New Portfolio - New Portfolio

9865CE77

New Portfolio
Individual Investor
Ranked #11,385 out of 767,968 TipRanks' Investors
Success Rate
76%
68 out of 90
profitable transactions
Average Return
65.32%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
72.69% BRK.A
14.08% DE:1QY
3.62% NVEE
2.38% TCEHY
2.05% BKNG
5.18% Others
By Assets
99.85% Stocks
0.15% ETFs
<0.01% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
73.55% Financial
14.08% Real Estate
3.96% Consumer Cyclical
3.69% Industrials
2.83% Communication Services
1.89% 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
$225.00
$3.22
(1.41%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.40T
18.61%
TSLA
Tesla
$320.72
$9.54
(3.07%)
premium
11 Buy
14 Hold
9 Sell
Hold
premium
$1.03T
36.88%
AMZN
Amazon
$202.61
$8.87
(4.19%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.13T
39.56%
BABA
Alibaba
$88.59
$1.99
(2.2%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$214.39B
14.16%
NVDA
Nvidia
$141.98
$4.78
(3.26%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.48T
188.00%
NDAQ
Nasdaq
$78.76
$0.7
(0.9%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$45.27B
47.27%
META
Meta Platforms
$554.08
$23.08
(4%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.40T
65.38%
SNAP
Snap
$10.60
$0.16
(1.49%)
premium
7 Buy
20 Hold
1 Sell
Hold
premium
$17.78B
-10.85%
GOOGL
Alphabet Class A
$172.49
$3.09
(1.76%)
premium
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.12T
27.48%
BKNG
Booking Holdings
$4975.19
$4.21
(0.08%)
premium
18 Buy
11 Hold
0 Sell
Moderate Buy
premium
$164.66B
58.68%
WMT
Walmart
$84.25
$0.22
(0.26%)
premium
23 Buy
1 Hold
0 Sell
Strong Buy
premium
$677.22B
62.70%
ION
ION
< ETF >
ProShares S&P Global Core Battery Metals ETF
$28.32
$0.592
(2.05%)
premium
172 Buy
168 Hold
60 Sell
Moderate Buy
premium
$2.90M
-4.54%
GE
GE Aerospace
$176.93
$1.47
(0.82%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$191.49B
47.53%
COKE
Coca-Cola Bottling Co Consolidated
$1210.70
$4.51
(0.37%)
premium
premium
$10.61B
70.52%
CELTF
Centamin
$1.85
$0.054
(2.84%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$2.06B
70.64%
EXPRQ
Express
<$0.01
$0.003
(2900%)
premium
premium
$11.24K
-99.71%
BAC
Bank of America
$46.75
$0.85
(1.85%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$358.71B
55.94%
BTC-USD
Bitcoin
$90257.91
$1.083K
(1.19%)
premium
premium
$1.79T
147.39%
GLD
GLD
< ETF >
SPDR Gold Shares
$236.59
$0.42
(0.18%)
premium
premium
$71.79B
28.81%
JPM
JPMorgan Chase & Co.
$245.31
$3.44
(1.42%)
premium
12 Buy
5 Hold
1 Sell
Moderate Buy
premium
$690.63B
60.52%
NKE
Nike
$76.66
$0.98
(1.29%)
premium
14 Buy
14 Hold
0 Sell
Moderate Buy
premium
$114.12B
-27.65%
TCEHY
Tencent Holdings
$51.65
$0.01
(0.02%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$473.06B
27.45%
BITO
BITO
< ETF >
ProShares Bitcoin Strategy ETF
$24.66
$1.08
(4.58%)
premium
premium
$2.70B
34.17%
BRK.A
Berkshire Hathaway A
$705999.00
$5.399K
(0.77%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.01T
29.73%
BRK.B
Berkshire Hathaway B
$470.28
$2.58
(0.55%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.01T
31.02%
COST
Costco
$907.07
$16.82
(1.82%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$401.90B
57.16%
AU:IND
Industrial Minerals Limited
AU$0.18
AU$0.01
(5.88%)
premium
premium
-85.12%
DE:1QY
Industrial Logistics Properties
€3.24
€0
(0%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
€227.08M
23.55%
GIS
General Mills
$63.21
$1.5
(2.32%)
premium
3 Buy
12 Hold
0 Sell
Hold
premium
$35.09B
-2.39%
ACLS
Axcelis Technologies
$73.22
$5.63
(7.14%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$2.38B
-44.54%
UNH
UnitedHealth
$592.23
$0.92
(0.16%)
premium
18 Buy
1 Hold
0 Sell
Strong Buy
premium
$545.02B
10.43%
NVEE
NV5 Holdings
$21.96
$0.54
(2.4%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.43B
-11.05%
GOLD
Barrick Gold
$16.65
$0.2
(1.19%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$29.08B
5.98%
DGLY
Digital Ally
$0.58
$0.107
(15.69%)
premium
premium
$2.79M
-73.00%
SCGX
Saxon Capital Group
$7.00
$6.97
(99.57%)
premium
premium
$575.04M
-13.76%
DOCU
DocuSign
$79.11
$1.25
(1.56%)
premium
2 Buy
9 Hold
1 Sell
Hold
premium
$16.06B
85.62%
MTCH
Match Group
$30.71
$0.55
(1.76%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$7.71B
-5.30%
PNC
PNC Financial
$207.68
$0.28
(0.13%)
premium
8 Buy
5 Hold
2 Sell
Moderate Buy
premium
$82.40B
59.43%
MSTR
Microstrategy
$340.65
$12.98
(3.96%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$69.03B
600.61%
CAOX
California Orchard Company
$601.00
$0
(0%)
premium
premium
0.00%
CABB
California Business Bank
<$0.01
$0
(0%)
premium
premium
0.00%
INTC
Intel
$24.35
$0.68
(2.72%)
premium
1 Buy
22 Hold
7 Sell
Hold
premium
$105.02B
-44.42%
GOVT
GOVT
< ETF >
iShares U.S. Treasury Bond ETF
$22.61
$0.005
(0.02%)
premium
premium
$28.56B
1.64%
BCAL
Southern California Bancorp
$17.26
$0.06
(0.35%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$555.17M
15.45%