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New Portfolio
- New Portfolio
Performance
Portfolio Details
Joe Nelson
New Portfolio
Individual Investor
Ranked #83,623 out of 775,923 TipRanks' Investors
Success Rate
67%
41 out of 61
profitable transactions
Average Return
26.70%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
1.72%
AAPL
1.72%
AMZN
1.72%
TSLA
1.72%
XLM-USD
1.72%
LTC
91.40%
Others
By Assets
82.76%
Stocks
13.79%
ETFs
3.45%
Cryptocurrency
0.00%
Funds
0.00%
Cash
By Sector
20.69%
Consumer Cyclical
15.52%
Healthcare
13.79%
General
10.34%
Technology
8.62%
Financial
31.03%
Other
Portfolio Holdings
Select Columns
58
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AAPL
Apple
$254.49
$4.7
(
1.88%
)
premium
19
Buy
9
Hold
2
Sell
Moderate Buy
premium
$3.85T
31.45%
AMZN
Amazon
$224.92
$1.63
(
0.73%
)
premium
46
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.37T
46.60%
TSLA
Tesla
$421.06
$15.11
(
3.46%
)
premium
13
Buy
12
Hold
9
Sell
Hold
premium
$1.35T
66.73%
XLM-USD
Stellar
$0.36
$0.004
(
1.07%
)
premium
―
premium
$18.14B
184.68%
LTC
LTC Properties
$35.08
$0.27
(
0.78%
)
premium
0
Buy
3
Hold
1
Sell
Hold
premium
$1.59B
7.80%
MATIC-USD
Polygon
$0.47
$0.004
(
0.82%
)
premium
―
premium
$4.87B
-41.54%
WM
Waste Management
$205.83
$0.3
(
0.15%
)
premium
9
Buy
9
Hold
0
Sell
Moderate Buy
premium
$82.61B
16.32%
F
Ford Motor
$9.88
$0.14
(
1.44%
)
premium
4
Buy
8
Hold
3
Sell
Hold
premium
$39.27B
-20.00%
BTG
B2Gold
$2.48
$0.04
(
1.64%
)
premium
8
Buy
4
Hold
0
Sell
Moderate Buy
premium
$3.26B
-23.93%
AZN
AstraZeneca
$65.35
$0.91
(
1.41%
)
premium
5
Buy
1
Hold
0
Sell
Strong Buy
premium
$200.04B
-1.42%
DIS
Walt Disney
$112.03
$0.66
(
0.59%
)
premium
16
Buy
6
Hold
0
Sell
Moderate Buy
premium
$202.88B
23.08%
GM
General Motors
$51.81
$1.47
(
2.92%
)
premium
10
Buy
6
Hold
2
Sell
Moderate Buy
premium
$56.97B
43.84%
SIRI
Sirius XM Holdings
$23.08
$2.5
(
12.15%
)
premium
3
Buy
4
Hold
5
Sell
Hold
premium
$7.83B
-57.80%
ARCC
Ares Capital
$21.38
$0.25
(
1.18%
)
premium
9
Buy
2
Hold
0
Sell
Strong Buy
premium
$13.81B
8.20%
JPM
JPMorgan Chase & Co.
$237.60
$4.64
(
1.99%
)
premium
9
Buy
5
Hold
1
Sell
Moderate Buy
premium
$668.92B
41.94%
GILD
Gilead Sciences
$92.57
$1.48
(
1.62%
)
premium
15
Buy
11
Hold
0
Sell
Moderate Buy
premium
$115.37B
16.21%
IDYA
IDEAYA Biosciences
$25.61
$0.82
(
3.31%
)
premium
15
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.21B
-26.11%
IUSB
< ETF >
iShares Core Total USD Bond Market ETF
$45.20
$0.13
(
0.29%
)
premium
―
premium
$31.43B
-1.57%
VWO
< ETF >
Vanguard FTSE Emerging Markets ETF
$44.40
$0.246
(
0.56%
)
premium
―
premium
$81.16B
10.28%
IVV
< ETF >
iShares Core S&P 500 ETF
$593.33
$6.5
(
1.11%
)
premium
4K
Buy
3K
Hold
332
Sell
Moderate Buy
premium
$588.25B
24.70%
KO
Coca-Cola
$62.55
$0.1
(
0.16%
)
premium
12
Buy
2
Hold
0
Sell
Strong Buy
premium
$269.45B
7.25%
BAC
Bank of America
$44.17
$0.79
(
1.82%
)
premium
14
Buy
2
Hold
0
Sell
Strong Buy
premium
$338.91B
32.13%
CLX
Clorox
$164.44
$0.31
(
0.19%
)
premium
1
Buy
9
Hold
4
Sell
Hold
premium
$20.35B
15.92%
PFE
Pfizer
$26.36
$0.59
(
2.29%
)
premium
8
Buy
10
Hold
1
Sell
Moderate Buy
premium
$149.38B
-7.18%
NIO
Nio
$4.54
$0.14
(
3.18%
)
premium
6
Buy
4
Hold
2
Sell
Moderate Buy
premium
$9.41B
-46.08%
MRNA
Moderna
$39.39
$0.17
(
0.43%
)
premium
4
Buy
11
Hold
4
Sell
Hold
premium
$15.16B
-58.49%
ZROZ
< ETF >
PIMCO 25+ Year Zero Coupon US Treasury Index ETF
$70.85
$0.13
(
0.18%
)
premium
―
premium
$1.61B
-17.05%
MCD
McDonald's
$292.68
$2.45
(
0.84%
)
premium
16
Buy
10
Hold
0
Sell
Moderate Buy
premium
$209.74B
0.34%
COST
Costco
$954.07
$0.73
(
0.08%
)
premium
18
Buy
8
Hold
0
Sell
Moderate Buy
premium
$423.51B
42.06%
GOOG
Alphabet Class C
$192.96
$3.26
(
1.72%
)
premium
9
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.35T
35.20%
WWR
Westwater Resources
$0.53
$0.015
(
2.95%
)
premium
―
premium
$33.14M
-11.52%
TTCFQ
Tattooed Chef
<$0.01
$0
(
0%
)
premium
―
premium
$84.00
0.00%
BFICQ
BurgerFi International
<$0.01
$0
(
0%
)
premium
―
premium
$2.74K
-98.22%
MSFT
Microsoft
$436.60
$0.43
(
0.1%
)
premium
27
Buy
2
Hold
0
Sell
Strong Buy
premium
$3.25T
16.56%
NVAX
Novavax
$8.70
$0.02
(
0.23%
)
premium
3
Buy
2
Hold
1
Sell
Moderate Buy
premium
$1.39B
71.94%
PEP
PepsiCo
$152.79
$1.32
(
0.87%
)
premium
7
Buy
7
Hold
0
Sell
Moderate Buy
premium
$209.63B
-8.88%
LLY
Eli Lilly & Co
$767.76
$10.22
(
1.35%
)
premium
16
Buy
2
Hold
0
Sell
Strong Buy
premium
$728.85B
34.60%
HUBS
HubSpot
$719.00
$16.55
(
2.36%
)
premium
21
Buy
4
Hold
0
Sell
Strong Buy
premium
$37.12B
23.99%
EQT
EQT
$42.99
$0.34
(
0.8%
)
premium
11
Buy
8
Hold
0
Sell
Moderate Buy
premium
$25.65B
10.26%
TM
Toyota Motor
$178.17
$3.96
(
2.27%
)
premium
―
premium
$238.59B
-0.20%
BJ
Bj's Wholesale Club Holdings
$93.77
$0.23
(
0.24%
)
premium
9
Buy
7
Hold
0
Sell
Moderate Buy
premium
$12.39B
41.67%
NVDA
Nvidia
$134.70
$4.02
(
3.08%
)
premium
37
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.30T
175.86%
NTDOY
Nintendo Co
$14.70
$0.35
(
2.33%
)
premium
1
Buy
0
Hold
0
Sell
Moderate Buy
premium
$67.94B
20.79%
RF
Regions Financial
$23.77
$0.6
(
2.59%
)
premium
10
Buy
6
Hold
1
Sell
Moderate Buy
premium
$21.60B
23.35%
USO
< ETF >
United States Oil Fund LP
$73.10
$0.49
(
0.67%
)
premium
―
premium
$1.07B
6.42%
UCO
< ETF >
ProShares Ultra Bloomberg Crude Oil
$25.99
$0.28
(
1.09%
)
premium
―
premium
$506.91M
-5.87%
DKNG
DraftKings
$40.35
$0.95
(
2.41%
)
premium
25
Buy
2
Hold
0
Sell
Strong Buy
premium
$35.53B
12.96%
IVR
Invesco Mortgage
$8.37
$0.12
(
1.45%
)
premium
0
Buy
1
Hold
0
Sell
Hold
premium
$508.31M
-10.96%
PAR
Par Technology
$76.12
$0.62
(
0.82%
)
premium
6
Buy
2
Hold
0
Sell
Strong Buy
premium
$2.76B
73.28%
ORCL
Oracle
$169.66
$0.87
(
0.52%
)
premium
17
Buy
11
Hold
1
Sell
Moderate Buy
premium
$474.53B
59.76%
FLNG
FLEX LNG
$21.33
$0.2
(
0.95%
)
premium
1
Buy
2
Hold
0
Sell
Moderate Buy
premium
$1.13B
-29.09%
BLK
BlackRock
$1028.69
$12.36
(
1.22%
)
premium
14
Buy
2
Hold
0
Sell
Strong Buy
premium
$159.32B
28.20%
CMPX
Compass Therapeutics
$1.38
$0.01
(
0.73%
)
premium
3
Buy
1
Hold
0
Sell
Strong Buy
premium
$189.87M
-14.29%
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.20
$0.56
(
0.97%
)
premium
1K
Buy
607
Hold
59
Sell
Moderate Buy
premium
$36.75B
5.59%
DIVO
< ETF >
Amplify CWP Enhanced Dividend Income ETF
$40.66
$0.25
(
0.62%
)
premium
312
Buy
143
Hold
15
Sell
Moderate Buy
premium
$3.75B
11.40%
PYXS
Pyxis Oncology
$1.69
$0.15
(
9.74%
)
premium
6
Buy
1
Hold
0
Sell
Strong Buy
premium
$100.50M
0.30%
HD
Home Depot
$392.60
$7.58
(
1.97%
)
premium
21
Buy
4
Hold
0
Sell
Strong Buy
premium
$389.99B
12.63%
XOS
Xos
$3.12
$0.08
(
2.63%
)
premium
0
Buy
1
Hold
0
Sell
Hold
premium
$25.05M
-59.05%
58
Results | Showing
1
out of
1
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