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doug needham 7/1/23 - New Portfolio

doug needham

doug needham 7/1/23
Individual Investor
Ranked #50,878 out of 747,498 TipRanks' Investors
Success Rate
80%
28 out of 35
profitable transactions
Average Return
29.82%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
38.95% BTC-USD
13.73% TSLA
12.87% AAPL
10.20% GOOGL
9.13% CVX
15.12% Others
By Assets
45.95% Stocks
31.68% Cryptocurrency
18.67% Cash
3.69% ETFs
0.00% Funds
By Sector
38.95% Crypto
19.71% Energy
13.73% Consumer Cyclical
12.87% Technology
10.20% Communication Services
4.54% 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
$224.31
$0.13
(0.06%)
Pre
1.1%
premium
25 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.44T
16.99%
BTC-USD
Bitcoin
$67374.10
$474.732
(0.71%)
premium
premium
$1.34T
126.95%
COP
Conocophillips
$114.35
$2.26
(1.94%)
Pre
0.2%
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$133.14B
2.49%
CVX
Chevron
$159.15
$2.82
(1.74%)
Pre
0.31%
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$293.31B
4.48%
ETH-USD
Ethereum
$3489.64
$10.253
(0.29%)
premium
premium
$423.03B
85.81%
MSFT
Microsoft
$437.11
$3.26
(0.74%)
Pre
0.56%
premium
34 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.25T
27.65%
OXY
Occidental Petroleum
$63.13
$0.6
(0.94%)
Pre
0.55%
premium
3 Buy
11 Hold
0 Sell
Hold
premium
$55.97B
2.65%
PTRCY
Petrochina Company
premium
premium
0.00%
SLB
Schlumberger
$49.67
$0.95
(1.95%)
Pre
0.16%
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$71.00B
-11.03%
TSLA
Tesla
$239.20
$10.03
(4.02%)
Pre
1.18%
premium
13 Buy
13 Hold
8 Sell
Hold
premium
$762.86B
-11.10%
TTE
TotalEnergies
$68.25
$1.04
(1.5%)
Pre
0.72%
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$159.28B
17.29%
XOM
Exxon Mobil
$116.07
$2.73
(2.3%)
Pre
0.15%
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$520.68B
13.87%
GOOGL
Alphabet Class A
$177.66
$0.03
(0.02%)
Pre
1.4%
premium
33 Buy
6 Hold
0 Sell
Strong Buy
premium
$2.21T
46.35%
AMZN
Amazon
$183.13
$0.62
(0.34%)
Pre
0.91%
premium
44 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.91T
42.18%
META
Meta Platforms
$476.79
$0.94
(0.2%)
Pre
1.34%
premium
39 Buy
3 Hold
2 Sell
Strong Buy
premium
$1.21T
63.84%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$548.99
$3.67
(0.66%)
Pre
0.52%
premium
4K Buy
2K Hold
296 Sell
Moderate Buy
premium
$561.61B
20.87%
NVDA
Nvidia
$117.93
$3.16
(2.61%)
Pre
1.81%
premium
37 Buy
4 Hold
0 Sell
Strong Buy
premium
$2.90T
164.42%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$475.24
$4.25
(0.89%)
Pre
0.89%
premium
1K Buy
585 Hold
64 Sell
Moderate Buy
premium
$292.74B
26.52%
BABA
Alibaba
$75.27
$1.27
(1.66%)
Pre
1.94%
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$162.02B
-15.48%
NLR
NLR
< ETF >
VanEck Uranium + Nuclear Energy ETF
$79.14
$0.44
(0.55%)
Pre
0.11%
premium
69 Buy
22 Hold
5 Sell
Moderate Buy
premium
$232.48M
30.89%
MARA
Marathon Digital Holdings
$24.73
$1.08
(4.57%)
Pre
0.81%
premium
1 Buy
4 Hold
1 Sell
Hold
premium
$6.75B
46.50%
NNE
Nano Nuclear Energy Inc.
$19.30
$0.2
(1.05%)
Pre
1.61%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
271.87%
IT:NUCL
NUCL
< ETF >
VanEck Uranium and Nuclear Technologies UCITS ETF Accum A USD
€26.57
€0.375
(1.39%)
premium
56 Buy
12 Hold
0 Sell
Moderate Buy
premium
46.72%
DE:VEFZ
VEFZ
< ETF >
VanEck Uranium + Nuclear Energy ETF
€72.64
€0.48
(0.66%)
premium
69 Buy
22 Hold
5 Sell
Moderate Buy
premium
$213.54M
32.92%