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Working with TipRanks

BROKERAGE - New Portfolio

Performance Portfolio Details

Bill T

BROKERAGE

Individual Investor

Ranked #171,655 out of 783,845 TipRanks' Investors

Success Rate

866 out of 1551
profitable transactions

Average Return

18.86%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

22.53% TMLCX

19.62% TLT

8.36% MNKD

4.65% VGLT

2.09% AXON

42.75% Others

By Assets

50.44% Stocks

24.77% ETFs

22.57% Funds

2.21% Cash

0.00% Cryptocurrency

By Sector

48.41% General

23.50% Technology

13.12% Healthcare

4.79% Consumer Cyclical

4.76% Communication Services

5.42% Other

Portfolio Holdings

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To view investors' portfolios

CDRE

Cadre Holdings

$38.55

$0.685

(1.75%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.60B

10.24%

XPOF

Xponential Fitness

$16.73

$0.59

(3.41%)

premium

3 Buy

3 Hold

0 Sell

Moderate Buy

premium

$836.61M

47.66%

VLN

Valens

$2.36

$0.16

(6.35%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$267.85M

1.72%

ASPN

Aspen Aerogels

$11.69

$0.06

(0.51%)

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$964.06M

3.91%

AMSC

American Superconductor

$26.27

$1.04

(3.81%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.08B

132.27%

RDFN

Redfin

$8.00

$0.31

(3.73%)

premium

1 Buy

7 Hold

2 Sell

Hold

premium

$1.03B

-7.51%

KOSS

Koss

$5.98

$0.19

(3.08%)

premium

―

premium

$57.69M

106.99%

ALGN

Align Tech

$219.11

$6.25

(2.77%)

premium

7 Buy

1 Hold

1 Sell

Moderate Buy

premium

$16.82B

-19.85%

SFIX

Stitch Fix

$4.71

$0.16

(3.29%)

premium

0 Buy

4 Hold

1 Sell

Hold

premium

$617.72M

42.73%

OKTA

Okta

$94.22

$0.46

(0.49%)

premium

13 Buy

15 Hold

1 Sell

Moderate Buy

premium

$16.07B

10.98%

DOCU

DocuSign

$96.73

$0.88

(0.92%)

premium

3 Buy

10 Hold

3 Sell

Hold

premium

$19.36B

64.14%

ESTC

Elastic

$112.58

$1.98

(1.79%)

premium

18 Buy

6 Hold

0 Sell

Strong Buy

premium

$11.46B

-5.12%

FTCHQ

Farfetch

<$0.01

(0%)

premium

―

premium

$395.00

-50.00%

PAYC

Paycom

$207.56

$2.3

(1.12%)

premium

0 Buy

9 Hold

0 Sell

Hold

premium

$11.47B

7.70%

TSM

TSMC

$209.32

$1.17

(0.56%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$893.42B

84.60%

TMDX

TransMedics Group

$67.55

$0.6

(0.9%)

premium

6 Buy

3 Hold

0 Sell

Moderate Buy

premium

$2.25B

-23.71%

CHWY

Chewy

$38.98

$0.82

(2.06%)

premium

19 Buy

4 Hold

0 Sell

Strong Buy

premium

$16.27B

117.77%

LMND

Lemonade

$33.24

$0.5

(1.48%)

premium

1 Buy

4 Hold

3 Sell

Hold

premium

$2.41B

105.44%

$40.72

$1.58

(3.74%)

premium

10 Buy

2 Hold

0 Sell

Strong Buy

premium

$64.04B

83.26%

APPN

Appian

$35.09

$0.08

(0.23%)

premium

1 Buy

6 Hold

1 Sell

Hold

premium

$2.60B

6.75%

CPNG

Coupang

$23.51

$0.09

(0.38%)

premium

6 Buy

2 Hold

0 Sell

Strong Buy

premium

$42.45B

69.02%

VRTX

Vertex Pharmaceuticals

$461.68

$23.28

(5.31%)

premium

14 Buy

10 Hold

2 Sell

Moderate Buy

premium

$112.90B

6.41%

CELH

Celsius Holdings

$24.98

$0.8

(3.1%)

premium

9 Buy

5 Hold

1 Sell

Moderate Buy

premium

$6.06B

-51.12%

Unity Software

$22.20

$0.81

(3.52%)

premium

6 Buy

4 Hold

2 Sell

Moderate Buy

premium

$9.27B

-30.56%

TWLO

Twilio

$146.58

$1.77

(1.19%)

premium

16 Buy

5 Hold

2 Sell

Moderate Buy

premium

$22.75B

108.09%

MRNA

Moderna

$39.42

$1.62

(3.95%)

premium

3 Buy

12 Hold

4 Sell

Hold

premium

$15.79B

-60.19%

CCI

Crown Castle

$89.28

$0.25

(0.28%)

premium

2 Buy

3 Hold

1 Sell

Hold

premium

$38.69B

-19.61%

PYPL

PayPal Holdings

$88.58

$0.99

(1.11%)

premium

11 Buy

10 Hold

0 Sell

Moderate Buy

premium

$89.80B

42.82%

GOOG

Alphabet Class C

$205.60

$2.97

(1.47%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.47T

44.07%

TDOC

Teladoc

$10.16

$0.18

(1.74%)

premium

4 Buy

8 Hold

0 Sell

Moderate Buy

premium

$1.78B

-48.79%

ADBE

Adobe

$437.45

$8.55

(1.92%)

premium

19 Buy

7 Hold

1 Sell

Moderate Buy

premium

$194.15B

-30.33%

ISRG

Intuitive Surgical

$571.88

$8.3

(1.43%)

premium

16 Buy

5 Hold

0 Sell

Strong Buy

premium

$206.65B

48.99%

NOW

ServiceNow

$1018.38

$5.63

(0.56%)

premium

27 Buy

3 Hold

1 Sell

Strong Buy

premium

$208.63B

32.09%

VEEV

Veeva Systems

$233.26

$3.81

(1.61%)

premium

16 Buy

8 Hold

2 Sell

Moderate Buy

premium

$38.49B

14.35%

RBLX

Roblox

$71.07

$0.31

(0.43%)

premium

10 Buy

2 Hold

1 Sell

Moderate Buy

premium

$46.84B

80.70%

ACN

Accenture

$384.95

$4.2

(1.1%)

premium

10 Buy

7 Hold

0 Sell

Moderate Buy

premium

$238.15B

3.79%

FLGT

Fulgent Genetics

$16.64

$0.36

(2.12%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$519.98M

-33.41%

FVRR

Fiverr International

$30.87

$0.33

(1.06%)

premium

0 Buy

3 Hold

0 Sell

Hold

premium

$1.10B

13.20%

AFRM

Affirm Holdings

$61.07

$1.03

(1.66%)

premium

11 Buy

8 Hold

0 Sell

Moderate Buy

premium

$19.50B

53.95%

WIX

Wix

$238.89

$3.5

(1.44%)

premium

16 Buy

3 Hold

0 Sell

Strong Buy

premium

$13.49B

87.85%

NET

Cloudflare

$138.40

$1.14

(0.83%)

premium

12 Buy

9 Hold

1 Sell

Moderate Buy

premium

$47.11B

73.89%

TTWO

Take-Two

$185.51

$5.72

(2.99%)

premium

17 Buy

1 Hold

0 Sell

Strong Buy

premium

$33.59B

11.53%

PINS

$32.96

$0.03

(0.09%)

premium

16 Buy

8 Hold

0 Sell

Moderate Buy

premium

$22.25B

-12.29%

PUBM

PubMatic

$15.12

$0.21

(1.37%)

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

$732.26M

0.80%

NFLX

Netflix

$976.76

$3.52

(0.36%)

premium

28 Buy

10 Hold

1 Sell

Moderate Buy

premium

$416.31B

72.11%

WDAY

Workday

$262.06

$1.99

(0.77%)

premium

22 Buy

6 Hold

0 Sell

Strong Buy

premium

$69.18B

-10.86%

TEAM

Atlassian

$306.78

$39.83

(14.92%)

premium

16 Buy

7 Hold

0 Sell

Moderate Buy

premium

$69.79B

20.35%

XYZ

Block

$90.82

$2.13

(2.29%)

premium

22 Buy

4 Hold

1 Sell

Strong Buy

premium

$57.61B

36.22%

DOCN

DigitalOcean Holdings

$41.48

$0.22

(0.53%)

premium

7 Buy

3 Hold

1 Sell

Moderate Buy

premium

$3.85B

19.74%

CGNX

Cognex

$39.90

$0.18

(0.45%)

premium

3 Buy

3 Hold

0 Sell

Moderate Buy

premium

$6.81B

9.07%

BOC

Boston Omaha

$14.54

$0.19

(1.29%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$462.14M

-6.91%

NVCR

NovoCure

$24.52

$0.99

(3.88%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.76B

67.26%

HUBS

HubSpot

$779.53

$7.54

(0.98%)

premium

20 Buy

5 Hold

0 Sell

Strong Buy

premium

$39.85B

27.17%

SNOW

Snowflake

$181.51

$2.22

(1.24%)

premium

28 Buy

4 Hold

0 Sell

Strong Buy

premium

$59.18B

-9.22%

MELI

Mercadolibre

$1922.19

$25.13

(1.29%)

premium

10 Buy

1 Hold

0 Sell

Strong Buy

premium

$98.72B

9.95%

ADSK

Autodesk

$311.34

$1.39

(0.45%)

premium

17 Buy

5 Hold

0 Sell

Strong Buy

premium

$66.64B

22.06%

ANET

Arista Networks

$115.23

$1.37

(1.2%)

premium

10 Buy

3 Hold

0 Sell

Strong Buy

premium

$143.44B

75.27%

XBI < ETF >

SPDR S&P BIOTECH ETF

$92.67

$0.87

(0.93%)

premium

1K Buy

238 Hold

26 Sell

Moderate Buy

premium

$6.26B

5.14%

LULU

Lululemon Athletica

$414.20

$6.96

(1.65%)

premium

16 Buy

7 Hold

1 Sell

Moderate Buy

premium

$53.45B

-10.33%

CRWD

CrowdStrike Holdings

$398.07

$1.2

(0.3%)

premium

29 Buy

4 Hold

0 Sell

Strong Buy

premium

$97.75B

32.97%

DDOG

Datadog

$142.71

$0.1

(0.07%)

premium

24 Buy

6 Hold

0 Sell

Strong Buy

premium

$48.45B

12.46%

SHOP

Shopify

$116.80

$2.38

(2%)

premium

20 Buy

13 Hold

2 Sell

Moderate Buy

premium

$153.34B

52.24%

TTD

Trade Desk

$118.68

$0.26

(0.22%)

premium

23 Buy

4 Hold

1 Sell

Strong Buy

premium

$58.71B

76.58%

ABNB

Airbnb

$131.17

$0.62

(0.47%)

premium

8 Buy

18 Hold

6 Sell

Hold

premium

$83.55B

-10.46%

Zscaler

$202.59

$0.24

(0.12%)

premium

25 Buy

10 Hold

0 Sell

Moderate Buy

premium

$31.12B

-14.90%

ASML

ASML Holding

$739.31

$2.32

(0.31%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$283.89B

-16.98%

AXON

Axon Enterprise

$652.18

$1.25

(0.19%)

premium

13 Buy

0 Hold

0 Sell

Strong Buy

premium

$49.83B

158.08%

KNSL

Kinsale Capital Group

$441.94

$1.71

(0.39%)

premium

2 Buy

5 Hold

0 Sell

Moderate Buy

premium

$10.25B

12.09%

CRUS

Cirrus Logic

$100.44

$1.15

(1.16%)

premium

3 Buy

4 Hold

0 Sell

Moderate Buy

premium

$5.28B

30.49%

Electronic Arts

$122.91

$4.23

(3.56%)

premium

9 Buy

9 Hold

0 Sell

Moderate Buy

premium

$31.13B

-10.88%

HQL < FUND >

Tekla Life Sciences Investors of Benef Interest

$14.21

$0.05

(0.35%)

premium

―

premium

$364.91M

1.87%

AMZN

Amazon

$237.68

$3.04

(1.3%)

premium

40 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.47T

49.22%

QRVO

Qorvo

$82.98

$0.74

(0.88%)

premium

4 Buy

12 Hold

3 Sell

Hold

premium

$7.82B

-21.53%

CLF

Cleveland-Cliffs

$10.24

$0.25

(2.38%)

premium

4 Buy

4 Hold

0 Sell

Moderate Buy

premium

$5.18B

-49.70%

ETSY

Etsy

$54.91

$1.15

(2.05%)

premium

3 Buy

8 Hold

2 Sell

Hold

premium

$6.31B

-24.39%

DIS

Walt Disney

$113.06

$0.37

(0.33%)

premium

18 Buy

5 Hold

0 Sell

Strong Buy

premium

$205.13B

16.48%

LSCC

Lattice Semiconductor

$57.02

$0.29

(0.51%)

premium

9 Buy

1 Hold

1 Sell

Moderate Buy

premium

$7.83B

-6.72%

AAPL

Apple

$236.00

$1.59

(0.67%)

premium

19 Buy

8 Hold

4 Sell

Moderate Buy

premium

$3.57T

26.30%

NVDA

Nvidia

$120.07

$4.58

(3.67%)

premium

37 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.05T

90.50%

ILMN

Illumina

$132.74

$0.27

(0.2%)

premium

8 Buy

7 Hold

1 Sell

Moderate Buy

premium

$21.10B

-8.92%

SWKS

Skyworks Solutions

$88.76

$0.64

(0.72%)

premium

4 Buy

12 Hold

3 Sell

Hold

premium

$14.37B

-13.79%

NXPI

NXP Semiconductors

$208.55

$2.84

(1.34%)

premium

16 Buy

5 Hold

1 Sell

Moderate Buy

premium

$53.73B

-2.09%

BMY

Bristol-Myers Squibb

$58.95

$0.19

(0.32%)

premium

5 Buy

9 Hold

1 Sell

Moderate Buy

premium

$119.95B

21.12%

MNKD

MannKind

$5.79

$0.18

(3.02%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.65B

69.79%

TMLCX < FUND >

SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F

$36.67

$0.21

(0.57%)

premium

219 Buy

43 Hold

5 Sell

Moderate Buy

premium

$3.97B

6.82%

TLT < ETF >

iShares 20+ Year Treasury Bond ETF

$87.76

$0.58

(0.66%)

premium

―

premium

$53.69B

-10.08%

SGML

Sigma Lithium

$10.75

$0.1

(0.92%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.21B

-44.93%

ABEV

Ambev SA

$1.85

$0.01

(0.54%)

premium

2 Buy

3 Hold

0 Sell

Moderate Buy

premium

$29.96B

-29.92%

MNDY

Monday.com

$255.46

$13.6

(5.62%)

premium

15 Buy

4 Hold

0 Sell

Strong Buy

premium

$12.06B

21.00%

VGLT < ETF >

Vanguard Long-Term Treasury ETF

$55.67

$0.25

(0.45%)

premium

―

premium

$9.76B

-8.72%

GCMG

GCM Grosvenor

$13.52

$0.06

(0.45%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$2.55B

55.76%

DUOL

Duolingo

$363.99

$0.71

(0.2%)

premium

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

$15.98B

100.61%

SCHW

Charles Schwab

$82.72

$0.88

(1.05%)

premium

13 Buy

5 Hold

1 Sell

Moderate Buy

premium

$153.03B

32.84%

BYRN

Byrna Technologies

$27.04

$3.65

(11.89%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$689.88M

230.97%

ENPH

Enphase Energy

$62.28

$0.23

(0.37%)

premium

10 Buy

11 Hold

2 Sell

Moderate Buy

premium

$8.38B

-40.93%

KRE < ETF >

SPDR S&P Regional Banking ETF

$64.16

$0.16

(0.25%)

premium

301 Buy

284 Hold

26 Sell

Moderate Buy

premium

$4.87B

33.58%

GPC

Genuine Parts Company

$116.25

$1.91

(1.62%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$16.43B

-18.52%

TOST

Toast Inc

$40.92

$0.61

(1.51%)

premium

10 Buy

12 Hold

1 Sell

Moderate Buy

premium

$22.90B

120.59%

RXRX

Recursion Pharmaceuticals

$7.24

$0.45

(5.85%)

premium

2 Buy

4 Hold

0 Sell

Moderate Buy

premium

$3.00B

-24.19%

TFC

Truist Financial

$47.62

$0.4

(0.83%)

premium

9 Buy

6 Hold

0 Sell

Moderate Buy

premium

$63.75B

30.46%