my portfolio - New Portfolio

TA

my portfolio
Individual Investor
Ranked #129,087 out of 753,381 TipRanks' Investors
Success Rate
59%
91 out of 154
profitable transactions
Average Return
13.07%
Average return
per transaction
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Allocation

Top Stocks
12.58% NVDA
11.15% SHV
7.80% IAU
6.78% AAPL
5.68% XLE
56.01% Others
By Assets
54.69% Stocks
29.63% ETFs
13.35% Cash
2.33% Funds
0.00% Cryptocurrency
By Sector
36.88% General
23.34% Technology
8.57% Financial
8.42% Healthcare
7.82% Communication Services
14.97% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
58lsgi1
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58lsgi1
premium
58lsgi1
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58lsgi1
58lsgi1
58lsgi1
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t8u2jzx04x9
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872u50cs2rj
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premium
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NVDA
Nvidia
$129.37
$5.63
(4.55%)
premium
32 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.18T
174.30%
AMZN
Amazon
$177.04
$0.91
(0.52%)
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.86T
34.28%
AAPL
Apple
$226.84
$2.31
(1.03%)
premium
24 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.45T
28.61%
META
Meta Platforms
$528.00
$3.93
(0.74%)
premium
39 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.34T
84.13%
GSL
Global Ship Lease
$25.13
$0.33
(1.3%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$886.08M
32.89%
PR
Permian Resources
$14.54
$0.37
(2.61%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$11.67B
10.15%
GOOGL
Alphabet Class A
$165.62
$1.82
(1.11%)
premium
28 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.05T
27.62%
XLE
XLE
< ETF >
Energy Select Sector SPDR Fund
$90.39
$1.33
(1.49%)
premium
208 Buy
108 Hold
6 Sell
Moderate Buy
premium
$36.65B
4.20%
VBR
VBR
< ETF >
Vanguard Small Cap Value ETF
$197.80
$4.91
(2.55%)
premium
2K Buy
2K Hold
351 Sell
Hold
premium
$29.43B
20.45%
XAR
XAR
< ETF >
SPDR S&P Aerospace & Defense ETF
$153.73
$1.57
(1.03%)
premium
164 Buy
95 Hold
16 Sell
Moderate Buy
premium
$2.29B
29.66%
FANG
Diamondback
$195.22
$3.49
(1.82%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$34.83B
31.01%
SMCI
Super Micro Computer
$613.24
$8.42
(1.39%)
premium
3 Buy
6 Hold
1 Sell
Hold
premium
$35.91B
133.62%
ET
Energy Transfer
$16.15
$0.2
(1.25%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$55.27B
24.81%
IAU
IAU
< ETF >
iShares Gold Trust
$47.43
$0.55
(1.17%)
premium
premium
$29.29B
30.66%
SLV
SLV
< ETF >
iShares Silver Trust
$27.20
$0.81
(3.07%)
premium
premium
$13.77B
23.02%
TMO
Thermo Fisher
$606.12
$2.26
(0.37%)
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$231.54B
12.66%
V
Visa
$267.44
$0.5
(0.19%)
premium
22 Buy
5 Hold
0 Sell
Strong Buy
premium
$528.44B
11.68%
MA
Mastercard
$466.44
$2.38
(0.51%)
premium
23 Buy
2 Hold
0 Sell
Strong Buy
premium
$430.91B
17.29%
SHV
SHV
< ETF >
iShares Short Treasury Bond ETF
$110.50
$0.05
(0.05%)
premium
premium
$18.91B
0.10%
BRK.B
Berkshire Hathaway B
$453.38
$4.35
(0.97%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$977.20B
27.96%
ABBV
AbbVie
$197.55
$1.18
(0.6%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$348.94B
34.73%
JPM
JPMorgan Chase & Co.
$218.31
$1.68
(0.78%)
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$621.13B
48.28%
IQV
IQVIA Holdings
$248.93
$3.97
(1.62%)
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$45.38B
15.51%
CWGIX
CWGIX
< FUND >
American Funds Capital World Growth & Income Fund Class A Shares
$67.53
$0.76
(1.14%)
premium
248 Buy
87 Hold
4 Sell
Moderate Buy
premium
20.27%
AIVSX
AIVSX
< FUND >
American Funds Investment Co of America A
$59.28
$0.59
(1.01%)
premium
170 Buy
47 Hold
0 Sell
Moderate Buy
premium
26.21%
NEWFX
NEWFX
< FUND >
American Funds New World Fund A
$81.98
$0.79
(0.97%)
premium
premium
12.86%
SMCWX
SMCWX
< FUND >
American Funds SMALLCAP World A
$69.69
$1.42
(2.08%)
premium
420 Buy
388 Hold
14 Sell
Moderate Buy
premium
14.58%
MU
Micron
$102.85
$1.41
(1.35%)
premium
25 Buy
2 Hold
0 Sell
Strong Buy
premium
$114.04B
61.48%