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TD-A - New Portfolio

Performance Portfolio Details

Ark Tam

TD-A

Individual Investor

Ranked #16,387 out of 769,002 TipRanks' Investors

Success Rate

93 out of 115
profitable transactions

Average Return

28.64%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

14.70% APGAX

14.53% ASML

12.58% VOO

8.25% ABBV

8.23% CIK

41.71% Others

By Assets

51.86% Stocks

27.86% Funds

20.28% ETFs

0.00% Cryptocurrency

0.00% Cash

By Sector

48.14% General

17.24% Healthcare

14.53% Technology

6.12% Energy

5.10% Financial

8.87% Other

Portfolio Holdings

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To view investors' portfolios

ASML

ASML Holding

$672.16

$13.73

(2.09%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$259.18B

-3.80%

APGAX < FUND >

AB Large Cap Growth Fund, Inc. - Class A

$102.03

$0.14

(0.14%)

premium

45 Buy

9 Hold

0 Sell

Strong Buy

premium

―

28.21%

ARCC

Ares Capital

$21.78

$0.01

(0.05%)

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$14.10B

10.38%

CIK < FUND >

Credit Suisse Asset Management Income Fund Inc

$2.98

$0.03

(1.02%)

premium

―

premium

$156.62M

9.22%

VOO < ETF >

Vanguard S&P 500 ETF

$545.64

$2.74

(0.5%)

premium

4K Buy

3K Hold

328 Sell

Moderate Buy

premium

$566.51B

30.35%

ABBV

AbbVie

$171.73

$3.97

(2.37%)

premium

13 Buy

7 Hold

0 Sell

Moderate Buy

premium

$294.35B

20.93%

ABT

Abbott Laboratories

$117.26

$1.33

(1.15%)

premium

17 Buy

3 Hold

0 Sell

Strong Buy

premium

$203.16B

13.76%

GLD < ETF >

SPDR Gold Shares

$246.66

$2.04

(0.83%)

premium

―

premium

$73.09B

31.24%

AEP

American Electric Power

$98.08

$1.28

(1.32%)

premium

5 Buy

5 Hold

2 Sell

Hold

premium

$51.50B

24.04%

ALTFX < FUND >

AB Sustainable Global Thematic Fund - A

$158.37

$0.46

(0.29%)

premium

40 Buy

10 Hold

0 Sell

Moderate Buy

premium

―

15.70%

BMY

Bristol-Myers Squibb

$58.23

$0.35

(0.6%)

premium

6 Buy

9 Hold

2 Sell

Hold

premium

$118.10B

19.39%

BTI

British American Tobacco

$36.98

$0.1

(0.27%)

premium

0 Buy

0 Hold

1 Sell

Moderate Sell

premium

$81.11B

16.60%

GOF < FUND >

Guggenheim Strategic Opportunities Fund

$15.82

$0.1

(0.64%)

premium

―

premium

$2.13B

20.68%

NLY

Annaly Capital

$19.78

$0.31

(1.59%)

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$11.07B

9.81%

DHF < FUND >

BNY Mellon High Yield Strategies Fund of Benef Interest

$2.64

(0%)

premium

―

premium

$192.02M

18.02%

ENB

Enbridge

$43.49

$0.7

(1.64%)

premium

3 Buy

7 Hold

0 Sell

Moderate Buy

premium

$93.45B

26.37%

Energy Transfer

$18.97

$0.69

(3.77%)

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$61.49B

33.43%

FAGAX < FUND >

Fidelity Advisor Series II: Fidelity Advisor Growth Opportunities Fund

$176.29

$0.47

(0.27%)

premium

88 Buy

7 Hold

0 Sell

Strong Buy

premium

―

46.83%

FRSGX < FUND >

Franklin Small-Mid Cap Growth Fund Class A

$40.24

$0.06

(0.15%)

premium

78 Buy

11 Hold

0 Sell

Moderate Buy

premium

$3.51B

26.34%

IMPUY

Impala Platinum

$6.20

$0.05

(0.8%)

premium

―

premium

$5.57B

53.78%

Altria Group

$56.03

$0.05

(0.09%)

premium

3 Buy

2 Hold

2 Sell

Hold

premium

$94.67B

37.34%

MSIGX < FUND >

Invesco Main Street Fund Class A

$62.09

$0.02

(0.03%)

premium

―

premium

―

22.08%

OKE

Oneok

$116.75

$3.59

(3.17%)

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

$66.08B

69.12%

RIO

Rio Tinto

$62.57

$0.18

(0.29%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$105.49B

-11.18%

SYY

Sysco

$75.08

$1.45

(1.97%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$36.55B

3.27%

XLK < ETF >

Technology Select Sector SPDR Fund

$233.48

$2.35

(1.02%)

premium

753 Buy

380 Hold

49 Sell

Moderate Buy

premium

$71.43B

25.76%

YUM

Yum! Brands

$134.22

$1.34

(1.01%)

premium

6 Buy

12 Hold

0 Sell

Moderate Buy

premium

$36.88B

3.62%

BKCH < ETF >

Global X Blockchain ETF

$65.28

$1.1

(1.66%)

premium

169 Buy

30 Hold

5 Sell

Moderate Buy

premium

$204.99M

148.61%

AGNC

AGNC Investment

$9.70

$0.05

(0.52%)

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$8.56B

9.41%

BLOK < ETF >

Amplify Transformational Data Sharing ETF

$48.42

$0.68

(1.38%)

premium

419 Buy

129 Hold

18 Sell

Moderate Buy

premium

$862.63M

118.42%

CMRE

Costamare

$14.06

$0.38

(2.63%)

premium

―

premium

$1.73B

53.13%

CNQ

Canadian Natural

$34.55

$0.77

(2.28%)

premium

6 Buy

6 Hold

0 Sell

Moderate Buy

premium

$71.03B

2.22%

CSCO

Cisco Systems

$57.56

$0.06

(0.1%)

premium

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

$227.24B

20.29%

EPGAX < FUND >

Fidelity Advisor Series I: Fidelity Advisor Equity Growth Fund Class A

$22.16

$0.03

(0.14%)

premium

118 Buy

15 Hold

1 Sell

Strong Buy

premium

―

35.70%

FANG

Diamondback

$182.70

$1.24

(0.68%)

premium

19 Buy

3 Hold

0 Sell

Strong Buy

premium

$52.59B

17.00%

FXZ < ETF >

First Trust Materials AlphaDEX Fund

$64.85

$0.98

(1.53%)

premium

174 Buy

152 Hold

18 Sell

Moderate Buy

premium

$311.86M

2.22%

GE Aerospace

$178.70

$0.72

(0.4%)

premium

11 Buy

0 Hold

0 Sell

Strong Buy

premium

$192.17B

48.45%

GGB

Gerdau SA

$3.39

$0.027

(0.8%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$6.94B

-13.05%

GILD

Gilead Sciences

$89.76

$1.13

(1.27%)

premium

14 Buy

10 Hold

0 Sell

Moderate Buy

premium

$109.36B

18.66%

GMRE

Global Medical REIT

$8.73

$0.09

(1.04%)

premium

3 Buy

4 Hold

0 Sell

Moderate Buy

premium

$626.06M

-11.29%

INTC

Intel

$24.44

$0.43

(1.79%)

premium

1 Buy

22 Hold

7 Sell

Hold

premium

$104.37B

-44.98%

JCI

Johnson Controls

$83.99

$1.01

(1.22%)

premium

6 Buy

6 Hold

0 Sell

Moderate Buy

premium

$55.80B

57.97%

Kellanova

$81.02

$0.24

(0.3%)

premium

0 Buy

8 Hold

0 Sell

Hold

premium

$27.77B

52.93%

MOS

Mosaic Co

$26.05

$0.61

(2.4%)

premium

4 Buy

7 Hold

1 Sell

Hold

premium

$8.07B

-29.18%

MPLX

$48.27

$0.69

(1.45%)

premium

7 Buy

2 Hold

1 Sell

Moderate Buy

premium

$48.57B

33.20%

NEM

Newmont Mining

$43.32

$0.33

(0.77%)

premium

7 Buy

6 Hold

0 Sell

Moderate Buy

premium

$49.16B

14.89%

NMM

Navios Maritime Partners

$51.38

$1.3

(2.47%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.56B

128.55%

NRP

Natural Resource PRN

$106.75

$2.73

(2.62%)

premium

―

premium

$1.37B

36.55%

OARDX < FUND >

Invesco Rising Dividends Fund Class A

$27.86

$0.04

(0.14%)

premium

―

premium

―

17.70%

OCSL

Oaktree Specialty Lending

$15.56

$0.12

(0.77%)

premium

0 Buy

5 Hold

0 Sell

Hold

premium

$1.28B

-20.73%

OEGAX < FUND >

Invesco Discovery Mid Cap Growth Fund Class A

$30.72

$0.15

(0.49%)

premium

―

premium

―

38.94%

OXLC

Oxford Lane Capital

$5.21

$0.01

(0.19%)

premium

―

premium

―

5.03%

PFLT

Pennantpark $

$11.04

$0.01

(0.09%)

premium

―

premium

$814.24M

1.28%

PLAB

Photronics

$24.44

$0.34

(1.41%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.52B

13.09%

QCOM

Qualcomm

$155.46

$1.19

(0.77%)

premium

11 Buy

9 Hold

1 Sell

Moderate Buy

premium

$182.99B

21.00%

SSRM

SSR Mining

$5.99

$0.26

(4.54%)

premium

0 Buy

3 Hold

2 Sell

Moderate Sell

premium

$1.17B

-49.47%

STT

State Street

$96.34

$1.04

(1.09%)

premium

5 Buy

6 Hold

3 Sell

Hold

premium

$27.76B

38.02%

SVM

Silvercorp Metals

$3.37

$0.19

(5.34%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$881.32M

48.33%

VRNOF

Verano Holdings

$1.55

$0.09

(5.49%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.55B

-61.05%

XLE < ETF >

Energy Select Sector SPDR Fund

$97.12

$0.78

(0.81%)

premium

230 Buy

111 Hold

9 Sell

Moderate Buy

premium

$37.90B

12.72%

YUMC

Yum China Holdings

$47.09

$0.29

(0.61%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$18.01B

3.20%

ZIM

ZIM Integrated Shipping Services

$24.23

$2.78

(10.29%)

premium

0 Buy

1 Hold

5 Sell

Strong Sell

premium

$3.22B

289.19%

ABNB

Airbnb

$133.26

$1.99

(1.47%)

premium

7 Buy

21 Hold

6 Sell

Hold

premium

$83.33B

6.65%

FNF

Fidelity National Financial

$60.66

$0.58

(0.97%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$16.68B

34.14%

GCOW < ETF >

Pacer Global Cash Cows Dividend ETF

$34.86

$0.15

(0.43%)

premium

366 Buy

301 Hold

52 Sell

Hold

premium

$1.99B

5.44%

QQQ < ETF >

Invesco QQQ Trust

$504.98

$1.81

(0.36%)

premium

1K Buy

635 Hold

73 Sell

Moderate Buy

premium

$317.87B

29.60%

SCHD < ETF >

Schwab US Dividend Equity ETF

$28.98

$0.27

(0.94%)

premium

423 Buy

433 Hold

69 Sell

Moderate Buy

premium

$65.70B

20.80%

SCHG < ETF >

Schwab U.S. Large-Cap Growth ETF

$27.45

$0.05

(0.18%)

premium

3K Buy

1K Hold

132 Sell

Moderate Buy

premium

$35.11B

37.92%

VGSLX < FUND >

Vanguard Real Estate Index Fund Admiral Shares

$134.36

$0.23

(0.17%)

premium

96 Buy

52 Hold

7 Sell

Moderate Buy

premium

―

19.78%

VTI < ETF >

Vanguard Total Stock Market ETF

$295.05

$2.05

(0.7%)

premium

12K Buy

7K Hold

958 Sell

Moderate Buy

premium

$452.55B

30.70%

VYM < ETF >

Vanguard High Dividend Yield Index ETF

$132.50

$1.64

(1.25%)

premium

2K Buy

2K Hold

311 Sell

Moderate Buy

premium

$60.22B

24.29%

XLG < ETF >

Invesco S&P 500 Top 50 ETF

$49.12

$0.02

(0.04%)

premium

825 Buy

288 Hold

31 Sell

Moderate Buy

premium

$7.40B

34.34%

XLV < ETF >

Health Care Select Sector SPDR Fund

$144.03

$1.15

(0.8%)

premium

541 Buy

322 Hold

34 Sell

Moderate Buy

premium

$38.41B

8.78%

GEHC

GE Healthcare Technologies Inc

$82.00

$2.9

(3.42%)

premium

9 Buy

3 Hold

1 Sell

Moderate Buy

premium

$37.70B

15.70%

STR

Sitio Royalties

$24.64

$0.04

(0.16%)

premium

3 Buy

1 Hold

1 Sell

Moderate Buy

premium

$3.86B

13.05%

KLG

WK Kellogg Co

$18.00

$0.91

(5.32%)

premium

0 Buy

3 Hold

2 Sell

Moderate Sell

premium

$1.48B

44.22%

EQNR

Equinor ASA

$24.89

$0.34

(1.38%)

premium

1 Buy

3 Hold

0 Sell

Hold

premium

$65.12B

-24.67%

FNDB < ETF >

Schwab Fundamental US Broad Market Index ETF

$24.23

$0.26

(1.08%)

premium

8K Buy

6K Hold

785 Sell

Moderate Buy

premium

$885.97M

25.60%

FNDX < ETF >

Schwab Fundamental US Large Co. Index ETF

$24.64

$0.22

(0.9%)

premium

5K Buy

3K Hold

439 Sell

Moderate Buy

premium

$17.63B

25.57%

GEV

GE Vernova Inc.

$339.85

$2.92

(0.85%)

premium

16 Buy

3 Hold

0 Sell

Strong Buy

premium

$93.72B

―

IAU < ETF >

iShares Gold Trust

$50.44

$0.41

(0.82%)

premium

―

premium

$32.67B

31.48%

IUS < ETF >

Invesco RAFI Strategic US ETF

$51.44

$0.4

(0.78%)

premium

4K Buy

3K Hold

347 Sell

Moderate Buy

premium

$619.68M

24.00%

NLCP

NewLake Capital Partners

$18.78

$0.14

(0.74%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$387.27M

43.01%

VTV < ETF >

Vanguard Value ETF

$178.77

$2.15

(1.22%)

premium

2K Buy

2K Hold

198 Sell

Moderate Buy

premium

$131.12B

24.98%

AZN

AstraZeneca

$64.26

$1.06

(1.68%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$196.65B

-1.68%