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New Portfolio Apr 2023
- New Portfolio
Performance
Portfolio Details
A1B369F4
New Portfolio Apr 2023
Individual Investor
Ranked #240,006 out of 769,002 TipRanks' Investors
Success Rate
54%
1089 out of 2028
profitable transactions
Average Return
12.13%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
70.63%
BRK.A
9.58%
BTC-USD
9.52%
WBTC-USD
0.60%
YFI-USD
0.55%
WFCL
9.12%
Others
By Assets
79.02%
Stocks
20.10%
Cryptocurrency
0.83%
ETFs
0.03%
Funds
0.01%
Cash
By Sector
72.62%
Financial
20.10%
Crypto
1.64%
Technology
1.57%
Consumer Cyclical
1.51%
Industrials
2.54%
Other
Portfolio Holdings
Select Columns
553
Results | Showing
1
out of
6
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
h88nr4f4a3a
h88nr4f4a3a
h88nr4f4a3a
premium
h88nr4f4a3a
premium
h88nr4f4a3a
h88nr4f4a3a
h88nr4f4a3a
2eup9hazab5
2eup9hazab5
2eup9hazab5
premium
2eup9hazab5
premium
2eup9hazab5
2eup9hazab5
2eup9hazab5
3205izi
3205izi
3205izi
premium
3205izi
premium
3205izi
3205izi
3205izi
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cij5f5lxlu5
cij5f5lxlu5
premium
cij5f5lxlu5
premium
cij5f5lxlu5
cij5f5lxlu5
cij5f5lxlu5
94dv5p
94dv5p
94dv5p
premium
94dv5p
premium
94dv5p
94dv5p
94dv5p
7vqnn2f92g5
7vqnn2f92g5
7vqnn2f92g5
premium
7vqnn2f92g5
premium
7vqnn2f92g5
7vqnn2f92g5
7vqnn2f92g5
62xpjpjb4pl
62xpjpjb4pl
62xpjpjb4pl
premium
62xpjpjb4pl
premium
62xpjpjb4pl
62xpjpjb4pl
62xpjpjb4pl
r94f0ckagy
r94f0ckagy
r94f0ckagy
premium
r94f0ckagy
premium
r94f0ckagy
r94f0ckagy
r94f0ckagy
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6jn6g6ock4
6jn6g6ock4
premium
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premium
6jn6g6ock4
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6jn6g6ock4
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cmog5r1v14i
cmog5r1v14i
premium
cmog5r1v14i
premium
cmog5r1v14i
cmog5r1v14i
cmog5r1v14i
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AAPL
Apple
$228.52
$0.48
(
0.21%
)
After
0.04%
premium
24
Buy
8
Hold
2
Sell
Moderate Buy
premium
$3.45T
20.12%
TTE
TotalEnergies
$60.03
$0.49
(
0.81%
)
After
0%
premium
3
Buy
3
Hold
0
Sell
Moderate Buy
premium
$141.35B
-12.23%
TSLA
Tesla
$339.64
$2.39
(
0.7%
)
After
0.01%
premium
11
Buy
14
Hold
9
Sell
Hold
premium
$1.11T
41.80%
SPY
< ETF >
SPDR S&P 500 ETF Trust
$593.67
$3.17
(
0.54%
)
After
0.05%
premium
4K
Buy
3K
Hold
327
Sell
Moderate Buy
premium
$627.39B
30.23%
SLB
Schlumberger
$44.06
$0.53
(
1.22%
)
After
0.14%
premium
15
Buy
1
Hold
0
Sell
Strong Buy
premium
$60.86B
-17.43%
RIVN
Rivian Automotive
$10.02
$0.03
(
0.3%
)
After
0.2%
premium
9
Buy
11
Hold
1
Sell
Moderate Buy
premium
$10.38B
-36.07%
QQQ
< ETF >
Invesco QQQ Trust
$504.98
$1.81
(
0.36%
)
After
0.12%
premium
1K
Buy
635
Hold
73
Sell
Moderate Buy
premium
$317.87B
29.60%
PTRCY
Petrochina Company
―
―
premium
―
premium
―
0.00%
PLUG
Plug Power
$1.89
$0.03
(
1.56%
)
After
0.53%
premium
4
Buy
10
Hold
4
Sell
Hold
premium
$1.75B
-46.14%
OXY
Occidental Petroleum
$51.54
$0.63
(
1.24%
)
After
0.04%
premium
6
Buy
12
Hold
1
Sell
Moderate Buy
premium
$47.39B
-16.20%
NIO
Nio
$4.70
$0.05
(
1.08%
)
After
0.21%
premium
8
Buy
5
Hold
1
Sell
Moderate Buy
premium
$10.07B
-38.08%
MSFT
Microsoft
$412.87
$1.79
(
0.43%
)
After
0.07%
premium
27
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.11T
11.37%
LI
Li Auto
$22.60
$0.18
(
0.79%
)
After
0.18%
premium
5
Buy
4
Hold
0
Sell
Moderate Buy
premium
$23.18B
-44.17%
LCID
Lucid Group
$2.06
$0.03
(
1.48%
)
After
0%
premium
1
Buy
6
Hold
2
Sell
Hold
premium
$6.32B
-51.90%
GM
General Motors
$55.68
$0.81
(
1.48%
)
After
0.02%
premium
10
Buy
6
Hold
2
Sell
Moderate Buy
premium
$60.60B
96.67%
F
Ford Motor
$10.80
$0.07
(
0.65%
)
After
0.19%
premium
4
Buy
9
Hold
1
Sell
Hold
premium
$43.92B
5.30%
ETH-USD
Ethereum
$3344.41
$263.825
(
8.56%
)
premium
―
premium
$375.83B
52.79%
CVX
Chevron
$161.63
$0.3
(
0.19%
)
After
0.03%
premium
10
Buy
4
Hold
0
Sell
Moderate Buy
premium
$286.82B
12.00%
COP
Conocophillips
$111.90
$1.53
(
1.35%
)
After
0.13%
premium
12
Buy
3
Hold
0
Sell
Strong Buy
premium
$130.16B
-1.51%
BTC-USD
Bitcoin
$97877.50
$3.427K
(
3.63%
)
premium
―
premium
$1.93T
155.93%
BP
BP
$29.52
$0.44
(
1.51%
)
After
0.03%
premium
2
Buy
2
Hold
0
Sell
Moderate Buy
premium
$76.07B
-18.63%
BLNK
Blink Charging Co
$1.52
$0.015
(
0.98%
)
After
0.66%
premium
3
Buy
3
Hold
0
Sell
Moderate Buy
premium
$156.82M
-57.95%
BABA
Alibaba
$85.58
$1.19
(
1.37%
)
After
0.06%
premium
15
Buy
1
Hold
0
Sell
Strong Buy
premium
$209.68B
9.92%
XOM
Exxon Mobil
$121.93
$1.61
(
1.34%
)
After
0.02%
premium
12
Buy
7
Hold
1
Sell
Moderate Buy
premium
$521.39B
15.18%
XPEV
XPeng, Inc. ADR
$12.29
$0.35
(
2.77%
)
After
0%
premium
7
Buy
3
Hold
1
Sell
Moderate Buy
premium
$12.63B
-27.36%
AC
Associated Capital Group
$36.63
$0.3
(
0.83%
)
After
0%
premium
―
premium
$776.02M
7.96%
GOOGL
Alphabet Class A
$167.63
$8.35
(
4.74%
)
After
0.98%
premium
27
Buy
7
Hold
0
Sell
Strong Buy
premium
$2.19T
28.48%
META
Meta Platforms
$563.09
$2.43
(
0.43%
)
After
0.24%
premium
40
Buy
3
Hold
1
Sell
Strong Buy
premium
$1.42T
67.82%
USJ
USANA Health
€36.20
€1.4
(
3.72%
)
premium
0
Buy
1
Hold
0
Sell
Hold
premium
€705.60M
-15.08%
H
Hydro One
C$45.54
C$0.35
(
0.77%
)
premium
0
Buy
5
Hold
0
Sell
Hold
premium
C$26.98B
18.64%
AVGO
Broadcom
$163.94
$0.69
(
0.42%
)
After
0%
premium
23
Buy
3
Hold
0
Sell
Strong Buy
premium
$772.28B
66.38%
MCD
McDonald's
$288.47
$2.44
(
0.84%
)
After
0.02%
premium
16
Buy
10
Hold
0
Sell
Moderate Buy
premium
$208.34B
3.72%
COIN
Coinbase Global
$295.23
$24.78
(
7.74%
)
After
0.78%
premium
9
Buy
7
Hold
1
Sell
Moderate Buy
premium
$81.26B
203.35%
NVDA
Nvidia
$146.67
$0.78
(
0.53%
)
After
0.31%
premium
39
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.61T
192.11%
AMZN
Amazon
$198.38
$4.5
(
2.22%
)
After
0.23%
premium
44
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.15T
40.99%
BNB-USD
Binance Coin
$622.28
$11.68
(
1.91%
)
premium
―
premium
$86.89B
129.13%
LRCX
Lam Research
$73.13
$3.08
(
4.4%
)
After
0.48%
premium
12
Buy
5
Hold
0
Sell
Moderate Buy
premium
$90.29B
-0.97%
DIS
Walt Disney
$114.72
$0.46
(
0.4%
)
After
0.02%
premium
15
Buy
5
Hold
0
Sell
Strong Buy
premium
$203.59B
20.97%
DJ1
Daily Journal
€515.00
€10
(
1.98%
)
premium
―
premium
€709.40M
74.68%
GLD
< ETF >
SPDR Gold Shares
$246.66
$2.04
(
0.83%
)
After
0.13%
premium
―
premium
$73.09B
31.24%
V
Visa
$309.90
$2.51
(
0.82%
)
After
0.12%
premium
22
Buy
3
Hold
0
Sell
Strong Buy
premium
$612.40B
21.87%
VC
Visteon
$90.34
$2.865
(
3.28%
)
After
0%
premium
7
Buy
4
Hold
0
Sell
Moderate Buy
premium
$2.41B
-26.01%
101
Almawave S.p.A.
€2.57
€0.19
(
6.88%
)
premium
1
Buy
0
Hold
0
Sell
Moderate Buy
premium
€77.95M
-32.72%
APL
Alpha Pro Tech
€4.94
€0.04
(
0.8%
)
premium
―
premium
€55.80M
11.02%
SBUX
Starbucks
$100.06
$1.8
(
1.83%
)
After
0.02%
premium
15
Buy
6
Hold
4
Sell
Moderate Buy
premium
$111.45B
-5.24%
PG
Procter & Gamble
$172.75
$1.86
(
1.09%
)
After
0.21%
premium
12
Buy
6
Hold
0
Sell
Moderate Buy
premium
$402.15B
14.22%
JPM
JPMorgan Chase & Co.
$244.76
$3.98
(
1.65%
)
After
>0.01%
premium
10
Buy
6
Hold
1
Sell
Moderate Buy
premium
$684.38B
57.40%
AVGE
< ETF >
Avantis All Equity Markets ETF
$75.16
$0.52
(
0.7%
)
premium
―
premium
$447.33M
22.82%
RGN
Shopping Centres Australasia Property Group RE Ltd.
AU$2.14
AU$0.005
(
0.23%
)
premium
2
Buy
0
Hold
1
Sell
Moderate Buy
premium
AU$2.52B
28.00%
ENB
Enbridge
$43.49
$0.7
(
1.64%
)
After
0.09%
premium
3
Buy
7
Hold
0
Sell
Moderate Buy
premium
$93.45B
26.37%
ETHO
< ETF >
Etho Climate Leadership U.S. ETF
$62.36
$1.096
(
1.79%
)
After
1.75%
premium
2K
Buy
1K
Hold
152
Sell
Moderate Buy
premium
$189.75M
20.71%
LDO-USD
Lido DAO
$1.22
$0.104
(
9.25%
)
premium
―
premium
$1.14B
-54.17%
DJP
< ETF >
iPath Bloomberg Commodity Index Total Return ETN
$32.01
$0.16
(
0.5%
)
premium
―
premium
$514.21M
0.28%
BIB
< ETF >
ProShares Ultra Nasdaq Biotechnology
$55.10
$0.79
(
1.45%
)
After
0%
premium
―
premium
$70.75M
25.66%
SCHF
< ETF >
Schwab International Equity ETF
$19.20
$0.06
(
0.31%
)
After
0.87%
premium
3K
Buy
2K
Hold
551
Sell
Hold
premium
$40.02B
8.11%
NA9
Nagarro SE
€95.85
€1.05
(
1.11%
)
premium
2
Buy
0
Hold
0
Sell
Moderate Buy
premium
€1.35B
8.53%
WBTC-USD
Wrapped Bitcoin
$97580.42
$3.384K
(
3.59%
)
premium
―
premium
$14.20B
155.17%
PTH
< ETF >
Invesco DWA Healthcare Momentum ETF
$45.50
$0.52
(
1.16%
)
After
0%
premium
400
Buy
75
Hold
5
Sell
Moderate Buy
premium
$143.31M
38.14%
UNH
UnitedHealth
$597.49
$3.01
(
0.5%
)
After
0%
premium
18
Buy
1
Hold
0
Sell
Strong Buy
premium
$531.00B
11.29%
CAT
Caterpillar
$389.59
$8.09
(
2.12%
)
After
0.02%
premium
5
Buy
5
Hold
4
Sell
Hold
premium
$184.59B
52.96%
GE
GE Aerospace
$178.70
$0.72
(
0.4%
)
After
0.16%
premium
11
Buy
0
Hold
0
Sell
Strong Buy
premium
$192.17B
48.45%
ASML
ASML Holding
$672.16
$13.73
(
2.09%
)
After
0.18%
premium
4
Buy
1
Hold
0
Sell
Strong Buy
premium
$259.18B
-3.80%
TWLO
Twilio
$102.07
$3.63
(
3.69%
)
After
0.23%
premium
12
Buy
10
Hold
2
Sell
Moderate Buy
premium
$14.78B
57.43%
UNP
Union Pacific
$239.02
$5.46
(
2.34%
)
After
0%
premium
12
Buy
6
Hold
0
Sell
Moderate Buy
premium
$141.43B
5.21%
USB
US Bancorp
$51.39
$0.65
(
1.28%
)
After
0%
premium
8
Buy
11
Hold
0
Sell
Moderate Buy
premium
$78.63B
37.10%
HD
Home Depot
$410.45
$10.45
(
2.61%
)
After
0.06%
premium
22
Buy
4
Hold
0
Sell
Strong Buy
premium
$404.07B
31.00%
AZN
AstraZeneca
10056.00p
55.5p
(
0.55%
)
premium
9
Buy
5
Hold
1
Sell
Moderate Buy
premium
£155.40B
-2.19%
0M42
ASML Holding
$648.59
$12.753
(
1.93%
)
premium
4
Buy
1
Hold
0
Sell
Strong Buy
premium
$259.18B
-3.80%
CMI
Cummins
$368.86
$7.91
(
2.19%
)
After
0%
premium
3
Buy
6
Hold
2
Sell
Hold
premium
$49.64B
61.28%
NE
Noble Corporation PLC Class A
$34.70
$0.32
(
0.93%
)
After
0%
premium
4
Buy
2
Hold
0
Sell
Moderate Buy
premium
$5.36B
0.00%
BRK.A
Berkshire Hathaway A
$707250.00
$3.95K
(
0.56%
)
premium
1
Buy
0
Hold
0
Sell
Moderate Buy
premium
$1.01T
28.43%
SSE
SSE
1707.00p
17.5p
(
1.04%
)
premium
5
Buy
3
Hold
1
Sell
Moderate Buy
premium
£18.77B
-5.53%
KR51
KKR & Co
€144.48
€0
(
0%
)
premium
10
Buy
2
Hold
0
Sell
Strong Buy
premium
€128.68B
123.07%
KKR
KKR & Co
$157.67
$5.49
(
3.61%
)
After
0.21%
premium
10
Buy
2
Hold
0
Sell
Strong Buy
premium
$135.70B
123.07%
TMUS
T Mobile US
$236.58
$1.11
(
0.47%
)
After
0%
premium
16
Buy
2
Hold
0
Sell
Strong Buy
premium
$270.63B
58.45%
YFI-USD
yearn.finance
$6480.52
$362.331
(
5.92%
)
premium
―
premium
$230.50M
-27.12%
TDG
Transdigm Group
$1240.13
$52.98
(
4.1%
)
After
0.4%
premium
9
Buy
3
Hold
0
Sell
Strong Buy
premium
$70.32B
33.17%
SAIA
Saia
$549.19
$19.19
(
3.62%
)
After
1.29%
premium
10
Buy
5
Hold
1
Sell
Moderate Buy
premium
$13.72B
25.42%
AZO
AutoZone
$3068.69
$19.11
(
0.63%
)
After
0%
premium
16
Buy
3
Hold
1
Sell
Strong Buy
premium
$52.52B
13.96%
LNG
Cheniere Energy
$224.99
$4.35
(
1.97%
)
After
0.1%
premium
9
Buy
0
Hold
0
Sell
Strong Buy
premium
$49.37B
25.34%
MA
Mastercard
$515.10
$2.56
(
0.5%
)
After
0.23%
premium
21
Buy
4
Hold
0
Sell
Strong Buy
premium
$476.78B
25.33%
BLD
TopBuild
$361.25
$10.15
(
2.89%
)
After
0%
premium
7
Buy
1
Hold
0
Sell
Strong Buy
premium
$10.33B
19.38%
MA6
Marks and Spencer
€4.43
€0.02
(
0.45%
)
premium
9
Buy
1
Hold
0
Sell
Strong Buy
premium
€9.01B
43.88%
MNDO
MIND CTI
$1.96
$0.003
(
0.16%
)
After
1.62%
premium
―
premium
$39.46M
2.89%
TRGP
Targa Resources
$207.69
$4.85
(
2.39%
)
After
0%
premium
13
Buy
0
Hold
0
Sell
Strong Buy
premium
$44.39B
131.66%
TR
Tootsie Roll
$32.94
$0.53
(
1.64%
)
After
1.21%
premium
―
premium
$2.40B
-1.44%
MSCI
MSCI
$581.34
$0.66
(
0.11%
)
After
0%
premium
9
Buy
3
Hold
0
Sell
Strong Buy
premium
$46.80B
10.88%
MSA
MSA Safety
$171.78
$0.04
(
0.02%
)
After
0%
premium
1
Buy
1
Hold
0
Sell
Moderate Buy
premium
$6.61B
3.99%
MSI
MS International
990.00p
35p
(
3.41%
)
premium
―
premium
£163.94M
28.57%
EXPD
Expeditors International
$120.70
$1.77
(
1.49%
)
After
0%
premium
0
Buy
7
Hold
5
Sell
Moderate Sell
premium
$16.52B
0.90%
HUBB
Hubbell B
$456.48
$10.9
(
2.45%
)
After
0%
premium
4
Buy
5
Hold
0
Sell
Moderate Buy
premium
$24.28B
49.81%
NDAQ
Nasdaq
$80.88
$0.8
(
1%
)
After
0%
premium
10
Buy
5
Hold
0
Sell
Moderate Buy
premium
$46.07B
46.61%
BAC
Bank of America
$46.46
$0.4
(
0.87%
)
After
0.01%
premium
14
Buy
2
Hold
0
Sell
Strong Buy
premium
$356.10B
55.29%
FLR
Fluor
$54.72
$2.19
(
4.17%
)
After
0.05%
premium
5
Buy
2
Hold
0
Sell
Moderate Buy
premium
$9.03B
40.45%
FE
FirstEnergy
$42.20
$0.47
(
1.13%
)
After
0%
premium
5
Buy
6
Hold
1
Sell
Moderate Buy
premium
$23.96B
10.81%
DIA
< ETF >
SPDR Dow Jones Industrial Average ETF Trust
$438.97
$4.68
(
1.08%
)
After
<0.01%
premium
462
Buy
178
Hold
18
Sell
Moderate Buy
premium
$38.06B
23.38%
ESE
Esco Technologies
$148.52
$1.53
(
1.04%
)
After
0%
premium
2
Buy
0
Hold
0
Sell
Moderate Buy
premium
$3.77B
40.75%
C
Citigroup
$68.95
$0.67
(
0.98%
)
After
0%
premium
10
Buy
7
Hold
0
Sell
Moderate Buy
premium
$129.74B
51.43%
GP7
Central Garden Pet
€34.00
€0
(
0%
)
premium
2
Buy
0
Hold
0
Sell
Moderate Buy
premium
€2.07B
-5.44%
SHEL
Shell
$66.27
$0.84
(
1.28%
)
After
0.06%
premium
3
Buy
4
Hold
0
Sell
Moderate Buy
premium
$199.95B
-1.64%
553
Results | Showing
1
out of
6
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