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Portfolio #1 - New Portfolio

Charles Shinn

Portfolio #1
Individual Investor
Ranked #298,541 out of 796,165 TipRanks' Investors
Success Rate
30%
66 out of 223
profitable transactions
Average Return
31.98%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
19.50% ADMA
8.83% NFLX
6.66% TSLA
4.75% COIN
4.61% META
55.65% Others
By Assets
66.90% Stocks
31.47% Cash
1.63% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
25.28% Healthcare
24.76% Technology
17.02% Communication Services
14.84% Consumer Cyclical
5.23% Financial
12.87% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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k6pmo8oaumi
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k6pmo8oaumi
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k6pmo8oaumi
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pxb7zcezb
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pxb7zcezb
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kpa0t4gcn5
kpa0t4gcn5
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kpa0t4gcn5
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kpa0t4gcn5
kpa0t4gcn5
kpa0t4gcn5
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dg995ssklio
dg995ssklio
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dg995ssklio
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dg995ssklio
dg995ssklio
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sz63hzs39d
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sz63hzs39d
sz63hzs39d
sz63hzs39d
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tb0j013qf5
tb0j013qf5
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tb0j013qf5
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tb0j013qf5
tb0j013qf5
tb0j013qf5
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5tdxerh9ffu
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5tdxerh9ffu
5tdxerh9ffu
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xumwzyz2skb
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qk2o85jwhzj
qk2o85jwhzj
premium
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premium
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$23.12
$0.39
(1.72%)
premium
6 Buy
4 Hold
0 Sell
Moderate Buy
premium
$23.33B
-20.88%
$186.63
$3.6
(1.97%)
premium
10 Buy
8 Hold
0 Sell
Moderate Buy
premium
$33.23B
-28.87%
$62.57
$0.1
(0.16%)
premium
3 Buy
4 Hold
0 Sell
Moderate Buy
premium
$15.49B
46.85%
$18.22
$0.49
(2.62%)
premium
6 Buy
5 Hold
1 Sell
Moderate Buy
premium
$19.30B
152.16%
$93.22
$2.03
(2.23%)
premium
29 Buy
2 Hold
0 Sell
Strong Buy
premium
$753.34B
52.88%
$0.97
$0.015
(1.55%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$30.01M
-11.70%
VTI
VTI
< ETF >
$258.75
$0.54
(0.21%)
premium
14K Buy
8K Hold
921 Sell
Moderate Buy
premium
$427.06B
6.46%
$41.18
$0.52
(1.28%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$39.03B
138.06%
$175.03
$2.82
(1.64%)
premium
12 Buy
9 Hold
0 Sell
Moderate Buy
premium
$44.57B
-19.45%
$96.74
$3.25
(3.48%)
premium
18 Buy
1 Hold
1 Sell
Strong Buy
premium
$11.28B
-21.44%
$137.46
$0.73
(0.53%)
premium
16 Buy
4 Hold
1 Sell
Moderate Buy
premium
$118.17B
-30.87%
$6.83
$0.07
(1.01%)
premium
6 Buy
15 Hold
0 Sell
Moderate Buy
premium
$1.25B
-47.49%
$37.77
$0.01
(0.03%)
premium
12 Buy
6 Hold
1 Sell
Moderate Buy
premium
$3.36B
-32.00%
$20.17
$0.48
(2.32%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$35.21B
23.65%
$1.38
$0.04
(2.99%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$254.09M
-1.47%
$0.90
$0.021
(2.26%)
premium
5 Buy
10 Hold
5 Sell
Hold
premium
$971.68M
-66.26%
$21.31
$0.08
(0.38%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$5.26B
251.49%
$3.52
$0
(0%)
premium
2 Buy
7 Hold
2 Sell
Hold
premium
$7.48B
-9.97%
$2.99
$0.08
(2.61%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$45.86M
148.58%
$17.99
$0.12
(0.67%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$23.36B
26.56%
$151.16
$2.17
(1.42%)
premium
27 Buy
10 Hold
0 Sell
Moderate Buy
premium
$1.92T
-1.38%
$0.45
$0.026
(5.42%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$475.87M
-72.38%
$219.00
$4.59
(2.14%)
premium
13 Buy
8 Hold
0 Sell
Moderate Buy
premium
$123.42B
-6.31%
$73.00
$1.32
(1.84%)
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$309.25B
22.51%
$0.23
$0.009
(3.74%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$76.17M
-64.64%
$196.98
$2.71
(1.39%)
premium
18 Buy
13 Hold
3 Sell
Moderate Buy
premium
$3.04T
15.64%
$172.61
$1.72
(0.99%)
premium
45 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.91T
-3.83%
$25.26
$0.19
(0.75%)
premium
24 Buy
7 Hold
0 Sell
Strong Buy
premium
$17.59B
-22.34%
$53.90
$0.15
(0.28%)
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$34.12B
-26.88%
$108.87
$2.12
(1.99%)
premium
16 Buy
0 Hold
0 Sell
Strong Buy
premium
$270.47B
55.11%
$161.90
$5.43
(3.47%)
premium
12 Buy
5 Hold
1 Sell
Moderate Buy
premium
$117.01B
-8.07%
$71.49
$0.29
(0.41%)
premium
10 Buy
15 Hold
1 Sell
Moderate Buy
premium
$22.10B
20.51%
$501.48
$0.83
(0.17%)
premium
42 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.32T
1.65%
$973.03
$11.4
(1.19%)
premium
29 Buy
10 Hold
1 Sell
Moderate Buy
premium
$417.61B
56.70%
$17.90
$0.27
(1.53%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$10.73B
-1.40%
$208.66
$1.45
(0.69%)
premium
20 Buy
1 Hold
2 Sell
Strong Buy
premium
$118.88B
42.83%
$1.19
$0.01
(0.85%)
premium
1 Buy
2 Hold
3 Sell
Moderate Sell
premium
$183.98M
-81.82%
$11.16
$0.32
(2.95%)
premium
6 Buy
23 Hold
1 Sell
Hold
premium
$4.58B
-37.38%
$44.57
$0.35
(0.79%)
premium
7 Buy
6 Hold
2 Sell
Moderate Buy
premium
$43.04B
4.15%
$241.37
$0.18
(0.07%)
premium
16 Buy
11 Hold
12 Sell
Hold
premium
$817.35B
55.39%
$7.88
$0.14
(1.81%)
premium
6 Buy
24 Hold
1 Sell
Hold
premium
$13.35B
-28.99%
$67.09
$0.47
(0.71%)
premium
premium
22.67%
$15.58
$0.25
(1.58%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.81B
31.37%
$112.70
$0.06
(0.05%)
premium
12 Buy
17 Hold
4 Sell
Hold
premium
$72.29B
-28.88%
$84.81
$2.04
(2.46%)
premium
15 Buy
4 Hold
0 Sell
Strong Buy
premium
$153.68B
-26.71%
$17.00
$0.83
(4.66%)
premium
8 Buy
9 Hold
2 Sell
Moderate Buy
premium
$4.22B
81.94%
$464.08
$13
(2.72%)
premium
7 Buy
9 Hold
0 Sell
Moderate Buy
premium
$110.15B
4.61%
$367.78
$3.83
(1.03%)
premium
32 Buy
4 Hold
0 Sell
Strong Buy
premium
$2.87T
-9.77%
$68.80
$0.53
(0.76%)
premium
21 Buy
3 Hold
0 Sell
Strong Buy
premium
$79.39B
-40.40%
$3.60
$0.09
(2.44%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.90B
494.20%
$93.78
$1.07
(1.15%)
premium
3 Buy
12 Hold
3 Sell
Hold
premium
$230.78B
335.05%
$574.25
$11.18
(1.99%)
premium
18 Buy
9 Hold
0 Sell
Moderate Buy
premium
$114.93B
91.79%
$11.53
$0.28
(2.49%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$767.41M
27.12%
$9.63
$0.23
(2.45%)
premium
3 Buy
9 Hold
3 Sell
Hold
premium
$37.58B
-21.93%
$1.40
$0.09
(6.87%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$6.61M
-96.97%
$10.98
$0.32
(3%)
premium
6 Buy
6 Hold
4 Sell
Hold
premium
$12.00B
51.94%
$1.69
$0.1
(6.29%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$65.00M
-86.17%
$2.47
$0.31
(14.35%)
premium
4 Buy
7 Hold
2 Sell
Hold
premium
$353.15M
-91.44%
$13.69
$0.42
(3.17%)
premium
2 Buy
7 Hold
0 Sell
Hold
premium
$1.59B
-64.96%
$87.50
$0.79
(0.89%)
premium
22 Buy
12 Hold
0 Sell
Moderate Buy
premium
$154.81B
-42.68%
$4.77
$0.05
(1.06%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$783.05M
34.09%
$2.05
$0
(0%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$187.45M
-26.52%
$2.53
$0.04
(1.61%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$742.75M
59.61%
$50.26
$1.81
(3.74%)
premium
21 Buy
6 Hold
0 Sell
Strong Buy
premium
$24.43B
-39.53%