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Designated Beneficiary JT - New Portfolio

HOWARD HYMAN

Designated Beneficiary JT
Individual Investor
Ranked #232,610 out of 775,923 TipRanks' Investors
Success Rate
53%
68 out of 129
profitable transactions
Average Return
13.93%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
20.08% AMZN
13.53% META
9.07% LLY
7.99% SPY
7.75% QQQ
41.58% Others
By Assets
75.47% Stocks
24.00% ETFs
0.52% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
24.13% Consumer Cyclical
24.13% General
19.55% Technology
15.93% Communication Services
9.07% Healthcare
7.19% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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NFLX
Netflix
$909.05
$7.01
(0.78%)
premium
22 Buy
11 Hold
2 Sell
Moderate Buy
premium
$388.58B
86.76%
ETN
Eaton
$338.12
$2.48
(0.74%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$133.63B
41.69%
GE
GE Aerospace
$168.37
$3.57
(2.17%)
premium
12 Buy
0 Hold
0 Sell
Strong Buy
premium
$182.23B
32.90%
AAPL
Apple
$254.49
$4.7
(1.88%)
premium
19 Buy
9 Hold
2 Sell
Moderate Buy
premium
$3.85T
31.45%
ASML
ASML Holding
$705.68
$4.58
(0.64%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$281.54B
-6.22%
LEN
Lennar
$138.08
$0.32
(0.23%)
premium
5 Buy
10 Hold
1 Sell
Hold
premium
$37.31B
-6.33%
GOOG
Alphabet Class C
$192.96
$3.26
(1.72%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.35T
36.08%
SMH
SMH
< ETF >
VanEck Semiconductor ETF
$242.71
$3.84
(1.61%)
premium
304 Buy
139 Hold
18 Sell
Moderate Buy
premium
$24.00B
40.07%
XAR
XAR
< ETF >
SPDR S&P Aerospace & Defense ETF
$166.35
$3.14
(1.92%)
premium
173 Buy
107 Hold
13 Sell
Moderate Buy
premium
$2.85B
22.74%
IWM
IWM
< ETF >
iShares Russell 2000 ETF
$221.92
$2.06
(0.94%)
premium
5K Buy
3K Hold
419 Sell
Moderate Buy
premium
$75.77B
10.14%
AXP
American Express
$298.65
$5.57
(1.9%)
premium
6 Buy
11 Hold
1 Sell
Moderate Buy
premium
$210.38B
60.94%
COST
Costco
$954.07
$0.73
(0.08%)
premium
18 Buy
8 Hold
0 Sell
Moderate Buy
premium
$423.51B
42.06%
TSM
Taiwan Semiconductor Manufacturing
$197.21
$2.57
(1.32%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$822.54B
91.19%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.29
$0.36
(1.34%)
premium
435 Buy
438 Hold
76 Sell
Moderate Buy
premium
$64.08B
7.94%
CRM
Salesforce
$343.65
$7.42
(2.21%)
premium
31 Buy
9 Hold
1 Sell
Moderate Buy
premium
$328.87B
29.03%
LIN
Linde
$424.31
$4.72
(1.12%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$202.04B
3.30%
MSFT
Microsoft
$436.60
$0.43
(0.1%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.25T
16.56%
AVGO
Broadcom
$220.79
$2.47
(1.13%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.03T
96.79%
QQQ
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
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%
LLY
Eli Lilly & Co
$767.76
$10.22
(1.35%)
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$728.85B
34.60%
META
Meta Platforms
$585.25
$10.32
(1.73%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.48T
65.61%
AMZN
Amazon
$224.92
$1.63
(0.73%)
premium
46 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.37T
46.60%
NVDA
Nvidia
$134.70
$4.02
(3.08%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.30T
175.86%
DD
DuPont de Nemours
$77.28
$0.43
(0.56%)
premium
8 Buy
2 Hold
2 Sell
Moderate Buy
premium
$32.30B
2.32%
OZEM
OZEM
< ETF >
Roundhill GLP-1 & Weight Loss ETF
$24.45
$0.74
(2.94%)
premium
176 Buy
63 Hold
9 Sell
Moderate Buy
premium
$41.50M
-3.63%
XLK
XLK
< ETF >
Technology Select Sector SPDR Fund
$235.96
$3.47
(1.49%)
premium
751 Buy
374 Hold
48 Sell
Moderate Buy
premium
$72.68B
22.86%
SMCI
Super Micro Computer
$31.59
$0.35
(1.12%)
premium
1 Buy
5 Hold
2 Sell
Hold
premium
$18.50B
9.04%