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New Portfolio Jul 2023
- New Portfolio
Performance
Portfolio Details
Mark
New Portfolio Jul 2023
Individual Investor
Ranked #107,163 out of 777,622 TipRanks' Investors
Success Rate
63%
25 out of 40
profitable transactions
Average Return
38.96%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
2.56%
AAPL
2.56%
CRWD
2.56%
FTNT
2.56%
GOOG
2.56%
MSFT
87.20%
Others
By Assets
84.62%
Stocks
15.38%
ETFs
0.00%
Funds
0.00%
Cryptocurrency
0.00%
Cash
By Sector
30.77%
Technology
15.38%
General
15.38%
Consumer Cyclical
12.82%
Energy
7.69%
Industrials
17.95%
Other
Portfolio Holdings
Select Columns
39
Results | Showing
1
out of
1
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
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AAPL
Apple
$243.85
$6.57
(
2.62%
)
premium
19
Buy
8
Hold
2
Sell
Moderate Buy
premium
$3.79T
34.89%
CRWD
CrowdStrike Holdings
$347.34
$5.18
(
1.51%
)
premium
29
Buy
5
Hold
0
Sell
Strong Buy
premium
$84.28B
38.59%
FTNT
Fortinet
$94.75
$0.27
(
0.29%
)
premium
11
Buy
18
Hold
1
Sell
Moderate Buy
premium
$72.41B
63.79%
GOOG
Alphabet Class C
$190.63
$0.19
(
0.1%
)
premium
9
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.32T
36.46%
MSFT
Microsoft
$418.58
$2.92
(
0.69%
)
premium
27
Buy
2
Hold
0
Sell
Strong Buy
premium
$3.13T
13.65%
MSTR
Microstrategy
$300.01
$10.39
(
3.59%
)
premium
8
Buy
0
Hold
0
Sell
Strong Buy
premium
$70.91B
322.71%
NVDA
Nvidia
$138.31
$4.02
(
2.99%
)
premium
37
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.29T
178.79%
PANW
Palo Alto Networks
$180.74
$1.22
(
0.67%
)
premium
32
Buy
4
Hold
1
Sell
Strong Buy
premium
$119.40B
25.96%
PLTR
Palantir Technologies
$75.19
$0.44
(
0.58%
)
premium
2
Buy
8
Hold
6
Sell
Hold
premium
$172.29B
370.04%
TSLA
Tesla
$379.28
$24.56
(
6.08%
)
premium
13
Buy
11
Hold
9
Sell
Hold
premium
$1.30T
69.36%
IBM
International Business Machines
$219.94
$0.11
(
0.05%
)
premium
5
Buy
6
Hold
1
Sell
Moderate Buy
premium
$203.26B
36.12%
AMZN
Amazon
$220.22
$0.83
(
0.38%
)
premium
45
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.31T
46.33%
MCD
McDonald's
$292.51
$2.62
(
0.9%
)
premium
16
Buy
9
Hold
0
Sell
Moderate Buy
premium
$207.74B
-0.64%
BEP
Brookfield Renewable Partners
$23.11
$0.32
(
1.4%
)
premium
8
Buy
1
Hold
0
Sell
Strong Buy
premium
$15.11B
-12.41%
DRIV
< ETF >
Global X Autonomous & Electric Vehicles ETF
$23.05
$0.09
(
0.39%
)
premium
423
Buy
259
Hold
73
Sell
Moderate Buy
premium
$389.23M
-5.20%
IDRV
< ETF >
iShares Self-driving EV & Tech ETF
$29.02
$0.21
(
0.72%
)
premium
―
premium
$174.87M
-15.93%
JNK
< ETF >
SPDR Bloomberg High Yield Bond ETF
$95.75
$0.28
(
0.29%
)
premium
―
premium
$7.85B
1.09%
KARS
< ETF >
KraneShares Electric Vehicles & Future Mobility Index ETF
$20.72
$0.23
(
1.1%
)
premium
―
premium
$68.87M
-16.67%
LIT
< ETF >
Global X Lithium & Battery Tech ETF
$40.12
$0.66
(
1.62%
)
premium
―
premium
$1.11B
-18.91%
PBW
< ETF >
Invesco WilderHill Clean Energy ETF
$20.89
$0.88
(
4.4%
)
premium
325
Buy
210
Hold
52
Sell
Moderate Buy
premium
$310.95M
-30.76%
NAT
Nordic American Tanker
$2.55
$0.05
(
2%
)
premium
0
Buy
1
Hold
0
Sell
Hold
premium
$521.99M
-41.72%
NIO
Nio
$4.55
$0.19
(
4.36%
)
premium
5
Buy
4
Hold
2
Sell
Moderate Buy
premium
$9.28B
-48.22%
BAC
Bank of America
$44.29
$0.34
(
0.77%
)
premium
14
Buy
2
Hold
0
Sell
Strong Buy
premium
$337.22B
31.08%
ROKU
Roku
$74.49
$0.15
(
0.2%
)
premium
8
Buy
9
Hold
2
Sell
Moderate Buy
premium
$10.79B
-16.47%
LLY
Eli Lilly & Co
$778.07
$6.07
(
0.79%
)
premium
15
Buy
2
Hold
0
Sell
Strong Buy
premium
$732.87B
25.96%
ORA
Ormat Techno
$69.13
$1.41
(
2.08%
)
premium
3
Buy
4
Hold
0
Sell
Moderate Buy
premium
$4.10B
-8.44%
ORCL
Oracle
$166.03
$0.61
(
0.37%
)
premium
15
Buy
11
Hold
1
Sell
Moderate Buy
premium
$466.08B
60.14%
ADBE
Adobe
$441.00
$3.68
(
0.83%
)
premium
20
Buy
5
Hold
1
Sell
Moderate Buy
premium
$195.75B
-22.87%
SQ
Block
$86.75
$1.76
(
2.07%
)
premium
23
Buy
4
Hold
1
Sell
Strong Buy
premium
$52.68B
23.84%
CNQ
Canadian Natural
C$45.18
C$0.8
(
1.8%
)
premium
7
Buy
7
Hold
0
Sell
Moderate Buy
premium
C$93.64B
-7.12%
SHEL
Shell
$63.10
$0.45
(
0.72%
)
premium
3
Buy
1
Hold
0
Sell
Strong Buy
premium
$188.79B
-4.95%
XOM
Exxon Mobil
$107.31
$0.26
(
0.24%
)
premium
12
Buy
6
Hold
1
Sell
Moderate Buy
premium
$472.78B
5.09%
BP
BP
$29.93
$0.37
(
1.25%
)
premium
3
Buy
4
Hold
0
Sell
Moderate Buy
premium
$77.88B
-16.73%
CMBT
Euronav
$10.38
$0.45
(
4.53%
)
premium
0
Buy
2
Hold
0
Sell
Hold
premium
$1.98B
-43.52%
MLB1
Mercadolibre
€1715.00
€70
(
4.26%
)
premium
10
Buy
1
Hold
0
Sell
Strong Buy
premium
€83.22B
17.67%
MELI
Mercadolibre
$1765.00
$64.56
(
3.8%
)
premium
10
Buy
1
Hold
0
Sell
Strong Buy
premium
$86.21B
17.67%
BA
Boeing
$171.87
$5.13
(
2.9%
)
premium
14
Buy
7
Hold
1
Sell
Moderate Buy
premium
$132.43B
-29.69%
DB
Deutsche Bank AG
$17.16
$0.11
(
0.65%
)
premium
9
Buy
1
Hold
0
Sell
Strong Buy
premium
$34.35B
28.63%
LMT
Lockheed Martin
$482.25
$3.69
(
0.76%
)
premium
7
Buy
7
Hold
0
Sell
Moderate Buy
premium
$115.18B
6.54%
39
Results | Showing
1
out of
1
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