tiprankstipranks

New Portfolio - New Portfolio

steve.chv@gmail.com

New Portfolio
Individual Investor
Ranked #10,642 out of 783,845 TipRanks' Investors
Success Rate
67%
185 out of 276
profitable transactions
Average Return
93.45%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.52% COST
7.15% ISRG
7.03% AAPL
5.44% MSFT
5.04% ITT
66.82% Others
By Assets
98.24% Stocks
1.76% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
31.42% Technology
13.60% Financial
13.48% Healthcare
12.99% Consumer Cyclical
11.43% Industrials
17.08% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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BSRTF
BSR Real Estate Investment Trust
$11.21
$0.143
(1.26%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$608.95M
2.91%
BRK.B
Berkshire Hathaway B
$468.67
$3.68
(0.78%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.02T
21.28%
CVX
Chevron
$149.19
$7.13
(4.56%)
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$280.92B
0.88%
BN
Brookfield Corporation
$61.20
$0.85
(1.37%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$93.19B
56.08%
DOW
Dow Inc
$39.05
$0.5
(1.3%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$26.99B
-27.06%
ITT
ITT
$151.02
$0.86
(0.57%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$12.38B
21.71%
GS
Goldman Sachs Group
$640.40
$5.3
(0.82%)
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$200.46B
66.84%
TGT
Target
$137.91
$2.53
(1.8%)
premium
15 Buy
15 Hold
0 Sell
Moderate Buy
premium
$64.35B
-4.51%
SCHW
Charles Schwab
$82.72
$0.88
(1.05%)
premium
13 Buy
5 Hold
1 Sell
Moderate Buy
premium
$153.03B
32.84%
SHEL
Shell
$65.85
$0.8
(1.2%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$200.11B
2.76%
NSRGY
Nestle SA Reg
$84.98
$1.59
(1.84%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$222.08B
-26.12%
AAPL
Apple
$236.00
$1.59
(0.67%)
premium
19 Buy
9 Hold
4 Sell
Moderate Buy
premium
$3.57T
26.30%
CB
Chubb
$271.88
$2.9
(1.06%)
premium
7 Buy
6 Hold
1 Sell
Moderate Buy
premium
$110.76B
10.99%
DD
DuPont de Nemours
$76.80
$0.14
(0.18%)
premium
11 Buy
2 Hold
2 Sell
Moderate Buy
premium
$32.04B
23.95%
AX
Axos Financial
$69.93
$0.3
(0.43%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.98B
28.81%
AMZN
Amazon
$237.68
$3.04
(1.3%)
premium
40 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.47T
49.22%
RYN
Rayonier
$26.14
$0.15
(0.57%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$3.92B
-19.25%
HASI
HASI
$28.01
$0.64
(2.23%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.39B
17.00%
BX
Blackstone Group
$177.11
$0.67
(0.38%)
premium
5 Buy
8 Hold
0 Sell
Moderate Buy
premium
$215.34B
42.48%
INTC
Intel
$19.43
$0.58
(2.9%)
premium
1 Buy
25 Hold
5 Sell
Hold
premium
$86.30B
-55.19%
ISRG
Intuitive Surgical
$571.88
$8.3
(1.43%)
premium
16 Buy
5 Hold
0 Sell
Strong Buy
premium
$206.65B
48.99%
MDT
Medtronic
$90.82
$1.17
(1.27%)
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$117.96B
3.10%
F
Ford Motor
$10.08
$0.08
(0.79%)
premium
1 Buy
6 Hold
3 Sell
Hold
premium
$40.38B
-16.69%
WFC
Wells Fargo
$78.80
$0.02
(0.03%)
premium
10 Buy
9 Hold
0 Sell
Moderate Buy
premium
$259.23B
61.71%
GE
GE Aerospace
$203.57
$2
(0.97%)
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$222.49B
50.34%
GHC
Graham Holdings
$928.82
$3.29
(0.35%)
premium
premium
$4.04B
27.05%
NXPI
NXP Semiconductors
$208.55
$2.84
(1.34%)
premium
16 Buy
5 Hold
1 Sell
Moderate Buy
premium
$53.73B
-2.09%
PAX
Patria Investments
$11.89
$0.17
(1.41%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$1.85B
-17.43%
CSCO
Cisco Systems
$60.60
$0.13
(0.21%)
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$240.84B
20.77%
GLW
Corning
$52.08
$2.09
(4.18%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$42.80B
62.29%
COST
Costco
$979.88
$0.87
(0.09%)
premium
16 Buy
8 Hold
0 Sell
Moderate Buy
premium
$434.58B
39.09%
UI
Ubiquiti Networks
$403.54
$4.78
(1.2%)
premium
1 Buy
0 Hold
1 Sell
Hold
premium
$24.11B
213.38%
BK
Bank of New York Mellon Corporation
$85.93
$0.57
(0.66%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$62.08B
54.83%
BMY
Bristol-Myers Squibb
$58.95
$0.19
(0.32%)
premium
5 Buy
9 Hold
1 Sell
Moderate Buy
premium
$119.95B
21.12%
NVDA
Nvidia
$120.07
$4.58
(3.67%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.05T
90.50%
CTVA
Corteva
$65.27
$0.88
(1.33%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$45.46B
20.74%
ALB
Albemarle
$84.19
$1.46
(1.7%)
premium
10 Buy
9 Hold
2 Sell
Moderate Buy
premium
$10.07B
-27.91%
ORCL
Oracle
$170.06
$0.32
(0.19%)
premium
15 Buy
11 Hold
1 Sell
Moderate Buy
premium
$476.55B
47.20%
TTC
The Toro Company
$83.27
$1.3
(1.54%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$8.56B
-11.14%
AVGO
Broadcom
$221.27
$5.61
(2.6%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.01T
84.39%
BCE
BCE
$23.79
$0.11
(0.46%)
premium
0 Buy
8 Hold
4 Sell
Moderate Sell
premium
$21.71B
-41.80%
DIS
Walt Disney
$113.06
$0.37
(0.33%)
premium
18 Buy
5 Hold
0 Sell
Strong Buy
premium
$205.13B
16.48%
ABT
Abbott Laboratories
$127.93
$0.88
(0.68%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$223.42B
11.74%
DOV
Dover
$203.68
$1.74
(0.85%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$28.18B
30.10%
MU
Micron
$91.24
$1.26
(1.36%)
premium
20 Buy
2 Hold
0 Sell
Strong Buy
premium
$103.06B
6.58%
MSFT
Microsoft
$415.06
$0.07
(0.02%)
premium
28 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
2.79%
SPHR
Sphere Entertainment
$46.60
$0.43
(0.93%)
premium
3 Buy
2 Hold
1 Sell
Moderate Buy
premium
$1.65B
28.27%
VZ
Verizon
$39.39
$0.08
(0.2%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$166.15B
-7.29%
JPM
JPMorgan Chase & Co.
$267.30
$0.93
(0.35%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$755.16B
53.86%
LITE
Lumentum Holdings
$85.06
$1.08
(1.29%)
premium
6 Buy
3 Hold
1 Sell
Moderate Buy
premium
$5.77B
51.49%
GNTX
Gentex
$25.92
$2.3
(8.15%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$6.42B
-24.03%
GMAB
Genmab
$19.67
$0.14
(0.71%)
premium
3 Buy
4 Hold
0 Sell
Moderate Buy
premium
$12.44B
-30.17%
GOOG
Alphabet Class C
$205.60
$2.97
(1.47%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.47T
44.07%
NHYDY
Norsk Hydro
$5.87
$0.095
(1.59%)
premium
premium
$11.91B
0.05%
MSGS
Madison Square Garden Sports
$219.87
$0.73
(0.33%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$5.29B
18.02%
VVX
V2X
$52.13
$0.49
(0.95%)
premium
7 Buy
2 Hold
1 Sell
Moderate Buy
premium
$1.63B
33.02%
QCOM
Qualcomm
$172.93
$1
(0.58%)
premium
11 Buy
10 Hold
1 Sell
Moderate Buy
premium
$190.05B
22.55%
CAT
Caterpillar
$371.44
$3.54
(0.94%)
premium
5 Buy
4 Hold
3 Sell
Hold
premium
$181.04B
20.72%
ABBV
AbbVie
$183.90
$8.25
(4.7%)
premium
15 Buy
6 Hold
0 Sell
Moderate Buy
premium
$310.40B
9.73%
STZ
Constellation Brands
$180.80
$3.52
(1.91%)
premium
13 Buy
8 Hold
0 Sell
Moderate Buy
premium
$33.31B
-28.45%
DTEGY
Deutsche Telekom
$33.49
$0.15
(0.45%)
premium
premium
$166.36B
35.20%
ANET
Arista Networks
$115.23
$1.37
(1.2%)
premium
10 Buy
3 Hold
0 Sell
Strong Buy
premium
$143.44B
75.27%
AON
Aon
$370.82
$1.33
(0.36%)
premium
5 Buy
4 Hold
1 Sell
Moderate Buy
premium
$80.48B
23.61%
AMBA
Ambarella
$76.72
$1.43
(1.83%)
premium
7 Buy
4 Hold
1 Sell
Moderate Buy
premium
$3.26B
47.77%
TEL
TE Connectivity
$147.97
$1.84
(1.23%)
premium
4 Buy
4 Hold
0 Sell
Moderate Buy
premium
$44.70B
4.02%
LYB
LyondellBasell
$75.70
$0.42
(0.55%)
premium
5 Buy
10 Hold
1 Sell
Hold
premium
$24.72B
-19.99%
IBM
International Business Machines
$255.70
$2.57
(1%)
premium
5 Buy
6 Hold
1 Sell
Moderate Buy
premium
$238.81B
36.81%
TROW
T Rowe Price
$116.92
$1.03
(0.89%)
premium
0 Buy
7 Hold
3 Sell
Moderate Sell
premium
$25.75B
6.42%
TTD
Trade Desk
$118.68
$0.26
(0.22%)
premium
23 Buy
4 Hold
1 Sell
Strong Buy
premium
$58.71B
76.58%
LHX
L3Harris Technologies
$212.01
$0.05
(0.02%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$40.22B
1.21%
JNJ
Johnson & Johnson
$152.15
$0.72
(0.47%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$368.05B
-3.92%
XYL
Xylem
$124.04
$2.25
(1.85%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$29.59B
7.51%
META
Meta Platforms
$689.18
$2.18
(0.32%)
premium
42 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.73T
74.57%
HIG
Hartford Financial
$111.55
$2.71
(2.37%)
premium
6 Buy
4 Hold
0 Sell
Moderate Buy
premium
$33.12B
28.12%
TSLA
Tesla
$404.60
$4.32
(1.08%)
premium
12 Buy
12 Hold
9 Sell
Hold
premium
$1.28T
114.23%
BNET
Bion Environmental Technologies
$0.21
$0.01
(5%)
premium
premium
$11.31M
-82.35%
DINO
HF Sinclair Corporation
$36.08
$0.2
(0.55%)
premium
5 Buy
5 Hold
0 Sell
Moderate Buy
premium
$6.83B
-37.32%
BAM
Brookfield Asset Management Ltd. Class A
$59.83
$0.96
(1.58%)
premium
4 Buy
5 Hold
2 Sell
Hold
premium
$26.83B
61.25%
GEHC
GE Healthcare Technologies Inc
$88.30
$1.25
(1.4%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$40.91B
18.76%
CSL
Carlisle Companies
$389.46
$4.95
(1.26%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$17.88B
22.07%
MSGE
Madison Square Garden Entertainment Corp.
$36.34
$0.04
(0.11%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.76B
7.17%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$58.97
$0.16
(0.27%)
premium
1K Buy
548 Hold
49 Sell
Moderate Buy
premium
$38.82B
4.83%
CG
Carlyle Group
$56.16
$0.15
(0.27%)
premium
6 Buy
6 Hold
1 Sell
Moderate Buy
premium
$20.14B
38.39%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$57.47
$0.05
(0.09%)
premium
1K Buy
521 Hold
66 Sell
Moderate Buy
premium
$22.78B
11.61%
COGT
Cogent Biosciences
$9.31
$0.31
(3.22%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$1.06B
107.81%
ZS
Zscaler
$202.59
$0.24
(0.12%)
premium
25 Buy
10 Hold
0 Sell
Moderate Buy
premium
$31.12B
-14.90%
AUR
Aurora Innovation
$6.80
$0.01
(0.15%)
premium
2 Buy
1 Hold
1 Sell
Hold
premium
$11.70B
116.56%
LIVR
LIVR
< ETF >
Intelligent Livermore ETF
$25.26
$0.275
(1.08%)
premium
543 Buy
161 Hold
16 Sell
Moderate Buy
premium
$18.90M
0.83%
ALAB
Astera Labs, Inc.
$101.42
$4.55
(4.7%)
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.36B
ROBO
ROBO
< ETF >
ROBO Global Robotics & Automation Index ETF
$59.12
$0.1
(0.17%)
premium
358 Buy
154 Hold
32 Sell
Hold
premium
$1.09B
6.22%