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my portfolio
- New Portfolio
Performance
Portfolio Details
TA
my portfolio
Individual Investor
Ranked #159,739 out of 769,002 TipRanks' Investors
Success Rate
59%
93 out of 159
profitable transactions
Average Return
14.31%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
13.77%
NVDA
10.76%
SHV
8.01%
IAU
6.60%
AAPL
6.02%
AMZN
54.84%
Others
By Assets
62.88%
Stocks
34.51%
ETFs
2.61%
Funds
0.00%
Cryptocurrency
0.00%
Cash
By Sector
37.12%
General
21.11%
Technology
10.92%
Consumer Cyclical
9.25%
Financial
7.76%
Communication Services
13.84%
Other
Portfolio Holdings
Select Columns
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10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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NVDA
Nvidia
$146.67
$0.78
(
0.53%
)
premium
40
Buy
4
Hold
0
Sell
Strong Buy
premium
$3.61T
192.11%
AMZN
Amazon
$198.38
$4.5
(
2.22%
)
premium
44
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.15T
40.99%
AAPL
Apple
$228.52
$0.48
(
0.21%
)
premium
24
Buy
8
Hold
2
Sell
Moderate Buy
premium
$3.45T
20.12%
META
Meta Platforms
$563.09
$2.43
(
0.43%
)
premium
40
Buy
3
Hold
1
Sell
Strong Buy
premium
$1.42T
67.82%
GSL
Global Ship Lease
$22.85
$0.48
(
2.06%
)
premium
0
Buy
1
Hold
0
Sell
Hold
premium
$832.14M
30.19%
TSLA
Tesla
$339.64
$2.39
(
0.7%
)
premium
11
Buy
14
Hold
9
Sell
Hold
premium
$1.11T
41.80%
PR
Permian Resources
$15.99
$0.53
(
3.43%
)
premium
14
Buy
1
Hold
0
Sell
Strong Buy
premium
$12.15B
16.86%
GOOGL
Alphabet Class A
$167.63
$8.35
(
4.74%
)
premium
27
Buy
7
Hold
0
Sell
Strong Buy
premium
$2.19T
28.48%
XLE
< ETF >
Energy Select Sector SPDR Fund
$97.12
$0.78
(
0.81%
)
premium
230
Buy
111
Hold
9
Sell
Moderate Buy
premium
$37.90B
12.72%
VBR
< ETF >
Vanguard Small Cap Value ETF
$211.20
$3.46
(
1.67%
)
premium
2K
Buy
2K
Hold
351
Sell
Hold
premium
$32.01B
27.63%
XAR
< ETF >
SPDR S&P Aerospace & Defense ETF
$170.17
$2.39
(
1.42%
)
premium
175
Buy
104
Hold
11
Sell
Moderate Buy
premium
$2.56B
33.59%
FANG
Diamondback
$182.70
$1.24
(
0.68%
)
premium
19
Buy
3
Hold
0
Sell
Strong Buy
premium
$52.59B
17.00%
ET
Energy Transfer
$18.97
$0.69
(
3.77%
)
premium
8
Buy
0
Hold
0
Sell
Strong Buy
premium
$61.49B
33.43%
IAU
< ETF >
iShares Gold Trust
$50.44
$0.41
(
0.82%
)
premium
―
premium
$32.67B
31.48%
SLV
< ETF >
iShares Silver Trust
$28.04
$0.06
(
0.21%
)
premium
―
premium
$14.68B
29.67%
TMO
Thermo Fisher
$516.10
$3.26
(
0.64%
)
premium
16
Buy
3
Hold
0
Sell
Strong Buy
premium
$194.74B
6.31%
V
Visa
$309.90
$2.51
(
0.82%
)
premium
22
Buy
3
Hold
0
Sell
Strong Buy
premium
$612.40B
21.87%
MA
Mastercard
$515.10
$2.56
(
0.5%
)
premium
21
Buy
4
Hold
0
Sell
Strong Buy
premium
$476.78B
25.33%
SHV
< ETF >
iShares Short Treasury Bond ETF
$110.37
$0
(
0%
)
premium
―
premium
$18.13B
-0.05%
BRK.B
Berkshire Hathaway B
$472.06
$3.23
(
0.69%
)
premium
1
Buy
1
Hold
0
Sell
Moderate Buy
premium
$1.01T
29.87%
JPM
JPMorgan Chase & Co.
$244.76
$3.98
(
1.65%
)
premium
10
Buy
6
Hold
1
Sell
Moderate Buy
premium
$684.38B
57.40%
IQV
IQVIA Holdings
$197.60
$3.22
(
1.66%
)
premium
16
Buy
2
Hold
0
Sell
Strong Buy
premium
$34.73B
-7.23%
CWGIX
< FUND >
American Funds Capital World Growth & Income Fund Class A Shares
$67.68
$0.04
(
0.06%
)
premium
245
Buy
91
Hold
2
Sell
Moderate Buy
premium
―
16.43%
AIVSX
< FUND >
American Funds Investment Co of America A
$61.81
$0.07
(
0.11%
)
premium
172
Buy
42
Hold
0
Sell
Moderate Buy
premium
―
25.17%
NEWFX
< FUND >
American Funds New World Fund A
$80.91
$0.06
(
0.07%
)
premium
―
premium
―
10.08%
SMCWX
< FUND >
American Funds SMALLCAP World A
$69.21
$0.03
(
0.04%
)
premium
448
Buy
365
Hold
10
Sell
Moderate Buy
premium
―
14.72%
MU
Micron
$102.76
$4.39
(
4.46%
)
premium
23
Buy
1
Hold
1
Sell
Strong Buy
premium
$108.36B
28.24%
BTC-USD
Bitcoin
$99030.11
$1.964K
(
2.02%
)
premium
―
premium
$1.93T
155.93%
28
Results | Showing
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