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Portfolio - New Portfolio

Portfolio
Individual Investor
Ranked #98,713 out of 769,002 TipRanks' Investors
Success Rate
68%
45 out of 66
profitable transactions
Average Return
18.17%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
13.24% NVDA
12.70% META
12.06% SPY
5.59% MSFT
5.08% LLY
51.33% Others
By Assets
69.84% Stocks
18.98% ETFs
11.18% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
33.55% Technology
21.37% General
16.53% Communication Services
9.11% Consumer Cyclical
7.75% Financial
11.70% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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XOM
Exxon Mobil
$121.93
$1.61
(1.34%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$521.39B
15.68%
WMT
Walmart
$88.39
$1.21
(1.39%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$696.11B
67.81%
AMD
Advanced Micro Devices
$137.49
$0.11
(0.08%)
premium
23 Buy
7 Hold
0 Sell
Strong Buy
premium
$226.20B
15.47%
ADI
Analog Devices
$213.96
$2.95
(1.4%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$104.48B
16.42%
NXPI
NXP Semiconductors
$224.57
$4.23
(1.92%)
premium
14 Buy
5 Hold
1 Sell
Moderate Buy
premium
$55.89B
9.93%
LIN
Linde
$455.07
$4.93
(1.1%)
premium
9 Buy
4 Hold
1 Sell
Moderate Buy
premium
$211.44B
9.28%
GLD
GLD
< ETF >
SPDR Gold Shares
$246.66
$2.04
(0.83%)
premium
premium
$73.09B
31.24%
JPM
JPMorgan Chase & Co.
$244.76
$3.98
(1.65%)
premium
10 Buy
6 Hold
1 Sell
Moderate Buy
premium
$684.38B
57.03%
GOOG
Alphabet Class C
$169.24
$8.09
(4.56%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.19T
27.93%
SMH
SMH
< ETF >
VanEck Semiconductor ETF
$246.10
$3.56
(1.47%)
premium
292 Buy
136 Hold
19 Sell
Moderate Buy
premium
$23.66B
49.60%
AVGO
Broadcom
$163.94
$0.69
(0.42%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$772.28B
66.38%
SMCI
Super Micro Computer
$29.70
$3.9
(15.12%)
premium
2 Buy
6 Hold
2 Sell
Hold
premium
$16.55B
-10.99%
AMZN
Amazon
$198.38
$4.5
(2.22%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.15T
40.99%
LLY
Eli Lilly & Co
$749.92
$3.49
(0.46%)
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$692.74B
27.14%
MSFT
Microsoft
$412.87
$1.79
(0.43%)
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
11.37%
META
Meta Platforms
$563.09
$2.43
(0.43%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.42T
67.82%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$593.67
$3.17
(0.54%)
premium
4K Buy
3K Hold
326 Sell
Moderate Buy
premium
$627.39B
29.77%
NVDA
Nvidia
$146.67
$0.78
(0.53%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.61T
192.11%
CSWC
Capital Southwest
$22.97
$0.02
(0.09%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$1.10B
3.09%
MS
Morgan Stanley
$134.99
$3.3
(2.51%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$213.04B
67.82%
KKR
KKR & Co
$157.67
$5.49
(3.61%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$135.70B
123.07%
IWM
IWM
< ETF >
iShares Russell 2000 ETF
$234.44
$3.51
(1.52%)
premium
5K Buy
3K Hold
400 Sell
Hold
premium
$75.73B
30.45%
PANW
Palo Alto Networks
$397.70
$4.81
(1.22%)
premium
27 Buy
4 Hold
0 Sell
Strong Buy
premium
$126.99B
48.80%
HD
Home Depot
$410.45
$10.45
(2.61%)
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$404.07B
31.00%
OLED
Universal Display
$167.06
$1.16
(0.7%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$7.80B
1.53%
VZ
Verizon
$42.50
$0.28
(0.66%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$176.51B
13.34%