New Portfolio - New Portfolio

James A.Burke

New Portfolio
Individual Investor
Ranked #263,846 out of 764,630 TipRanks' Investors
Success Rate
63%
15 out of 24
profitable transactions
Average Return
7.40%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
7.14% MSFT
7.14% COP
7.14% SLV
7.14% PSLV
7.14% DODBX
64.30% Others
By Assets
57.14% Stocks
21.43% ETFs
14.29% Funds
7.14% Cryptocurrency
0.00% Cash
By Sector
35.71% General
21.43% Energy
14.29% Basic Materials
14.29% Technology
7.14% Healthcare
7.14% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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MSFT
Microsoft
$410.37
$4.02
(0.99%)
premium
25 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.05T
17.81%
COP
Conocophillips
$107.84
$1.7
(1.55%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$124.11B
-10.23%
SLV
SLV
< ETF >
iShares Silver Trust
$29.54
$0.27
(0.91%)
premium
premium
$16.14B
42.84%
PSLV
PSLV
< FUND >
Sprott Physical Silver Trust
$10.96
$0.12
(1.08%)
premium
premium
$5.45B
41.24%
DODBX
DODBX
< FUND >
Dodge & Cox Balanced Fund
$108.31
$0.2
(0.18%)
premium
premium
13.61%
BIL
BIL
< ETF >
SPDR Bloomberg 1-3 Month T-Bill ETF
$91.48
$0.039
(0.04%)
premium
premium
$33.36B
0.36%
PBF
PBF Energy
$28.08
$0.44
(1.54%)
premium
1 Buy
9 Hold
3 Sell
Hold
premium
$3.29B
-40.81%
ENB
Enbridge
$40.42
$0.02
(0.05%)
premium
4 Buy
6 Hold
1 Sell
Moderate Buy
premium
$87.90B
24.69%
GDX
GDX
< ETF >
VanEck Gold Miners ETF
$39.85
$0.49
(1.21%)
premium
253 Buy
89 Hold
18 Sell
Moderate Buy
premium
$15.14B
41.01%
SQM
Sociedad Quimica Y Minera SA
$39.17
$0.78
(2.03%)
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
$10.64B
-18.38%
BTC-USD
Bitcoin
$69356.92
$552.667
(0.79%)
premium
premium
$1.38T
95.39%
RXRX
Recursion Pharmaceuticals
$6.40
$0.08
(1.27%)
premium
2 Buy
5 Hold
0 Sell
Moderate Buy
premium
$1.86B
22.37%
SMCI
Super Micro Computer
$26.05
$3.06
(10.51%)
premium
3 Buy
10 Hold
0 Sell
Hold
premium
$15.25B
18.38%
NEM
Newmont Mining
$45.26
$0.18
(0.4%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$51.53B
19.23%