tiprankstipranks

New Portfolio Jan 2023 - New Portfolio

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

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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SPY
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
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
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
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
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
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
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
FPUKX
< FUND >
Fidelity Puritan Fund Class K
$25.57
$0.09
(0.35%)
premium
premium
6.76%
FXAIX
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
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
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
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
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
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
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
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
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
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
FLTW
< ETF >
Franklin FTSE Taiwan ETF
$46.96
$0.3
(0.63%)
premium
premium
$651.24M
16.68%
IYK
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
NVDY
< ETF >
YieldMax NVDA Option Income Strategy ETF
$18.83
$0.53
(2.74%)
premium
premium
$1.42B
-25.72%
VEIEX
VEIEX
< FUND >
Vanguard Emerging Markets Stock Index Fund
$28.15
$0.14
(0.49%)
premium
premium
11.31%
VTI
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
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
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
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
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
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
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
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
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
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
TQQQ
< ETF >
ProShares UltraPro QQQ
$82.72
$0.45
(0.54%)
premium
premium
$25.19B
52.61%
EWG
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%
GB: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
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%