.93B
-24.69%
RBLX
Roblox
$44.16
$0.8
(1.85%)
premium
13 Buy
7 Hold
1 Sell
Moderate Buy
premium
$28.58B
66.33%
MRVL
Marvell
$71.84
$3.18
(4.63%)
premium
24 Buy
1 Hold
0 Sell
Strong Buy
premium
$62.18B
25.40%
SPSM
SPSM
< ETF >
SPDR Portfolio S&P 600 Small Cap ETF
$45.32
$1.34
(3.05%)
premium
1K Buy
1K Hold
215 Sell
Hold
premium
$11.24B
18.45%
LOW
Lowe's
$250.07
$9.76
(4.06%)
premium
12 Buy
11 Hold
0 Sell
Moderate Buy
premium
$142.50B
12.15%
KO
Coca-Cola
$69.79
$0.46
(0.66%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$300.79B
16.10%
PYPL
PayPal Holdings
$71.70
$0.18
(0.25%)
premium
18 Buy
16 Hold
0 Sell
Moderate Buy
premium
$73.30B
18.10%
FUTY
FUTY
< ETF >
Fidelity MSCI Utilities Index ETF
$48.60
$0.16
(0.33%)
premium
178 Buy
164 Hold
18 Sell
Hold
premium
$1.32B
19.73%
SCHF
SCHF
< ETF >
Schwab International Equity ETF
$40.72
$0.78
(1.95%)
premium
3K Buy
2K Hold
499 Sell
Hold
premium
$40.85B
18.44%
KR
Kroger Company
$51.95
$0.27
(0.52%)
premium
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
$37.50B
11.74%
FNDF
FNDF
< ETF >
Schwab Fundamental International Large Co. Index ETF
$36.99
$0.75
(2.07%)
premium
3K Buy
2K Hold
393 Sell
Hold
premium
$13.72B
17.32%
STRV
STRV
< ETF >
Strive 500 ETF
$36.10
$0.375
(1.05%)
premium
4K Buy
3K Hold
262 Sell
Moderate Buy
premium
$627.26M
29.08%
SMH
SMH
< ETF >
VanEck Semiconductor ETF
$248.39
$5.97
(2.46%)
premium
315 Buy
126 Hold
14 Sell
Moderate Buy
premium
$23.24B
66.91%
BBCA
BBCA
< ETF >
JPMorgan BetaBuilders Canada ETF
$70.44
$1.2
(1.73%)
premium
466 Buy
248 Hold
15 Sell
Moderate Buy
premium
$7.02B
19.86%
SCHH
SCHH
< ETF >
Schwab U.S. REIT ETF
$22.48
$0.43
(1.95%)
premium
460 Buy
417 Hold
46 Sell
Moderate Buy
premium
$7.11B
19.07%
RECAF
Reconnaissance Energy Africa
$0.76
$0.005
(0.68%)
premium
premium
$176.81M
-22.22%
JNJ
Johnson & Johnson
$164.13
$1.78
(1.1%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$395.10B
-0.58%
BROS
Dutch Bros Inc
$31.67
$0.34
(1.09%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$4.88B
5.46%
QQQM
QQQM
< ETF >
Invesco NASDAQ 100 ETF
$197.53
$2.1
(1.07%)
premium
1K Buy
591 Hold
56 Sell
Moderate Buy
premium
$32.00B
32.95%
IHI
IHI
< ETF >
iShares U.S. Medical Devices ETF
$58.21
$0.27
(0.47%)
premium
305 Buy
167 Hold
17 Sell
Moderate Buy
premium
$5.04B
13.58%
VEA
VEA
< ETF >
Vanguard FTSE Developed Markets ETF
$52.35
$0.99
(1.93%)
premium
5K Buy
3K Hold
733 Sell
Hold
premium
$139.58B
17.43%