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my portfolio - New Portfolio

TA

my portfolio
Individual Investor
Ranked #184,399 out of 789,725 TipRanks' Investors
Success Rate
58%
98 out of 170
profitable transactions
Average Return
12.03%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
20.79% SHV
11.76% NVDA
7.80% IAU
5.65% V
4.92% AMZN
49.08% Others
By Assets
49.87% Stocks
39.23% ETFs
8.60% Cash
2.30% Funds
0.00% Cryptocurrency
By Sector
45.43% General
18.14% Technology
10.97% Financial
6.35% Communication Services
5.81% Energy
13.28% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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NVDA
Nvidia
$114.06
$10.86
(8.69%)
premium
38 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.05T
51.82%
AMZN
Amazon
$205.02
$7.26
(3.42%)
premium
47 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.25T
19.11%
AAPL
Apple
$238.03
$3.81
(1.58%)
premium
18 Buy
11 Hold
4 Sell
Moderate Buy
premium
$3.63T
34.61%
META
Meta Platforms
$655.05
$13.15
(1.97%)
premium
44 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.69T
34.13%
GSL
Global Ship Lease
$21.33
$0.5
(2.29%)
premium
premium
$769.73M
5.97%
PR
Permian Resources
$12.94
$1.15
(8.16%)
premium
16 Buy
0 Hold
0 Sell
Strong Buy
premium
$11.32B
-12.21%
GOOGL
Alphabet Class A
$167.01
$3.27
(1.92%)
premium
26 Buy
11 Hold
0 Sell
Moderate Buy
premium
$2.09T
24.16%
XLE
XLE
< ETF >
Energy Select Sector SPDR Fund
$87.82
$3.18
(3.49%)
premium
239 Buy
106 Hold
6 Sell
Moderate Buy
premium
$32.46B
5.56%
GDX
GDX
< ETF >
VanEck Gold Miners ETF
$39.71
$0.01
(0.03%)
premium
234 Buy
106 Hold
18 Sell
Moderate Buy
premium
$13.15B
39.32%
VBR
VBR
< ETF >
Vanguard Small Cap Value ETF
$193.61
$4.18
(2.11%)
premium
3K Buy
2K Hold
334 Sell
Moderate Buy
premium
$30.60B
7.70%
XAR
XAR
< ETF >
SPDR S&P Aerospace & Defense ETF
$162.63
$3.63
(2.18%)
premium
185 Buy
106 Hold
11 Sell
Moderate Buy
premium
$2.69B
19.90%
SMCI
Super Micro Computer
$36.07
$5.39
(13%)
premium
3 Buy
4 Hold
2 Sell
Hold
premium
$24.61B
-54.21%
ET
Energy Transfer
$19.03
$0.26
(1.35%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$66.19B
28.77%
IAU
IAU
< ETF >
iShares Gold Trust
$54.57
$0.7
(1.3%)
premium
premium
$38.09B
34.51%
SLV
SLV
< ETF >
iShares Silver Trust
$28.75
$0.44
(1.55%)
premium
premium
$13.91B
29.50%
TMO
Thermo Fisher
$523.64
$5.32
(1.01%)
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$199.56B
-8.22%
V
Visa
$361.82
$0.89
(0.25%)
premium
25 Buy
3 Hold
0 Sell
Strong Buy
premium
$708.58B
28.09%
MA
Mastercard
$574.92
$1.39
(0.24%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$525.43B
20.91%
SHV
SHV
< ETF >
iShares Short Treasury Bond ETF
$110.11
$0.018
(0.02%)
premium
premium
$19.48B
0.30%
BRK.B
Berkshire Hathaway B
$510.08
$3.75
(0.73%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.11T
26.21%
CWGIX
CWGIX
< FUND >
American Funds Capital World Growth & Income Fund Class A Shares
$65.83
$0.58
(0.89%)
premium
284 Buy
70 Hold
3 Sell
Moderate Buy
premium
3.52%
AIVSX
AIVSX
< FUND >
American Funds Investment Co of America A
$58.26
$0.79
(1.34%)
premium
175 Buy
33 Hold
1 Sell
Moderate Buy
premium
8.67%
NEWFX
NEWFX
< FUND >
American Funds New World Fund A
$78.38
$0.47
(0.6%)
premium
244 Buy
351 Hold
6 Sell
Moderate Buy
premium
1.30%
SMCWX
SMCWX
< FUND >
American Funds SMALLCAP World A
$65.94
$0.2
(0.3%)
premium
485 Buy
315 Hold
17 Sell
Moderate Buy
premium
-2.56%
ANET
Arista Networks
$86.01
$7.04
(7.57%)
premium
10 Buy
3 Hold
1 Sell
Moderate Buy
premium
$117.35B
29.35%
CME
CME Group
$256.88
$3.11
(1.23%)
premium
4 Buy
7 Hold
2 Sell
Hold
premium
$91.45B
15.77%
NLY
Annaly Capital
$21.64
$0.32
(1.46%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$12.70B
13.84%