tiprankstipranks

Motley Fool Based Old - New Portfolio

Motley Fool Based Old
Individual Investor
Ranked #62,281 out of 789,901 TipRanks' Investors
Success Rate
74%
49 out of 66
profitable transactions
Average Return
16.57%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
14.71% AAPL
7.73% IMTM
6.99% FCUS
5.97% ABNB
5.40% CVX
59.20% Others
By Assets
83.40% Stocks
16.60% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
35.77% Technology
16.60% General
15.54% Consumer Cyclical
9.01% Financial
6.42% Healthcare
16.67% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AAPL
Apple
$238.13
$0.1
(0.04%)
premium
18 Buy
11 Hold
4 Sell
Moderate Buy
premium
$3.63T
35.94%
SHOP
Shopify
$102.83
$3.75
(3.52%)
premium
21 Buy
13 Hold
0 Sell
Moderate Buy
premium
$144.76B
40.66%
LUV
Southwest Airlines
$29.60
$1.01
(3.3%)
premium
4 Buy
6 Hold
6 Sell
Hold
premium
$18.41B
-10.26%
LMND
Lemonade
$37.50
$1.75
(4.9%)
premium
1 Buy
4 Hold
2 Sell
Hold
premium
$2.65B
114.83%
IIPR
Innovative Industrial Properties
$71.29
$1.35
(1.93%)
premium
1 Buy
5 Hold
1 Sell
Hold
premium
$2.04B
-28.32%
GMED
Globus Medical
$78.77
$0.48
(0.61%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$11.05B
43.57%
CHWY
Chewy
$34.38
$1.52
(4.23%)
premium
18 Buy
3 Hold
0 Sell
Strong Buy
premium
$15.23B
102.71%
CCI
Crown Castle
$95.11
$0.75
(0.78%)
premium
3 Buy
4 Hold
1 Sell
Hold
premium
$40.90B
-15.02%
APPN
Appian
$31.77
$0.32
(1.02%)
premium
1 Buy
6 Hold
1 Sell
Hold
premium
$2.40B
-11.61%
ACN
Accenture
$346.89
$1.9
(0.55%)
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$217.98B
-10.09%
ABNB
Airbnb
$142.42
$1.44
(1.02%)
premium
10 Buy
18 Hold
4 Sell
Hold
premium
$87.56B
-10.82%
ZM
Zoom Video Communications
$75.43
$1.12
(1.51%)
premium
10 Buy
15 Hold
0 Sell
Moderate Buy
premium
$22.59B
6.60%
ZS
Zscaler
$194.38
$5.59
(2.96%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$30.11B
-11.87%
RIVN
Rivian Automotive
$11.40
$0.105
(0.91%)
premium
6 Buy
11 Hold
3 Sell
Hold
premium
$13.39B
4.32%
LKNCY
Luckin Coffee
$28.88
$1.27
(4.6%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$8.35B
37.22%
PINS
Pinterest
$35.57
$0
(0%)
premium
24 Buy
6 Hold
0 Sell
Strong Buy
premium
$25.08B
-2.28%
SBUX
Starbucks
$113.36
$2.05
(1.78%)
premium
15 Buy
5 Hold
1 Sell
Moderate Buy
premium
$131.55B
24.82%
DELL
Dell Technologies
$95.22
$0.34
(0.36%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$72.11B
-21.53%
AMKR
Amkor
$20.66
$0.39
(1.92%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$5.21B
-39.58%
FCUS
FCUS
< ETF >
Pinnacle Focused Opportunities ETF
$26.62
$0.119
(0.45%)
premium
296 Buy
124 Hold
16 Sell
Moderate Buy
premium
$39.63M
-3.95%
IMTM
IMTM
< ETF >
iShares MSCI Intl Momentum Factor ETF
$40.51
$0.2
(0.5%)
premium
1K Buy
666 Hold
145 Sell
Moderate Buy
premium
$2.37B
6.70%
FVRR
Fiverr International
$25.22
$0.13
(0.52%)
premium
4 Buy
4 Hold
0 Sell
Moderate Buy
premium
$965.60M
9.99%
ADYEY
Adyen
$18.35
$0.35
(1.94%)
premium
premium
$57.49B
13.69%
ARKK
ARKK
< ETF >
ARK Innovation ETF
$53.83
$0.74
(1.39%)
premium
448 Buy
173 Hold
36 Sell
Moderate Buy
premium
$5.91B
9.79%
ANNX
Annexon Biosciences
$2.53
$0.14
(5.86%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$281.41M
-55.78%
BXSL
Blackstone Secured Lending Fund
$33.04
$0.47
(1.4%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$7.68B
12.83%
SVM
Silvercorp Metals
$3.56
$0.045
(1.28%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$768.00M
31.34%
MRK
Merck & Company
$92.90
$0.25
(0.27%)
premium
11 Buy
6 Hold
0 Sell
Moderate Buy
premium
$233.03B
-24.91%
CVX
Chevron
$153.22
$0.135
(0.09%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$279.27B
2.83%
BND
BND
< ETF >
Vanguard Total Bond Market ETF
$73.37
$0.24
(0.33%)
premium
premium
$126.77B
2.09%
DGRO
DGRO
< ETF >
iShares Core Dividend Growth ETF
$63.05
$0.61
(0.96%)
premium
2K Buy
2K Hold
184 Sell
Moderate Buy
premium
$31.02B
13.33%
FADMX
FADMX
< FUND >
Fidelity Advisor Strategic Income Fund
$11.72
$0.02
(0.17%)
premium
premium
3.16%
FPADX
FPADX
< FUND >
Fidelity Emerging Markets Index Fund
$10.66
$0.09
(0.84%)
premium
premium
5.33%
IBDR
IBDR
< ETF >
iShares iBonds Dec 2026 Term Corporate ETF
$24.14
$0.014
(0.06%)
premium
premium
$3.24B
1.85%
QLTA
QLTA
< ETF >
iShares Aaa-A Rated Corporate Bond ETF
$47.66
$0.11
(0.23%)
premium
premium
$1.63B
1.66%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$499.82
$2.77
(0.56%)
premium
1K Buy
605 Hold
64 Sell
Moderate Buy
premium
$318.57B
14.45%
SMAX
SMAX
< ETF >
iShares Large Cap Max Buffer Sep ETF
$25.33
$0.008
(0.03%)
premium
premium
$143.56M
1.29%
UOCT
UOCT
< FUND >
Innovator U.S. Equity Ultra Buffer ETF - October
$35.34
$0.02
(0.06%)
premium
premium
$202.21M
6.95%
VB
VB
< ETF >
Vanguard Small-Cap ETF
$230.09
$1.77
(0.76%)
premium
6K Buy
4K Hold
547 Sell
Moderate Buy
premium
$62.69B
7.17%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$286.30
$1.41
(0.49%)
premium
13K Buy
7K Hold
897 Sell
Moderate Buy
premium
$460.56B
15.04%
FXAIX
FXAIX
< FUND >
Fidelity 500 Index Fund
$203.50
$3.63
(1.75%)
premium
404 Buy
97 Hold
5 Sell
Moderate Buy
premium
16.06%