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ShawnaC0914
- New Portfolio
Performance
Portfolio Details
Shawna Cortez
ShawnaC0914
Individual Investor
Ranked #109,647 out of 779,780 TipRanks' Investors
Success Rate
64%
80 out of 126
profitable transactions
Average Return
12.95%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
56.93%
RETTX
13.28%
NKE
5.65%
BBN
5.13%
GB:0LD8
4.68%
SMCI
14.33%
Others
By Assets
62.79%
Funds
35.73%
Stocks
1.26%
Cryptocurrency
0.21%
Cash
0.01%
ETFs
By Sector
62.93%
General
15.34%
Consumer Cyclical
5.25%
Consumer Defensive
4.96%
Technology
4.58%
Financial
6.92%
Other
Portfolio Holdings
Select Columns
84
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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META
Meta Platforms
$615.86
$5.14
(
0.84%
)
premium
40
Buy
3
Hold
1
Sell
Strong Buy
premium
$1.55T
66.60%
AAPL
Apple
$236.85
$5.85
(
2.41%
)
premium
19
Buy
7
Hold
3
Sell
Moderate Buy
premium
$3.58T
27.62%
MSFT
Microsoft
$418.95
$5.61
(
1.32%
)
premium
27
Buy
2
Hold
0
Sell
Strong Buy
premium
$3.11T
8.92%
SPY
< ETF >
SPDR S&P 500 ETF Trust
$580.49
$9
(
1.53%
)
premium
4K
Buy
3K
Hold
308
Sell
Moderate Buy
premium
$626.76B
23.75%
QQQ
< ETF >
Invesco QQQ Trust
$507.19
$8.08
(
1.57%
)
premium
1K
Buy
603
Hold
72
Sell
Moderate Buy
premium
$320.56B
25.87%
AMZN
Amazon
$218.94
$3.19
(
1.44%
)
premium
47
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.30T
41.09%
NVDA
Nvidia
$135.91
$4.2
(
3%
)
premium
37
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.33T
147.91%
ETH-USD
Ethereum
$3282.38
$16.058
(
0.49%
)
premium
―
premium
$390.77B
24.94%
VO
< ETF >
Vanguard Mid-Cap ETF
$262.82
$3.57
(
1.34%
)
premium
2K
Buy
2K
Hold
180
Sell
Moderate Buy
premium
$73.27B
15.92%
GOOGL
Alphabet Class A
$192.04
$1.91
(
0.98%
)
premium
24
Buy
7
Hold
0
Sell
Strong Buy
premium
$2.36T
35.16%
BTC-USD
Bitcoin
$94571.67
$123.205
(
0.13%
)
premium
―
premium
$1.87T
104.44%
RKT
Rocket Companies
$10.28
$0.17
(
1.63%
)
premium
0
Buy
10
Hold
3
Sell
Hold
premium
$20.51B
-17.65%
RKT
Reckitt
4950.00p
27p
(
0.55%
)
premium
6
Buy
7
Hold
0
Sell
Moderate Buy
premium
£33.97B
-11.58%
RKT
Rocket Sharing Company S.p.A.
€0.35
€0.009
(
2.51%
)
premium
―
premium
―
-29.72%
AFAAX
< FUND >
Yorktown Capital Appreciation Fund Institutional Class
$23.74
$0
(
0%
)
premium
41
Buy
5
Hold
0
Sell
Moderate Buy
premium
―
0.00%
BDFIX
< FUND >
Baron Discovery Fund Institutional Shares
$33.29
$0.33
(
0.98%
)
premium
51
Buy
5
Hold
0
Sell
Moderate Buy
premium
―
22.34%
TTD
Trade Desk
$118.80
$2.72
(
2.24%
)
premium
22
Buy
4
Hold
1
Sell
Strong Buy
premium
$58.64B
74.50%
GLBE
Global-e Online
$53.42
$0.64
(
1.21%
)
premium
10
Buy
1
Hold
0
Sell
Strong Buy
premium
$8.92B
32.75%
RBLX
Roblox
$61.82
$0.23
(
0.37%
)
premium
17
Buy
5
Hold
1
Sell
Moderate Buy
premium
$40.57B
45.66%
ISRG
Intuitive Surgical
$547.47
$3.45
(
0.63%
)
premium
15
Buy
3
Hold
0
Sell
Strong Buy
premium
$195.00B
51.11%
NKE
Nike
$71.20
$0.09
(
0.13%
)
premium
15
Buy
13
Hold
0
Sell
Moderate Buy
premium
$105.31B
-32.77%
0LD8
Target
$142.45
$3.77
(
2.72%
)
premium
13
Buy
15
Hold
0
Sell
Moderate Buy
premium
$64.89B
-0.28%
WMT
Walmart
$93.00
$1.2
(
1.31%
)
premium
26
Buy
2
Hold
0
Sell
Strong Buy
premium
$747.10B
73.17%
ULTA
Ulta Beauty
$418.23
$3.09
(
0.74%
)
premium
11
Buy
12
Hold
1
Sell
Moderate Buy
premium
$19.39B
-13.38%
MCD
McDonald's
$282.31
$4.59
(
1.6%
)
premium
16
Buy
9
Hold
0
Sell
Moderate Buy
premium
$202.31B
-4.03%
TGT
Target
$141.62
$3.4
(
2.46%
)
premium
13
Buy
15
Hold
0
Sell
Moderate Buy
premium
$64.89B
-0.28%
EBTC
Enterprise Bancorp
$37.23
$1.08
(
2.82%
)
premium
―
premium
$462.76M
26.98%
AXP
American Express
$293.30
$9.55
(
3.15%
)
premium
6
Buy
10
Hold
0
Sell
Moderate Buy
premium
$206.61B
58.51%
JPM
JPMorgan Chase & Co.
$239.87
$3.26
(
1.34%
)
premium
10
Buy
6
Hold
1
Sell
Moderate Buy
premium
$675.32B
40.85%
V
Visa
$307.71
$4.89
(
1.56%
)
premium
19
Buy
3
Hold
0
Sell
Strong Buy
premium
$603.43B
16.54%
F
Ford Motor
$9.65
$0.09
(
0.92%
)
premium
3
Buy
7
Hold
3
Sell
Hold
premium
$38.35B
-17.59%
PGR
Progressive
$235.61
$3.38
(
1.41%
)
premium
12
Buy
4
Hold
0
Sell
Strong Buy
premium
$138.02B
40.23%
SCHW
Charles Schwab
$72.77
$0.23
(
0.32%
)
premium
9
Buy
6
Hold
1
Sell
Moderate Buy
premium
$133.21B
11.51%
GAP
Gap Inc
$24.15
$0.34
(
1.43%
)
premium
7
Buy
6
Hold
0
Sell
Moderate Buy
premium
$9.11B
15.22%
TIPRX
< FUND >
Bluerock Total Income + Real Estate Fund Class A
$26.00
$0.02
(
0.08%
)
premium
―
premium
$686.97M
-11.44%
BACIX
< FUND >
BlackRock Fds, All-Cap Energy & Resources Ptf Insti Class
$13.72
$0.01
(
0.07%
)
premium
29
Buy
3
Hold
0
Sell
Moderate Buy
premium
―
7.02%
BBN
< FUND >
BlackRock Taxable Municipal Bond Trust
$16.06
$0.06
(
0.37%
)
premium
―
premium
$992.39M
-2.13%
FLYW
Flywire
$17.80
$0.92
(
4.91%
)
premium
7
Buy
2
Hold
0
Sell
Strong Buy
premium
$2.21B
-16.20%
CRM
Salesforce
$317.85
$9.05
(
2.77%
)
premium
31
Buy
8
Hold
2
Sell
Moderate Buy
premium
$304.18B
17.12%
AVGO
Broadcom
$224.31
$5
(
2.18%
)
premium
23
Buy
3
Hold
0
Sell
Strong Buy
premium
$1.05T
103.92%
SMCI
Super Micro Computer
$32.60
$0.01
(
0.03%
)
premium
1
Buy
5
Hold
2
Sell
Hold
premium
$19.09B
-5.01%
CMI
Cummins
$354.88
$4.87
(
1.35%
)
premium
4
Buy
8
Hold
1
Sell
Hold
premium
$48.68B
49.38%
ABM
ABM Industries
$50.42
$0.55
(
1.08%
)
premium
0
Buy
3
Hold
0
Sell
Hold
premium
$3.14B
18.66%
AAIRF
American Aires
$0.14
$0.002
(
1.44%
)
premium
―
premium
$13.50M
-11.88%
SZR
Southwest Gas
€67.50
€0.5
(
0.75%
)
premium
0
Buy
1
Hold
1
Sell
Moderate Sell
premium
€4.79B
10.91%
0L8F
Southwest Airlines
$33.26
$0.89
(
2.75%
)
premium
4
Buy
10
Hold
2
Sell
Hold
premium
$19.86B
10.99%
DAL
Delta Air Lines
$66.95
$5.53
(
9%
)
premium
16
Buy
0
Hold
0
Sell
Strong Buy
premium
$43.20B
58.42%
RETTX
< FUND >
Global Real Estate Securities Fund Class M
$27.79
$0.57
(
2.01%
)
premium
87
Buy
38
Hold
5
Sell
Moderate Buy
premium
―
-3.44%
OANBX
< FUND >
Oakmark Equity and Income Fund Institutional Class
$35.52
$0.39
(
1.09%
)
premium
―
premium
―
6.44%
TT8
Trade Desk
€115.64
€1.82
(
1.55%
)
premium
22
Buy
4
Hold
1
Sell
Strong Buy
premium
€57.18B
74.50%
WISE
Wise PLC Class A
1084.00p
33p
(
2.95%
)
premium
6
Buy
3
Hold
1
Sell
Moderate Buy
premium
£15.43B
22.02%
WISE
< ETF >
Themes Generative Artificial Intelligence ETF
$35.50
$1.02
(
2.79%
)
premium
452
Buy
167
Hold
38
Sell
Moderate Buy
premium
$22.57M
35.94%
1SBUX
Starbucks
€90.03
€0.42
(
0.47%
)
premium
11
Buy
6
Hold
3
Sell
Moderate Buy
premium
€101.99B
-0.74%
SBUX
Starbucks
$92.25
$0.35
(
0.38%
)
premium
11
Buy
6
Hold
3
Sell
Moderate Buy
premium
$104.59B
-0.74%
TIP
< ETF >
iShares TIPS Bond ETF
$106.22
$0.38
(
0.36%
)
premium
―
premium
$13.28B
-0.68%
XRP-USD
Ripple
$2.54
$0.199
(
8.5%
)
premium
―
premium
$234.29B
292.18%
BNB-USD
Binance Coin
$696.37
$0.286
(
0.04%
)
premium
―
premium
$99.92B
133.46%
USDC-USD
USD Coin
$1.00
<$0.001
(
0.01%
)
premium
―
premium
$45.72B
-0.10%
USDT-USD
Tether
$1.00
>$0.001
(
0.01%
)
premium
―
premium
$142.75B
0.00%
AVAX-USD
Avalanche
$36.99
$0.304
(
0.83%
)
premium
―
premium
$16.43B
2.45%
SOL-USD
Solana
$187.71
$0.135
(
0.07%
)
premium
―
premium
$110.48B
88.43%
LINK-USD
ChainLink
$20.14
$0.123
(
0.61%
)
premium
―
premium
$19.97B
35.56%
UNI-USD
Uniswap
$13.65
$0.295
(
2.11%
)
premium
―
premium
$13.58B
103.43%
DOT-USD
Polkadot
$6.72
$0.014
(
0.2%
)
premium
―
premium
$10.23B
-11.39%
TRX-USD
TRON
$0.24
>$0.001
(
0.13%
)
premium
―
premium
$20.92B
130.19%
MATIC-USD
Polygon
$0.46
<$0.001
(
0.16%
)
premium
―
premium
$4.53B
-46.93%
BCH-USD
Bitcoin Cash
$440.96
$8.992
(
2%
)
premium
―
premium
$8.71B
62.14%
ICP-USD
Internet Computer
$10.46
$0.123
(
1.19%
)
premium
―
premium
$5.38B
-15.46%
LTC-USD
Litecoin
$103.94
$0.07
(
0.07%
)
premium
―
premium
$7.83B
45.00%
ETC-USD
Ethereum Classic
$25.54
$0.147
(
0.57%
)
premium
―
premium
$3.81B
-11.15%
ATOM-USD
Cosmos
$6.60
$0.046
(
0.7%
)
premium
―
premium
$2.84B
-37.78%
HBAR-USD
Hedera
$0.29
$0.006
(
2.3%
)
premium
―
premium
$13.93B
235.71%
VET-USD
VeChain
$0.05
>$0.001
(
0.37%
)
premium
―
premium
$3.84B
36.36%
XLM-USD
Stellar
$0.44
$0.025
(
5.94%
)
premium
―
premium
$20.25B
254.24%
DOGE-USD
Dogecoin
$0.34
$0.006
(
1.71%
)
premium
―
premium
$49.07B
316.25%
WBTC-USD
Wrapped Bitcoin
$94411.48
$9.789
(
0.01%
)
premium
―
premium
$12.42B
120.55%
ADA-USD
Cardano
$0.99
$0.06
(
6.43%
)
premium
―
premium
$41.55B
59.97%
ENS-USD
Ethereum Name Service
$32.05
$0.102
(
0.32%
)
premium
―
premium
$3.17B
36.03%
AXS-USD
Axie Infinity
$6.27
$0.071
(
1.12%
)
premium
―
premium
$1.69B
-20.20%
CRV-USD
Curve DAO Token
$0.84
$0.015
(
1.77%
)
premium
―
premium
$1.79B
51.54%
APE-USD
ApeCoin
$1.12
$0.008
(
0.68%
)
premium
―
premium
$1.12B
-22.16%
FTM-USD
Fantom
$0.72
$0.019
(
2.62%
)
premium
―
premium
$2.23B
80.61%
TCPC
BlackRock TCP Capital
$8.52
$0.1
(
1.16%
)
premium
0
Buy
0
Hold
1
Sell
Moderate Sell
premium
$729.24M
-26.55%
CS1
Expand Energy
€100.05
€1.71
(
1.74%
)
premium
10
Buy
5
Hold
0
Sell
Moderate Buy
premium
€23.02B
28.30%
84
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