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Portfolio
- New Portfolio
Performance
Portfolio Details
Portfolio
Individual Investor
Ranked #102,829 out of 775,913 TipRanks' Investors
Success Rate
66%
55 out of 84
profitable transactions
Average Return
15.72%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
13.10%
META
12.06%
NVDA
11.91%
SPY
5.86%
MSFT
5.16%
LLY
51.91%
Others
By Assets
73.13%
Stocks
19.32%
ETFs
7.55%
Cash
0.00%
Funds
0.00%
Cryptocurrency
By Sector
33.20%
Technology
20.90%
General
17.20%
Communication Services
9.43%
Consumer Cyclical
7.26%
Financial
12.02%
Other
Portfolio Holdings
Select Columns
27
Results | Showing
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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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XOM
Exxon Mobil
$105.87
$0.36
(
0.34%
)
premium
12
Buy
7
Hold
1
Sell
Moderate Buy
premium
$465.31B
4.07%
WMT
Walmart
$92.24
$1.16
(
1.24%
)
premium
27
Buy
2
Hold
0
Sell
Strong Buy
premium
$741.00B
78.76%
AMD
Advanced Micro Devices
$119.21
$0.33
(
0.28%
)
premium
22
Buy
8
Hold
0
Sell
Moderate Buy
premium
$193.45B
-14.79%
ADI
Analog Devices
$211.78
$4
(
1.93%
)
premium
11
Buy
6
Hold
0
Sell
Moderate Buy
premium
$105.11B
7.90%
NXPI
NXP Semiconductors
$210.24
$2.97
(
1.43%
)
premium
15
Buy
5
Hold
1
Sell
Moderate Buy
premium
$53.43B
-8.29%
LIN
Linde
$424.31
$4.72
(
1.12%
)
premium
10
Buy
5
Hold
0
Sell
Moderate Buy
premium
$202.04B
3.71%
GLD
< ETF >
SPDR Gold Shares
$242.10
$2.5
(
1.04%
)
premium
―
premium
$73.12B
26.48%
JPM
JPMorgan Chase & Co.
$237.60
$4.64
(
1.99%
)
premium
9
Buy
5
Hold
1
Sell
Moderate Buy
premium
$668.92B
41.85%
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
< ETF >
VanEck Semiconductor ETF
$242.71
$3.84
(
1.61%
)
premium
304
Buy
139
Hold
18
Sell
Moderate Buy
premium
$24.00B
37.87%
AVGO
Broadcom
$220.79
$2.47
(
1.13%
)
premium
23
Buy
3
Hold
0
Sell
Strong Buy
premium
$1.03T
95.86%
SMCI
Super Micro Computer
$31.59
$0.35
(
1.12%
)
premium
1
Buy
5
Hold
2
Sell
Hold
premium
$18.50B
3.85%
AMZN
Amazon
$224.92
$1.63
(
0.73%
)
premium
46
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.37T
46.20%
LLY
Eli Lilly & Co
$767.76
$10.22
(
1.35%
)
premium
16
Buy
2
Hold
0
Sell
Strong Buy
premium
$728.85B
34.22%
MSFT
Microsoft
$436.60
$0.43
(
0.1%
)
premium
27
Buy
2
Hold
0
Sell
Strong Buy
premium
$3.25T
16.88%
META
Meta Platforms
$585.25
$10.32
(
1.73%
)
premium
40
Buy
3
Hold
1
Sell
Strong Buy
premium
$1.48T
65.28%
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
23.99%
NVDA
Nvidia
$134.70
$4.02
(
3.08%
)
premium
37
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.30T
174.95%
CSWC
Capital Southwest
$21.05
$0.2
(
0.96%
)
premium
0
Buy
5
Hold
0
Sell
Hold
premium
$1.00B
-9.62%
MS
Morgan Stanley
$123.44
$2.94
(
2.44%
)
premium
5
Buy
10
Hold
0
Sell
Moderate Buy
premium
$198.87B
33.26%
KKR
KKR & Co
$147.58
$4.05
(
2.82%
)
premium
10
Buy
2
Hold
0
Sell
Strong Buy
premium
$131.08B
80.31%
IWM
< ETF >
iShares Russell 2000 ETF
$221.92
$2.06
(
0.94%
)
premium
5K
Buy
3K
Hold
419
Sell
Hold
premium
$75.77B
10.14%
PANW
Palo Alto Networks
$186.78
$2.58
(
1.36%
)
premium
32
Buy
4
Hold
1
Sell
Strong Buy
premium
$122.57B
24.77%
HD
Home Depot
$392.60
$7.58
(
1.97%
)
premium
21
Buy
4
Hold
0
Sell
Strong Buy
premium
$389.99B
12.50%
OLED
Universal Display
$149.53
$1.06
(
0.7%
)
premium
5
Buy
0
Hold
0
Sell
Strong Buy
premium
$7.10B
-20.80%
VZ
Verizon
$39.93
$0.04
(
0.1%
)
premium
6
Buy
10
Hold
0
Sell
Moderate Buy
premium
$168.09B
6.68%
O
Realty Income
$52.79
$1.03
(
1.99%
)
premium
3
Buy
9
Hold
0
Sell
Hold
premium
$46.20B
-7.32%
27
Results | Showing
1
out of
1
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