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New Portfolio Jan 2023
- New Portfolio
Performance
Portfolio Details
Craig R
New Portfolio Jan 2023
Individual Investor
Ranked #48,642 out of 783,845 TipRanks' Investors
Success Rate
73%
275 out of 378
profitable transactions
Average Return
17.16%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
13.65%
NVDA
13.03%
ENVX
12.74%
MGM
11.57%
AFCG
11.54%
GOOGL
37.47%
Others
By Assets
99.90%
Stocks
0.09%
Cash
<0.01%
ETFs
<0.01%
Funds
0.00%
Cryptocurrency
By Sector
19.50%
Consumer Cyclical
19.35%
Communication Services
13.65%
Technology
13.03%
Industrials
11.57%
Real Estate
22.90%
Other
Portfolio Holdings
Select Columns
84
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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premium
4bais45zxlo
4bais45zxlo
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j8op4c
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premium
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premium
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premium
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SPY
< ETF >
SPDR S&P 500 ETF Trust
$601.82
$3.22
(
0.53%
)
premium
4K
Buy
3K
Hold
294
Sell
Moderate Buy
premium
$630.31B
23.68%
OXY
Occidental Petroleum
$46.65
$2.27
(
4.64%
)
premium
7
Buy
13
Hold
2
Sell
Hold
premium
$45.90B
-18.61%
MSFT
Microsoft
$415.06
$0.07
(
0.02%
)
premium
28
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.09T
2.79%
KO
Coca-Cola
$63.48
$0.57
(
0.89%
)
premium
12
Buy
1
Hold
0
Sell
Strong Buy
premium
$275.91B
4.10%
ETH-USD
Ethereum
$3087.98
$28.924
(
0.93%
)
premium
―
premium
$395.44B
42.79%
EPD
Enterprise Products Partners
$32.65
$0.855
(
2.55%
)
premium
6
Buy
4
Hold
0
Sell
Moderate Buy
premium
$73.78B
21.83%
BTC-USD
Bitcoin
$99795.12
$829.78
(
0.82%
)
premium
―
premium
$2.03T
136.08%
BAC
Bank of America
$46.30
$0.42
(
0.9%
)
premium
18
Buy
2
Hold
0
Sell
Strong Buy
premium
$355.58B
38.00%
AMZN
Amazon
$237.68
$3.04
(
1.3%
)
premium
40
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.47T
49.22%
TSLA
Tesla
$404.60
$4.32
(
1.08%
)
premium
12
Buy
12
Hold
9
Sell
Hold
premium
$1.28T
114.23%
USB
US Bancorp
$47.78
$0.22
(
0.46%
)
premium
13
Buy
6
Hold
0
Sell
Moderate Buy
premium
$74.88B
16.85%
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.97
$0.16
(
0.27%
)
premium
1K
Buy
548
Hold
49
Sell
Moderate Buy
premium
$38.82B
4.83%
QQQ
< ETF >
Invesco QQQ Trust
$522.29
$0.76
(
0.15%
)
premium
1K
Buy
583
Hold
69
Sell
Moderate Buy
premium
$328.73B
23.98%
AFCG
AFC Gamma
$8.14
$0.03
(
0.37%
)
premium
2
Buy
1
Hold
0
Sell
Moderate Buy
premium
$179.35M
-32.05%
PRU
Prudential Financial
$120.76
$1.12
(
0.92%
)
premium
2
Buy
8
Hold
1
Sell
Hold
premium
$43.39B
17.60%
ET
Energy Transfer
$20.48
$0.6
(
2.85%
)
premium
9
Buy
1
Hold
0
Sell
Strong Buy
premium
$72.18B
42.52%
JNJ
Johnson & Johnson
$152.15
$0.72
(
0.47%
)
premium
6
Buy
8
Hold
0
Sell
Moderate Buy
premium
$368.05B
-3.92%
GFI
Gold Fields
$16.93
$0.35
(
2.03%
)
premium
1
Buy
2
Hold
0
Sell
Moderate Buy
premium
$15.33B
7.08%
VONG
< ETF >
Vanguard Russell 1000 Growth ETF
$105.31
$0.39
(
0.37%
)
premium
3K
Buy
2K
Hold
209
Sell
Moderate Buy
premium
$26.49B
30.27%
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$18.47
$0
(
0%
)
premium
1K
Buy
586
Hold
69
Sell
Moderate Buy
premium
$8.75B
4.23%
DVN
Devon Energy
$34.10
$0.95
(
2.71%
)
premium
15
Buy
7
Hold
0
Sell
Moderate Buy
premium
$23.02B
-18.42%
IWR
< ETF >
iShares Russell Midcap ETF
$92.07
$0.8
(
0.86%
)
premium
5K
Buy
3K
Hold
410
Sell
Moderate Buy
premium
$40.36B
19.68%
VZ
Verizon
$39.39
$0.08
(
0.2%
)
premium
6
Buy
9
Hold
0
Sell
Moderate Buy
premium
$166.15B
-7.29%
FBGKX
< FUND >
Fidelity Blue Chip Growth Fund Class K
$233.60
$1.39
(
0.59%
)
premium
247
Buy
32
Hold
0
Sell
Moderate Buy
premium
―
29.19%
FPUKX
< FUND >
Fidelity Puritan Fund Class K
$25.57
$0.09
(
0.35%
)
premium
―
premium
―
6.76%
FXAIX
< FUND >
Fidelity 500 Index Fund
$209.87
$1.05
(
0.5%
)
premium
395
Buy
105
Hold
6
Sell
Moderate Buy
premium
―
23.18%
VFTNX
< FUND >
Vanguard FTSE Social Index Fund Institutional Shs
$41.76
$0.14
(
0.33%
)
premium
337
Buy
85
Hold
7
Sell
Moderate Buy
premium
―
24.21%
IEP
Icahn Enterprises
$9.74
$0
(
0%
)
premium
―
premium
$4.91B
-47.61%
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.52
$0.15
(
0.29%
)
premium
4K
Buy
3K
Hold
291
Sell
Moderate Buy
premium
$2.88B
5.14%
DGRW
< ETF >
WisdomTree US Quality Dividend Growth Fund
$83.30
$0.72
(
0.86%
)
premium
2K
Buy
1K
Hold
118
Sell
Moderate Buy
premium
$15.31B
16.74%
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$57.47
$0.05
(
0.09%
)
premium
1K
Buy
521
Hold
66
Sell
Moderate Buy
premium
$22.78B
11.61%
IGM
< ETF >
iShares Expanded Tech Sector ETF
$105.00
$0.15
(
0.14%
)
premium
2K
Buy
1K
Hold
144
Sell
Moderate Buy
premium
$6.00B
33.22%
IXN
< ETF >
iShares Global Tech ETF
$83.64
$0.66
(
0.78%
)
premium
938
Buy
434
Hold
73
Sell
Moderate Buy
premium
$5.30B
19.08%
IYW
< ETF >
iShares U.S. Technology ETF
$159.67
$0.73
(
0.46%
)
premium
1K
Buy
651
Hold
87
Sell
Moderate Buy
premium
$20.24B
25.43%
METV
< ETF >
Roundhill Ball Metaverse ETF
$15.21
$0.11
(
0.72%
)
premium
472
Buy
183
Hold
24
Sell
Moderate Buy
premium
$335.61M
32.84%
XLK
< ETF >
Technology Select Sector SPDR Fund
$230.81
$1.36
(
0.59%
)
premium
746
Buy
340
Hold
51
Sell
Moderate Buy
premium
$73.39B
15.99%
FLTW
< ETF >
Franklin FTSE Taiwan ETF
$46.96
$0.3
(
0.63%
)
premium
―
premium
$651.24M
16.68%
IYK
< ETF >
iShares U.S. Consumer Staples ETF
$66.36
$0.64
(
0.96%
)
premium
266
Buy
272
Hold
32
Sell
Moderate Buy
premium
$1.24B
1.83%
NVDY
< ETF >
YieldMax NVDA Option Income Strategy ETF
$18.83
$0.53
(
2.74%
)
premium
―
premium
$1.42B
-25.72%
VEIEX
< FUND >
Vanguard Emerging Markets Stock Index Fund
$28.15
$0.14
(
0.49%
)
premium
―
premium
―
11.31%
VTI
< ETF >
Vanguard Total Stock Market ETF
$298.60
$1.64
(
0.55%
)
premium
12K
Buy
7K
Hold
920
Sell
Moderate Buy
premium
$477.21B
23.50%
DJT
Truth Social
$31.86
$0.26
(
0.82%
)
premium
―
premium
$6.85B
-20.79%
NOC
Northrop Grumman
$487.27
$3.9
(
0.81%
)
premium
7
Buy
7
Hold
0
Sell
Moderate Buy
premium
$70.42B
9.20%
BIDU
Baidu
$90.60
$4.17
(
4.4%
)
premium
10
Buy
6
Hold
0
Sell
Moderate Buy
premium
$31.61B
-13.70%
GOOGL
Alphabet Class A
$204.02
$3.15
(
1.57%
)
premium
21
Buy
8
Hold
0
Sell
Moderate Buy
premium
$2.47T
44.53%
ALAI
< ETF >
Alger AI Enablers & Adopters ETF
$27.51
$0.07
(
0.25%
)
premium
816
Buy
182
Hold
24
Sell
Moderate Buy
premium
$29.91M
37.32%
FXI
< ETF >
iShares China Large-Cap ETF
$31.89
$0.7
(
2.15%
)
premium
127
Buy
35
Hold
7
Sell
Moderate Buy
premium
$7.56B
49.09%
KTEC
< ETF >
KraneShares Hang Seng TECH Index ETF
$14.50
$0.415
(
2.78%
)
premium
101
Buy
17
Hold
7
Sell
Moderate Buy
premium
$12.80M
51.62%
PRGO
Perrigo Company
$24.91
$0.02
(
0.08%
)
premium
1
Buy
2
Hold
0
Sell
Moderate Buy
premium
$3.40B
-22.83%
GLNG
Golar LNG
$40.75
$0.14
(
0.34%
)
premium
1
Buy
1
Hold
0
Sell
Moderate Buy
premium
$4.25B
85.14%
LVS
Las Vegas Sands
$45.83
$2.41
(
5%
)
premium
8
Buy
3
Hold
0
Sell
Moderate Buy
premium
$34.98B
-9.87%
AAPL
Apple
$236.00
$1.59
(
0.67%
)
premium
19
Buy
9
Hold
4
Sell
Moderate Buy
premium
$3.57T
26.30%
SPMO
< ETF >
Invesco S&P 500 Momentum ETF
$100.04
$0.64
(
0.64%
)
premium
929
Buy
380
Hold
29
Sell
Moderate Buy
premium
$4.72B
41.86%
AB
AllianceBernstein
$40.06
$0.23
(
0.58%
)
premium
2
Buy
2
Hold
0
Sell
Moderate Buy
premium
$4.52B
18.80%
MGM
MGM Resorts
$34.48
$0.07
(
0.2%
)
premium
8
Buy
2
Hold
0
Sell
Strong Buy
premium
$10.29B
-22.88%
PFE
Pfizer
$26.52
$0.39
(
1.45%
)
premium
7
Buy
10
Hold
1
Sell
Moderate Buy
premium
$152.50B
-2.82%
MRVL
Marvell
$112.86
$2.53
(
2.29%
)
premium
27
Buy
2
Hold
0
Sell
Strong Buy
premium
$95.47B
68.77%
ARCC
Ares Capital
$23.67
$0.25
(
1.07%
)
premium
4
Buy
1
Hold
0
Sell
Strong Buy
premium
$15.13B
17.88%
INTU
Intuit
$601.51
$3.09
(
0.51%
)
premium
15
Buy
3
Hold
1
Sell
Moderate Buy
premium
$169.24B
-4.95%
CHAT
< ETF >
Roundhill Generative AI & Technology ETF
$41.64
$0.17
(
0.41%
)
premium
565
Buy
130
Hold
19
Sell
Moderate Buy
premium
$276.47M
28.40%
IGPT
< ETF >
Invesco AI and Next Gen Software ETF
$47.31
$0.36
(
0.76%
)
premium
693
Buy
279
Hold
44
Sell
Moderate Buy
premium
$443.95M
16.87%
AMLP
< ETF >
Alerian MLP ETF
$51.57
$0.56
(
1.07%
)
premium
43
Buy
24
Hold
11
Sell
Moderate Buy
premium
$10.74B
16.65%
QUAL
< ETF >
iShares MSCI USA Quality Factor ETF
$183.36
$1.5
(
0.81%
)
premium
989
Buy
644
Hold
85
Sell
Moderate Buy
premium
$51.79B
21.38%
XLE
< ETF >
Energy Select Sector SPDR Fund
$87.64
$2.52
(
2.8%
)
premium
248
Buy
114
Hold
6
Sell
Moderate Buy
premium
$33.39B
8.11%
TQQQ
< ETF >
ProShares UltraPro QQQ
$82.72
$0.45
(
0.54%
)
premium
―
premium
$25.19B
52.61%
EWG
< ETF >
iShares MSCI Germany ETF
$34.63
$0.28
(
0.8%
)
premium
373
Buy
217
Hold
41
Sell
Moderate Buy
premium
$942.05M
18.34%
RR
Rolls-Royce Holdings
606.00p
10p
(
1.68%
)
premium
6
Buy
4
Hold
0
Sell
Moderate Buy
premium
£50.69B
95.99%
BA
Boeing
$176.52
$3.01
(
1.68%
)
premium
14
Buy
5
Hold
1
Sell
Moderate Buy
premium
$134.32B
-15.87%
BITF
Bitfarms
$1.45
$0.05
(
3.33%
)
premium
5
Buy
0
Hold
0
Sell
Strong Buy
premium
$730.11M
-37.23%
CMPS
COMPASS Pathways
$4.31
$0.14
(
3.36%
)
premium
5
Buy
0
Hold
0
Sell
Strong Buy
premium
$285.31M
-61.99%
UTZ
UTZ Brands
$13.36
$0.11
(
0.82%
)
premium
5
Buy
0
Hold
0
Sell
Strong Buy
premium
$1.90B
-26.55%
TCOM
Trip.com Group Ltd. Sponsored ADR
$70.17
$3.33
(
4.53%
)
premium
15
Buy
1
Hold
0
Sell
Strong Buy
premium
$45.78B
87.62%
SKE
Skeena Resources
$9.83
$0.16
(
1.6%
)
premium
3
Buy
0
Hold
0
Sell
Strong Buy
premium
$1.07B
123.51%
LTRX
Lantronix
$3.93
$0.06
(
1.55%
)
premium
4
Buy
0
Hold
0
Sell
Strong Buy
premium
$148.90M
-36.20%
ENVX
Enovix
$12.06
$0.32
(
2.58%
)
premium
4
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.33B
28.02%
RCI
Rogers Communication
$27.48
$1.14
(
3.98%
)
premium
6
Buy
3
Hold
1
Sell
Moderate Buy
premium
$15.59B
-41.84%
CRWD
CrowdStrike Holdings
$398.07
$1.2
(
0.3%
)
premium
29
Buy
4
Hold
0
Sell
Strong Buy
premium
$97.75B
32.97%
APLD
Applied Digital Corporation
$7.12
$0.26
(
3.52%
)
premium
8
Buy
0
Hold
0
Sell
Strong Buy
premium
$1.65B
42.12%
GRAB
Grab
$4.58
$0.06
(
1.29%
)
premium
11
Buy
4
Hold
0
Sell
Moderate Buy
premium
$18.37B
46.33%
NVDA
Nvidia
$120.07
$4.58
(
3.67%
)
premium
37
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.05T
90.50%
PG
Procter & Gamble
$165.99
$1.42
(
0.85%
)
premium
12
Buy
8
Hold
0
Sell
Moderate Buy
premium
$392.55B
4.28%
IWM
< ETF >
iShares Russell 2000 ETF
$226.48
$2.05
(
0.9%
)
premium
5K
Buy
3K
Hold
394
Sell
Moderate Buy
premium
$75.77B
16.93%
UBER
Uber Technologies
$66.85
$0.26
(
0.39%
)
premium
26
Buy
2
Hold
0
Sell
Strong Buy
premium
$140.22B
0.18%
MDB
MongoDB
$273.32
$2.25
(
0.83%
)
premium
25
Buy
3
Hold
1
Sell
Strong Buy
premium
$20.19B
-33.18%
84
Results | Showing
1
out of
1
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