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Working with TipRanks

stocks - New Portfolio

Performance Portfolio Details

Jason C.

stocks

Individual Investor

Ranked #73,778 out of 781,348 TipRanks' Investors

Success Rate

139 out of 197
profitable transactions

Average Return

12.22%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

16.85% QQQ

15.04% BRK.B

8.30% SPY

7.07% MSFT

6.02% TSM

46.72% Others

By Assets

59.97% Stocks

37.65% ETFs

2.38% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

40.03% General

18.10% Technology

17.44% Financial

8.42% Communication Services

6.69% Consumer Cyclical

9.32% Other

Portfolio Holdings

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To view investors' portfolios

MSFT

Microsoft

$428.50

$0.53

(0.12%)

Pre

1.64%

premium

27 Buy

2 Hold

0 Sell

Strong Buy

premium

$3.19T

7.61%

CCL

Carnival

$25.60

$0.25

(0.97%)

Pre

1.37%

premium

11 Buy

3 Hold

1 Sell

Moderate Buy

premium

$32.17B

49.16%

XOM

Exxon Mobil

$111.47

$0.85

(0.76%)

Pre

0.07%

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$489.92B

15.85%

AXP

American Express

$317.95

$5.39

(1.72%)

Pre

0.26%

premium

6 Buy

10 Hold

1 Sell

Moderate Buy

premium

$223.98B

70.64%

TSM

TSMC

$218.70

$7.2

(3.4%)

Pre

1.57%

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$886.83B

85.20%

SPY < ETF >

SPDR S&P 500 ETF Trust

$603.05

$5.47

(0.92%)

Pre

0.38%

premium

8K Buy

5K Hold

604 Sell

Strong Buy

premium

$623.51B

23.61%

QQQ < ETF >

Invesco QQQ Trust

$524.80

$3.06

(0.59%)

Pre

0.77%

premium

3K Buy

1K Hold

144 Sell

Strong Buy

premium

$319.18B

23.71%

AMZN

Amazon

$230.71

$4.77

(2.11%)

Pre

0.54%

premium

49 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.43T

45.45%

PHO < ETF >

Invesco Water Resources ETF

$68.75

$0.96

(1.42%)

premium

122 Buy

84 Hold

6 Sell

Moderate Buy

premium

$2.18B

12.63%

DIS

Walt Disney

$108.70

$1.68

(1.57%)

Pre

1.36%

premium

17 Buy

5 Hold

0 Sell

Strong Buy

premium

$196.85B

15.00%

CVX

Chevron

$158.24

$3.23

(2%)

Pre

0.13%

premium

16 Buy

3 Hold

0 Sell

Strong Buy

premium

$284.37B

13.52%

BRK.B

Berkshire Hathaway B

$468.57

$0.62

(0.13%)

Pre

0.09%

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.01T

27.51%

Morgan Stanley

$137.30

$0.57

(0.41%)

Pre

0.22%

premium

5 Buy

10 Hold

0 Sell

Moderate Buy

premium

$221.20B

60.15%

Goldman Sachs Group

$634.74

$8.8

(1.41%)

Pre

0.13%

premium

12 Buy

4 Hold

0 Sell

Strong Buy

premium

$199.25B

64.46%

Home Depot

$418.43

$9.05

(2.21%)

Pre

0.05%

premium

17 Buy

4 Hold

0 Sell

Strong Buy

premium

$415.65B

12.96%

Verizon

$39.02

$0.24

(0.62%)

Pre

0.15%

premium

5 Buy

9 Hold

0 Sell

Moderate Buy

premium

$164.26B

-1.40%

META

Meta Platforms

$616.46

$3.69

(0.6%)

Pre

0.77%

premium

40 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.56T

60.50%

GOOGL

Alphabet Class A

$198.05

$2.05

(1.05%)

Pre

0.11%

premium

24 Buy

7 Hold

0 Sell

Strong Buy

premium

$2.43T

33.90%

ACI

Albertsons Companies

$19.70

$0.06

(0.31%)

Pre

0.51%

premium

5 Buy

4 Hold

0 Sell

Moderate Buy

premium

$11.41B

-10.73%

TLT < ETF >

iShares 20+ Year Treasury Bond ETF

$87.97

$0.78

(0.89%)

Pre

0.07%

premium

―

premium

$51.22B

-7.88%

NLY

Annaly Capital

$19.49

$0.17

(0.88%)

premium

5 Buy

3 Hold

0 Sell

Moderate Buy

premium

$10.93B

0.41%

URA < ETF >

Global X Uranium ETF

$29.18

$1.15

(4.1%)

Pre

1.41%

premium

156 Buy

34 Hold

4 Sell

Strong Buy

premium

$3.45B

-1.15%

SHOP

Shopify

$106.28

$2.93

(2.84%)

Pre

0.7%

premium

20 Buy

13 Hold

3 Sell

Moderate Buy

premium

$137.35B

32.42%

NVDA

Nvidia

$140.83

$3.12

(2.27%)

Pre

2.68%

premium

36 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.45T

131.48%

XLE < ETF >

Energy Select Sector SPDR Fund

$93.48

$0.48

(0.51%)

Pre

0.14%

premium

244 Buy

108 Hold

5 Sell

Moderate Buy

premium

$35.82B

16.76%

QCOM

Qualcomm

$167.27

$2.71

(1.65%)

Pre

0.3%

premium

11 Buy

10 Hold

1 Sell

Moderate Buy

premium

$185.84B

8.29%

AGNC

AGNC Investment

$9.73

$0.12

(1.25%)

Pre

premium

8 Buy

4 Hold

0 Sell

Moderate Buy

premium

$8.62B

-1.84%

BTC < ETF >

Grayscale Bitcoin Mini Trust (BTC)

$47.08

$0.65

(1.4%)

Pre

1.04%

premium

―

premium

$4.12B

60.39%

YMAG < ETF >

YieldMax Magnificent 7 Fund of Option Income ETFs

$18.90

$0.11

(0.59%)

Pre

0.26%

premium

―

premium

$361.08M

-5.55%

TWN < FUND >

Taiwan Fund Inc

$38.36

$0.46

(1.21%)

Pre

3.02%

premium

―

premium

$286.57M

10.17%

IBIT < ETF >

IShares Bitcoin Trust Registered

$60.42

$0.8

(1.34%)

Pre

1.32%

premium

―

premium

$59.28B

159.78%