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Working with TipRanks

BROKERAGE - New Portfolio

Performance Portfolio Details

Bill T

BROKERAGE

Individual Investor

Ranked #153,698 out of 775,923 TipRanks' Investors

Success Rate

870 out of 1545
profitable transactions

Average Return

18.66%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

22.05% TMLCX

19.79% TLT

10.11% MNKD

4.70% VGLT

2.04% AXON

41.31% Others

By Assets

50.79% Stocks

24.97% ETFs

22.08% Funds

2.16% Cash

0.00% Cryptocurrency

By Sector

48.08% General

22.92% Technology

14.52% Healthcare

4.56% Consumer Cyclical

4.50% Communication Services

5.41% Other

Portfolio Holdings

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To view investors' portfolios

CDRE

Cadre Holdings

$33.95

$1.8

(5.03%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.38B

6.16%

XPOF

Xponential Fitness

$13.83

$0.04

(0.29%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$668.03M

15.83%

VLN

Valens

$1.84

$0.04

(2.22%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$195.57M

-23.01%

ASPN

Aspen Aerogels

$12.05

$0.06

(0.5%)

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$988.67M

-21.65%

AMSC

American Superconductor

$25.15

$1.01

(4.18%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$992.25M

127.40%

RDFN

Redfin

$8.52

$0.45

(5.58%)

premium

2 Buy

7 Hold

2 Sell

Hold

premium

$1.06B

-11.43%

KOSS

Koss

$7.99

$0.68

(9.3%)

premium

―

premium

$74.71M

113.64%

ALGN

Align Tech

$211.06

$2.52

(1.18%)

premium

6 Buy

3 Hold

2 Sell

Moderate Buy

premium

$15.76B

-22.37%

SFIX

Stitch Fix

$3.79

$0.08

(2.16%)

premium

0 Buy

4 Hold

1 Sell

Hold

premium

$480.73M

-0.26%

OKTA

Okta

$83.28

$1.59

(1.95%)

premium

13 Buy

15 Hold

1 Sell

Moderate Buy

premium

$14.27B

-6.80%

DOCU

DocuSign

$94.41

$0.26

(0.28%)

premium

3 Buy

10 Hold

3 Sell

Hold

premium

$19.07B

55.56%

ESTC

Elastic

$103.63

$0.08

(0.08%)

premium

18 Buy

5 Hold

0 Sell

Strong Buy

premium

$10.74B

-8.17%

FTCHQ

Farfetch

<$0.01

(0%)

premium

―

premium

$395.00

-58.33%

PAYC

Paycom

$207.23

$0.24

(0.12%)

premium

0 Buy

14 Hold

0 Sell

Hold

premium

$11.58B

0.79%

TSM

Taiwan Semiconductor Manufacturing

$197.21

$2.57

(1.32%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$822.54B

92.31%

TMDX

TransMedics Group

$61.70

$1.17

(1.93%)

premium

5 Buy

3 Hold

0 Sell

Moderate Buy

premium

$2.07B

-21.71%

CHWY

Chewy

$33.72

$1.24

(3.82%)

premium

15 Buy

6 Hold

0 Sell

Moderate Buy

premium

$13.78B

34.56%

LMND

Lemonade

$41.54

$3.44

(9.03%)

premium

1 Buy

4 Hold

3 Sell

Hold

premium

$2.97B

143.92%

$35.64

$0.27

(0.75%)

premium

14 Buy

1 Hold

0 Sell

Strong Buy

premium

$56.19B

29.18%

APPN

Appian

$35.28

$0.77

(2.23%)

premium

1 Buy

4 Hold

1 Sell

Hold

premium

$2.61B

-11.04%

CPNG

Coupang

$22.94

$0.21

(0.92%)

premium

8 Buy

2 Hold

0 Sell

Strong Buy

premium

$41.27B

41.69%

VRTX

Vertex Pharmaceuticals

$397.27

$0.63

(0.16%)

premium

18 Buy

10 Hold

2 Sell

Moderate Buy

premium

$102.31B

-1.97%

CELH

Celsius Holdings

$27.01

$0.93

(3.33%)

premium

10 Buy

4 Hold

1 Sell

Moderate Buy

premium

$6.35B

-46.29%

Unity Software

$22.51

$0.25

(1.12%)

premium

5 Buy

5 Hold

2 Sell

Hold

premium

$9.07B

-43.31%

TWLO

Twilio

$107.93

$1.9

(1.79%)

premium

13 Buy

9 Hold

2 Sell

Moderate Buy

premium

$16.55B

41.62%

MRNA

Moderna

$39.39

$0.17

(0.43%)

premium

4 Buy

11 Hold

4 Sell

Hold

premium

$15.16B

-58.49%

CCI

Crown Castle

$90.66

$0.07

(0.08%)

premium

3 Buy

8 Hold

1 Sell

Hold

premium

$39.40B

-21.05%

PYPL

PayPal Holdings

$87.13

$0.35

(0.4%)

premium

15 Buy

14 Hold

0 Sell

Moderate Buy

premium

$87.35B

40.89%

GOOG

Alphabet Class C

$192.96

$3.26

(1.72%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.35T

36.08%

TDOC

Teladoc

$9.44

$0.47

(5.24%)

premium

7 Buy

11 Hold

0 Sell

Moderate Buy

premium

$1.63B

-56.09%

ADBE

Adobe

$447.17

$9.78

(2.24%)

premium

21 Buy

5 Hold

1 Sell

Moderate Buy

premium

$196.84B

-25.49%

ISRG

Intuitive Surgical

$524.43

$0.52

(0.1%)

premium

16 Buy

4 Hold

0 Sell

Strong Buy

premium

$186.79B

55.96%

NOW

ServiceNow

$1091.25

$16.38

(1.52%)

premium

25 Buy

3 Hold

1 Sell

Strong Buy

premium

$224.80B

56.44%

VEEV

Veeva Systems

$224.15

$4.48

(2.04%)

premium

17 Buy

8 Hold

1 Sell

Moderate Buy

premium

$36.39B

17.45%

RBLX

Roblox

$60.11

$1.2

(2.04%)

premium

17 Buy

5 Hold

1 Sell

Moderate Buy

premium

$39.45B

35.14%

ACN

Accenture

$366.37

$5.79

(1.56%)

premium

13 Buy

8 Hold

0 Sell

Moderate Buy

premium

$229.16B

3.36%

FLGT

Fulgent Genetics

$18.34

$0.41

(2.19%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$560.96M

-38.48%

FVRR

Fiverr International

$32.28

$0.28

(0.88%)

premium

5 Buy

4 Hold

0 Sell

Moderate Buy

premium

$1.14B

15.00%

AFRM

Affirm Holdings

$65.64

$2.64

(4.19%)

premium

10 Buy

7 Hold

0 Sell

Moderate Buy

premium

$20.61B

36.92%

WIX

Wix

$221.37

$3.94

(1.81%)

premium

12 Buy

4 Hold

0 Sell

Strong Buy

premium

$12.32B

80.28%

NET

Cloudflare

$112.69

$4.11

(3.79%)

premium

9 Buy

8 Hold

3 Sell

Moderate Buy

premium

$38.67B

32.81%

TTWO

Take-Two

$181.97

$0.59

(0.33%)

premium

16 Buy

2 Hold

0 Sell

Strong Buy

premium

$31.96B

12.36%

PINS

$29.49

$0.12

(0.41%)

premium

16 Buy

8 Hold

0 Sell

Moderate Buy

premium

$19.93B

-21.07%

PUBM

PubMatic

$15.44

$0.04

(0.26%)

premium

4 Buy

3 Hold

0 Sell

Moderate Buy

premium

$737.52M

-9.65%

NFLX

Netflix

$909.05

$7.01

(0.78%)

premium

22 Buy

11 Hold

2 Sell

Moderate Buy

premium

$388.58B

84.91%

WDAY

Workday

$273.04

$6.21

(2.33%)

premium

21 Buy

6 Hold

1 Sell

Moderate Buy

premium

$72.90B

0.17%

TEAM

Atlassian

$257.26

$6.03

(2.4%)

premium

14 Buy

7 Hold

0 Sell

Moderate Buy

premium

$67.26B

6.83%

Block

$89.65

$2.01

(2.29%)

premium

23 Buy

4 Hold

1 Sell

Strong Buy

premium

$55.57B

16.58%

DOCN

DigitalOcean Holdings

$35.70

$0.25

(0.71%)

premium

4 Buy

4 Hold

1 Sell

Moderate Buy

premium

$3.29B

-4.70%

CGNX

Cognex

$35.77

$0.3

(0.83%)

premium

3 Buy

4 Hold

0 Sell

Moderate Buy

premium

$6.14B

-15.30%

BOC

Boston Omaha

$14.32

$0.08

(0.56%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$449.27M

-10.27%

NVCR

NovoCure

$30.80

$0.4

(1.32%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.33B

131.58%

HUBS

HubSpot

$719.00

$16.55

(2.36%)

premium

21 Buy

4 Hold

0 Sell

Strong Buy

premium

$37.12B

23.99%

SNOW

Snowflake

$166.29

$2.08

(1.27%)

premium

24 Buy

6 Hold

0 Sell

Strong Buy

premium

$54.89B

-15.50%

MELI

Mercadolibre

$1720.36

$54.36

(3.26%)

premium

12 Buy

1 Hold

0 Sell

Strong Buy

premium

$87.22B

8.26%

ADSK

Autodesk

$298.12

$4.49

(1.53%)

premium

15 Buy

8 Hold

0 Sell

Moderate Buy

premium

$64.10B

22.80%

ANET

Arista Networks

$112.81

$3.74

(3.43%)

premium

11 Buy

2 Hold

0 Sell

Strong Buy

premium

$142.11B

89.39%

XBI < ETF >

SPDR S&P BIOTECH ETF

$91.28

$1.47

(1.64%)

premium

1K Buy

279 Hold

31 Sell

Moderate Buy

premium

$6.21B

4.18%

LULU

Lululemon Athletica

$379.42

$5.88

(1.57%)

premium

13 Buy

10 Hold

1 Sell

Moderate Buy

premium

$48.15B

-25.60%

CRWD

CrowdStrike Holdings

$362.29

$11.26

(3.21%)

premium

28 Buy

5 Hold

0 Sell

Strong Buy

premium

$89.24B

40.79%

DDOG

Datadog

$149.46

$2.53

(1.72%)

premium

28 Buy

2 Hold

0 Sell

Strong Buy

premium

$50.78B

22.03%

SHOP

Shopify

$108.95

$1.88

(1.76%)

premium

18 Buy

11 Hold

3 Sell

Moderate Buy

premium

$141.19B

41.81%

TTD

Trade Desk

$125.01

$1.22

(0.97%)

premium

21 Buy

4 Hold

1 Sell

Strong Buy

premium

$61.70B

63.67%

ABNB

Airbnb

$134.21

$4.86

(3.76%)

premium

7 Buy

19 Hold

6 Sell

Hold

premium

$85.09B

-5.54%

Zscaler

$187.38

$4.17

(2.28%)

premium

25 Buy

11 Hold

0 Sell

Moderate Buy

premium

$28.75B

-15.34%

ASML

ASML Holding

$705.68

$4.58

(0.64%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$281.54B

-6.22%

AXON

Axon Enterprise

$631.69

$16.01

(2.6%)

premium

11 Buy

0 Hold

0 Sell

Strong Buy

premium

$48.17B

143.87%

KNSL

Kinsale Capital Group

$466.31

$1.17

(0.25%)

premium

3 Buy

8 Hold

0 Sell

Moderate Buy

premium

$10.86B

38.16%

CRUS

Cirrus Logic

$100.56

$0.4

(0.4%)

premium

3 Buy

4 Hold

0 Sell

Moderate Buy

premium

$5.34B

19.63%

Electronic Arts

$147.80

$0.09

(0.06%)

premium

11 Buy

5 Hold

0 Sell

Moderate Buy

premium

$38.76B

7.36%

HQL < FUND >

Tekla Life Sciences Investors of Benef Interest

$13.50

$0.35

(2.66%)

premium

―

premium

$346.68M

0.97%

AMZN

Amazon

$224.92

$1.63

(0.73%)

premium

46 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.37T

46.20%

QRVO

Qorvo

$70.85

$2.05

(2.98%)

premium

2 Buy

15 Hold

2 Sell

Hold

premium

$6.70B

-37.08%

CLF

Cleveland-Cliffs

$9.38

$0.05

(0.54%)

premium

4 Buy

3 Hold

0 Sell

Moderate Buy

premium

$4.63B

-54.77%

ETSY

Etsy

$56.81

$0.33

(0.58%)

premium

7 Buy

11 Hold

4 Sell

Hold

premium

$6.39B

-33.13%

DIS

Walt Disney

$112.03

$0.66

(0.59%)

premium

16 Buy

6 Hold

0 Sell

Moderate Buy

premium

$202.88B

23.08%

LSCC

Lattice Semiconductor

$57.87

$0.39

(0.67%)

premium

9 Buy

1 Hold

1 Sell

Moderate Buy

premium

$7.98B

-17.52%

AAPL

Apple

$254.49

$4.7

(1.88%)

premium

20 Buy

9 Hold

2 Sell

Moderate Buy

premium

$3.85T

30.72%

NVDA

Nvidia

$134.70

$4.02

(3.08%)

premium

37 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.30T

174.95%

ILMN

Illumina

$136.02

$2.02

(1.51%)

premium

8 Buy

7 Hold

1 Sell

Moderate Buy

premium

$21.57B

-2.84%

SWKS

Skyworks Solutions

$88.75

$0.49

(0.56%)

premium

5 Buy

12 Hold

3 Sell

Hold

premium

$14.19B

-21.35%

NXPI

NXP Semiconductors

$210.24

$2.97

(1.43%)

premium

15 Buy

5 Hold

1 Sell

Moderate Buy

premium

$53.43B

-8.29%

BMY

Bristol-Myers Squibb

$57.33

$1.03

(1.83%)

premium

6 Buy

10 Hold

1 Sell

Moderate Buy

premium

$116.28B

9.64%

MNKD

MannKind

$6.85

$0.55

(8.73%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.89B

90.28%

TMLCX < FUND >

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

$35.66

$0.4

(1.13%)

premium

218 Buy

44 Hold

5 Sell

Moderate Buy

premium

$3.86B

6.51%

TLT < ETF >

iShares 20+ Year Treasury Bond ETF

$88.31

$0.5

(0.57%)

premium

―

premium

$51.08B

-10.32%

SGML

Sigma Lithium

$11.01

$0.11

(1.01%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.25B

-66.84%

ABEV

Ambev SA

$2.06

$0.03

(1.48%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$31.66B

-26.69%

MNDY

Monday.com

$242.49

$17.8

(7.92%)

premium

16 Buy

5 Hold

0 Sell

Strong Buy

premium

$12.09B

28.89%

VGLT < ETF >

Vanguard Long-Term Treasury ETF

$55.97

$0.22

(0.39%)

premium

―

premium

$9.91B

-9.60%

GCMG

GCM Grosvenor

$11.75

$0.12

(1.01%)

premium

1 Buy

3 Hold

0 Sell

Hold

premium

$2.22B

31.65%

DUOL

Duolingo

$342.12

$6.9

(2.06%)

premium

7 Buy

6 Hold

0 Sell

Moderate Buy

premium

$15.05B

43.40%

SCHW

Charles Schwab

$74.31

$0.69

(0.94%)

premium

8 Buy

6 Hold

1 Sell

Moderate Buy

premium

$136.03B

8.36%

BYRN

Byrna Technologies

$29.56

$1.11

(3.9%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$664.48M

322.29%

ENPH

Enphase Energy

$71.45

$5.65

(8.59%)

premium

14 Buy

12 Hold

3 Sell

Moderate Buy

premium

$9.65B

-46.62%

KRE < ETF >

SPDR S&P Regional Banking ETF

$60.81

$1.08

(1.81%)

premium

290 Buy

279 Hold

28 Sell

Hold

premium

$5.22B

14.69%

GPC

Genuine Parts Company

$115.73

$1.11

(0.97%)

premium

2 Buy

3 Hold

0 Sell

Moderate Buy

premium

$16.09B

-16.73%

TOST

Toast Inc

$37.58

$1.65

(4.59%)

premium

7 Buy

12 Hold

1 Sell

Moderate Buy

premium

$21.35B

105.58%

RXRX

Recursion Pharmaceuticals

$6.03

$0.06

(0.99%)

premium

2 Buy

3 Hold

0 Sell

Moderate Buy

premium

$2.36B

-38.72%

TFC

Truist Financial

$43.32

$0.77

(1.81%)

premium

5 Buy

6 Hold

0 Sell

Moderate Buy

premium

$57.51B

17.84%