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New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #308,874 out of 781,107 TipRanks' Investors
Success Rate
54%
29 out of 54
profitable transactions
Average Return
10.94%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
30.93% NVDA
16.05% O
7.07% AVGO
6.69% TSM
5.92% ABBV
33.34% Others
By Assets
94.94% Stocks
3.20% ETFs
1.86% Cryptocurrency
0.00% Funds
0.00% Cash
By Sector
55.12% Technology
16.05% Real Estate
10.07% Healthcare
5.17% Communication Services
4.93% Consumer Cyclical
8.66% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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MSFT
Microsoft
$428.50
$0.53
(0.12%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.19T
7.61%
NVDA
Nvidia
$140.83
$3.12
(2.27%)
premium
36 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.37T
131.48%
AAPL
Apple
$222.64
$7.34
(3.19%)
premium
18 Buy
7 Hold
4 Sell
Moderate Buy
premium
$3.46T
20.06%
TSM
TSMC
$218.70
$7.2
(3.4%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$889.17B
85.20%
TGLS
Tecnoglass
$86.00
$1.95
(2.32%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$3.95B
88.06%
PLTR
Palantir Technologies
$73.07
$1.3
(1.81%)
premium
2 Buy
9 Hold
7 Sell
Moderate Sell
premium
$163.49B
327.71%
PANW
Palo Alto Networks
$183.51
$6.4
(3.61%)
premium
29 Buy
6 Hold
2 Sell
Moderate Buy
premium
$116.22B
4.88%
O
Realty Income
$55.26
$0.64
(1.17%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$47.80B
-3.36%
NEE
NextEra Energy
$70.85
$0.09
(0.13%)
premium
9 Buy
6 Hold
0 Sell
Moderate Buy
premium
$145.51B
24.63%
META
Meta Platforms
$616.46
$3.69
(0.6%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.55T
60.50%
LLY
Eli Lilly & Co
$742.35
$16.63
(2.29%)
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$688.94B
15.45%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$57.56
$0.29
(0.51%)
premium
3K Buy
1K Hold
138 Sell
Strong Buy
premium
$21.51B
11.22%
GOOG
Alphabet Class C
$199.63
$2.08
(1.05%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.41T
33.51%
DHI
DR Horton
$143.70
$3.95
(2.68%)
premium
7 Buy
8 Hold
2 Sell
Moderate Buy
premium
$47.37B
-8.88%
COST
Costco
$947.73
$4.54
(0.48%)
premium
16 Buy
8 Hold
0 Sell
Moderate Buy
premium
$418.68B
35.72%
CELH
Celsius Holdings
$26.81
$0.42
(1.54%)
premium
9 Buy
3 Hold
1 Sell
Moderate Buy
premium
$6.40B
-47.62%
AVGO
Broadcom
$240.31
$2.87
(1.21%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.11T
96.04%
ARM
ARM Holdings PLC ADR
$155.20
$5.94
(3.98%)
premium
14 Buy
4 Hold
1 Sell
Moderate Buy
premium
$156.87B
89.95%
AMZN
Amazon
$230.71
$4.77
(2.11%)
premium
49 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.38T
45.45%
ABBV
AbbVie
$172.61
$1.05
(0.61%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$303.17B
4.12%
UNH
UnitedHealth
$524.99
$15.23
(2.99%)
premium
20 Buy
0 Hold
0 Sell
Strong Buy
premium
$469.12B
1.23%
BTC-USD
Bitcoin
$105165.99
$987.744
(0.93%)
premium
premium
$2.02T
169.31%
MA
Mastercard
$528.06
$3.36
(0.64%)
premium
21 Buy
3 Hold
0 Sell
Strong Buy
premium
$481.59B
20.13%
LMT
Lockheed Martin
$506.29
$15.97
(3.26%)
premium
8 Buy
8 Hold
0 Sell
Moderate Buy
premium
$116.22B
7.11%
HCA
HCA Healthcare
$318.47
$8.02
(2.58%)
premium
10 Buy
5 Hold
1 Sell
Moderate Buy
premium
$78.64B
10.46%
WM
Waste Management
$212.93
$1.22
(0.58%)
premium
9 Buy
9 Hold
0 Sell
Moderate Buy
premium
$84.97B
14.78%
DOGE-USD
Dogecoin
$0.37
$0.006
(1.64%)
premium
premium
$50.69B
327.06%