Sep 16 2022 - New Portfolio

Phil

Sep 16 2022
Individual Investor
Ranked #131,719 out of 748,140 TipRanks' Investors
Success Rate
57%
191 out of 337
profitable transactions
Average Return
15.94%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
19.43% SMCI
6.73% MELI
5.48% SOXQ
4.94% AMZN
4.46% WMS
58.96% Others
By Assets
67.44% Stocks
26.26% Cash
6.30% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
37.27% Technology
23.31% Industrials
18.06% Consumer Cyclical
8.54% General
4.06% Healthcare
8.77% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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SMCI
Super Micro Computer
$711.56
$71.66
(9.15%)
premium
5 Buy
5 Hold
1 Sell
Moderate Buy
premium
$46.04B
153.17%
IEP
Icahn Enterprises
$17.24
$0.275
(1.57%)
premium
premium
$7.88B
-34.01%
CVS
CVS Health
$58.54
$0.57
(0.98%)
premium
11 Buy
9 Hold
0 Sell
Moderate Buy
premium
$73.23B
-20.67%
MSFT
Microsoft
$428.90
$15.95
(3.59%)
premium
34 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.29T
29.91%
CHEF
The Chefs' Warehouse
$41.81
$1
(2.34%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.68B
10.78%
PANW
Palo Alto Networks
$324.24
$11.32
(3.37%)
premium
31 Buy
7 Hold
0 Sell
Strong Buy
premium
$108.05B
33.48%
BHP
BHP Group
$54.43
$0.64
(1.16%)
premium
4 Buy
4 Hold
0 Sell
Moderate Buy
premium
$139.48B
-5.65%
IHS
IHS Holding
$2.90
$0.01
(0.35%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$962.58M
-67.45%
MELI
Mercadolibre
$1642.55
$49.68
(2.94%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$85.55B
41.20%
AMZN
Amazon
$180.83
$5.58
(2.99%)
premium
44 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.90T
44.73%
PYPL
PayPal Holdings
$58.07
$1.64
(2.75%)
premium
14 Buy
17 Hold
0 Sell
Moderate Buy
premium
$63.57B
-18.16%
ARCC
Ares Capital
$20.76
$0.11
(0.53%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$12.82B
16.98%
COST
Costco
$830.82
$21.29
(2.5%)
premium
19 Buy
6 Hold
0 Sell
Strong Buy
premium
$375.69B
55.24%
SBSW
Sibanye Stillwater
$4.45
$0
(0%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$3.03B
-37.67%
ARKK
ARKK
< ETF >
ARK Innovation ETF
$44.71
$3.05
(6.39%)
premium
311 Buy
182 Hold
36 Sell
Hold
premium
$6.34B
0.74%
ET
Energy Transfer
$16.18
$0.22
(1.34%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$55.22B
35.09%
CLH
Clean Harbors
$227.32
$6.05
(2.59%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$12.60B
37.83%
III
Information Services Group
$3.47
$0.02
(0.57%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$165.46M
-30.46%
FREY
FREYR Battery
$1.70
$0.09
(5.03%)
premium
premium
$244.48M
-78.09%
ASO
Academy Sports and Outdoors
$54.38
$0.71
(1.29%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$3.96B
-0.83%
NVDA
Nvidia
$114.25
$8.34
(6.8%)
premium
37 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.04T
174.87%
ASML
ASML Holding
$872.75
$60.06
(6.44%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$363.01B
37.28%
SOXQ
SOXQ
< ETF >
Invesco PHLX Semiconductor ETF
$40.17
$2.3
(5.42%)
premium
340 Buy
155 Hold
17 Sell
Moderate Buy
premium
$511.13M
46.20%
GFS
GlobalFoundries Inc
$51.71
$2.06
(3.83%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$31.24B
-13.06%
CLFD
Clearfield
$40.44
$1.02
(2.46%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$590.68M
-16.22%
WMS
Advanced Drainage Systems
$163.34
$7.64
(4.47%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$13.29B
34.14%
PLUG
Plug Power
$2.43
$0.06
(2.41%)
premium
6 Buy
11 Hold
4 Sell
Hold
premium
$1.86B
-78.95%
ISRG
Intuitive Surgical
$454.02
$1.04
(0.23%)
premium
13 Buy
4 Hold
0 Sell
Strong Buy
premium
$163.86B
37.21%
HHS
Harte-Hanks
$8.35
$0.02
(0.24%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$60.03M
56.07%
GD
General Dynamics
$284.67
$9.79
(3.32%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$79.90B
33.38%
GFL
GFL Environmental
$39.48
$0.18
(0.46%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$14.85B
5.25%
DY
Dycom
$173.39
$7.25
(4.01%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.26B
63.25%
SOL
Emeren Group
$1.70
$0.07
(3.95%)
premium
2 Buy
0 Hold
1 Sell
Moderate Buy
premium
$109.70M
-54.02%
DAL
Delta Air Lines
$42.94
$0.67
(1.54%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$28.29B
-7.49%
SONY
Sony Group
$89.19
$2.48
(2.71%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$114.36B
-2.12%
CALX
Calix
$34.63
$0.41
(1.17%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$2.45B
-24.73%
TMUS
T Mobile US
$176.89
$0.33
(0.19%)
premium
18 Buy
0 Hold
0 Sell
Strong Buy
premium
$207.93B
26.42%
DE
Deere
$369.39
$2.13
(0.57%)
premium
8 Buy
8 Hold
0 Sell
Moderate Buy
premium
$104.51B
-15.52%
MTTR
Matterport
$4.45
$0.04
(0.89%)
premium
premium
$1.40B
38.58%