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Portfolio - New Portfolio

Q15 Investor

Portfolio
Individual Investor
Ranked #157,433 out of 769,603 TipRanks' Investors
Success Rate
60%
27 out of 45
profitable transactions
Average Return
28.13%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
13.07% OKE
12.49% META
10.48% MSFT
10.27% AAPL
7.26% AMZN
46.43% Others
By Assets
93.58% Stocks
6.42% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
23.99% Technology
21.81% Communication Services
13.88% Real Estate
13.32% Consumer Cyclical
13.07% Energy
13.93% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AAPL
Apple
$229.87
$1.35
(0.59%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.47T
20.16%
MSFT
Microsoft
$417.00
$4.13
(1%)
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.10T
10.36%
AMZN
Amazon
$197.12
$1.26
(0.64%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.07T
34.36%
META
Meta Platforms
$559.14
$3.95
(0.7%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.41T
63.73%
OKE
Oneok
$117.05
$0.3
(0.26%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$68.38B
75.14%
CMG
Chipotle
$62.01
$2.03
(3.38%)
premium
13 Buy
7 Hold
0 Sell
Moderate Buy
premium
$84.49B
35.16%
NU
Nu Holdings
$13.91
$0.51
(3.81%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$66.06B
65.43%
MFA
MFA Financial
$11.16
$0.23
(2.1%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.14B
4.09%
SQM
Sociedad Quimica Y Minera SA
$38.26
$1.37
(3.46%)
premium
4 Buy
3 Hold
1 Sell
Moderate Buy
premium
$10.65B
-24.58%
T
AT&T
$23.18
$0.2
(0.87%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$166.32B
43.35%
AFCG
AFC Gamma
$9.67
$0
(0%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$212.28M
-15.84%
ROKU
Roku
$69.20
$0.52
(0.76%)
premium
9 Buy
10 Hold
2 Sell
Moderate Buy
premium
$10.05B
-26.99%
DEA
Easterly Government Properties
$12.45
$0.02
(0.16%)
premium
2 Buy
2 Hold
1 Sell
Hold
premium
$1.32B
8.26%
TSLY
TSLY
< ETF >
YieldMax TSLA Option Income Strategy ETF
$15.67
$0.39
(2.55%)
premium
premium
$982.98M
-32.63%
CONY
CONY
< ETF >
YieldMax COIN Option Income Strategy ETF
$16.56
$0.57
(3.56%)
premium
premium
$1.04B
-33.43%
MSTY
MSTY
< ETF >
YieldMax MSTR Option Income Strategy ETF
$35.85
$2.11
(6.25%)
premium
premium
$1.57B
69.17%
NVDA
Nvidia
$141.95
$4.72
(3.22%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.48T
191.38%
SUNS
Sunrise Realty Trust Inc
$14.78
$0.095
(0.64%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
BVNRY
Bavarian Nordic
$9.18
$0.23
(2.57%)
premium
premium
$2.18B
24.74%