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Individual - New Portfolio

Individual
Individual Investor
Ranked #34,157 out of 769,654 TipRanks' Investors
Success Rate
76%
53 out of 70
profitable transactions
Average Return
37.03%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
15.94% NFLX
11.51% CRWD
9.69% PANW
9.59% GOOGL
6.48% DIS
46.79% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
34.83% Technology
34.59% Communication Services
18.63% Consumer Cyclical
9.03% Consumer Defensive
2.06% Utilities
0.87% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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JD
JD
$34.68
$0.7
(1.98%)
Pre
1.38%
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$56.70B
20.58%
HSY
The Hershey Company
$174.81
$0.14
(0.08%)
Pre
0.35%
premium
0 Buy
14 Hold
4 Sell
Hold
premium
$35.37B
-8.80%
NEE
NextEra Energy
$76.00
$0.845
(1.1%)
Pre
0.54%
premium
8 Buy
5 Hold
1 Sell
Moderate Buy
premium
$156.29B
32.06%
KO
Coca-Cola
$63.92
$0.16
(0.25%)
Pre
0.42%
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$275.35B
9.13%
SBUX
Starbucks
$102.50
$2.44
(2.44%)
Pre
0.37%
premium
15 Buy
6 Hold
4 Sell
Moderate Buy
premium
$116.21B
-0.27%
WMT
Walmart
$90.44
$2.05
(2.32%)
Pre
0.57%
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$726.98B
73.86%
ULTA
Ulta Beauty
$338.38
$0.4
(0.12%)
Pre
1.66%
premium
11 Buy
10 Hold
2 Sell
Moderate Buy
premium
$15.94B
-18.41%
VZ
Verizon
$43.15
$0.65
(1.53%)
Pre
0.21%
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$181.65B
15.34%
DLO
DLocal
$10.95
$0.21
(1.96%)
Pre
2.83%
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.12B
-37.18%
SNOW
Snowflake
$167.44
$3.91
(2.28%)
Pre
3.85%
premium
23 Buy
7 Hold
0 Sell
Strong Buy
premium
$56.13B
-2.17%
MELI
Mercadolibre
$2005.00
$36.85
(1.87%)
Pre
1.43%
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$101.65B
30.58%
SSNC
SS&C Technologies Holdings
$76.12
$0.96
(1.28%)
Pre
0.38%
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$18.85B
36.32%
AMZN
Amazon
$197.12
$1.26
(0.64%)
Pre
1.16%
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.07T
34.33%
DIS
Walt Disney
$115.65
$0.93
(0.81%)
Pre
0.24%
premium
15 Buy
5 Hold
0 Sell
Strong Buy
premium
$209.44B
20.39%
GOOGL
Alphabet Class A
$164.76
$2.87
(1.71%)
Pre
0.97%
premium
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.03T
20.54%
PANW
Palo Alto Networks
$383.36
$14.34
(3.61%)
Pre
0.98%
premium
30 Buy
4 Hold
1 Sell
Strong Buy
premium
$125.78B
44.08%
NFLX
Netflix
$897.79
$0.31
(0.03%)
Pre
0.5%
premium
24 Buy
10 Hold
2 Sell
Moderate Buy
premium
$383.77B
87.21%
CRWD
CrowdStrike Holdings
$372.26
$14.71
(4.11%)
Pre
1.27%
premium
34 Buy
6 Hold
0 Sell
Strong Buy
premium
$91.26B
76.71%
EXPE
Expedia
$184.92
$1.41
(0.77%)
Pre
0.59%
premium
6 Buy
19 Hold
0 Sell
Hold
premium
$23.73B
35.55%
CRM
Salesforce
$342.02
$6.24
(1.86%)
Pre
1.18%
premium
34 Buy
8 Hold
1 Sell
Strong Buy
premium
$326.97B
52.43%
ATHA
Athira Pharma
$0.64
$0.017
(2.59%)
Pre
0.31%
premium
0 Buy
5 Hold
0 Sell
Hold
premium
$24.83M
-57.76%
VOR
Vor Biopharma
$0.79
$0.006
(0.77%)
Pre
1.27%
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$54.25M
-57.06%
NIO
Nio
$4.84
$0.14
(2.98%)
Pre
1.24%
premium
8 Buy
5 Hold
1 Sell
Moderate Buy
premium
$9.57B
-34.59%
NOVA
Sunnova Energy International
$4.90
$0.53
(12.13%)
Pre
4.08%
premium
10 Buy
6 Hold
1 Sell
Moderate Buy
premium
$612.27M
-52.05%