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New Portfolio - New Portfolio

Joe Nelson

New Portfolio
Individual Investor
Ranked #93,820 out of 747,528 TipRanks' Investors
Success Rate
64%
39 out of 61
profitable transactions
Average Return
20.09%
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

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AAPL
Apple
$224.31
$0.13
(0.06%)
premium
25 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.44T
15.52%
AMZN
Amazon
$183.13
$0.62
(0.34%)
premium
44 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.91T
41.39%
TSLA
Tesla
$239.20
$10.03
(4.02%)
premium
13 Buy
13 Hold
9 Sell
Hold
premium
$762.86B
-14.43%
XLM-USD
Stellar
$0.10
$0.002
(2.27%)
premium
premium
$5.33B
-39.53%
LTC
LTC Properties
$36.66
$0.08
(0.22%)
premium
0 Buy
5 Hold
1 Sell
Hold
premium
$1.59B
13.05%
MATIC-USD
Polygon
$0.53
$0.013
(2.57%)
premium
premium
$5.36B
-29.87%
WM
Waste Management
$222.80
$0.3
(0.13%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$89.36B
31.69%
F
Ford Motor
$13.98
$0.57
(3.92%)
premium
7 Buy
5 Hold
1 Sell
Moderate Buy
premium
$55.81B
6.31%
BTG
B2Gold
$2.93
$0.05
(1.68%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.84B
-14.82%
AZN
AstraZeneca
$78.71
$0.65
(0.83%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$242.42B
17.29%
DIS
Walt Disney
$95.74
$1.05
(1.08%)
premium
21 Buy
5 Hold
0 Sell
Strong Buy
premium
$174.54B
13.15%
GM
General Motors
$48.30
$1.35
(2.72%)
premium
12 Buy
3 Hold
1 Sell
Moderate Buy
premium
$55.11B
27.96%
SIRI
Sirius XM Holdings
$3.41
$0.055
(1.59%)
premium
4 Buy
6 Hold
1 Sell
Moderate Buy
premium
$13.10B
-55.38%
ARCC
Ares Capital
$20.71
$0.14
(0.67%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$12.73B
16.94%
JPM
JPMorgan Chase & Co.
$209.78
$0.2
(0.1%)
premium
16 Buy
6 Hold
0 Sell
Moderate Buy
premium
$602.42B
39.56%
GILD
Gilead Sciences
$72.56
$0.95
(1.29%)
premium
12 Buy
12 Hold
0 Sell
Moderate Buy
premium
$90.40B
-5.41%
IDYA
IDEAYA Biosciences
$40.89
$0.22
(0.54%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.44B
86.88%
IUSB
IUSB
< ETF >
iShares Core Total USD Bond Market ETF
$45.63
$0.1
(0.22%)
premium
premium
$28.86B
0.51%
VWO
VWO
< ETF >
Vanguard FTSE Emerging Markets ETF
$43.93
$0.43
(0.97%)
premium
premium
$80.26B
6.21%
IVV
IVV
< ETF >
iShares Core S&P 500 ETF
$551.98
$3.62
(0.65%)
premium
4K Buy
2K Hold
299 Sell
Moderate Buy
premium
$501.09B
21.45%
KO
Coca-Cola
$65.29
$0.1
(0.15%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$281.27B
9.14%
BAC
Bank of America
$42.90
$0.11
(0.26%)
premium
9 Buy
5 Hold
1 Sell
Moderate Buy
premium
$335.49B
39.78%
CLX
Clorox
$135.14
$1.17
(0.86%)
premium
1 Buy
7 Hold
4 Sell
Hold
premium
$16.78B
-9.56%
PFE
Pfizer
$29.97
$0.26
(0.88%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$169.83B
-14.67%
NIO
Nio
$4.46
$0.08
(1.76%)
premium
5 Buy
5 Hold
1 Sell
Moderate Buy
premium
$9.32B
-57.33%
MRNA
Moderna
$121.14
$0.18
(0.15%)
premium
9 Buy
7 Hold
2 Sell
Moderate Buy
premium
$46.43B
-2.91%
ZROZ
ZROZ
< ETF >
PIMCO 25+ Year Zero Coupon US Treasury Index ETF
$75.70
$0.88
(1.15%)
premium
premium
$1.47B
-15.63%
MCD
McDonald's
$257.28
$2.24
(0.86%)
premium
20 Buy
8 Hold
0 Sell
Moderate Buy
premium
$185.50B
-11.35%
COST
Costco
$838.13
$1.24
(0.15%)
premium
19 Buy
6 Hold
0 Sell
Strong Buy
premium
$371.57B
55.18%
GOOG
Alphabet Class C
$179.39
$0.17
(0.09%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.21T
46.13%
WWR
Westwater Resources
$0.52
$0.004
(0.78%)
premium
premium
$29.96M
-34.18%
TTCFQ
Tattooed Chef
<$0.01
$0
(0%)
premium
premium
$8.37K
-75.00%
BFI
BurgerFi International
$0.20
$0.013
(6.03%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$5.51M
-89.42%
MSFT
Microsoft
$437.11
$3.26
(0.74%)
premium
34 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.25T
27.00%
NVAX
Novavax
$13.85
$1.11
(7.42%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$1.94B
84.46%
PEP
PepsiCo
$169.36
$1.01
(0.59%)
premium
10 Buy
8 Hold
0 Sell
Moderate Buy
premium
$232.63B
-7.25%
LLY
Eli Lilly & Co
$857.47
$8.57
(1.01%)
premium
17 Buy
4 Hold
0 Sell
Strong Buy
premium
$814.94B
88.56%
HUBS
HubSpot
$479.82
$1.59
(0.33%)
premium
19 Buy
2 Hold
1 Sell
Strong Buy
premium
$24.45B
-11.16%
EQT
EQT
$35.88
$0.53
(1.5%)
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$15.84B
-10.70%
TM
Toyota Motor
$197.15
$2.7
(1.35%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$267.93B
20.74%
BJ
Bj's Wholesale Club Holdings
$89.26
$0.83
(0.92%)
premium
8 Buy
7 Hold
1 Sell
Moderate Buy
premium
$11.85B
39.16%
NVDA
Nvidia
$117.93
$3.16
(2.61%)
premium
37 Buy
4 Hold
0 Sell
Strong Buy
premium
$2.90T
159.13%
NTDOY
Nintendo Co
$13.44
$0.19
(1.39%)
premium
premium
$63.38B
18.94%
RF
Regions Financial
$22.09
$0
(0%)
premium
4 Buy
7 Hold
1 Sell
Hold
premium
$20.23B
14.40%
USO
USO
< ETF >
United States Oil Fund LP
$78.00
$1.9
(2.38%)
premium
premium
$1.24B
14.62%
UCO
UCO
< ETF >
ProShares Ultra Bloomberg Crude Oil
$31.65
$1.39
(4.21%)
premium
premium
$513.62M
18.23%
DKNG
DraftKings
$36.93
$0.26
(0.71%)
premium
24 Buy
2 Hold
0 Sell
Strong Buy
premium
$32.41B
18.87%
IVR
Invesco Mortgage
$9.33
$0.24
(2.51%)
premium
1 Buy
1 Hold
1 Sell
Hold
premium
$455.54M
-5.09%
PAR
Par Technology
$53.27
$0.57
(1.08%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.81B
61.42%
ORCL
Oracle
$138.56
$0.53
(0.38%)
premium
14 Buy
13 Hold
0 Sell
Moderate Buy
premium
$381.85B
17.88%
FLNG
FLEX LNG
$26.93
$0.15
(0.55%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$1.42B
-1.02%
BLK
BlackRock
$830.70
$1.7
(0.21%)
premium
10 Buy
1 Hold
0 Sell
Strong Buy
premium
$123.44B
13.38%
CMPX
Compass Therapeutics
$0.94
$0.023
(2.42%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$128.89M
-65.05%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$56.77
$0.29
(0.51%)
premium
1K Buy
504 Hold
55 Sell
Moderate Buy
premium
$34.09B
2.85%
DIVO
DIVO
< ETF >
Amplify CWP Enhanced Dividend Income ETF
$39.77
$0.21
(0.53%)
premium
344 Buy
125 Hold
9 Sell
Moderate Buy
premium
$3.36B
8.48%
PYXS
Pyxis Oncology
$3.48
$0.24
(7.41%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$204.93M
35.41%
HD
Home Depot
$363.36
$2.72
(0.74%)
premium
18 Buy
8 Hold
2 Sell
Moderate Buy
premium
$360.31B
17.60%
XOS
Xos
$6.30
$0.02
(0.32%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$49.60M
-41.97%