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Thomas Portfolio - New Portfolio

ThomasJ Gemini

Thomas Portfolio
Individual Investor
Ranked #17,052 out of 779,414 TipRanks' Investors
Success Rate
77%
86 out of 112
profitable transactions
Average Return
38.14%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
13.13% MSFT
10.92% NVDA
10.15% GOOG
4.62% AMZN
3.62% SAP
57.56% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
47.17% Technology
15.85% Communication Services
12.08% Consumer Cyclical
11.22% Financial
7.40% Industrials
6.27% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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GOOG
Alphabet Class C
$195.39
$1.32
(0.67%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.38T
39.98%
SE
Sea
$109.35
$2.93
(2.75%)
premium
13 Buy
1 Hold
1 Sell
Strong Buy
premium
$62.80B
175.70%
MSFT
Microsoft
$424.56
$2.19
(0.52%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.16T
12.98%
ABBV
AbbVie
$178.50
$1.03
(0.57%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$315.43B
10.61%
ADBE
Adobe
$419.58
$3.05
(0.72%)
premium
19 Buy
6 Hold
1 Sell
Moderate Buy
premium
$184.70B
-27.90%
AMD
Advanced Micro Devices
$121.84
$5.49
(4.31%)
premium
24 Buy
8 Hold
1 Sell
Moderate Buy
premium
$197.72B
-12.90%
AMZN
Amazon
$222.13
$0.02
(<0.01%)
premium
46 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.34T
46.75%
ASML
ASML Holding
$743.98
$13.6
(1.8%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$289.60B
3.91%
BAC
Bank of America
$46.21
$0.13
(0.28%)
premium
18 Buy
2 Hold
0 Sell
Strong Buy
premium
$354.56B
34.89%
BLK
BlackRock
$986.10
$5.34
(0.54%)
premium
13 Buy
1 Hold
0 Sell
Strong Buy
premium
$152.73B
23.44%
BRK.B
Berkshire Hathaway B
$451.84
$1.08
(0.24%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$974.44B
23.15%
DE:ADS
adidas AG
€246.50
€1.8
(0.74%)
premium
11 Buy
8 Hold
1 Sell
Moderate Buy
premium
€43.69B
37.58%
DE:AIR
Airbus Group SE
€158.00
€0.66
(0.42%)
premium
10 Buy
2 Hold
1 Sell
Moderate Buy
premium
€125.52B
3.38%
SQ
Block
$86.75
$0.93
(1.06%)
premium
24 Buy
4 Hold
1 Sell
Strong Buy
premium
$53.77B
26.50%
BYDDF
BYD Co
$32.81
$0.515
(1.55%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$99.72B
23.48%
KR
Kroger Company
$58.90
$0.24
(0.41%)
premium
8 Buy
6 Hold
0 Sell
Moderate Buy
premium
$42.62B
27.38%
KO
Coca-Cola
$61.71
$0.87
(1.43%)
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$265.83B
1.21%
JNJ
Johnson & Johnson
$142.27
$3.96
(2.71%)
premium
4 Buy
11 Hold
0 Sell
Moderate Buy
premium
$342.53B
-9.53%
INFY
Infosys
$22.78
$0.17
(0.75%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$93.43B
24.82%
GPN
Global Payments
$111.39
$0.89
(0.79%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$28.35B
-15.19%
FTNT
Fortinet
$96.04
$0.11
(0.11%)
premium
12 Buy
17 Hold
1 Sell
Moderate Buy
premium
$73.61B
56.59%
FI
Fiserv
$205.23
$1.41
(0.69%)
premium
21 Buy
5 Hold
0 Sell
Strong Buy
premium
$116.76B
51.91%
DHR
Danaher
$238.09
$1.01
(0.42%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$171.97B
3.13%
DE:SIS
First Sensor
€58.60
€0
(0%)
premium
premium
€605.66M
3.81%
DE:IFX
Infineon Technologies AG
€32.40
€0.305
(0.93%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
€42.56B
-13.79%
DE:FTK
flatexDEGIRO AG
€15.52
€0.205
(1.3%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
€1.73B
43.15%
CAT
Caterpillar
$361.07
$1.93
(0.53%)
premium
5 Buy
4 Hold
4 Sell
Hold
premium
$174.33B
24.19%
META
Meta Platforms
$610.72
$7.17
(1.16%)
premium
39 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.54T
70.86%
CRM
Salesforce
$326.90
$1.97
(0.61%)
premium
31 Buy
8 Hold
2 Sell
Moderate Buy
premium
$312.84B
24.56%
LIN
Linde
$420.01
$5.06
(1.22%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$199.99B
3.28%
MCD
McDonald's
$286.90
$2.44
(0.84%)
premium
15 Buy
9 Hold
0 Sell
Moderate Buy
premium
$205.60B
-0.53%
MSCI
MSCI
$602.23
$10.9
(1.84%)
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$47.20B
9.56%
NFLX
Netflix
$875.00
$4.19
(0.48%)
premium
22 Buy
10 Hold
2 Sell
Moderate Buy
premium
$374.03B
81.50%
NKE
Nike
$71.29
$0.8
(1.11%)
premium
14 Buy
15 Hold
0 Sell
Moderate Buy
premium
$105.45B
-30.43%
NVDA
Nvidia
$140.11
$0.03
(0.02%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.43T
163.66%
NVO
Novo Nordisk
$85.64
$2.3
(2.76%)
premium
4 Buy
3 Hold
1 Sell
Moderate Buy
premium
$379.76B
-21.67%
ORCL
Oracle
$163.14
$1.11
(0.69%)
premium
15 Buy
11 Hold
1 Sell
Moderate Buy
premium
$456.30B
57.43%
PG
Procter & Gamble
$162.10
$0.8
(0.5%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$381.75B
8.57%
PYPL
PayPal Holdings
$87.94
$0.03
(0.03%)
premium
14 Buy
14 Hold
0 Sell
Moderate Buy
premium
$88.16B
44.09%
QCOM
Qualcomm
$159.08
$1.44
(0.9%)
premium
11 Buy
10 Hold
1 Sell
Moderate Buy
premium
$176.74B
13.72%
DE:MHL
S&P Global
€478.20
€0.75
(0.16%)
premium
15 Buy
0 Hold
0 Sell
Strong Buy
premium
€149.18B
15.27%
DE:SSUN
Samsung Electronics Co
€772.00
€2
(0.26%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
€253.34B
-25.63%
DE:VNA
Vonovia
€28.09
€0
(0%)
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
€23.11B
3.41%
SAP
SAP AG
$253.49
$3.98
(1.6%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$294.61B
63.55%
SONY
Sony Group
$20.77
$0.14
(0.67%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$127.13B
12.75%
SQNXF
Square Enix Holdings Co
$41.65
$0
(0%)
premium
0 Buy
4 Hold
1 Sell
Hold
premium
$4.67B
4.28%
STM
STMicroelectronics
$25.28
$1.13
(4.28%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$22.85B
-43.41%
TCEHY
Tencent Holdings
$47.67
$0.44
(0.91%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$431.64B
30.76%
TXN
Texas Instruments
$191.66
$0.55
(0.29%)
premium
9 Buy
11 Hold
2 Sell
Moderate Buy
premium
$174.84B
13.98%
V
Visa
$312.60
$0.93
(0.3%)
premium
19 Buy
3 Hold
0 Sell
Strong Buy
premium
$613.02B
18.36%
WM
Waste Management
$206.58
$3.19
(1.57%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$82.91B
14.12%
DE:PPX
Kering SA
€228.80
€2.35
(1.04%)
premium
1 Buy
11 Hold
3 Sell
Hold
premium
€27.91B
-41.63%
DE:MOH
LVMH Moet Hennessy Louis Vuitton
€647.90
€12.6
(1.98%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
€317.45B
-6.74%
DE:307
Shopify
€103.12
€2.34
(2.22%)
premium
20 Buy
12 Hold
3 Sell
Moderate Buy
premium
€134.95B
34.37%
DE:3CP
Xiaomi
€4.04
€0.219
(5.14%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
€102.47B
132.78%
SKX
Skechers USA
$69.31
$0.59
(0.84%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$10.46B
10.82%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$515.27
$0.09
(0.02%)
premium
1K Buy
607 Hold
74 Sell
Moderate Buy
premium
$325.18B
26.97%
DE:ALV
Allianz
€301.00
€0.6
(0.2%)
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
€115.95B
23.18%
DE:5C8
XTPL SA
€31.40
€1.4
(4.67%)
premium
premium
€79.32M
-18.33%
DE:MO7A
Moog
€190.80
€1.2
(0.63%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
€6.65B
45.59%
DE:SIE
Siemens
€196.68
€1.04
(0.53%)
premium
12 Buy
3 Hold
1 Sell
Moderate Buy
premium
€153.22B
22.22%
DE:N4U
Smurfit Westrock
€49.45
€0.55
(1.1%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
€26.11B
33.31%
DE:WOSB
Wolters Kluwer N.V.
€162.35
€2.4
(1.5%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
€36.77B
25.73%
ANET
Arista Networks
$115.51
$0.22
(0.19%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$145.51B
88.08%
JPM
JPMorgan Chase & Co.
$243.13
$0.04
(0.02%)
premium
11 Buy
6 Hold
1 Sell
Moderate Buy
premium
$684.49B
42.49%
ACN
Accenture
$357.73
$1.34
(0.38%)
premium
10 Buy
8 Hold
0 Sell
Moderate Buy
premium
$223.75B
4.37%
MOD
Modine
$121.10
$0.52
(0.43%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$6.36B
100.03%
KKR
KKR & Co
$148.24
$1.62
(1.1%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$131.67B
82.11%
DE:MTS1
Mitsui & Co
€19.59
€0.65
(3.21%)
premium
premium
€57.58B
19.73%
DE:MBI
Mitsubishi
€15.25
€0.826
(5.14%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
€60.44B
-1.31%
PLTR
Palantir Technologies
$68.23
$1.76
(2.51%)
premium
2 Buy
8 Hold
7 Sell
Moderate Sell
premium
$155.43B
319.86%
SNPS
Synopsys
$502.00
$14.38
(2.95%)
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$77.60B
-2.84%
$686.20
$3.1
(0.45%)
premium
9 Buy
7 Hold
0 Sell
Moderate Buy
premium
$91.79B
23.90%
PATH
UiPath
$13.43
$0.23
(1.74%)
premium
2 Buy
15 Hold
1 Sell
Hold
premium
$7.38B
-42.86%
LLY
Eli Lilly & Co
$787.22
$13.93
(1.8%)
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$747.32B
23.63%
MITSF
Mitsui & Co
$22.50
$22.5
(108.96%)
premium
premium
$59.39B
13.08%
FR:AI
Air Liquide
€158.66
€1.02
(0.65%)
premium
8 Buy
1 Hold
1 Sell
Moderate Buy
premium
€90.96B
1.45%
MARUY
Marubeni
$146.15
$2.21
(1.49%)
premium
premium
$24.59B
-6.04%
TM
Toyota Motor
$192.55
$0.57
(0.3%)
premium
premium
$261.77B
3.83%
DE
Deere
$410.00
$3.27
(0.79%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$111.35B
5.10%
SSUMF
Sumitomo
$21.43
$0.175
(0.82%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$25.79B
-1.63%
ITOCF
Itochu
$51.00
$2.9
(6.03%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$70.57B
24.54%
CTAS
Cintas
$192.65
$3.93
(2.08%)
premium
4 Buy
5 Hold
1 Sell
Moderate Buy
premium
$77.70B
29.15%
MCK
McKesson
$590.26
$5.02
(0.86%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$74.93B
22.70%
SFTBY
Softbank
$29.50
$0.36
(1.24%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$86.69B
36.45%
DE:LUS1
Lang & Schwarz AG
€20.10
€0.35
(1.77%)
premium
premium
€186.40M
129.17%
TSM
Taiwan Semiconductor Manufacturing
$207.12
$4.3
(2.03%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$871.36B
106.79%
DE:KSB
KSB AG
€660.00
€5
(0.75%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
€1.10B
0.00%