Education

Personal Finance How To Use TipRanks TipRanks Labs Webinar Center Glossary FAQs

About Us

About TipRanks Contact Us Careers Reviews Mobile APP

Working with TipRanks

Enterprise Solutions Top Online Brokers Become an Affiliate

News Trending Portfolio

TOOLS

Top Smart Score Stocks

STOCKS

Best High Yield Dividend Stocks

Dividend Aristocrats

Dividend Stock Comparison

New

Dividend Calculator

Dividend Returns Comparison

Dividend Calendar

Top Analysts

Top Financial Bloggers

Top-Performing Corporate Insiders

Top Hedge Fund Managers

Top Research Firms

Top Individual Investors

News

Portfolio

Personal Finance Center

Mortgages

Loans

Investing & Retirement

Spending & Savings

Calculators

Compound Interest Calculator

Student Loan Calculator

401k Retirement Calculator

Education

About Us

Working with TipRanks

Enterprise Solutions

Top Online Brokers

Become an Affiliate

Awesome - New Portfolio

Performance Portfolio Details

James Smith

Awesome

Individual Investor

Ranked #190,379 out of 769,002 TipRanks' Investors

Success Rate

234 out of 376
profitable transactions

Average Return

4.11%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

92.62% BRK.A

3.40% META

0.94% ASML

0.84% AAPL

0.34% AMZN

1.86% Others

By Assets

99.79% Stocks

0.14% Cash

0.07% ETFs

0.00% Funds

0.00% Cryptocurrency

By Sector

93.19% Financial

3.45% Communication Services

1.91% Technology

0.47% Consumer Cyclical

0.35% Energy

0.61% Other

Portfolio Holdings

9zxkb35iln

premium

9zxkb35iln

premium

9zxkb35iln

9562h2h11b

premium

9562h2h11b

premium

9562h2h11b

u808fvczz

premium

u808fvczz

premium

u808fvczz

x537s4ip1q

premium

x537s4ip1q

premium

x537s4ip1q

g2ezglzs0zl

premium

g2ezglzs0zl

premium

g2ezglzs0zl

yurdzdgdpfc

premium

yurdzdgdpfc

premium

yurdzdgdpfc

7pe8bc

premium

7pe8bc

premium

7pe8bc

t5fhzc

premium

t5fhzc

premium

t5fhzc

4bsn3nog52v

premium

4bsn3nog52v

premium

4bsn3nog52v

k4321qfmllc

premium

k4321qfmllc

premium

k4321qfmllc

To view investors' portfolios

AAPL

Apple

$228.52

$0.48

(0.21%)

After

0.07%

premium

24 Buy

8 Hold

2 Sell

Moderate Buy

premium

$3.45T

20.12%

AMZN

Amazon

$198.38

$4.5

(2.22%)

After

0.27%

premium

44 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.15T

40.99%

BABA

Alibaba

$85.58

$1.192

(1.37%)

After

0.08%

premium

15 Buy

1 Hold

0 Sell

Strong Buy

premium

$209.68B

9.92%

GOOG

Alphabet Class C

$169.24

$8.09

(4.56%)

After

0.74%

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.19T

27.93%

MSFT

Microsoft

$412.87

$1.79

(0.43%)

After

0.11%

premium

27 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.11T

11.37%

NVDA

Nvidia

$146.67

$0.78

(0.53%)

After

0.05%

premium

39 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.61T

192.11%

QQQ < ETF >

Invesco QQQ Trust

$504.98

$1.81

(0.36%)

After

0.15%

premium

1K Buy

635 Hold

73 Sell

Moderate Buy

premium

$317.87B

29.60%

SPY < ETF >

SPDR S&P 500 ETF Trust

$593.67

$3.17

(0.54%)

After

0.07%

premium

4K Buy

3K Hold

327 Sell

Moderate Buy

premium

$627.39B

30.23%

TSLA

Tesla

$339.64

$2.39

(0.7%)

After

0.06%

premium

11 Buy

14 Hold

9 Sell

Hold

premium

$1.11T

41.80%

META

Meta Platforms

$563.09

$2.43

(0.43%)

After

0.18%

premium

40 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.42T

67.82%

GOOGL

Alphabet Class A

$167.63

$8.35

(4.74%)

After

0.67%

premium

27 Buy

7 Hold

0 Sell

Strong Buy

premium

$2.19T

28.48%

BTC-USD

Bitcoin

$98146.81

$3.696K

(3.91%)

premium

―

premium

$1.93T

155.93%

ETH-USD

Ethereum

$3354.77

$274.188

(8.9%)

premium

―

premium

$375.83B

52.79%

CAT

Caterpillar

$389.61

$8.11

(2.13%)

After

>0.01%

premium

5 Buy

5 Hold

4 Sell

Hold

premium

$184.59B

52.96%

TOL

Toll Brothers

$152.36

$0.45

(0.3%)

After

premium

7 Buy

2 Hold

2 Sell

Moderate Buy

premium

$15.32B

78.74%

CMPR

Cimpress

$81.25

$2.87

(3.66%)

After

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.94B

9.25%

ADP

Automatic Data Processing

$304.57

$5.98

(2%)

After

premium

2 Buy

8 Hold

0 Sell

Hold

premium

$121.23B

29.14%

AMGN

Amgen

$289.90

$2.03

(0.71%)

After

0.02%

premium

11 Buy

11 Hold

1 Sell

Moderate Buy

premium

$150.48B

9.53%

EIX

Edison International

$87.08

$0.96

(1.11%)

After

0.26%

premium

6 Buy

3 Hold

2 Sell

Moderate Buy

premium

$33.16B

31.42%

QCOM

Qualcomm

$155.46

$1.19

(0.77%)

After

0.11%

premium

11 Buy

9 Hold

1 Sell

Moderate Buy

premium

$182.99B

21.45%

PDD

PDD Holdings

$104.09

$12.4

(10.64%)

After

0.38%

premium

12 Buy

2 Hold

0 Sell

Strong Buy

premium

$163.43B

-0.72%

BLK

BlackRock

$1028.04

$3.37

(0.33%)

After

>0.01%

premium

13 Buy

2 Hold

0 Sell

Strong Buy

premium

$159.23B

41.40%

PTON

Peloton Interactive

$9.06

$0.7

(8.37%)

After

premium

3 Buy

15 Hold

0 Sell

Hold

premium

$3.03B

57.44%

TPZ

Topaz Energy Corp

C$29.30

C$0.75

(2.63%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

C$4.32B

41.34%

GXE

Gear Energy

C$0.53

C$0.02

(3.92%)

premium

―

premium

C$137.07M

-25.49%

BNE

Bonterra Energy

C$3.62

C$0.19

(5.54%)

premium

―

premium

C$127.28M

-45.63%

EOG

EOG Resources

$135.49

$0.74

(0.54%)

After

<0.01%

premium

9 Buy

11 Hold

0 Sell

Moderate Buy

premium

$76.03B

9.64%

BRK.A

Berkshire Hathaway A

$707400.00

$4.1K

(0.58%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.01T

28.43%

MRK

Merck & Company

$99.86

$2.42

(2.48%)

After

0.14%

premium

16 Buy

5 Hold

0 Sell

Strong Buy

premium

$244.21B

-4.67%

XLV < ETF >

Health Care Select Sector SPDR Fund

$144.04

$1.16

(0.81%)

After

<0.01%

premium

541 Buy

322 Hold

34 Sell

Moderate Buy

premium

$38.41B

8.78%

CEP

Cantor Equity Partners, Inc. Class A

$10.27

$0.035

(0.34%)

premium

―

premium

―

YXT

YXT.COM Group Holding Limited Sponsored ADR

$2.10

$0.04

(1.94%)

After

1.9%

premium

―

premium

$324.93M

―

WOK

WORK Medical Technology Group LTD

$5.76

$0.1

(1.71%)

premium

―

premium

―

BOX

Box

$33.49

$0.32

(0.96%)

After

0.03%

premium

3 Buy

2 Hold

1 Sell

Moderate Buy

premium

$4.75B

27.63%

Kroger Company

$58.58

$0.97

(1.68%)

After

0.85%

premium

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

$42.03B

33.95%

LYB

LyondellBasell

$82.80

$0.32

(0.39%)

After

0.24%

premium

5 Buy

8 Hold

0 Sell

Moderate Buy

premium

$26.70B

-13.79%

Workiva

$94.87

$2.69

(2.92%)

After

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$5.00B

-1.81%

CASH < ETF >

GO MSCI China A Accum.Shs Class -A- USD

$15.65

$0.02

(0.13%)

premium

―

premium

―

8.74%

CFLSF

CASH Financial Services Group

$0.10

(0%)

premium

―

premium

$16.62M

0.00%

CASH < ETF >

Horizons High Interest Savings ETF Trust Units A

C$50.10

C$0.005

(0.01%)

premium

―

premium

―

-0.10%

CASH

Prosegur Cash

€0.53

€0.001

(0.19%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

€761.16M

1.54%

CASH

Meta Financial Group

$80.78

$1.26

(1.58%)

After

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.97B

60.03%

ALIZY

Allianz SE Unsponsored ADR

$30.50

$0.44

(1.46%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$117.29B

19.95%

CRM

Salesforce

$335.86

$10.16

(3.12%)

After

0.29%

premium

34 Buy

8 Hold

1 Sell

Strong Buy

premium

$309.20B

45.19%

WDAY

Workday

$268.07

$8.63

(3.33%)

After

0.03%

premium

23 Buy

7 Hold

1 Sell

Moderate Buy

premium

$69.13B

9.62%

BMO

Bank Of Montreal

$94.63

$0.59

(0.63%)

After

0.56%

premium

4 Buy

8 Hold

0 Sell

Moderate Buy

premium

$68.60B

16.36%

WDS

Woodside Energy Group

$16.18

$0.265

(1.66%)

After

0.03%

premium

―

premium

$30.34B

-23.35%

FIVE

Five Below

$83.49

$0.39

(0.47%)

After

1.21%

premium

7 Buy

9 Hold

2 Sell

Moderate Buy

premium

$4.65B

-55.47%

NUVL

Nuvalent

$92.73

$1.56

(1.71%)

After

premium

12 Buy

1 Hold

1 Sell

Strong Buy

premium

$6.47B

51.95%

XOM

Exxon Mobil

$121.93

$1.61

(1.34%)

After

>0.01%

premium

12 Buy

7 Hold

1 Sell

Moderate Buy

premium

$521.39B

15.18%

NXDCF

Nextdc Limited

$8.88

$2.974

(33.89%)

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$6.97B

28.42%

TCTZF

Tencent Holdings Limited

$51.30

$0.05

(0.1%)

premium

13 Buy

0 Hold

0 Sell

Strong Buy

premium

$479.38B

24.09%

LLY

Eli Lilly & Co

$749.92

$3.49

(0.46%)

After

0.12%

premium

17 Buy

1 Hold

0 Sell

Strong Buy

premium

$692.74B

27.14%

ADBE

Adobe

$504.44

$4.94

(0.99%)

After

0.29%

premium

23 Buy

5 Hold

2 Sell

Moderate Buy

premium

$219.93B

-18.25%

AVGO

Broadcom

$163.94

$0.69

(0.42%)

After

0.12%

premium

23 Buy

3 Hold

0 Sell

Strong Buy

premium

$772.28B

66.38%

UNH

UnitedHealth

$597.49

$3.01

(0.5%)

After

0.09%

premium

18 Buy

1 Hold

0 Sell

Strong Buy

premium

$531.00B

11.29%

JNJ

Johnson & Johnson

$155.50

$2.39

(1.56%)

After

<0.01%

premium

6 Buy

8 Hold

0 Sell

Moderate Buy

premium

$368.37B

1.32%

ASML

ASML Holding

$672.16

$13.73

(2.09%)

After

0.17%

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$259.18B

-3.80%

QUBSF

Qantas Airways Limited

$5.55

(0%)

premium

11 Buy

3 Hold

0 Sell

Strong Buy

premium

$9.08B

64.05%

NVO

Novo Nordisk

$102.63

$2.64

(2.51%)

After

>0.01%

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$454.52B

2.42%

XLB < ETF >

Materials Select Sector SPDR Fund

$93.57

$1.13

(1.22%)

After

0.07%

premium

181 Buy

134 Hold

15 Sell

Moderate Buy

premium

$5.72B

13.59%

IHI < ETF >

iShares U.S. Medical Devices ETF

$60.40

$0.45

(0.75%)

After

0.07%

premium

327 Buy

145 Hold

10 Sell

Moderate Buy

premium

$4.91B

20.60%

SCHH < ETF >

Schwab U.S. REIT ETF

$22.59

$0.14

(0.62%)

After

premium

440 Buy

451 Hold

48 Sell

Moderate Buy

premium

$7.87B

20.57%

VIS < ETF >

Vanguard Industrials ETF

$273.32

$3.78

(1.4%)

After

0.93%

premium

1K Buy

1K Hold

145 Sell

Moderate Buy

premium

$5.86B

32.66%

UBER

Uber Technologies

$69.64

$0.04

(0.06%)

After

0.03%

premium

34 Buy

2 Hold

0 Sell

Strong Buy

premium

$145.57B

26.26%

UNP

Union Pacific

$239.02

$5.46

(2.34%)

After

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$141.43B

5.21%

DLTR

Dollar Tree

$65.76

$2.58

(4.08%)

After

1.15%

premium

6 Buy

15 Hold

1 Sell

Hold

premium

$13.95B

-45.57%

Philip Morris

$131.21

$0.82

(0.63%)

After

0.03%

premium

7 Buy

0 Hold

1 Sell

Strong Buy

premium

$201.41B

40.51%

BRFS

BRF SA

$4.32

$0.07

(1.65%)

After

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$7.05B

50.18%

TRMD

Torm

$21.71

$2.1

(8.82%)

After

0.37%

premium

2 Buy

4 Hold

0 Sell

Moderate Buy

premium

$2.29B

-25.24%

UKC

Cash Converters International Limited

€0.13

€0

(0%)

premium

―

premium

€89.16M

12.17%

CCV

Cash Converters International Limited

AU$0.23

AU$0.005

(2.13%)

premium

―

premium

AU$144.34M

12.17%

RNA

Avidity Biosciences

$42.56

$1.09

(2.5%)

After

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.16B

644.88%

CFN

CASH Financial Services Group

€0.03

€0.006

(16.67%)

premium

―

premium

€15.76M

0.00%

0510

CASH Financial Services Group

HK$0.29

HK$0.01

(3.33%)

premium

―

premium

HK$129.35M

0.00%

PCCYF

PetroChina Company

$0.71

$0.011

(1.54%)

premium

5 Buy

1 Hold

1 Sell

Moderate Buy

premium

$197.15B

6.22%

ENVA

Enova International

$102.03

$2.16

(2.16%)

After

0.71%

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

$2.63B

148.87%

BRK.B

Berkshire Hathaway B

$472.03

$3.2

(0.68%)

After

0.07%

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.01T

29.87%

HEI.A

Heico Cp Cl A

$215.42

$0.74

(0.34%)

After

premium

―

premium

$32.75B

55.81%

JPM

JPMorgan Chase & Co.

$244.76

$3.98

(1.65%)

After

0.02%

premium

10 Buy

6 Hold

1 Sell

Moderate Buy

premium

$684.38B

57.40%

SHW

Sherwin-Williams Company

$383.32

$11.66

(3.14%)

After

premium

12 Buy

5 Hold

1 Sell

Moderate Buy

premium

$94.07B

35.87%

VNQ < ETF >

Vanguard Real Estate ETF

$95.52

$0.7

(0.74%)

After

0.04%

premium

490 Buy

503 Hold

55 Sell

Moderate Buy

premium

$36.09B

19.81%

FRT

Federal Realty

$114.34

$1.19

(1.05%)

After

0.05%

premium

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

$9.69B

23.23%

FPI

Farmland

$12.36

$0.05

(0.4%)

After

0.24%

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$615.72M

0.32%

RCRRF

Recruit Holdings Co

$60.00

(0%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$93.14B

71.48%

PYPL

PayPal Holdings

$84.82

$0.08

(0.09%)

After

0.04%

premium

13 Buy

15 Hold

0 Sell

Moderate Buy

premium

$84.30B

52.96%

TKO

TKO Group Holdings

$136.89

$4.1

(3.09%)

After

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$22.35B

69.57%

SRDX

SurModics

$39.19

$0.02

(0.05%)

After

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$559.12M

15.58%

VGT < ETF >

Vanguard Information Technology ETF

$619.28

$6.46

(1.05%)

After

0.05%

premium

2K Buy

1K Hold

135 Sell

Moderate Buy

premium

$80.39B

33.63%

AMD

Advanced Micro Devices

$137.49

$0.11

(0.08%)

After

0.14%

premium

23 Buy

7 Hold

0 Sell

Strong Buy

premium

$226.20B

15.47%

ORCL

Oracle

$192.43

$1.68

(0.88%)

After

0.04%

premium

19 Buy

13 Hold

0 Sell

Moderate Buy

premium

$523.45B

64.33%

Royal Bank Of Canada

$125.09

$3.3

(2.71%)

After

0.54%

premium

11 Buy

1 Hold

0 Sell

Strong Buy

premium

$173.53B

39.28%

INTU

Intuit

$678.70

$28.1

(4.32%)

After

5.7%

premium

18 Buy

3 Hold

0 Sell

Strong Buy

premium

$180.45B

15.73%

IBM

International Business Machines

$222.40

$7.8

(3.63%)

After

premium

5 Buy

7 Hold

1 Sell

Moderate Buy

premium

$194.41B

39.43%

ABT

Abbott Laboratories

$117.26

$1.33

(1.15%)

After

>0.01%

premium

17 Buy

3 Hold

0 Sell

Strong Buy

premium

$203.16B

13.76%

TSM

Taiwan Semiconductor Manufacturing

$191.24

$2.88

(1.53%)

After

0.21%

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$827.92B

91.40%

Zscaler

$207.30

$6.36

(3.17%)

After

0.03%

premium

21 Buy

10 Hold

0 Sell

Moderate Buy

premium

$31.16B

5.01%

ALNY

Alnylam Pharma

$246.80

$1.99

(0.8%)

After

0.36%

premium

18 Buy

5 Hold

1 Sell

Moderate Buy

premium

$30.22B

52.00%

TENB

Tenable Holdings

$41.85

$1.03

(2.52%)

After

premium

11 Buy

3 Hold

0 Sell

Strong Buy

premium

$4.90B

3.52%

Ingersoll Rand

$103.04

$0.07

(0.07%)

After

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$41.26B

46.17%