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New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #303,127 out of 775,923 TipRanks' Investors
Success Rate
54%
29 out of 54
profitable transactions
Average Return
9.64%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
30.58% NVDA
15.85% O
6.71% AVGO
6.24% TSM
6.23% ABBV
34.39% Others
By Assets
94.93% Stocks
3.29% ETFs
1.78% Cryptocurrency
0.00% Funds
0.00% Cash
By Sector
54.79% Technology
15.85% Real Estate
10.51% Healthcare
5.12% Communication Services
5.00% Consumer Cyclical
8.73% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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MSFT
Microsoft
$436.60
$0.43
(0.1%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.25T
16.56%
NVDA
Nvidia
$134.70
$4.02
(3.08%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.30T
175.86%
AAPL
Apple
$254.49
$4.7
(1.88%)
premium
19 Buy
9 Hold
2 Sell
Moderate Buy
premium
$3.85T
31.45%
TSM
Taiwan Semiconductor Manufacturing
$197.21
$2.57
(1.32%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$822.54B
91.19%
TGLS
Tecnoglass
$80.06
$0.76
(0.96%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.76B
77.48%
PLTR
Palantir Technologies
$80.55
$6.34
(8.54%)
premium
2 Buy
9 Hold
6 Sell
Hold
premium
$183.49B
362.67%
PANW
Palo Alto Networks
$186.78
$2.58
(1.36%)
premium
32 Buy
4 Hold
1 Sell
Strong Buy
premium
$122.57B
25.27%
O
Realty Income
$52.79
$1.03
(1.99%)
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$46.20B
-7.21%
NEE
NextEra Energy
$71.67
$1.9
(2.72%)
premium
9 Buy
4 Hold
1 Sell
Moderate Buy
premium
$147.38B
19.95%
META
Meta Platforms
$585.25
$10.32
(1.73%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.48T
65.61%
LLY
Eli Lilly & Co
$767.76
$10.22
(1.35%)
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$728.85B
34.60%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$57.20
$0.4
(0.7%)
premium
1K Buy
526 Hold
64 Sell
Moderate Buy
premium
$20.92B
14.04%
GOOG
Alphabet Class C
$192.96
$3.26
(1.72%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.35T
35.20%
DHI
DR Horton
$139.61
$2.37
(1.73%)
premium
6 Buy
8 Hold
2 Sell
Hold
premium
$44.79B
-6.89%
COST
Costco
$954.07
$0.73
(0.08%)
premium
18 Buy
8 Hold
0 Sell
Moderate Buy
premium
$423.51B
42.06%
CELH
Celsius Holdings
$27.01
$0.93
(3.33%)
premium
10 Buy
4 Hold
1 Sell
Moderate Buy
premium
$6.35B
-46.02%
AVGO
Broadcom
$220.79
$2.47
(1.13%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.03T
96.79%
ARM
ARM Holdings PLC ADR
$132.15
$0.05
(0.04%)
premium
14 Buy
4 Hold
1 Sell
Moderate Buy
premium
$138.89B
82.80%
AMZN
Amazon
$224.92
$1.63
(0.73%)
premium
46 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.37T
46.60%
ABBV
AbbVie
$175.58
$4.06
(2.37%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$310.27B
13.32%
UNH
UnitedHealth
$500.13
$10.88
(2.22%)
premium
18 Buy
1 Hold
0 Sell
Strong Buy
premium
$460.26B
-3.88%
BTC-USD
Bitcoin
$95291.56
$1.795K
(1.85%)
premium
premium
$1.91T
120.14%
MA
Mastercard
$528.03
$4.75
(0.91%)
premium
22 Buy
2 Hold
0 Sell
Strong Buy
premium
$484.64B
24.51%
LMT
Lockheed Martin
$489.02
$9.36
(1.95%)
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$115.91B
9.10%
HCA
HCA Healthcare
$303.62
$6.1
(2.05%)
premium
12 Buy
5 Hold
1 Sell
Moderate Buy
premium
$76.91B
12.46%
WM
Waste Management
$205.83
$0.3
(0.15%)
premium
9 Buy
9 Hold
0 Sell
Moderate Buy
premium
$82.61B
16.32%
DOGE-USD
Dogecoin
$0.31
$0.008
(2.59%)
premium
premium
$46.12B
240.86%