New Portfolio - New Portfolio

9865CE77

New Portfolio
Individual Investor
Ranked #14,126 out of 753,381 TipRanks' Investors
Success Rate
76%
68 out of 89
profitable transactions
Average Return
46.23%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
68.48% BRK.A
19.11% DE:1QY
3.88% NVEE
2.18% TCEHY
1.63% AMZN
4.72% Others
By Assets
99.87% Stocks
0.13% ETFs
<0.01% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
69.23% Financial
19.11% Real Estate
3.95% Industrials
3.17% Consumer Cyclical
2.60% Communication Services
1.94% 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
$226.84
$2.31
(1.03%)
premium
24 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.45T
28.61%
TSLA
Tesla
$220.32
$9.66
(4.59%)
premium
10 Buy
15 Hold
8 Sell
Hold
premium
$703.84B
-4.23%
AMZN
Amazon
$177.04
$0.91
(0.52%)
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.86T
34.28%
BABA
Alibaba
$85.41
$2.45
(2.95%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$178.96B
-4.15%
NVDA
Nvidia
$129.37
$5.63
(4.55%)
premium
32 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.18T
174.30%
NDAQ
Nasdaq
$70.35
$0.28
(0.4%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$40.43B
34.44%
META
Meta Platforms
$528.00
$3.93
(0.74%)
premium
39 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.34T
84.13%
SNAP
Snap
$9.43
$0.18
(1.95%)
premium
5 Buy
20 Hold
1 Sell
Hold
premium
$15.48B
0.64%
GOOGL
Alphabet Class A
$165.62
$1.82
(1.11%)
premium
28 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.05T
27.62%
BKNG
Booking Holdings
$3830.58
$62.49
(1.66%)
premium
20 Buy
7 Hold
0 Sell
Moderate Buy
premium
$128.42B
26.57%
WMT
Walmart
$75.70
$0.12
(0.16%)
premium
28 Buy
2 Hold
0 Sell
Strong Buy
premium
$608.90B
44.75%
ION
ION
< ETF >
ProShares S&P Global Core Battery Metals ETF
$26.48
$0.613
(2.37%)
premium
premium
$2.64M
-22.73%
GE
GE Aerospace
$171.22
$1.54
(0.91%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$185.66B
54.20%
COKE
Coca-Cola Bottling Co Consolidated
$1350.00
$5.99
(0.44%)
premium
premium
$11.83B
95.99%
CELTF
Centamin
$1.68
$0.077
(4.84%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.98B
48.02%
EXPRQ
Express
$0.10
$0.05
(100%)
premium
premium
$374.63K
-99.02%
BAC
Bank of America
$39.77
$0.53
(1.35%)
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$308.60B
38.96%
BTC-USD
Bitcoin
$64133.24
$248.452
(0.39%)
premium
premium
$1.27T
144.75%
GLD
GLD
< ETF >
SPDR Gold Shares
$232.02
$2.65
(1.16%)
premium
premium
$68.88B
30.46%
JPM
JPMorgan Chase & Co.
$218.31
$1.68
(0.78%)
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$621.13B
48.28%
NKE
Nike
$84.05
$0.64
(0.77%)
premium
15 Buy
17 Hold
1 Sell
Moderate Buy
premium
$126.03B
-13.91%
TCEHY
Tencent Holdings
$48.37
$0.39
(0.81%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$446.09B
16.16%
BITO
BITO
< ETF >
ProShares Bitcoin Strategy ETF
$20.69
$1.09
(5.56%)
premium
premium
$1.93B
54.40%
BRK.A
Berkshire Hathaway A
$680329.99
$6.33K
(0.94%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$977.20B
26.51%
BRK.B
Berkshire Hathaway B
$453.38
$4.35
(0.97%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$977.20B
27.96%
COST
Costco
$879.21
$1.65
(0.19%)
premium
20 Buy
6 Hold
0 Sell
Strong Buy
premium
$389.78B
65.35%
AU:IND
Industrial Minerals Limited
AU$0.19
AU$0
(0%)
premium
premium
-57.30%
DE:1QY
Industrial Logistics Properties
€4.23
€0.006
(0.14%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
€297.31M
21.98%
GIS
General Mills
$70.83
$0.16
(0.23%)
premium
2 Buy
11 Hold
0 Sell
Hold
premium
$39.53B
4.15%
ACLS
Axcelis Technologies
$114.22
$4.38
(3.99%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.73B
-32.65%
UNH
UnitedHealth
$584.51
$5.79
(1%)
premium
23 Buy
0 Hold
0 Sell
Strong Buy
premium
$539.75B
19.75%
NVEE
NV5 Holdings
$96.48
$1.81
(1.91%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.57B
-2.43%
GOLD
Barrick Gold
$20.50
$0.26
(1.28%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$35.91B
28.37%
DGLY
Digital Ally
$1.08
$0.04
(3.57%)
premium
premium
$4.16M
-68.14%
SCGX
Saxon Capital Group
$13.00
$0
(0%)
premium
premium
$437.03M
-34.46%
DOCU
DocuSign
$57.44
$0.74
(1.31%)
premium
3 Buy
9 Hold
2 Sell
Hold
premium
$11.76B
23.02%
MTCH
Match Group
$37.32
$0.9
(2.47%)
premium
15 Buy
7 Hold
0 Sell
Moderate Buy
premium
$9.62B
-16.36%
GB:NETW
Network International Holdings
388.20p
0.817p
(0.21%)
premium
premium
£2.05B
-0.67%
PNC
PNC Financial
$178.10
$3.18
(1.82%)
premium
10 Buy
2 Hold
2 Sell
Moderate Buy
premium
$70.79B
51.35%
MSTR
Microstrategy
$150.01
$16.2
(12.11%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$26.50B
345.71%
CAOX
California Orchard Company
$601.00
$0
(0%)
premium
premium
0.00%
CABB
California Business Bank
<$0.01
$0.002
(21.11%)
premium
premium
0.00%
INTC
Intel
$20.54
$0.44
(2.19%)
premium
1 Buy
26 Hold
5 Sell
Hold
premium
$87.83B
-36.97%
GOVT
GOVT
< ETF >
iShares U.S. Treasury Bond ETF
$23.36
$0.08
(0.34%)
premium
premium
$27.79B
4.19%
BCAL
Southern California Bancorp
$14.92
$0.61
(4.26%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$479.16M
3.68%