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ShawnaC0914 - New Portfolio

Performance Portfolio Details

Shawna Cortez

ShawnaC0914

Individual Investor

Ranked #511,773 out of 744,106 TipRanks' Investors

Success Rate

53 out of 127
profitable transactions

Average Return

-9.26%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

53.50% RETTX

13.05% NKE

11.26% SMCI

5.30% BBN

4.84% GB:0LD8

12.05% Others

By Assets

59.01% Funds

40.01% Stocks

0.78% Cryptocurrency

0.20% Cash

<0.01% ETFs

By Sector

59.13% General

15.29% Consumer Cyclical

11.49% Technology

4.93% Consumer Defensive

4.18% Financial

4.97% Other

Portfolio Holdings

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To view investors' portfolios

META

Meta Platforms

$539.91

$29.95

(5.87%)

premium

37 Buy

3 Hold

2 Sell

Strong Buy

premium

$1.29T

73.59%

AAPL

Apple

$226.34

$4.79

(2.16%)

premium

24 Buy

10 Hold

1 Sell

Moderate Buy

premium

$3.40T

16.41%

MSFT

Microsoft

$467.56

$6.79

(1.47%)

premium

32 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.42T

37.33%

SPY < ETF >

SPDR S&P 500 ETF Trust

$554.64

$3.18

(0.58%)

premium

4K Buy

3K Hold

305 Sell

Moderate Buy

premium

$545.74B

26.19%

QQQ < ETF >

Invesco QQQ Trust

$496.16

$5.12

(1.04%)

premium

1K Buy

580 Hold

67 Sell

Moderate Buy

premium

$293.12B

33.53%

AMZN

Amazon

$200.00

$2.41

(1.22%)

premium

42 Buy

0 Hold

0 Sell

Strong Buy

premium

$2.06T

51.55%

NVDA

Nvidia

$125.83

$2.45

(1.91%)

premium

37 Buy

4 Hold

0 Sell

Strong Buy

premium

$3.16T

203.26%

ETH-USD

Ethereum

$2975.07

$119.801

(3.87%)

premium

―

premium

$344.12B

50.36%

VO < ETF >

Vanguard Mid-Cap ETF

$241.67

$0.11

(0.05%)

premium

2K Buy

1K Hold

188 Sell

Moderate Buy

premium

$63.41B

11.73%

GOOGL

Alphabet Class A

$190.60

$4.78

(2.57%)

premium

32 Buy

6 Hold

0 Sell

Strong Buy

premium

$2.31T

52.80%

BTC-USD

Bitcoin

$56423.09

$744.93

(1.3%)

premium

―

premium

$1.07T

78.83%

RKT

Rocket Companies

$13.93

$0.08

(0.58%)

premium

0 Buy

5 Hold

3 Sell

Moderate Sell

premium

$27.54B

49.57%

RKT

Reckitt

4274.00p

23p

(0.54%)

premium

6 Buy

7 Hold

0 Sell

Moderate Buy

premium

£29.71B

-24.90%

RKT

Rocket Sharing Company S.p.A.

€0.41

€0.001

(0.24%)

premium

―

premium

―

-46.15%

AFAAX < FUND >

Yorktown Capital Appreciation Fund Institutional Class

$23.74

(0%)

premium

39 Buy

7 Hold

0 Sell

Moderate Buy

premium

―

-5.84%

BDFIX < FUND >

Baron Discovery Fund Institutional Shares

$26.87

$0.09

(0.34%)

premium

49 Buy

11 Hold

1 Sell

Moderate Buy

premium

―

3.55%

TTD

Trade Desk

$99.90

$0.43

(0.43%)

premium

17 Buy

1 Hold

0 Sell

Strong Buy

premium

$48.65B

28.90%

GLBE

Global-e Online

$35.90

$0.06

(0.17%)

premium

9 Buy

0 Hold

0 Sell

Strong Buy

premium

$6.01B

-15.41%

RBLX

Roblox

$38.68

$0.91

(2.41%)

premium

15 Buy

6 Hold

0 Sell

Moderate Buy

premium

$24.17B

-9.47%

ISRG

Intuitive Surgical

$443.76

$8.95

(2.06%)

premium

14 Buy

5 Hold

0 Sell

Moderate Buy

premium

$154.23B

30.23%

NKE

Nike

$75.43

$0.19

(0.25%)

premium

13 Buy

18 Hold

2 Sell

Moderate Buy

premium

$113.57B

-28.74%

0LD8

Target

$144.70

$0.25

(0.17%)

premium

16 Buy

10 Hold

1 Sell

Moderate Buy

premium

$66.99B

12.91%

WMT

Walmart

$70.04

$1.8

(2.64%)

premium

26 Buy

3 Hold

0 Sell

Strong Buy

premium

$548.89B

31.33%

ULTA

Ulta Beauty

$390.00

$0.33

(0.08%)

premium

11 Buy

7 Hold

1 Sell

Moderate Buy

premium

$18.59B

-18.79%

MCD

McDonald's

$251.09

$1.09

(0.44%)

premium

18 Buy

9 Hold

0 Sell

Moderate Buy

premium

$180.25B

-13.80%

TGT

Target

$145.65

$0.85

(0.59%)

premium

16 Buy

10 Hold

1 Sell

Moderate Buy

premium

$66.99B

12.91%

EBTC

Enterprise Bancorp

$23.05

$0.85

(3.56%)

premium

―

premium

$295.75M

-13.31%

AXP

American Express

$235.63

$0.62

(0.26%)

premium

9 Buy

8 Hold

3 Sell

Moderate Buy

premium

$169.55B

36.12%

JPM

JPMorgan Chase & Co.

$204.79

$2.75

(1.33%)

premium

17 Buy

5 Hold

0 Sell

Strong Buy

premium

$599.29B

47.10%

Visa

$270.36

$1.37

(0.51%)

premium

19 Buy

3 Hold

0 Sell

Strong Buy

premium

$538.25B

13.21%

Ford Motor

$12.84

$0.03

(0.23%)

premium

7 Buy

5 Hold

1 Sell

Moderate Buy

premium

$51.38B

-10.50%

PGR

Progressive

$210.18

$0.09

(0.04%)

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

$123.15B

61.18%

SCHW

Charles Schwab

$73.20

$0.93

(1.25%)

premium

11 Buy

5 Hold

1 Sell

Moderate Buy

premium

$135.52B

32.82%

GPS

Gap

$23.27

$0.61

(2.55%)

premium

6 Buy

7 Hold

2 Sell

Moderate Buy

premium

$8.96B

179.30%

TIPRX < FUND >

Bluerock Total Income + Real Estate Fund Class A

$27.06

(0%)

premium

―

premium

$714.43M

-12.65%

BACIX < FUND >

BlackRock Fds, All-Cap Energy & Resources Ptf Insti Class

$14.54

$0.07

(0.48%)

premium

26 Buy

4 Hold

0 Sell

Moderate Buy

premium

―

14.40%

BBN < FUND >

BlackRock Taxable Municipal Bond Trust

$16.24

$0.065

(0.4%)

premium

―

premium

$1.01B

5.14%

FLYW

Flywire

$16.03

$0.06

(0.38%)

premium

9 Buy

3 Hold

0 Sell

Strong Buy

premium

$1.98B

-46.10%

CRM

Salesforce

$263.19

$2.24

(0.86%)

premium

29 Buy

10 Hold

1 Sell

Moderate Buy

premium

$252.86B

22.20%

AVGO

Broadcom

$1703.31

$25.91

(1.5%)

premium

22 Buy

1 Hold

0 Sell

Strong Buy

premium

$804.93B

104.17%

SMCI

Super Micro Computer

$846.58

$0.42

(0.05%)

premium

5 Buy

4 Hold

0 Sell

Moderate Buy

premium

$49.60B

232.16%

CMI

Cummins

$266.63

$5.45

(2%)

premium

3 Buy

7 Hold

1 Sell

Hold

premium

$37.22B

14.89%

ABM

ABM Industries

$49.45

$0.755

(1.5%)

premium

0 Buy

4 Hold

0 Sell

Hold

premium

$3.17B

21.66%

AAIRF

American Aires

$0.27

$0.025

(10.46%)

premium

―

premium

$4.02M

-4.00%

SW5

Southwestern Energy

€6.35

€0.061

(0.97%)

premium

2 Buy

7 Hold

0 Sell

Hold

premium

€7.05B

15.94%

SZR

Southwest Gas

€65.50

€0.5

(0.77%)

premium

0 Buy

2 Hold

0 Sell

Hold

premium

€4.73B

15.46%

0L8F

Southwest Airlines

$28.62

$0.41

(1.45%)

premium

3 Buy

10 Hold

2 Sell

Hold

premium

$17.10B

-21.40%

DAL

Delta Air Lines

$46.02

$1.37

(2.89%)

premium

17 Buy

0 Hold

0 Sell

Strong Buy

premium

$30.58B

-1.44%

RETTX < FUND >

Global Real Estate Securities Fund Class M

$28.17

$0.11

(0.39%)

premium

86 Buy

35 Hold

4 Sell

Moderate Buy

premium

―

4.17%

OANBX < FUND >

Oakmark Equity and Income Fund Institutional Class

$34.33

$0.09

(0.26%)

premium

―

premium

―

7.41%

TT8

Trade Desk

€91.73

€0.38

(0.41%)

premium

17 Buy

1 Hold

0 Sell

Strong Buy

premium

€44.98B

28.90%

WISE

Wise PLC Class A

747.50p

18p

(2.47%)

premium

7 Buy

3 Hold

2 Sell

Moderate Buy

premium

£10.35B

16.32%

WISE < ETF >

Themes Generative Artificial Intelligence ETF

$28.78

$0.13

(0.45%)

premium

417 Buy

162 Hold

23 Sell

Moderate Buy

premium

$20.25M

12.79%

1SBUX

Starbucks

€70.82

€0.33

(0.47%)

premium

9 Buy

18 Hold

0 Sell

Moderate Buy

premium

€79.86B

-20.64%

SBUX

Starbucks

$76.05

$0.21

(0.28%)

premium

9 Buy

18 Hold

0 Sell

Moderate Buy

premium

$86.38B

-20.64%

TIP < ETF >

iShares TIPS Bond ETF

$107.02

$0.48

(0.45%)

premium

―

premium

$17.81B

3.28%

XRP-USD

Ripple

$0.43

$0.002

(0.4%)

premium

―

premium

$40.03B

-16.74%

BNB-USD

Binance Coin

$500.43

$7.821

(1.54%)

premium

―

premium

$69.69B

95.05%

USDC-USD

USD Coin

$1.00

>$0.001

(0.03%)

premium

―

premium

$33.06B

0.10%

USDT-USD

Tether

$1.00

<$0.001

(0.04%)

premium

―

premium

$118.74B

-0.10%

AVAX-USD

Avalanche

$25.02

$0.869

(3.6%)

premium

―

premium

$10.14B

76.70%

SOL-USD

Solana

$134.39

$5.767

(4.48%)

premium

―

premium

$72.67B

540.59%

LINK-USD

ChainLink

$12.28

$0.03

(0.24%)

premium

―

premium

$11.43B

79.43%

UNI-USD

Uniswap

$7.77

$0.215

(2.84%)

premium

―

premium

$7.01B

29.60%

DOT-USD

Polkadot

$5.64

$0.182

(3.33%)

premium

―

premium

$7.74B

-2.96%

TRX-USD

TRON

$0.13

<$0.001

(0.77%)

premium

―

premium

$10.66B

59.74%

MATIC-USD

Polygon

$0.47

$0.013

(2.65%)

premium

―

premium

$4.41B

-37.59%

BCH-USD

Bitcoin Cash

$327.79

$3.512

(1.08%)

premium

―

premium

$5.75B

9.98%

ICP-USD

Internet Computer

$6.83

$0.321

(4.94%)

premium

―

premium

$3.18B

38.94%

LTC-USD

Litecoin

$62.24

$0.516

(0.82%)

premium

―

premium

$4.37B

-43.41%

ETC-USD

Ethereum Classic

$20.34

$0.078

(0.38%)

premium

―

premium

$2.79B

-3.56%

ATOM-USD

Cosmos

$5.76

$0.03

(0.53%)

premium

―

premium

$2.13B

-44.43%

HBAR-USD

Hedera

$0.07

$0.002

(3.47%)

premium

―

premium

$3.04B

25.00%

VET-USD

VeChain

$0.02

$0.001

(5.53%)

premium

―

premium

$1.80B

5.26%

XLM-USD

Stellar

$0.09

$0.002

(2.32%)

premium

―

premium

$3.90B

-21.21%

DOGE-USD

Dogecoin

$0.11

$0.004

(3.54%)

premium

―

premium

$13.87B

36.23%

WBTC-USD

Wrapped Bitcoin

$56426.14

$733.778

(1.28%)

premium

―

premium

$8.28B

81.30%

ADA-USD

Cardano

$0.35

$0.002

(0.54%)

premium

―

premium

$14.77B

13.68%

ENS-USD

Ethereum Name Service

$22.96

$0.95

(4.32%)

premium

―

premium

$2.28B

142.55%

AXS-USD

Axie Infinity

$4.98

$0.068

(1.39%)

premium

―

premium

$1.22B

-24.74%

CRV-USD

Curve DAO Token

$0.24

<$0.001

(0.3%)

premium

―

premium

$479.59M

-71.08%

APE-USD

ApeCoin

$0.71

$0.018

(2.51%)

premium

―

premium

$687.35M

-67.52%

FTM-USD

Fantom

$0.43

$0.004

(0.89%)

premium

―

premium

$1.27B

31.53%

TCPC

BlackRock TCP Capital

$10.97

$0.05

(0.46%)

premium

0 Buy

3 Hold

0 Sell

Hold

premium

$934.66M

14.22%