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New Portfolio Apr 2024
- New Portfolio
Performance
Portfolio Details
Ed Chiu
New Portfolio Apr 2024
Individual Investor
Ranked #198,107 out of 775,923 TipRanks' Investors
Success Rate
57%
220 out of 384
profitable transactions
Average Return
11.10%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
10.19%
NVDA
9.66%
TDG
4.65%
BRK.A
4.47%
SPY
4.43%
META
66.60%
Others
By Assets
77.11%
Stocks
22.90%
ETFs
0.00%
Funds
0.00%
Cryptocurrency
0.00%
Cash
By Sector
25.97%
Technology
23.09%
General
18.06%
Industrials
11.49%
Financial
6.74%
Communication Services
14.65%
Other
Portfolio Holdings
Select Columns
55
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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AAPL
Apple
$254.49
$4.7
(
1.88%
)
premium
19
Buy
9
Hold
2
Sell
Moderate Buy
premium
$3.85T
31.45%
NVDA
Nvidia
$134.70
$4.02
(
3.08%
)
premium
37
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.30T
175.86%
QQQ
< ETF >
Invesco QQQ Trust
$518.66
$4.49
(
0.87%
)
premium
1K
Buy
633
Hold
76
Sell
Moderate Buy
premium
$320.84B
27.00%
SPY
< ETF >
SPDR S&P 500 ETF Trust
$591.15
$7.016
(
1.2%
)
premium
4K
Buy
3K
Hold
332
Sell
Moderate Buy
premium
$618.16B
24.81%
META
Meta Platforms
$585.25
$10.32
(
1.73%
)
premium
40
Buy
3
Hold
1
Sell
Strong Buy
premium
$1.48T
65.61%
CP
Canadian Pacific Kansas City
$72.26
$1.16
(
1.63%
)
premium
12
Buy
5
Hold
0
Sell
Moderate Buy
premium
$67.55B
-9.07%
WM
Waste Management
$205.83
$0.3
(
0.15%
)
premium
9
Buy
9
Hold
0
Sell
Moderate Buy
premium
$82.61B
16.32%
CRM
Salesforce
$343.65
$7.42
(
2.21%
)
premium
31
Buy
9
Hold
1
Sell
Moderate Buy
premium
$328.87B
29.03%
AXP
American Express
$298.65
$5.57
(
1.9%
)
premium
6
Buy
11
Hold
1
Sell
Moderate Buy
premium
$210.38B
60.94%
JPM
JPMorgan Chase & Co.
$237.60
$4.64
(
1.99%
)
premium
9
Buy
5
Hold
1
Sell
Moderate Buy
premium
$668.92B
41.94%
AMD
Advanced Micro Devices
$119.21
$0.33
(
0.28%
)
premium
22
Buy
8
Hold
0
Sell
Moderate Buy
premium
$193.45B
-14.61%
TGLS
Tecnoglass
$80.06
$0.76
(
0.96%
)
premium
2
Buy
3
Hold
0
Sell
Moderate Buy
premium
$3.76B
77.48%
CP
Canadian Pacific Kansas City
C$103.80
C$1.55
(
1.52%
)
premium
12
Buy
5
Hold
0
Sell
Moderate Buy
premium
C$96.88B
-9.07%
MARA
Marathon Digital Holdings
$19.96
$0.41
(
2.01%
)
premium
4
Buy
8
Hold
0
Sell
Moderate Buy
premium
$6.42B
-25.27%
ANF
Abercrombie Fitch
$154.56
$1.31
(
0.85%
)
premium
5
Buy
2
Hold
0
Sell
Moderate Buy
premium
$7.79B
66.95%
FTAI
FTAI Aviation
$133.49
$2.35
(
1.79%
)
premium
11
Buy
0
Hold
0
Sell
Strong Buy
premium
$13.69B
184.08%
EME
EMCOR Group
$465.82
$1.52
(
0.33%
)
premium
2
Buy
0
Hold
1
Sell
Moderate Buy
premium
$21.43B
115.65%
SHOP
Shopify
$108.95
$1.88
(
1.76%
)
premium
18
Buy
11
Hold
3
Sell
Moderate Buy
premium
$141.19B
41.81%
NNE
Nano Nuclear Energy Inc.
$25.19
$0.78
(
3.2%
)
premium
2
Buy
0
Hold
0
Sell
Moderate Buy
premium
―
―
BRK.B
Berkshire Hathaway B
$453.20
$3.86
(
0.86%
)
premium
1
Buy
1
Hold
0
Sell
Moderate Buy
premium
$978.78B
27.13%
LLY
Eli Lilly & Co
$767.76
$10.22
(
1.35%
)
premium
16
Buy
2
Hold
0
Sell
Strong Buy
premium
$728.85B
34.60%
X
TMX Group
C$43.82
C$0.06
(
0.14%
)
premium
2
Buy
6
Hold
0
Sell
Hold
premium
C$12.17B
29.81%
GOOG
Alphabet Class C
$192.96
$3.26
(
1.72%
)
premium
9
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.35T
36.08%
TDG
Transdigm Group
$1276.15
$16.03
(
1.27%
)
premium
10
Buy
3
Hold
0
Sell
Strong Buy
premium
$71.76B
27.56%
AZN
AstraZeneca
$65.35
$0.91
(
1.41%
)
premium
5
Buy
1
Hold
0
Sell
Strong Buy
premium
$199.81B
-1.42%
VRTX
Vertex Pharmaceuticals
$397.27
$0.63
(
0.16%
)
premium
18
Buy
10
Hold
2
Sell
Moderate Buy
premium
$102.31B
-1.97%
ANET
Arista Networks
$112.81
$3.74
(
3.43%
)
premium
11
Buy
2
Hold
0
Sell
Strong Buy
premium
$142.11B
89.39%
IWF
< ETF >
iShares Russell 1000 Growth ETF
$407.33
$4.35
(
1.08%
)
premium
4K
Buy
2K
Hold
242
Sell
Moderate Buy
premium
$106.09B
34.52%
TSLA
Tesla
$421.06
$15.11
(
3.46%
)
premium
13
Buy
12
Hold
9
Sell
Hold
premium
$1.35T
66.73%
FSLR
First Solar
$182.39
$6.51
(
3.7%
)
premium
20
Buy
4
Hold
0
Sell
Strong Buy
premium
$19.53B
7.04%
RCL
Royal Caribbean
$238.43
$7.67
(
3.32%
)
premium
12
Buy
3
Hold
0
Sell
Strong Buy
premium
$64.11B
85.97%
CCL
Carnival
$26.80
$1.62
(
6.43%
)
premium
16
Buy
3
Hold
1
Sell
Strong Buy
premium
$33.51B
41.57%
CRWD
CrowdStrike Holdings
$362.29
$11.26
(
3.21%
)
premium
28
Buy
5
Hold
0
Sell
Strong Buy
premium
$89.24B
41.72%
LNTH
Lantheus
$89.28
$2.655
(
2.89%
)
premium
8
Buy
0
Hold
0
Sell
Strong Buy
premium
$6.21B
49.83%
GE
GE Aerospace
$168.37
$3.57
(
2.17%
)
premium
12
Buy
0
Hold
0
Sell
Strong Buy
premium
$182.23B
32.90%
BHP
BHP Group
$49.20
$0.26
(
0.53%
)
premium
2
Buy
2
Hold
0
Sell
Moderate Buy
premium
$125.55B
-27.46%
IBM
International Business Machines
$223.36
$0.56
(
0.25%
)
premium
5
Buy
7
Hold
1
Sell
Moderate Buy
premium
$206.53B
37.76%
IWN
< ETF >
iShares Russell 2000 Value ETF
$164.11
$1.42
(
0.87%
)
premium
3K
Buy
2K
Hold
302
Sell
Hold
premium
$12.67B
5.18%
VBR
< ETF >
Vanguard Small Cap Value ETF
$199.65
$2.16
(
1.09%
)
premium
3K
Buy
2K
Hold
356
Sell
Moderate Buy
premium
$30.83B
10.71%
BITW
Bitwise 10 Crypto Index Fund Units of Benef Interest
$60.35
$0.9
(
1.47%
)
premium
―
premium
―
157.91%
BRK.A
Berkshire Hathaway A
$682500.00
$9.226K
(
1.37%
)
premium
1
Buy
0
Hold
0
Sell
Moderate Buy
premium
$978.78B
25.78%
VFV
< ETF >
Vanguard S&P500 Indx
C$151.67
C$1.58
(
1.05%
)
premium
―
premium
―
35.24%
CVI
CVR Energy
$18.01
$0.06
(
0.33%
)
premium
0
Buy
2
Hold
3
Sell
Moderate Sell
premium
$1.81B
-42.64%
CIGI
Colliers International Group
$135.44
$0.275
(
0.2%
)
premium
5
Buy
2
Hold
0
Sell
Moderate Buy
premium
$6.85B
8.80%
SNOW
Snowflake
$166.29
$2.08
(
1.27%
)
premium
24
Buy
6
Hold
0
Sell
Strong Buy
premium
$54.89B
-15.02%
IWB
< ETF >
iShares Russell 1000 ETF
$324.95
$3.62
(
1.13%
)
premium
7K
Buy
5K
Hold
575
Sell
Moderate Buy
premium
$38.67B
24.32%
DIS
Walt Disney
$112.03
$0.66
(
0.59%
)
premium
16
Buy
6
Hold
0
Sell
Moderate Buy
premium
$202.88B
23.08%
TECK
Teck Resources
$40.94
$0.95
(
2.38%
)
premium
12
Buy
4
Hold
0
Sell
Strong Buy
premium
$21.32B
-2.71%
NA
National Bank of Canada
C$131.91
C$0.62
(
0.47%
)
premium
2
Buy
7
Hold
0
Sell
Hold
premium
C$44.92B
22.45%
UNH
UnitedHealth
$500.13
$10.88
(
2.22%
)
premium
18
Buy
1
Hold
0
Sell
Strong Buy
premium
$460.26B
-3.88%
SPYU
< ETF >
MAX S&P 500 4X Leveraged ETN
$48.80
$2.09
(
4.47%
)
premium
―
premium
$163.60M
70.63%
UPRO
< ETF >
ProShares UltraPro S&P500
$91.48
$2.94
(
3.32%
)
premium
―
premium
$4.15B
68.50%
VOO
< ETF >
Vanguard S&P 500 ETF
$545.04
$6.1
(
1.13%
)
premium
4K
Buy
3K
Hold
332
Sell
Moderate Buy
premium
$574.46B
25.21%
SSO
< ETF >
ProShares Ultra S&P 500
$94.53
$2.1
(
2.27%
)
premium
―
premium
$5.49B
46.17%
PMZ.UN
Primaris Real Estate Investment Trust
C$15.84
C$0.7
(
4.62%
)
premium
4
Buy
0
Hold
0
Sell
Strong Buy
premium
C$1.59B
17.07%
55
Results | Showing
1
out of
1
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