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stocks - New Portfolio

Performance Portfolio Details

Jason C.

stocks

Individual Investor

Ranked #103,138 out of 769,291 TipRanks' Investors

Success Rate

124 out of 186
profitable transactions

Average Return

10.47%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

17.83% BRK.B

10.90% QQQ

9.05% MSFT

7.22% TSM

6.08% PHO

48.92% Others

By Assets

68.97% Stocks

29.20% ETFs

1.83% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

31.03% General

22.19% Technology

20.46% Financial

8.19% Communication Services

6.99% Consumer Cyclical

11.14% Other

Portfolio Holdings

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To view investors' portfolios

AAPL

Apple

$228.52

$0.48

(0.21%)

Pre

0.02%

premium

24 Buy

8 Hold

2 Sell

Moderate Buy

premium

$3.45T

20.12%

MSFT

Microsoft

$412.87

$1.79

(0.43%)

Pre

0.26%

premium

27 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.07T

11.37%

CCL

Carnival

$25.35

$0.27

(1.08%)

Pre

0.16%

premium

14 Buy

1 Hold

1 Sell

Strong Buy

premium

$31.76B

76.62%

BAC

Bank of America

$46.46

$0.4

(0.87%)

Pre

0.26%

premium

14 Buy

2 Hold

0 Sell

Strong Buy

premium

$356.48B

55.29%

XOM

Exxon Mobil

$121.93

$1.61

(1.34%)

Pre

0.22%

premium

12 Buy

7 Hold

1 Sell

Moderate Buy

premium

$535.89B

15.68%

AXP

American Express

$293.00

$5.29

(1.84%)

Pre

0.29%

premium

6 Buy

9 Hold

1 Sell

Moderate Buy

premium

$206.40B

77.28%

TSM

Taiwan Semiconductor Manufacturing

$191.24

$2.88

(1.53%)

Pre

0.91%

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$804.60B

91.40%

QQQ < ETF >

Invesco QQQ Trust

$504.98

$1.81

(0.36%)

Pre

0.31%

premium

1K Buy

624 Hold

72 Sell

Moderate Buy

premium

$307.70B

29.00%

AMZN

Amazon

$198.38

$4.5

(2.22%)

Pre

0.06%

premium

44 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.09T

40.99%

PHO < ETF >

Invesco Water Resources ETF

$70.38

$0.89

(1.28%)

Pre

0.41%

premium

111 Buy

81 Hold

8 Sell

Moderate Buy

premium

$2.25B

25.14%

DIS

Walt Disney

$114.72

$0.46

(0.4%)

Pre

0.85%

premium

15 Buy

5 Hold

0 Sell

Strong Buy

premium

$207.75B

20.97%

AMD

Advanced Micro Devices

$137.49

$0.11

(0.08%)

Pre

0.42%

premium

23 Buy

7 Hold

0 Sell

Strong Buy

premium

$223.12B

15.47%

CVX

Chevron

$161.63

$0.3

(0.19%)

Pre

0.12%

premium

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

$290.46B

12.00%

BRK.B

Berkshire Hathaway B

$472.06

$3.23

(0.69%)

Pre

0.16%

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.02T

29.58%

Morgan Stanley

$134.99

$3.3

(2.51%)

Pre

0.36%

premium

6 Buy

9 Hold

0 Sell

Moderate Buy

premium

$217.47B

67.78%

Goldman Sachs Group

$596.11

$14.18

(2.44%)

Pre

0.27%

premium

11 Buy

3 Hold

0 Sell

Strong Buy

premium

$187.12B

76.03%

Home Depot

$410.45

$10.45

(2.61%)

Pre

0.34%

premium

22 Buy

4 Hold

0 Sell

Strong Buy

premium

$407.73B

31.00%

Verizon

$42.50

$0.28

(0.66%)

Pre

premium

8 Buy

9 Hold

0 Sell

Moderate Buy

premium

$178.91B

13.34%

META

Meta Platforms

$563.09

$2.43

(0.43%)

Pre

0.62%

premium

40 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.42T

67.82%

GOOGL

Alphabet Class A

$167.63

$8.35

(4.74%)

Pre

0.78%

premium

27 Buy

7 Hold

0 Sell

Strong Buy

premium

$2.06T

28.48%

ACI

Albertsons Companies

$19.06

$0.06

(0.31%)

Pre

2.31%

premium

3 Buy

5 Hold

0 Sell

Moderate Buy

premium

$11.04B

-10.65%

TLT < ETF >

iShares 20+ Year Treasury Bond ETF

$90.34

$0.07

(0.08%)

Pre

0.4%

premium

―

premium

$57.72B

-0.51%

NLY

Annaly Capital

$19.78

$0.31

(1.59%)

Pre

0.35%

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$11.09B

9.81%

URA < ETF >

Global X Uranium ETF

$33.10

$1.13

(3.53%)

Pre

0.15%

premium

88 Buy

19 Hold

1 Sell

Moderate Buy

premium

$3.90B

11.35%

TSLA

Tesla

$339.64

$2.39

(0.7%)

Pre

0.1%

premium

11 Buy

14 Hold

9 Sell

Hold

premium

$1.09T

41.80%

SHOP

Shopify

$106.48

$2.54

(2.44%)

Pre

0.13%

premium

17 Buy

12 Hold

3 Sell

Moderate Buy

premium

$137.65B

46.48%

GLD < ETF >

SPDR Gold Shares

$246.66

$2.04

(0.83%)

Pre

1.09%

premium

―

premium

$74.52B

32.54%

NVDA

Nvidia

$146.67

$0.78

(0.53%)

Pre

0.73%

premium

40 Buy

4 Hold

0 Sell

Strong Buy

premium

$3.59T

192.11%

SCHL

Scholastic

$25.30

$0.5

(2.02%)

Pre

4.07%

premium

―

premium

$711.88M

-35.49%

PLTR

Palantir Technologies

$61.36

$0.76

(1.22%)

Pre

0.02%

premium

3 Buy

7 Hold

6 Sell

Hold

premium

$139.78B

213.74%

TDG

Transdigm Group

$1240.13

$52.98

(4.1%)

Pre

0.72%

premium

10 Buy

3 Hold

0 Sell

Strong Buy

premium

$69.73B

33.28%

XLE < ETF >

Energy Select Sector SPDR Fund

$97.12

$0.78

(0.81%)

Pre

0.13%

premium

232 Buy

111 Hold

9 Sell

Moderate Buy

premium

$38.44B

13.90%

QCOM

Qualcomm

$155.46

$1.19

(0.77%)

Pre

0.08%

premium

11 Buy

9 Hold

1 Sell

Moderate Buy

premium

$172.72B

21.00%

AGNC

AGNC Investment

$9.70

$0.05

(0.52%)

Pre

0.31%

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$8.59B

10.35%

NVDY < ETF >

YieldMax NVDA Option Income Strategy ETF

$26.40

$0.64

(2.48%)

Pre

0.57%

premium

―

premium

$1.37B

15.93%

BTC < ETF >

Grayscale Bitcoin Mini Trust (BTC)

$43.60

$1.76

(4.21%)

Pre

0.39%

premium

―

premium

$3.46B

44.54%

SPOT

Spotify Technology SA

$470.70

$0.69

(0.15%)

Pre

0.15%

premium

21 Buy

6 Hold

0 Sell

Strong Buy

premium

$92.25B

159.39%

KWEB < ETF >

KraneShares CSI China Internet ETF

$30.70

$0.5

(1.6%)

Pre

2.74%

premium

123 Buy

28 Hold

9 Sell

Moderate Buy

premium

$5.91B

10.95%

YMAG < ETF >

YieldMax Magnificent 7 Fund of Option Income ETFs

$19.33

$0.129

(0.66%)

Pre

0.36%

premium

―

premium

$235.75M

-1.88%

TWN < FUND >

Taiwan Fund Inc

$42.30

$0.735

(1.71%)

premium

―

premium

$316.00M

31.89%

TSMY < ETF >

YieldMax TSM Option Income Strategy ETF

$19.83

$0.379

(1.95%)

Pre

0.71%

premium

―

premium

$23.36M

-2.90%

IBIT < ETF >

IShares Bitcoin Trust Registered

$55.90

$2.18

(4.06%)

Pre

0.73%

premium

―

premium

$45.39B

101.73%