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New Portfolio - New Portfolio

59779A76

New Portfolio
Individual Investor
Ranked #19,446 out of 784,132 TipRanks' Investors
Success Rate
77%
59 out of 77
profitable transactions
Average Return
51.05%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
18.65% AAPL
14.35% META
12.56% MSFT
11.50% AMZN
7.32% SPY
35.62% Others
By Assets
83.59% Stocks
14.34% ETFs
2.07% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
39.56% Technology
19.53% Consumer Cyclical
16.41% General
15.15% Communication Services
3.43% Healthcare
5.92% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AAPL
Apple
$232.80
$4.79
(2.1%)
premium
18 Buy
10 Hold
4 Sell
Moderate Buy
premium
$3.43T
22.68%
META
Meta Platforms
$704.19
$6.73
(0.96%)
premium
44 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.77T
46.84%
HD
Home Depot
$411.49
$2.73
(0.67%)
premium
16 Buy
4 Hold
0 Sell
Strong Buy
premium
$406.05B
15.10%
COST
Costco
$1021.86
$16.03
(1.59%)
premium
16 Buy
8 Hold
0 Sell
Moderate Buy
premium
$446.49B
41.77%
AMZN
Amazon
$242.06
$4.64
(1.95%)
premium
40 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.50T
38.19%
$32.01
$0.01
(0.03%)
premium
3 Buy
7 Hold
1 Sell
Hold
premium
$30.01B
11.58%
APTV
Aptiv
$61.40
$0.72
(1.19%)
premium
11 Buy
2 Hold
1 Sell
Moderate Buy
premium
$14.26B
-27.33%
BABA
Alibaba
$102.35
$3.74
(3.79%)
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$229.69B
37.24%
CSCO
Cisco Systems
$61.34
$0.3
(0.49%)
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$243.11B
23.29%
DGX
Quest Diagnostics
$163.36
$0.89
(0.55%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$18.13B
29.98%
FDN
FDN
< ETF >
First Trust Dow Jones Internet Index Fund
$264.17
$1.9
(0.72%)
premium
529 Buy
231 Hold
28 Sell
Moderate Buy
premium
$7.27B
32.63%
JNJ
Johnson & Johnson
$153.49
$1.62
(1.07%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$365.65B
-3.03%
JPM
JPMorgan Chase & Co.
$267.94
$1.13
(0.42%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$751.16B
52.70%
XOM
Exxon Mobil
$109.96
$2.87
(2.68%)
premium
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
$470.67B
5.02%
NEE
NextEra Energy
$69.90
$1.15
(1.62%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$146.11B
26.94%
PFE
Pfizer
$25.87
$0.33
(1.26%)
premium
7 Buy
10 Hold
1 Sell
Moderate Buy
premium
$148.48B
-2.71%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$601.78
$4.01
(0.67%)
premium
8K Buy
5K Hold
582 Sell
Strong Buy
premium
$624.34B
21.36%
CDTX
Cidara Therapeutics
$20.04
$1.09
(5.75%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$207.41M
35.55%
HUBS
HubSpot
$763.61
$1.31
(0.17%)
premium
20 Buy
5 Hold
0 Sell
Strong Buy
premium
$39.49B
24.91%
VEEV
Veeva Systems
$233.38
$0.09
(0.04%)
premium
16 Buy
8 Hold
2 Sell
Moderate Buy
premium
$37.87B
12.81%
MSFT
Microsoft
$412.37
$1.45
(0.35%)
premium
29 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.05T
-0.07%
ADI
Analog Devices
$206.01
$0.77
(0.38%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$101.82B
6.84%
CARR
Carrier Global
$63.88
$0.73
(1.16%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$56.66B
11.22%
NVDA
Nvidia
$118.65
$1.99
(1.71%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.86T
76.33%
ARKK
ARKK
< ETF >
ARK Innovation ETF
$63.12
$1.34
(2.17%)
premium
399 Buy
156 Hold
38 Sell
Moderate Buy
premium
$6.78B
39.09%
PARA
Paramount Global Class B
$10.92
$0.19
(1.77%)
premium
3 Buy
7 Hold
5 Sell
Hold
premium
$7.64B
-25.64%
TFOIX
TFOIX
< FUND >
Transamerica Capital Growth Class I
$44.03
$0.67
(1.55%)
premium
40 Buy
13 Hold
0 Sell
Strong Buy
premium
63.75%
GOOGL
Alphabet Class A
$206.38
$5.15
(2.56%)
premium
21 Buy
8 Hold
0 Sell
Moderate Buy
premium
$2.47T
41.33%
AMD
Advanced Micro Devices
$119.50
$5.23
(4.58%)
premium
15 Buy
8 Hold
1 Sell
Moderate Buy
premium
$185.44B
-34.41%
ANSS
Ansys
$346.96
$0.18
(0.05%)
premium
1 Buy
3 Hold
1 Sell
Hold
premium
$30.33B
3.44%