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New Portfolio Jan 2023 - New Portfolio

Performance Portfolio Details

Craig R

New Portfolio Jan 2023

Individual Investor

Ranked #46,123 out of 769,002 TipRanks' Investors

Success Rate

270 out of 364
profitable transactions

Average Return

14.05%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

14.63% AMZN

14.01% MGM

13.45% GLNG

12.98% RCI

12.75% ENVX

32.18% Others

By Assets

99.88% Stocks

0.11% Cash

<0.01% ETFs

<0.01% Funds

0.00% Cryptocurrency

By Sector

28.64% Consumer Cyclical

25.28% Communication Services

13.45% Energy

12.75% Industrials

11.67% Financial

8.22% Other

Portfolio Holdings

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To view investors' portfolios

SPY < ETF >

SPDR S&P 500 ETF Trust

$593.67

$3.17

(0.54%)

premium

4K Buy

3K Hold

327 Sell

Moderate Buy

premium

$627.39B

30.23%

OXY

Occidental Petroleum

$51.54

$0.63

(1.24%)

premium

6 Buy

12 Hold

1 Sell

Moderate Buy

premium

$47.39B

-16.20%

MSFT

Microsoft

$412.87

$1.79

(0.43%)

premium

27 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.11T

11.37%

Coca-Cola

$63.76

$0.77

(1.22%)

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$269.63B

8.55%

ETH-USD

Ethereum

$3321.16

$238.832

(7.75%)

premium

―

premium

$375.83B

52.79%

EPD

Enterprise Products Partners

$32.35

$0.56

(1.76%)

premium

7 Buy

0 Hold

0 Sell

Strong Buy

premium

$68.56B

19.74%

BTC-USD

Bitcoin

$98408.59

$3.596K

(3.79%)

premium

―

premium

$1.93T

155.93%

BAC

Bank of America

$46.46

$0.4

(0.87%)

premium

14 Buy

2 Hold

0 Sell

Strong Buy

premium

$356.10B

55.29%

AMZN

Amazon

$198.38

$4.5

(2.22%)

premium

44 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.15T

40.99%

TSLA

Tesla

$339.64

$2.39

(0.7%)

premium

11 Buy

14 Hold

9 Sell

Hold

premium

$1.11T

41.80%

USB

US Bancorp

$51.39

$0.65

(1.28%)

premium

8 Buy

11 Hold

0 Sell

Moderate Buy

premium

$78.63B

37.10%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$59.91

$0.43

(0.72%)

premium

1K Buy

604 Hold

49 Sell

Moderate Buy

premium

$36.72B

9.28%

QQQ < ETF >

Invesco QQQ Trust

$504.98

$1.81

(0.36%)

premium

1K Buy

635 Hold

73 Sell

Moderate Buy

premium

$317.87B

29.60%

PRU

Prudential Financial

$126.26

$2.15

(1.73%)

premium

2 Buy

7 Hold

0 Sell

Hold

premium

$44.36B

31.72%

Energy Transfer

$18.97

$0.69

(3.77%)

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$61.49B

33.43%

JNJ

Johnson & Johnson

$155.50

$2.39

(1.56%)

premium

6 Buy

8 Hold

0 Sell

Moderate Buy

premium

$368.37B

1.32%

GFI

Gold Fields

$15.07

$0.13

(0.87%)

premium

2 Buy

3 Hold

0 Sell

Moderate Buy

premium

$13.37B

9.69%

VONG < ETF >

Vanguard Russell 1000 Growth ETF

$101.32

$0.16

(0.16%)

premium

4K Buy

2K Hold

234 Sell

Moderate Buy

premium

$23.76B

35.48%

QYLD < ETF >

Global X NASDAQ 100 Covered Call ETF

$18.07

$0.06

(0.33%)

premium

1K Buy

633 Hold

72 Sell

Moderate Buy

premium

$8.25B

6.13%

DVN

Devon Energy

$38.70

$0.4

(1.04%)

premium

10 Buy

7 Hold

0 Sell

Moderate Buy

premium

$24.90B

-15.36%

IWR < ETF >

iShares Russell Midcap ETF

$93.49

$1.19

(1.29%)

premium

5K Buy

3K Hold

437 Sell

Moderate Buy

premium

$39.67B

29.74%

Verizon

$42.50

$0.28

(0.66%)

premium

8 Buy

9 Hold

0 Sell

Moderate Buy

premium

$176.51B

13.34%

FBGKX < FUND >

Fidelity Blue Chip Growth Fund Class K

$224.09

$0.22

(0.1%)

premium

220 Buy

45 Hold

1 Sell

Moderate Buy

premium

―

36.01%

FPUKX < FUND >

Fidelity Puritan Fund Class K

$25.36

(0%)

premium

―

premium

―

12.96%

FXAIX < FUND >

Fidelity 500 Index Fund

$205.82

$0.01

(<0.01%)

premium

396 Buy

103 Hold

7 Sell

Moderate Buy

premium

―

30.38%

VFTNX < FUND >

Vanguard FTSE Social Index Fund Institutional Shs

$40.55

$0.02

(0.05%)

premium

355 Buy

95 Hold

8 Sell

Moderate Buy

premium

―

31.19%

IEP

Icahn Enterprises

$11.02

$0.005

(0.05%)

premium

―

premium

$5.70B

-32.89%

SPYI < ETF >

NEOS S&P 500 High Income ETF

$51.77

$0.12

(0.23%)

premium

4K Buy

3K Hold

325 Sell

Moderate Buy

premium

$2.27B

7.92%

DGRW < ETF >

WisdomTree US Quality Dividend Growth Fund

$83.92

$0.64

(0.77%)

premium

2K Buy

1K Hold

142 Sell

Moderate Buy

premium

$14.87B

24.46%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$56.47

$0.26

(0.46%)

premium

1K Buy

534 Hold

62 Sell

Moderate Buy

premium

$18.60B

14.48%

IGM < ETF >

iShares Expanded Tech Sector ETF

$100.87

$0.62

(0.62%)

premium

2K Buy

1K Hold

139 Sell

Moderate Buy

premium

$5.60B

42.34%

IXN < ETF >

iShares Global Tech ETF

$83.15

$0.58

(0.7%)

premium

939 Buy

489 Hold

66 Sell

Moderate Buy

premium

$5.14B

26.76%

IYW < ETF >

iShares U.S. Technology ETF

$158.97

$1.06

(0.67%)

premium

1K Buy

707 Hold

76 Sell

Moderate Buy

premium

$19.23B

35.20%

METV < ETF >

Roundhill Ball Metaverse ETF

$14.18

$0.11

(0.78%)

premium

506 Buy

188 Hold

28 Sell

Moderate Buy

premium

$339.49M

33.36%

XLK < ETF >

Technology Select Sector SPDR Fund

$233.48

$2.35

(1.02%)

premium

753 Buy

380 Hold

49 Sell

Moderate Buy

premium

$71.43B

25.76%

FLTW < ETF >

Franklin FTSE Taiwan ETF

$47.96

$0.055

(0.11%)

premium

―

premium

$391.80M

20.68%

IYK < ETF >

iShares U.S. Consumer Staples ETF

$69.40

$0.65

(0.95%)

premium

285 Buy

247 Hold

38 Sell

Moderate Buy

premium

$1.30B

9.07%

NVDY < ETF >

YieldMax NVDA Option Income Strategy ETF

$26.40

$0.64

(2.48%)

premium

―

premium

$1.35B

15.93%

VEIEX < FUND >

Vanguard Emerging Markets Stock Index Fund

$28.97

$0.01

(0.03%)

premium

―

premium

―

12.68%

VTI < ETF >

Vanguard Total Stock Market ETF

$295.05

$2.05

(0.7%)

premium

12K Buy

7K Hold

958 Sell

Moderate Buy

premium

$452.55B

30.70%

DJT

Truth Social

$30.49

$0.39

(1.3%)

premium

―

premium

$6.48B

73.19%

NOC

Northrop Grumman

$496.41

$4.43

(0.9%)

premium

7 Buy

9 Hold

0 Sell

Moderate Buy

premium

$71.54B

4.44%

BIDU

Baidu

$81.63

$5.12

(5.9%)

premium

13 Buy

3 Hold

0 Sell

Strong Buy

premium

$30.04B

-23.51%

GOOGL

Alphabet Class A

$167.63

$8.35

(4.74%)

premium

27 Buy

7 Hold

0 Sell

Strong Buy

premium

$2.19T

28.48%

ALAI < ETF >

Alger AI Enablers & Adopters ETF

$26.16

$0.128

(0.49%)

premium

798 Buy

155 Hold

27 Sell

Moderate Buy

premium

$17.16M

29.61%

FXI < ETF >

iShares China Large-Cap ETF

$30.35

$0.18

(0.59%)

premium

197 Buy

45 Hold

9 Sell

Moderate Buy

premium

$8.09B

16.17%

KTEC < ETF >

KraneShares Hang Seng TECH Index ETF

$13.34

$0.03

(0.22%)

premium

124 Buy

20 Hold

4 Sell

Moderate Buy

premium

$12.64M

8.21%

PRGO

Perrigo Company

$27.08

$0.07

(0.26%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.72B

-10.25%

GLNG

Golar LNG

$36.86

$0.88

(2.45%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$3.65B

73.40%

LVS

Las Vegas Sands

$50.07

$0.16

(0.32%)

premium

10 Buy

3 Hold

0 Sell

Strong Buy

premium

$35.66B

0.95%

AAPL

Apple

$228.52

$0.48

(0.21%)

premium

24 Buy

8 Hold

2 Sell

Moderate Buy

premium

$3.45T

20.12%

SPMO < ETF >

Invesco S&P 500 Momentum ETF

$95.52

$0.75

(0.79%)

premium

932 Buy

420 Hold

31 Sell

Moderate Buy

premium

$3.92B

52.63%

AllianceBernstein

$36.72

$0.45

(1.21%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$4.14B

31.81%

MGM

MGM Resorts

$38.01

$0.5

(1.33%)

premium

12 Buy

3 Hold

0 Sell

Strong Buy

premium

$11.10B

-5.90%

PFE

Pfizer

$25.13

$0.19

(0.76%)

premium

7 Buy

12 Hold

1 Sell

Moderate Buy

premium

$142.24B

-17.69%

MRVL

Marvell

$92.94

$3.08

(3.43%)

premium

20 Buy

2 Hold

0 Sell

Strong Buy

premium

$77.39B

64.34%

ARCC

Ares Capital

$21.78

$0.01

(0.05%)

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$14.10B

10.38%

INTU

Intuit

$678.70

$28.1

(4.32%)

premium

18 Buy

3 Hold

0 Sell

Strong Buy

premium

$180.45B

15.73%

CHAT < ETF >

Roundhill Generative AI & Technology ETF

$40.12

$0.49

(1.24%)

premium

576 Buy

130 Hold

16 Sell

Moderate Buy

premium

$211.75M

34.04%

IGPT < ETF >

Invesco AI and Next Gen Software ETF

$47.31

$0.38

(0.81%)

premium

717 Buy

309 Hold

48 Sell

Moderate Buy

premium

$407.54M

30.66%

AMLP < ETF >

Alerian MLP ETF

$49.13

$0.64

(1.32%)

premium

35 Buy

25 Hold

10 Sell

Hold

premium

$9.26B

13.43%

QUAL < ETF >

iShares MSCI USA Quality Factor ETF

$182.08

$1.19

(0.66%)

premium

1K Buy

663 Hold

103 Sell

Moderate Buy

premium

$50.11B

28.51%

XLE < ETF >

Energy Select Sector SPDR Fund

$97.12

$0.78

(0.81%)

premium

230 Buy

111 Hold

9 Sell

Moderate Buy

premium

$37.90B

12.72%

TQQQ < ETF >

ProShares UltraPro QQQ

$77.96

$0.76

(0.98%)

premium

―

premium

$23.82B

75.89%

EWG < ETF >

iShares MSCI Germany ETF

$31.27

$0.07

(0.22%)

premium

379 Buy

247 Hold

40 Sell

Moderate Buy

premium

$843.58M

12.33%

Rolls-Royce Holdings

541.20p

16.6p

(3.16%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

£44.87B

116.01%

Boeing

$143.41

$2.67

(1.83%)

premium

15 Buy

6 Hold

2 Sell

Moderate Buy

premium

$108.85B

-33.07%

BITF

Bitfarms

$2.05

$0.12

(5.53%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.01B

90.35%

CMPS

COMPASS Pathways

$4.45

$0.21

(4.51%)

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$325.68M

-20.07%

UTZ

UTZ Brands

$16.91

$0.15

(0.89%)

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.34B

27.94%

TCOM

Trip.com Group Ltd. Sponsored ADR

$65.17

$0.38

(0.59%)

premium

17 Buy

0 Hold

0 Sell

Strong Buy

premium

$42.32B

97.65%

SKE

Skeena Resources

$9.00

$0.35

(4.05%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$935.19M

113.98%

LTRX

Lantronix

$2.92

$0.02

(0.69%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$105.42M

-44.55%

ENVX

Enovix

$9.10

$0.09

(1%)

premium

7 Buy

2 Hold

0 Sell

Strong Buy

premium

$1.68B

-18.16%

RCI

Rogers Communication

$35.21

$0.08

(0.23%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$19.43B

-17.45%

CRWD

CrowdStrike Holdings

$357.55

$7.4

(2.11%)

premium

34 Buy

6 Hold

0 Sell

Strong Buy

premium

$86.61B

67.55%

APLD

Applied Digital Corporation

$9.15

$0.39

(4.45%)

premium

7 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.97B

95.97%

GRAB

Grab

$5.67

$0.01

(0.18%)

premium

13 Buy

1 Hold

0 Sell

Strong Buy

premium

$21.62B

80.83%