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New Portfolio Jul 2023 - New Portfolio

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

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
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
IDRV
< ETF >
iShares Self-driving EV & Tech ETF
$29.02
$0.21
(0.72%)
premium
premium
$174.87M
-15.93%
JNK
JNK
< ETF >
SPDR Bloomberg High Yield Bond ETF
$95.75
$0.28
(0.29%)
premium
premium
$7.85B
1.09%
KARS
KARS
< ETF >
KraneShares Electric Vehicles & Future Mobility Index ETF
$20.72
$0.23
(1.1%)
premium
premium
$68.87M
-16.67%
LIT
LIT
< ETF >
Global X Lithium & Battery Tech ETF
$40.12
$0.66
(1.62%)
premium
premium
$1.11B
-18.91%
PBW
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%
TSE: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%
DE: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%