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STOCKS

Individual Brokerage -4999 - New Portfolio

Performance Portfolio Details

cj smith

Individual Brokerage -4999

Individual Investor

Ranked #587,798 out of 789,901 TipRanks' Investors

Success Rate

37 out of 104
profitable transactions

Average Return

-14.27%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

23.14% MSTR

18.98% COIN

15.54% PLTR

5.69% UPST

2.78% IEP

33.87% Others

By Assets

98.41% Stocks

1.58% ETFs

0.00% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

42.55% Technology

34.69% Financial

8.57% Real Estate

7.26% Industrials

4.22% Energy

2.71% Other

Portfolio Holdings

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To view investors' portfolios

PSEC

Prospect Capital

$4.35

$0.05

(1.14%)

Pre

0.69%

premium

0 Buy

0 Hold

1 Sell

Moderate Sell

premium

$1.95B

-20.00%

OCGN

Ocugen

$0.61

$0.047

(7.15%)

Pre

2.96%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$189.61M

-32.19%

KMI

Kinder Morgan

$27.14

$0.04

(0.15%)

Pre

premium

8 Buy

7 Hold

0 Sell

Moderate Buy

premium

$60.22B

54.47%

CRNC

Cerence

$10.33

$1.08

(9.47%)

Pre

0.39%

premium

2 Buy

4 Hold

0 Sell

Moderate Buy

premium

$492.90M

-23.01%

SCM

Stellus Capital

$15.50

$0.23

(1.51%)

premium

―

premium

$413.17M

19.86%

SCHD < ETF >

Schwab US Dividend Equity ETF

$28.40

$0.14

(0.49%)

Pre

premium

430 Buy

423 Hold

69 Sell

Moderate Buy

premium

$69.44B

9.23%

TSLL < ETF >

Direxion Daily TSLA Bull 1.5X Shares ETF

$12.67

$0.78

(5.8%)

Pre

1.58%

premium

―

premium

$3.38B

46.51%

RGTI

Rigetti Computing

$7.70

$0.76

(8.98%)

Pre

3.12%

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$2.05B

354.84%

YALL < ETF >

God Bless America ETF

$36.89

$0.504

(1.35%)

premium

367 Buy

241 Hold

28 Sell

Moderate Buy

premium

$87.04M

15.84%

TSLT < ETF >

T-REX 2X Long Tesla Daily Target ETF

$17.33

$1.04

(5.66%)

Pre

1.67%

premium

―

premium

$282.38M

39.70%

NAK

Northern Dynasty Minerals

$0.60

$0.01

(1.67%)

Pre

0.05%

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$322.76M

117.75%

Energy Transfer

$19.03

$0.26

(1.35%)

Pre

0.16%

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$66.19B

28.77%

OXLC

Oxford Lane Capital

$5.04

$0.02

(0.4%)

Pre

0.4%

premium

―

premium

―

-1.94%

QBTS

D-Wave Quantum

$4.90

$0.58

(10.58%)

Pre

0.61%

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.70B

218.60%

ORC

Orchid Island Capital

$8.43

$0.12

(1.4%)

Pre

premium

―

premium

$797.66M

-1.27%

HRZN

Horizon Technology

$9.77

$0.08

(0.81%)

Pre

0.31%

premium

0 Buy

1 Hold

0 Sell

Hold

premium

―

-17.23%

AGNC

AGNC Investment

$10.29

$0.14

(1.34%)

Pre

0.19%

premium

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

$9.55B

9.79%

RIOT

Riot Platforms

$8.86

$0.42

(4.53%)

Pre

1.47%

premium

10 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.19B

-35.73%

BLMN

Bloomin' Brands

$8.44

$0.945

(10.07%)

Pre

0.41%

premium

1 Buy

5 Hold

2 Sell

Hold

premium

$796.65M

-70.35%

Dynex Capital

$13.97

$0.1

(0.71%)

Pre

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.12B

13.65%

MFIC

MidCap Financial Investment Corporation

$13.67

$0.11

(0.8%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

―

-6.51%

ABR

Arbor Realty

$11.98

$0.36

(2.92%)

Pre

premium

1 Buy

2 Hold

1 Sell

Hold

premium

$2.34B

-4.49%

GOOD

Gladstone Commercial

$16.00

$0.23

(1.42%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$722.31M

28.20%

HTGC

Hercules Capital

$20.56

$0.35

(1.67%)

Pre

1.02%

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$3.62B

13.03%

MARA

Marathon Digital Holdings

$13.79

$0.13

(0.93%)

Pre

2.68%

premium

1 Buy

9 Hold

0 Sell

Hold

premium

$4.72B

-48.44%

GSL

Global Ship Lease

$21.33

$0.5

(2.29%)

premium

―

premium

$769.73M

13.40%

PBR

Petroleo Brasileiro SA- Petrobras

$13.14

$0.21

(1.57%)

Pre

0.23%

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$79.78B

-20.51%

IEP

Icahn Enterprises

$10.00

$0.09

(0.89%)

premium

―

premium

$5.27B

-49.16%

PLTR

Palantir Technologies

$83.42

$1.5

(1.77%)

Pre

0.04%

premium

4 Buy

9 Hold

5 Sell

Hold

premium

$199.17B

240.63%

BTBT

Bit Digital

$2.30

$0.16

(6.5%)

Pre

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$377.63M

-9.22%

APLE

Apple Hospitality REIT

$14.57

$0.24

(1.62%)

Pre

0.48%

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$3.55B

-12.65%

ASTS

AST SpaceMobile

$25.62

$1.49

(5.5%)

Pre

1.64%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$7.85B

744.55%

MSTR

Strategy

$250.92

$4.51

(1.77%)

Pre

1.63%

premium

11 Buy

0 Hold

0 Sell

Strong Buy

premium

$65.95B

136.64%

COIN

Coinbase Global

$205.75

$9.87

(4.58%)

Pre

0.93%

premium

10 Buy

10 Hold

0 Sell

Moderate Buy

premium

$54.74B

4.79%

NYMT

New York Mortgage

$6.86

$0.15

(2.14%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$634.88M

-1.68%

OKLO

Oklo Inc

$29.38

$4.01

(12.01%)

Pre

0.78%

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$4.08B

214.11%

IBIT < ETF >

IShares Bitcoin Trust Registered

$48.90

(2.09%)

Pre

2.84%

premium

―

premium

$47.88B

23.93%

MAIN

Main Street Capital

$60.52

$0.28

(0.46%)

Pre

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$5.36B

33.80%

TMFC < ETF >

Motley Fool 100 Index ETF

$58.81

$1.15

(1.92%)

premium

1K Buy

557 Hold

65 Sell

Moderate Buy

premium

$1.26B

20.32%

OPTT

Ocean Power Technologies

$0.54

$0.062

(10.36%)

Pre

1.83%

premium

―

premium

$87.41M

95.62%

WIMI

WiMi Hologram Cloud

$0.73

$0.053

(6.79%)

Pre

1.79%

premium

―

premium

$76.60M

-28.44%

CAN

Canaan

$1.18

$0.13

(9.92%)

Pre

1.69%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$377.65M

-19.63%

QSI

Quantum-Si

$1.30

$0.08

(5.8%)

Pre

6.54%

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$250.83M

-25.41%

KULR

KULR Technology Group

$1.24

$0.12

(8.82%)

Pre

0.81%

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$325.42M

788.89%

CIFR

Cipher Mining

$3.85

$0.23

(5.64%)

Pre

premium

7 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.48B

32.04%

IVR

Invesco Mortgage

$8.60

$0.19

(2.16%)

Pre

0.7%

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$542.60M

-3.91%

ACHR

Archer Aviation

$7.88

(11.26%)

Pre

1.14%

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.77B

95.16%

ARR

ARMOUR Residential REIT

$18.65

$0.4

(2.1%)

Pre

0.21%

premium

0 Buy

3 Hold

0 Sell

Hold

premium

$1.46B

-3.45%

LUNR

Intuitive Machines

$13.46

$1.12

(7.68%)

Pre

0.3%

premium

3 Buy

1 Hold

1 Sell

Moderate Buy

premium

$2.19B

149.23%

HUT

Hut 8

$14.08

$0.67

(4.54%)

Pre

1.14%

premium

7 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.38B

75.99%

SMR

NuScale Power

$15.45

$1.74

(10.12%)

Pre

2.72%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$4.71B

398.26%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$58.69

$0.392

(0.66%)

Pre

0.1%

premium

1K Buy

565 Hold

51 Sell

Moderate Buy

premium

$39.69B

4.43%

XLF < ETF >

Financial Select Sector SPDR Fund

$51.74

$0.44

(0.84%)

Pre

0.14%

premium

585 Buy

380 Hold

43 Sell

Moderate Buy

premium

$53.98B

29.19%

RKLB

Rocket Lab USA

$18.66

$1.83

(8.93%)

Pre

0.86%

premium

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

$10.24B

351.32%

DOC

Healthpeak Properties

$20.40

$0.06

(0.29%)

Pre

premium

10 Buy

2 Hold

0 Sell

Strong Buy

premium

$14.60B

21.07%

WATT

Energous

$0.33

$0.033

(9.31%)

Pre

premium

―

premium

$10.91M

-83.58%

FFIE

Faraday Future Intelligent Electric

$1.30

$0.06

(4.41%)

Pre

0.77%

premium

―

premium

$99.20M

-82.83%

BBAI

BigBearai Holdings

$4.76

$0.4

(7.75%)

Pre

2.52%

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.30B

49.13%

SXC

Suncoke Energy

$8.95

$0.12

(1.32%)

Pre

5.36%

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$765.07M

-16.90%

SBLK

Star Bulk Carriers

$15.23

$0.4

(2.56%)

Pre

0.79%

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.86B

-35.73%

KLG

WK Kellogg Co

$19.39

$0.43

(2.17%)

Pre

0.98%

premium

1 Buy

3 Hold

3 Sell

Moderate Sell

premium

$1.71B

34.65%

SOFI

SoFi Technologies

$13.57

$0.9

(6.22%)

Pre

1.4%

premium

6 Buy

6 Hold

4 Sell

Hold

premium

$15.87B

60.96%

SPHD < ETF >

Invesco S&P 500 High Dividend Low Volatility ETF

$50.59

$0.05

(0.1%)

Pre

1.28%

premium

319 Buy

312 Hold

22 Sell

Moderate Buy

premium

$3.42B

18.78%

UPST

Upstart Holdings

$61.69

$4.98

(7.47%)

Pre

1.35%

premium

5 Buy

6 Hold

2 Sell

Hold

premium

$6.25B

153.31%

AT&T

$27.72

$0.31

(1.13%)

Pre

0.14%

premium

20 Buy

4 Hold

0 Sell

Strong Buy

premium

$196.75B

61.42%

CSWC

Capital Southwest

$23.11

$0.18

(0.77%)

Pre

0.39%

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$1.18B

-2.51%

AAPU < ETF >

Direxion Daily AAPL Bull 1.5X Shares

$33.10

$1.04

(3.05%)

Pre

0.18%

premium

―

premium

$74.94M

45.40%

GLAD

Gladstone Capital

$28.53

$0.35

(1.21%)

premium

―

premium

$644.89M

42.41%

URA < ETF >

Global X Uranium ETF

$23.49

$1.31

(5.28%)

Pre

0.68%

premium

―

premium

$3.00B

-10.47%

DVN

Devon Energy

$34.41

$1.81

(5%)

Pre

0.49%

premium

14 Buy

6 Hold

0 Sell

Moderate Buy

premium

$23.51B

-18.37%

SLB

Schlumberger

$39.82

$1.84

(4.42%)

Pre

0.05%

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$56.65B

-19.43%

REM < ETF >

iShares Mortgage Real Estate ETF

$23.16

$0.53

(2.24%)

Pre

3.02%

premium

79 Buy

60 Hold

5 Sell

Moderate Buy

premium

$657.73M

4.89%