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BROKERAGE - New Portfolio

Performance Portfolio Details

Bill T

BROKERAGE

Individual Investor

Ranked #107,552 out of 753,381 TipRanks' Investors

Success Rate

888 out of 1514
profitable transactions

Average Return

17.67%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

22.62% TLT

22.55% TMLCX

8.24% MNKD

5.38% VGLT

2.09% NVDA

39.12% Others

By Assets

45.16% Stocks

28.91% ETFs

22.33% Funds

3.60% Cash

0.00% Cryptocurrency

By Sector

53.15% General

21.32% Technology

12.73% Healthcare

4.16% Consumer Cyclical

3.95% Communication Services

4.69% Other

Portfolio Holdings

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To view investors' portfolios

CDRE

Cadre Holdings

$35.99

$0.98

(2.8%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.46B

46.06%

XPOF

Xponential Fitness

$14.50

$0.55

(3.94%)

premium

6 Buy

3 Hold

0 Sell

Moderate Buy

premium

$697.45M

-27.90%

VLN

Valens

$2.20

$0.03

(1.38%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$231.47M

-10.57%

ASPN

Aspen Aerogels

$30.14

$0.91

(3.11%)

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$2.32B

434.40%

AMSC

American Superconductor

$21.28

$1.305

(6.53%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$814.93M

145.44%

RDFN

Redfin

$11.08

$1.76

(18.88%)

premium

0 Buy

8 Hold

1 Sell

Hold

premium

$1.35B

26.20%

KOSS

Koss

$9.23

$0.1

(1.07%)

premium

―

premium

$85.42M

163.71%

ALGN

Align Tech

$233.97

$5.28

(2.31%)

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

$17.48B

-33.29%

SFIX

Stitch Fix

$3.89

$0.28

(7.76%)

premium

0 Buy

6 Hold

1 Sell

Hold

premium

$475.91M

5.13%

OKTA

Okta

$99.01

$1.9

(1.96%)

premium

11 Buy

16 Hold

0 Sell

Moderate Buy

premium

$16.66B

38.73%

DOCU

DocuSign

$57.44

$0.74

(1.31%)

premium

3 Buy

9 Hold

2 Sell

Hold

premium

$11.76B

23.02%

ESTC

Elastic

$105.66

$0.09

(0.09%)

premium

13 Buy

6 Hold

0 Sell

Moderate Buy

premium

$10.85B

77.94%

FTCHQ

Farfetch

<$0.01

(0%)

premium

―

premium

$39.55K

-99.66%

PAYC

Paycom

$163.23

$3.09

(1.93%)

premium

1 Buy

12 Hold

0 Sell

Hold

premium

$9.37B

-42.64%

TSM

Taiwan Semiconductor Manufacturing

$171.28

$4.84

(2.91%)

premium

7 Buy

0 Hold

0 Sell

Strong Buy

premium

$773.60B

85.11%

TMDX

TransMedics Group

$175.66

$2.32

(1.34%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$5.86B

181.73%

CHWY

Chewy

$26.70

$0.37

(1.41%)

premium

12 Buy

10 Hold

1 Sell

Moderate Buy

premium

$11.64B

3.65%

LMND

Lemonade

$18.67

$1.33

(7.67%)

premium

1 Buy

3 Hold

1 Sell

Hold

premium

$1.33B

37.68%

$26.83

$0.19

(0.71%)

premium

10 Buy

3 Hold

0 Sell

Strong Buy

premium

$42.67B

-18.75%

APPN

Appian

$31.45

$0.65

(2.11%)

premium

2 Buy

5 Hold

1 Sell

Hold

premium

$2.28B

-31.24%

CPNG

Coupang

$22.87

$0.12

(0.52%)

premium

5 Buy

1 Hold

1 Sell

Moderate Buy

premium

$41.02B

24.90%

VRTX

Vertex Pharmaceuticals

$481.24

$1.35

(0.28%)

premium

16 Buy

6 Hold

2 Sell

Moderate Buy

premium

$124.21B

38.78%

CELH

Celsius Holdings

$39.54

$0.21

(0.53%)

premium

12 Buy

2 Hold

1 Sell

Moderate Buy

premium

$9.22B

-33.22%

Unity Software

$17.88

$1.01

(5.99%)

premium

5 Buy

7 Hold

2 Sell

Hold

premium

$7.10B

-47.18%

TWLO

Twilio

$60.76

$1.86

(3.16%)

premium

8 Buy

8 Hold

1 Sell

Moderate Buy

premium

$9.76B

2.70%

MRNA

Moderna

$82.44

$1.4

(1.73%)

premium

9 Buy

8 Hold

1 Sell

Moderate Buy

premium

$31.69B

-26.82%

CCI

Crown Castle

$112.38

$2.89

(2.64%)

premium

4 Buy

10 Hold

0 Sell

Moderate Buy

premium

$48.84B

12.88%

PYPL

PayPal Holdings

$71.70

$0.18

(0.25%)

premium

18 Buy

16 Hold

0 Sell

Moderate Buy

premium

$73.30B

18.10%

GOOG

Alphabet Class C

$167.43

$1.94

(1.17%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$2.05T

28.38%

TDOC

Teladoc

$7.42

$0.31

(4.36%)

premium

5 Buy

12 Hold

0 Sell

Moderate Buy

premium

$1.27B

-66.18%

ADBE

Adobe

$558.30

$0.86

(0.15%)

premium

22 Buy

5 Hold

2 Sell

Moderate Buy

premium

$247.55B

8.95%

ISRG

Intuitive Surgical

$486.55

$3.88

(0.79%)

premium

15 Buy

5 Hold

0 Sell

Strong Buy

premium

$172.90B

70.34%

NOW

ServiceNow

$828.27

$7.34

(0.89%)

premium

26 Buy

1 Hold

1 Sell

Strong Buy

premium

$170.62B

50.72%

VEEV

Veeva Systems

$199.25

$2.19

(1.11%)

premium

13 Buy

7 Hold

1 Sell

Moderate Buy

premium

$32.21B

6.90%

RBLX

Roblox

$44.16

$0.8

(1.85%)

premium

13 Buy

7 Hold

1 Sell

Moderate Buy

premium

$28.58B

66.33%

ACN

Accenture

$333.27

$2.7

(0.82%)

premium

11 Buy

10 Hold

0 Sell

Moderate Buy

premium

$208.76B

6.09%

FLGT

Fulgent Genetics

$23.80

$0.75

(3.25%)

premium

―

premium

$721.06M

-28.98%

DBA < ETF >

Invesco DB Agriculture Fund

$24.68

$0.2

(0.82%)

premium

―

premium

$686.75M

14.47%

FVRR

Fiverr International

$26.60

$0.14

(0.53%)

premium

5 Buy

3 Hold

0 Sell

Moderate Buy

premium

$1.03B

-3.59%

AFRM

Affirm Holdings

$31.46

$1.5

(5.01%)

premium

5 Buy

3 Hold

1 Sell

Moderate Buy

premium

$9.73B

127.80%

DBC < ETF >

Invesco DB Commodity Index Tracking Fund

$22.26

$0.39

(1.78%)

premium

―

premium

$1.47B

-7.90%

WIX

Wix

$167.97

$2.86

(1.73%)

premium

13 Buy

4 Hold

0 Sell

Strong Buy

premium

$9.35B

85.40%

NET

Cloudflare

$82.39

$1.76

(2.18%)

premium

11 Buy

13 Hold

2 Sell

Moderate Buy

premium

$28.15B

37.55%

TTWO

Take-Two

$159.39

$0.69

(0.43%)

premium

17 Buy

0 Hold

0 Sell

Strong Buy

premium

$27.94B

14.13%

PINS

$32.34

$0.32

(1%)

premium

15 Buy

8 Hold

0 Sell

Moderate Buy

premium

$22.19B

20.94%

PUBM

PubMatic

$15.95

$0.63

(4.11%)

premium

5 Buy

5 Hold

0 Sell

Moderate Buy

premium

$791.00M

25.89%

NFLX

Netflix

$686.73

$2.23

(0.32%)

premium

24 Buy

12 Hold

1 Sell

Moderate Buy

premium

$294.72B

68.76%

WDAY

Workday

$259.95

$28.87

(12.49%)

premium

20 Buy

7 Hold

0 Sell

Moderate Buy

premium

$68.89B

15.60%

TEAM

Atlassian

$160.00

$4.13

(2.65%)

premium

13 Buy

7 Hold

0 Sell

Moderate Buy

premium

$41.60B

-13.05%

Block

$65.36

$1.52

(2.38%)

premium

20 Buy

3 Hold

1 Sell

Strong Buy

premium

$40.24B

17.49%

DOCN

DigitalOcean Holdings

$38.00

$1.42

(3.88%)

premium

4 Buy

6 Hold

1 Sell

Moderate Buy

premium

$3.50B

20.60%

CGNX

Cognex

$39.69

$0.9

(2.32%)

premium

4 Buy

4 Hold

1 Sell

Moderate Buy

premium

$6.81B

-15.14%

BOC

Boston Omaha

$13.91

$0.48

(3.57%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$437.60M

-15.70%

NVCR

NovoCure

$18.02

$1.03

(6.06%)

premium

3 Buy

3 Hold

0 Sell

Moderate Buy

premium

$1.95B

-39.93%

HUBS

HubSpot

$503.07

$6.2

(1.25%)

premium

20 Buy

4 Hold

0 Sell

Strong Buy

premium

$25.83B

-0.02%

SNOW

Snowflake

$115.86

$0.65

(0.56%)

premium

22 Buy

10 Hold

0 Sell

Moderate Buy

premium

$38.79B

-21.54%

MELI

Mercadolibre

$2000.31

$11.48

(0.58%)

premium

11 Buy

0 Hold

0 Sell

Strong Buy

premium

$101.41B

64.59%

ADSK

Autodesk

$255.26

$5.35

(2.14%)

premium

11 Buy

8 Hold

1 Sell

Moderate Buy

premium

$55.01B

22.37%

ANET

Arista Networks

$355.13

$2.96

(0.84%)

premium

12 Buy

2 Hold

0 Sell

Strong Buy

premium

$111.57B

98.19%

XBI < ETF >

SPDR S&P BIOTECH ETF

$101.51

$1.37

(1.37%)

premium

1K Buy

223 Hold

22 Sell

Moderate Buy

premium

$8.10B

30.44%

LULU

Lululemon Athletica

$268.55

$5.1

(1.94%)

premium

13 Buy

9 Hold

1 Sell

Moderate Buy

premium

$34.94B

-25.45%

CRWD

CrowdStrike Holdings

$271.54

$3.9

(1.46%)

premium

30 Buy

6 Hold

1 Sell

Strong Buy

premium

$66.08B

86.69%

DDOG

Datadog

$117.23

$1.61

(1.39%)

premium

23 Buy

3 Hold

0 Sell

Strong Buy

premium

$39.52B

27.63%

SHOP

Shopify

$76.14

$1.84

(2.48%)

premium

21 Buy

11 Hold

0 Sell

Moderate Buy

premium

$98.17B

37.29%

TTD

Trade Desk

$105.00

$1.83

(1.77%)

premium

19 Buy

1 Hold

1 Sell

Strong Buy

premium

$51.36B

40.92%

ABNB

Airbnb

$116.85

$1.4

(1.21%)

premium

8 Buy

21 Hold

5 Sell

Hold

premium

$75.10B

-9.90%

Zscaler

$199.43

$1.65

(0.83%)

premium

23 Buy

8 Hold

0 Sell

Moderate Buy

premium

$30.14B

42.71%

ASML

ASML Holding

$907.26

$0.45

(0.05%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$361.04B

40.05%

AXON

Axon Enterprise

$370.70

$1.99

(0.53%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$28.02B

89.12%

KNSL

Kinsale Capital Group

$486.46

$3.22

(0.67%)

premium

1 Buy

7 Hold

0 Sell

Hold

premium

$11.33B

29.40%

CRUS

Cirrus Logic

$144.52

$4.69

(3.35%)

premium

5 Buy

3 Hold

0 Sell

Moderate Buy

premium

$7.72B

87.52%

Electronic Arts

$147.62

$0.49

(0.33%)

premium

11 Buy

6 Hold

0 Sell

Moderate Buy

premium

$39.00B

23.11%

HQL < FUND >

Tekla Life Sciences Investors of Benef Interest

$15.25

$0.08

(0.53%)

premium

―

premium

$391.61M

20.65%

AMZN

Amazon

$177.04

$0.91

(0.52%)

premium

42 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.86T

34.28%

QRVO

Qorvo

$115.52

$5.09

(4.61%)

premium

5 Buy

8 Hold

2 Sell

Hold

premium

$10.96B

15.83%

CLF

Cleveland-Cliffs

$13.27

$0.4

(3.11%)

premium

1 Buy

6 Hold

2 Sell

Hold

premium

$6.21B

-10.15%

ETSY

Etsy

$55.40

$1.61

(2.99%)

premium

4 Buy

10 Hold

4 Sell

Hold

premium

$6.36B

-22.65%

DIS

Walt Disney

$90.56

$0.64

(0.71%)

premium

19 Buy

4 Hold

0 Sell

Strong Buy

premium

$164.24B

9.81%

LSCC

Lattice Semiconductor

$47.78

$1.72

(3.73%)

premium

8 Buy

1 Hold

1 Sell

Moderate Buy

premium

$6.58B

-46.86%

AAPL

Apple

$226.84

$2.31

(1.03%)

premium

24 Buy

9 Hold

1 Sell

Moderate Buy

premium

$3.45T

28.61%

NVDA

Nvidia

$129.37

$5.63

(4.55%)

premium

32 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.18T

174.30%

ILMN

Illumina

$131.39

$2.06

(1.59%)

premium

12 Buy

8 Hold

1 Sell

Moderate Buy

premium

$20.93B

-17.68%

SWKS

Skyworks Solutions

$109.21

$4.03

(3.83%)

premium

4 Buy

11 Hold

1 Sell

Hold

premium

$17.44B

4.78%

NXPI

NXP Semiconductors

$252.63

$7.27

(2.96%)

premium

10 Buy

6 Hold

1 Sell

Moderate Buy

premium

$64.35B

30.34%

BMY

Bristol-Myers Squibb

$48.11

$0.49

(1.03%)

premium

2 Buy

9 Hold

3 Sell

Hold

premium

$97.54B

-21.49%

MNKD

MannKind

$5.37

$0.04

(0.75%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.48B

12.34%

VTI < ETF >

Vanguard Total Stock Market ETF

$277.59

$3.47

(1.27%)

premium

12K Buy

7K Hold

905 Sell

Moderate Buy

premium

$427.70B

27.86%

TMLCX < FUND >

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

$37.88

$0.36

(0.96%)

premium

221 Buy

45 Hold

4 Sell

Moderate Buy

premium

$4.10B

17.24%

TLT < ETF >

iShares 20+ Year Treasury Bond ETF

$98.39

$0.64

(0.65%)

premium

―

premium

$63.01B

3.67%

SGML

Sigma Lithium

$10.78

$0.06

(0.56%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.19B

-66.71%

ABEV

Ambev SA

$2.40

$0.07

(3%)

premium

3 Buy

1 Hold

1 Sell

Moderate Buy

premium

$37.55B

-16.38%

MNDY

Monday.com

$263.42

$1.08

(0.41%)

premium

15 Buy

3 Hold

0 Sell

Strong Buy

premium

$13.13B

60.23%

VGLT < ETF >

Vanguard Long-Term Treasury ETF

$61.55

$0.36

(0.59%)

premium

―

premium

$14.40B

4.22%

GCMG

GCM Grosvenor

$10.87

$0.03

(0.28%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$2.05B

40.98%

DUOL

Duolingo

$212.57

$3.9

(1.87%)

premium

8 Buy

4 Hold

0 Sell

Moderate Buy

premium

$9.26B

61.90%

SCHW

Charles Schwab

$64.39

$0.12

(0.19%)

premium

8 Buy

6 Hold

1 Sell

Moderate Buy

premium

$117.79B

11.32%

BYRN

Byrna Technologies

$11.07

$0.07

(0.64%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$252.14M

220.87%

ENPH

Enphase Energy

$123.00

$7.51

(6.5%)

premium

17 Buy

6 Hold

2 Sell

Moderate Buy

premium

$16.66B

0.54%

KRE < ETF >

SPDR S&P Regional Banking ETF

$57.73

$2.79

(5.08%)

premium

254 Buy

350 Hold

31 Sell

Hold

premium

$3.10B

31.38%

GPC

Genuine Parts Company

$142.21

$0.85

(0.6%)

premium

2 Buy

4 Hold

0 Sell

Moderate Buy

premium

$19.81B

-6.77%