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david lee 30 - New Portfolio

EBC4A852

david lee 30
Individual Investor
Ranked #68,795 out of 769,291 TipRanks' Investors
Success Rate
74%
40 out of 54
profitable transactions
Average Return
25.06%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
3.33% AVGO
3.33% MSFT
3.33% NVDA
3.33% GS
3.33% AMD
83.35% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
46.67% Technology
16.67% Industrials
10.00% Communication Services
6.67% Healthcare
6.67% Financial
13.33% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AVGO
Broadcom
$163.94
$0.69
(0.42%)
Pre
0.02%
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$765.69B
66.38%
MSFT
Microsoft
$412.87
$1.79
(0.43%)
Pre
0.09%
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.07T
11.37%
NVDA
Nvidia
$146.67
$0.78
(0.53%)
Pre
0.57%
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.59T
192.11%
GS
Goldman Sachs Group
$596.11
$14.18
(2.44%)
Pre
0.06%
premium
11 Buy
3 Hold
0 Sell
Strong Buy
premium
$187.12B
76.03%
AMD
Advanced Micro Devices
$137.49
$0.11
(0.08%)
Pre
0.26%
premium
23 Buy
7 Hold
0 Sell
Strong Buy
premium
$223.12B
15.47%
GOOGL
Alphabet Class A
$167.63
$8.35
(4.74%)
Pre
1%
premium
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.06T
28.48%
META
Meta Platforms
$563.09
$2.43
(0.43%)
Pre
0.32%
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.42T
67.82%
DELL
Dell Technologies
$138.92
$4.96
(3.7%)
Pre
2.2%
premium
14 Buy
3 Hold
0 Sell
Strong Buy
premium
$101.20B
81.96%
TMUS
T Mobile US
$236.58
$1.11
(0.47%)
Pre
0.25%
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$274.55B
58.13%
PHM
PulteGroup
$128.12
$0.06
(0.05%)
Pre
0.09%
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$26.28B
45.69%
XYL
Xylem
$125.36
$2.54
(2.07%)
Pre
0.06%
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$30.46B
21.58%
USFD
US Foods Holding
$67.92
$1.35
(2.03%)
premium
10 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.82B
58.62%
STRL
Sterling Construction
$197.41
$7.98
(4.21%)
Pre
0.31%
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$6.06B
203.94%
SOUN
SoundHound AI, Inc Class A
$6.98
$0.54
(8.39%)
Pre
2.44%
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$2.58B
203.77%
SMCI
Super Micro Computer
$29.70
$3.9
(15.12%)
Pre
0.1%
premium
2 Buy
6 Hold
2 Sell
Hold
premium
$17.39B
-10.99%
PLAB
Photronics
$24.44
$0.34
(1.41%)
Pre
0%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.55B
14.04%
PFGC
Performance Food Group
$86.40
$2.39
(2.84%)
Pre
2.62%
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$13.46B
36.60%
NVO
Novo Nordisk
$102.63
$2.64
(2.51%)
Pre
0.5%
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$449.35B
2.42%
NOW
ServiceNow
$1047.05
$24.07
(2.35%)
Pre
0.13%
premium
26 Buy
2 Hold
1 Sell
Strong Buy
premium
$215.69B
56.35%
MPLX
MPLX
$48.27
$0.69
(1.45%)
Pre
0.46%
premium
7 Buy
2 Hold
1 Sell
Moderate Buy
premium
$49.18B
33.20%
LMB
Limbach Holdings
$99.00
$2.12
(2.19%)
Pre
1.01%
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.12B
145.96%
LLY
Eli Lilly & Co
$749.92
$3.49
(0.46%)
Pre
0.46%
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$711.91B
27.14%
$633.16
$16.33
(2.65%)
Pre
0.13%
premium
10 Buy
8 Hold
0 Sell
Moderate Buy
premium
$84.69B
11.31%
FIX
Comfort Systems
$489.97
$13.72
(2.88%)
Pre
0.11%
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$17.44B
147.73%
CSL
Carlisle Companies
$441.52
$9.79
(2.27%)
Pre
0.33%
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$20.01B
61.11%
CRM
Salesforce
$335.78
$10.08
(3.09%)
Pre
0.66%
premium
34 Buy
8 Hold
1 Sell
Strong Buy
premium
$321.01B
45.19%
ANET
Arista Networks
$404.97
$23.26
(6.09%)
Pre
0.2%
premium
10 Buy
3 Hold
0 Sell
Strong Buy
premium
$127.54B
75.34%
ADBE
Adobe
$504.44
$4.94
(0.99%)
Pre
<0.01%
premium
23 Buy
5 Hold
2 Sell
Moderate Buy
premium
$222.05B
-18.25%
ACGL
Arch Capital Group
$98.59
$2.88
(3.01%)
Pre
0%
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$37.09B
11.12%
INTC
Intel
$24.44
$0.43
(1.79%)
Pre
0.33%
premium
1 Buy
22 Hold
7 Sell
Hold
premium
$105.41B
-44.98%