tiprankstipranks

stocks - New Portfolio

Jason C.

stocks
Individual Investor
Ranked #154,791 out of 747,498 TipRanks' Investors
Success Rate
60%
90 out of 149
profitable transactions
Average Return
6.17%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
11.96% BRK.B
7.95% QQQ
7.21% BAC
6.01% PHO
5.14% CCL
61.73% Others
By Assets
75.77% Stocks
24.23% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
26.71% Financial
24.23% General
18.90% Technology
10.17% Consumer Cyclical
6.49% Communication Services
13.49% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AAPL
Apple
$225.09
$0.78
(0.35%)
premium
25 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.44T
16.99%
MSFT
Microsoft
$444.07
$6.96
(1.59%)
premium
34 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.25T
27.65%
CCL
Carnival
$18.68
$0.245
(1.33%)
premium
14 Buy
2 Hold
1 Sell
Strong Buy
premium
$23.11B
3.25%
BAC
Bank of America
$42.26
$0.64
(1.49%)
premium
10 Buy
5 Hold
1 Sell
Moderate Buy
premium
$335.49B
35.29%
XOM
Exxon Mobil
$115.40
$0.67
(0.58%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$520.68B
13.87%
AXP
American Express
$243.97
$1.59
(0.66%)
premium
6 Buy
8 Hold
1 Sell
Moderate Buy
premium
$174.34B
46.40%
TSM
Taiwan Semiconductor Manufacturing
$169.28
$3.51
(2.12%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$766.57B
71.00%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$482.81
$7.57
(1.59%)
premium
1K Buy
585 Hold
64 Sell
Moderate Buy
premium
$292.74B
26.32%
AMZN
Amazon
$184.25
$1.12
(0.61%)
premium
44 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.91T
42.18%
PHO
PHO
< ETF >
Invesco Water Resources ETF
$68.35
$0.67
(0.99%)
premium
105 Buy
77 Hold
6 Sell
Hold
premium
$2.21B
16.27%
DIS
Walt Disney
$93.60
$2.14
(2.24%)
premium
21 Buy
5 Hold
0 Sell
Strong Buy
premium
$174.54B
11.43%
AMD
Advanced Micro Devices
$155.20
$3.62
(2.39%)
premium
29 Buy
7 Hold
0 Sell
Strong Buy
premium
$245.00B
37.04%
CVX
Chevron
$157.46
$1.69
(1.06%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$293.31B
4.48%
BRK.B
Berkshire Hathaway B
$435.27
$0.8
(0.18%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$936.56B
24.27%
MS
Morgan Stanley
$102.44
$0.35
(0.34%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$165.91B
12.27%
GS
Goldman Sachs Group
$486.84
$1.91
(0.39%)
premium
13 Buy
4 Hold
0 Sell
Strong Buy
premium
$156.37B
39.16%
HD
Home Depot
$362.40
$0.96
(0.26%)
premium
18 Buy
8 Hold
2 Sell
Moderate Buy
premium
$360.31B
14.70%
VZ
Verizon
$38.89
$2.73
(6.56%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$175.19B
31.38%
META
Meta Platforms
$488.84
$12.05
(2.53%)
premium
39 Buy
3 Hold
2 Sell
Strong Buy
premium
$1.21T
63.84%
GOOGL
Alphabet Class A
$182.52
$4.86
(2.74%)
premium
33 Buy
6 Hold
0 Sell
Strong Buy
premium
$2.21T
46.35%
SOFI
SoFi Technologies
$7.41
$0.065
(0.87%)
premium
4 Buy
9 Hold
3 Sell
Hold
premium
$7.90B
-20.95%
ACI
Albertsons Companies
$19.89
$0.115
(0.57%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$11.58B
-7.23%
SNOW
Snowflake
$132.34
$2.49
(1.92%)
premium
25 Buy
8 Hold
0 Sell
Strong Buy
premium
$43.47B
-25.71%
TLT
TLT
< ETF >
iShares 20+ Year Treasury Bond ETF
$92.54
$0.38
(0.41%)
premium
premium
$56.48B
-8.33%
NLY
Annaly Capital
$20.15
$0.08
(0.4%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$10.04B
12.82%
URA
URA
< ETF >
Global X Uranium ETF
$28.25
$0.05
(0.18%)
premium
66 Buy
22 Hold
0 Sell
Moderate Buy
premium
$3.33B
29.12%
TSLA
Tesla
$251.50
$12.3
(5.14%)
premium
13 Buy
13 Hold
8 Sell
Hold
premium
$762.86B
-11.10%
SHOP
Shopify
$62.65
$0.51
(0.81%)
premium
18 Buy
13 Hold
0 Sell
Moderate Buy
premium
$81.44B
-4.55%
GLD
GLD
< ETF >
SPDR Gold Shares
$221.32
$0.41
(0.18%)
premium
premium
$66.53B
22.23%
SCHL
Scholastic
$29.36
$0.06
(0.2%)
premium
premium
$837.32M
-31.14%
PLTR
Palantir Technologies
$28.48
$0.1
(0.35%)
premium
3 Buy
5 Hold
6 Sell
Hold
premium
$63.65B
75.12%
TDG
Transdigm Group
$1258.23
$20.16
(1.63%)
premium
12 Buy
5 Hold
0 Sell
Moderate Buy
premium
$69.28B
45.52%
XLE
XLE
< ETF >
Energy Select Sector SPDR Fund
$91.84
$0.53
(0.57%)
premium
214 Buy
112 Hold
5 Sell
Moderate Buy
premium
$39.38B
7.83%
PH
Parker Hannifin
$549.63
$4.98
(0.91%)
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$70.01B
38.70%
QCOM
Qualcomm
$194.05
$7.84
(4.21%)
premium
19 Buy
9 Hold
1 Sell
Moderate Buy
premium
$207.81B
53.47%
AGNC
AGNC Investment
$10.22
$0.005
(0.05%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$7.52B
16.27%
NVDY
NVDY
< ETF >
YieldMax NVDA Option Income Strategy ETF
$27.57
$1.04
(3.92%)
premium
premium
$905.00M
16.46%
GBTC
Grayscale Bitcoin
$59.93
$0.25
(0.42%)
premium
premium
210.83%