New Portfolio Jul 2023 - New Portfolio

Mark

New Portfolio Jul 2023
Individual Investor
Ranked #109,770 out of 753,381 TipRanks' Investors
Success Rate
68%
27 out of 40
profitable transactions
Average Return
21.12%
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
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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%
CRWD
CrowdStrike Holdings
$271.54
$3.9
(1.46%)
premium
30 Buy
6 Hold
1 Sell
Strong Buy
premium
$66.08B
86.69%
FTNT
Fortinet
$74.73
$0.24
(0.32%)
premium
9 Buy
20 Hold
0 Sell
Moderate Buy
premium
$57.16B
28.51%
GOOG
Alphabet Class C
$167.43
$1.94
(1.17%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$2.05T
28.38%
MSFT
Microsoft
$416.79
$1.24
(0.3%)
premium
30 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.10T
30.26%
MSTR
Microstrategy
$150.01
$16.2
(12.11%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$26.50B
345.71%
NVDA
Nvidia
$129.37
$5.63
(4.55%)
premium
32 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.18T
174.30%
PANW
Palo Alto Networks
$350.75
$1.27
(0.36%)
premium
32 Buy
6 Hold
0 Sell
Strong Buy
premium
$113.57B
54.21%
PLTR
Palantir Technologies
$31.78
$0.14
(0.44%)
premium
3 Buy
5 Hold
6 Sell
Hold
premium
$71.17B
124.75%
TSLA
Tesla
$220.32
$9.66
(4.59%)
premium
10 Buy
15 Hold
8 Sell
Hold
premium
$703.84B
-4.23%
IBM
International Business Machines
$196.10
$0.14
(0.07%)
premium
5 Buy
6 Hold
1 Sell
Moderate Buy
premium
$180.64B
36.61%
AMZN
Amazon
$177.04
$0.91
(0.52%)
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.86T
34.28%
MCD
McDonald's
$289.52
$0.31
(0.11%)
premium
17 Buy
7 Hold
0 Sell
Moderate Buy
premium
$207.69B
2.54%
BEP
Brookfield Renewable Partners
$24.38
$1
(4.28%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$16.15B
-6.88%
DRIV
DRIV
< ETF >
Global X Autonomous & Electric Vehicles ETF
$22.78
$0.67
(3.03%)
premium
407 Buy
250 Hold
63 Sell
Hold
premium
$455.67M
-4.29%
IDRV
IDRV
< ETF >
iShares Self-driving EV & Tech ETF
$29.13
$0.88
(3.12%)
premium
164 Buy
130 Hold
36 Sell
Hold
premium
$177.94M
-23.32%
JNK
JNK
< ETF >
SPDR Bloomberg High Yield Bond ETF
$96.86
$0.51
(0.53%)
premium
premium
$8.01B
6.29%
KARS
KARS
< ETF >
KraneShares Electric Vehicles & Future Mobility Index ETF
$18.93
$0.227
(1.21%)
premium
premium
$73.60M
-34.77%
LIT
LIT
< ETF >
Global X Lithium & Battery Tech ETF
$37.71
$0.77
(2.08%)
premium
premium
$1.16B
-33.98%
PBW
PBW
< ETF >
Invesco WilderHill Clean Energy ETF
$20.00
$0.99
(5.21%)
premium
309 Buy
203 Hold
45 Sell
Hold
premium
$313.07M
-42.26%
NAT
Nordic American Tanker
$3.63
$0.07
(1.97%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$757.93M
-13.57%
NIO
Nio
$4.08
$0.09
(2.26%)
premium
4 Buy
4 Hold
1 Sell
Moderate Buy
premium
$8.27B
-61.65%
BAC
Bank of America
$39.77
$0.53
(1.35%)
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$308.60B
38.96%
ROKU
Roku
$69.14
$7.335
(11.87%)
premium
8 Buy
7 Hold
2 Sell
Moderate Buy
premium
$10.00B
-9.20%
LLY
Eli Lilly & Co
$952.74
$1.43
(0.15%)
premium
17 Buy
2 Hold
0 Sell
Strong Buy
premium
$905.51B
73.86%
ORA
Ormat Techno
$74.66
$2.14
(2.95%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$4.51B
-0.95%
ORCL
Oracle
$139.19
$1.11
(0.8%)
premium
14 Buy
13 Hold
0 Sell
Moderate Buy
premium
$383.59B
23.28%
ADBE
Adobe
$558.30
$0.86
(0.15%)
premium
22 Buy
5 Hold
2 Sell
Moderate Buy
premium
$247.55B
8.95%
SQ
Block
$65.36
$1.52
(2.38%)
premium
20 Buy
3 Hold
1 Sell
Strong Buy
premium
$40.24B
17.49%
TSE:CNQ
Canadian Natural
C$49.24
C$0.5
(1.03%)
premium
2 Buy
8 Hold
0 Sell
Hold
premium
C$104.52B
21.31%
SHEL
Shell
$72.43
$0.98
(1.37%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$224.39B
19.80%
XOM
Exxon Mobil
$116.32
$1.59
(1.39%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$516.79B
9.37%
BP
BP
$34.11
$0.61
(1.82%)
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$92.13B
-4.64%
CMBT
Euronav
$16.27
$0.24
(1.5%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.21B
-8.95%
DE:MLB1
Mercadolibre
€1785.00
€42.021
(2.3%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
€90.48B
64.59%
MELI
Mercadolibre
$2000.31
$11.48
(0.58%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$101.41B
64.59%
BA
Boeing
$174.96
$2.2
(1.27%)
premium
13 Buy
5 Hold
1 Sell
Moderate Buy
premium
$107.80B
-19.49%
DB
Deutsche Bank AG
$16.45
$0.25
(1.54%)
premium
8 Buy
3 Hold
1 Sell
Moderate Buy
premium
$32.84B
53.59%
LMT
Lockheed Martin
$555.01
$2.02
(0.36%)
premium
8 Buy
6 Hold
1 Sell
Moderate Buy
premium
$132.29B
22.64%