New Portfolio Apr 2024 - New Portfolio

Ed Chiu

New Portfolio Apr 2024
Individual Investor
Ranked #386,457 out of 794,476 TipRanks' Investors
Success Rate
41%
175 out of 429
profitable transactions
Average Return
-1.60%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
85.91% BRK.A
2.75% TSE:CSU
1.18% TDG
1.06% TPL
0.88% NVDA
8.22% Others
By Assets
97.71% Stocks
2.29% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
86.81% Financial
5.63% Technology
2.35% General
1.75% Industrials
1.09% Healthcare
2.37% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
70wd34rtq3i
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70wd34rtq3i
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70wd34rtq3i
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70wd34rtq3i
8rmnxfah9rb
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jlqxniyli0
jlqxniyli0
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jlqxniyli0
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jlqxniyli0
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5w51vhznb4g
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5w51vhznb4g
5w51vhznb4g
5w51vhznb4g
qnky93av8lf
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qnky93av8lf
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nh8eevday3
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nh8eevday3
nh8eevday3
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io692wvve9h
io692wvve9h
io692wvve9h
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io692wvve9h
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io692wvve9h
io692wvve9h
io692wvve9h
jt4bvhyf0
jt4bvhyf0
jt4bvhyf0
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jt4bvhyf0
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jt4bvhyf0
jt4bvhyf0
jt4bvhyf0
eoq9top10
eoq9top10
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premium
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eoq9top10
eoq9top10
eoq9top10
duljh28v7p6
duljh28v7p6
duljh28v7p6
premium
duljh28v7p6
premium
duljh28v7p6
duljh28v7p6
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$196.09
$7.1
(3.49%)
premium
17 Buy
11 Hold
5 Sell
Moderate Buy
premium
$3.05T
20.36%
$366.23
$6.88
(1.84%)
premium
32 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.77T
-9.11%
$99.32
$2.48
(2.44%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.48T
24.12%
QQQ
QQQ
< ETF >
$439.10
$11.56
(2.57%)
premium
1K Buy
629 Hold
66 Sell
Moderate Buy
premium
$297.17B
7.70%
SPY
SPY
< ETF >
$525.19
$11.51
(2.14%)
premium
5K Buy
3K Hold
285 Sell
Moderate Buy
premium
$573.32B
8.68%
C$4598.16
C$78.58
(1.74%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
C$95.78B
32.06%
$503.00
$28.62
(5.38%)
premium
44 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.35T
15.23%
$69.40
$1.08
(1.53%)
premium
17 Buy
4 Hold
1 Sell
Moderate Buy
premium
$65.88B
-18.94%
$235.72
$1.11
(0.47%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$95.28B
11.47%
$248.77
$6.46
(2.53%)
premium
30 Buy
8 Hold
2 Sell
Moderate Buy
premium
$245.28B
-10.89%
$238.95
$8.87
(3.58%)
premium
8 Buy
13 Hold
1 Sell
Moderate Buy
premium
$173.75B
12.86%
$215.98
$12.71
(5.56%)
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$639.44B
23.96%
$90.89
$2.91
(3.1%)
premium
24 Buy
12 Hold
1 Sell
Moderate Buy
premium
$152.00B
-43.44%
$66.54
$2.24
(3.26%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$3.23B
41.67%
C$97.72
C$1.5
(1.51%)
premium
17 Buy
4 Hold
1 Sell
Moderate Buy
premium
C$92.64B
-18.94%
$11.11
$0.12
(1.07%)
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$3.88B
-36.06%
$68.07
$2.19
(3.12%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.43B
-42.86%
$97.37
$6.97
(6.68%)
premium
10 Buy
1 Hold
0 Sell
Strong Buy
premium
$10.70B
48.97%
$77.13
$19.55
(20.22%)
premium
21 Buy
13 Hold
0 Sell
Moderate Buy
premium
$106.71B
33.06%
$22.48
$0.99
(4.22%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$870.10M
$519.09
$11.07
(2.09%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.14T
27.96%
$768.08
$21.01
(2.66%)
premium
18 Buy
1 Hold
0 Sell
Strong Buy
premium
$748.05B
5.44%
C$52.65
C$0.25
(0.47%)
premium
2 Buy
6 Hold
0 Sell
Hold
premium
C$14.70B
36.32%
$150.55
$2.08
(1.36%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$1.85T
1.59%
$1330.01
$33.41
(2.45%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$76.47B
13.21%
$71.91
$2.015
(2.73%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$231.42B
8.10%
$486.13
$2.125
(0.44%)
premium
16 Buy
10 Hold
1 Sell
Moderate Buy
premium
$124.29B
19.80%
$68.36
$2.915
(4.09%)
premium
10 Buy
3 Hold
1 Sell
Moderate Buy
premium
$89.88B
-1.28%
IWF
IWF
< ETF >
$336.65
$9.8
(2.83%)
premium
4K Buy
2K Hold
207 Sell
Moderate Buy
premium
$97.13B
9.57%
$259.24
$8.04
(3.01%)
premium
16 Buy
11 Hold
12 Sell
Hold
premium
$859.71B
67.93%
$188.65
$23.4
(11.04%)
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$50.77B
39.70%
$16.63
$0.65
(3.76%)
premium
11 Buy
4 Hold
1 Sell
Moderate Buy
premium
$22.48B
14.74%
$331.33
$16.06
(4.62%)
premium
32 Buy
3 Hold
0 Sell
Strong Buy
premium
$86.11B
16.08%
$182.82
$4.81
(2.56%)
premium
15 Buy
1 Hold
0 Sell
Strong Buy
premium
$201.38B
27.30%
$43.93
$2.55
(5.49%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$118.50B
-19.50%
$238.77
$4.72
(1.94%)
premium
8 Buy
5 Hold
1 Sell
Moderate Buy
premium
$225.78B
30.95%
IWN
IWN
< ETF >
$138.41
$4.52
(3.16%)
premium
3K Buy
2K Hold
258 Sell
Hold
premium
$10.95B
-1.59%
VBR
VBR
< ETF >
$171.56
$5.44
(3.07%)
premium
3K Buy
2K Hold
331 Sell
Moderate Buy
premium
$28.50B
-5.15%
$48.51
$2.74
(5.35%)
premium
premium
54.13%
$794514.00
$12.17K
(1.51%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.14T
26.43%
TSE:VFV
VFV
< ETF >
C$132.62
C$1.99
(1.48%)
premium
premium
15.04%
$17.87
$1.67
(8.55%)
premium
0 Buy
3 Hold
2 Sell
Moderate Sell
premium
$1.80B
-52.06%
$133.58
$6.32
(4.52%)
premium
33 Buy
6 Hold
0 Sell
Strong Buy
premium
$46.74B
0.58%
IWB
IWB
< ETF >
$287.15
$7.78
(2.64%)
premium
7K Buy
5K Hold
511 Sell
Moderate Buy
premium
$37.21B
4.45%
$85.87
$2.97
(3.34%)
premium
16 Buy
5 Hold
0 Sell
Strong Buy
premium
$160.60B
-17.73%
$31.84
$2.24
(6.57%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$17.17B
-27.37%
C$115.23
C$3.28
(2.77%)
premium
3 Buy
8 Hold
1 Sell
Hold
premium
C$46.37B
0.26%
SPYU
SPYU
< ETF >
$26.58
$2.97
(10.05%)
premium
premium
$160.02M
-3.96%
UPRO
UPRO
< ETF >
$60.39
$4.74
(7.28%)
premium
premium
$3.30B
-1.82%
VOO
VOO
< ETF >
$482.66
$11.5
(2.33%)
premium
4K Buy
3K Hold
289 Sell
Moderate Buy
premium
$594.35B
8.70%
SSO
SSO
< ETF >
$72.64
$3.66
(4.8%)
premium
premium
$4.58B
2.48%
C$14.45
C$0.21
(1.43%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
C$1.50B
12.72%
$15.64
$0.64
(3.93%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$466.12M
-32.47%
$286.46
$4.18
(1.48%)
premium
12 Buy
0 Hold
1 Sell
Strong Buy
premium
$73.52B
94.59%
$1183.30
$37.68
(3.09%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$28.06B
137.08%
$45.49
$0.68
(1.47%)
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$7.99B
$12.93
$0.13
(1%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$142.85M
-61.45%
$39.72
$1.19
(2.91%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$17.85B
-14.82%