Personal Portfolio - New Portfolio

lambert li

Personal Portfolio
Individual Investor
Ranked #182,894 out of 767,968 TipRanks' Investors
Success Rate
80%
8 out of 10
profitable transactions
Average Return
31.02%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
17.42% SOFI
15.88% SHOP
12.18% KMI
10.57% CSCO
10.15% BTI
33.80% Others
By Assets
91.08% Stocks
8.92% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
54.35% Technology
17.42% Financial
12.18% Energy
10.15% Consumer Defensive
5.90% Healthcare

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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CSCO
Cisco Systems
$57.46
$0.46
(0.79%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$229.04B
20.32%
KMI
Kinder Morgan
$27.27
$0.51
(1.91%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$60.58B
60.79%
QTRX
Quanterix
$11.44
$0.48
(4.03%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$439.06M
-49.04%
SHOP
Shopify
$108.49
$0.59
(0.54%)
premium
18 Buy
12 Hold
2 Sell
Moderate Buy
premium
$140.34B
58.75%
MSFT
Microsoft
$415.00
$11.89
(2.79%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
12.21%
SOFI
SoFi Technologies
$13.63
$0.23
(1.72%)
premium
5 Buy
7 Hold
2 Sell
Hold
premium
$14.79B
99.56%
BTI
British American Tobacco
$36.39
$0.9
(2.54%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$79.90B
15.67%
AAPL
Apple
$225.00
$3.22
(1.41%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.40T
18.61%
TSM
Taiwan Semiconductor Manufacturing
$186.01
$2.49
(1.32%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$826.72B
86.79%