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New Portfolio - New Portfolio

Performance Portfolio Details

jason allen

New Portfolio

Individual Investor

Ranked #136,943 out of 753,381 TipRanks' Investors

Success Rate

928 out of 1565
profitable transactions

Average Return

11.27%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

98.54% BRK.A

0.23% MSFT

0.14% META

0.08% DE:TL0

0.08% IT:1TSLA

0.93% Others

By Assets

99.94% Stocks

0.03% ETFs

0.02% Funds

<0.01% Cash

<0.01% Cryptocurrency

By Sector

98.57% Financial

0.61% Consumer Cyclical

0.29% Technology

0.24% Industrials

0.15% Communication Services

0.13% Other

Portfolio Holdings

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To view investors' portfolios

GOOGL

Alphabet Class A

$165.62

$1.82

(1.11%)

premium

28 Buy

7 Hold

0 Sell

Strong Buy

premium

$2.05T

27.62%

KEY

KeyCorp

$17.07

$0.65

(3.96%)

premium

10 Buy

6 Hold

0 Sell

Moderate Buy

premium

$16.10B

57.04%

META

Meta Platforms

$528.00

$3.93

(0.74%)

premium

39 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.34T

84.13%

AAPL

Apple

$226.84

$2.31

(1.03%)

premium

24 Buy

9 Hold

1 Sell

Moderate Buy

premium

$3.45T

28.61%

MSFT

Microsoft

$416.79

$1.24

(0.3%)

premium

30 Buy

0 Hold

0 Sell

Strong Buy

premium

$3.10T

30.26%

Home Depot

$375.59

$10.23

(2.8%)

premium

18 Buy

5 Hold

0 Sell

Strong Buy

premium

$373.07B

16.43%

WMT

Walmart

$75.70

$0.12

(0.16%)

premium

27 Buy

2 Hold

0 Sell

Strong Buy

premium

$608.90B

44.75%

EIX

Edison International

$84.76

$0.39

(0.46%)

premium

4 Buy

4 Hold

1 Sell

Moderate Buy

premium

$32.73B

21.85%

UNP

Union Pacific

$246.85

$2.53

(1.04%)

premium

13 Buy

4 Hold

0 Sell

Strong Buy

premium

$150.38B

10.93%

SNAP

Snap

$9.43

$0.18

(1.95%)

premium

5 Buy

20 Hold

1 Sell

Hold

premium

$15.48B

0.64%

Coca-Cola

$69.79

$0.46

(0.66%)

premium

13 Buy

6 Hold

0 Sell

Moderate Buy

premium

$300.79B

16.10%

NVDA

Nvidia

$129.37

$5.63

(4.55%)

premium

32 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.18T

174.30%

GLD < ETF >

SPDR Gold Shares

$232.02

$2.65

(1.16%)

premium

―

premium

$68.88B

30.46%

NOC

Northrop Grumman

$509.34

$0.29

(0.06%)

premium

6 Buy

9 Hold

1 Sell

Moderate Buy

premium

$74.49B

17.85%

Ford Motor

$11.27

$0.35

(3.21%)

premium

5 Buy

7 Hold

1 Sell

Moderate Buy

premium

$44.80B

-4.08%

General Motors

$48.57

$2.11

(4.54%)

premium

12 Buy

2 Hold

2 Sell

Moderate Buy

premium

$54.59B

47.72%

Waste Management

$209.98

$0.14

(0.07%)

premium

7 Buy

8 Hold

0 Sell

Moderate Buy

premium

$84.27B

33.51%

VMC

Vulcan Materials

$254.89

$6.91

(2.79%)

premium

11 Buy

3 Hold

0 Sell

Strong Buy

premium

$33.66B

18.56%

DNB

Dun & Bradstreet Holdings

$12.13

$0.26

(2.19%)

premium

2 Buy

5 Hold

0 Sell

Moderate Buy

premium

$5.36B

13.47%

ASA < FUND >

ASA Gold and Precious Metals Limited

$19.86

$0.29

(1.48%)

premium

―

premium

$383.10M

35.66%

NASDX < FUND >

Nasdaq-100 Index Fund Class S

$39.64

$0.46

(1.17%)

premium

86 Buy

16 Hold

0 Sell

Moderate Buy

premium

―

23.80%

DOW

Dow Inc

$53.53

$0.97

(1.85%)

premium

3 Buy

11 Hold

0 Sell

Hold

premium

$37.52B

-0.02%

AMZN

Amazon

$177.04

$0.91

(0.52%)

premium

42 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.86T

34.28%

XAUMF

GoldMoney

$6.65

$0.155

(2.39%)

premium

―

premium

$88.65M

-5.00%

GROW

US Global Investors

$2.54

(0%)

premium

―

premium

$35.34M

-11.80%

NDAQ

Nasdaq

$70.35

$0.28

(0.4%)

premium

7 Buy

2 Hold

0 Sell

Strong Buy

premium

$40.43B

34.44%

ICE

Intercontinental Exchange

$160.01

$1.41

(0.89%)

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$91.87B

38.82%

ICELX < FUND >

MainStay Epoch International Choice Fund - Investor Class

$43.19

$0.55

(1.29%)

premium

25 Buy

12 Hold

0 Sell

Moderate Buy

premium

$5.10M

15.88%

ICEIX < FUND >

Delaware Ivy International Core Equity Fund Class I

$22.10

$0.27

(1.24%)

premium

―

premium

―

15.34%

NKE

Nike

$84.05

$0.64

(0.77%)

premium

15 Buy

17 Hold

1 Sell

Moderate Buy

premium

$126.03B

-13.91%

Boeing

$174.96

$2.2

(1.27%)

premium

13 Buy

5 Hold

1 Sell

Moderate Buy

premium

$107.80B

-19.49%

$34.11

$0.61

(1.82%)

premium

4 Buy

5 Hold

0 Sell

Moderate Buy

premium

$92.09B

-4.64%

BRK.A

Berkshire Hathaway A

$680329.99

$6.33K

(0.94%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$977.20B

26.51%

BAC

Bank of America

$39.77

$0.53

(1.35%)

premium

11 Buy

7 Hold

0 Sell

Moderate Buy

premium

$308.60B

38.96%

JPME < ETF >

JPMorgan Diversified Return U.S. Mid Cap Equity ETF

$102.72

$1.709

(1.69%)

premium

2K Buy

1K Hold

172 Sell

Moderate Buy

premium

$400.69M

18.86%

MGM

MGM Resorts

$38.93

$0.19

(0.49%)

premium

11 Buy

2 Hold

0 Sell

Strong Buy

premium

$11.83B

-8.18%

BNDX < ETF >

Vanguard Total International Bond ETF

$49.96

$0.14

(0.28%)

premium

―

premium

$59.34B

2.95%

TAH

Toyota

€69.00

€0

(0%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

€22.03B

16.53%

IBEWNX < FUND >

Chevy Chase Trust Company IBEW-NECA Equity Index Fund

$123.98

$1.407

(1.15%)

premium

―

premium

―

27.39%

BP p.l.c.

429.60p

3.375p

(0.79%)

premium

8 Buy

3 Hold

1 Sell

Moderate Buy

premium

£69.70B

-9.35%

CBRE

CBRE Group

$117.03

$4.18

(3.7%)

premium

3 Buy

5 Hold

0 Sell

Moderate Buy

premium

$35.86B

40.05%

0HQP

CBRE Group

$116.53

$3.53

(3.12%)

premium

3 Buy

5 Hold

0 Sell

Moderate Buy

premium

$35.86B

40.05%

IGR < FUND >

CBRE Global Real Estate Income Fund

$6.33

$0.33

(5.5%)

premium

―

premium

$886.00M

22.67%

Zillow Group Class C

$56.35

$2.78

(5.19%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$12.94B

12.34%

Zillow Group Class A

$54.53

$2.71

(5.23%)

premium

9 Buy

5 Hold

1 Sell

Moderate Buy

premium

$12.94B

11.67%

RDFN

Redfin

$11.08

$1.76

(18.88%)

premium

0 Buy

8 Hold

1 Sell

Hold

premium

$1.35B

26.20%

PETPX < FUND >

PIMCO RealEstateRealReturn Strategy Fund Class I-2

$26.28

$0.54

(2.1%)

premium

―

premium

―

21.95%

VICI

VICI Properties

$32.90

$0.57

(1.76%)

premium

10 Buy

2 Hold

0 Sell

Strong Buy

premium

$34.45B

8.44%

DHR

Danaher

$269.48

$1.65

(0.62%)

premium

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

$194.62B

6.28%

CRM

Salesforce

$264.00

$5.41

(2.09%)

premium

28 Buy

10 Hold

1 Sell

Moderate Buy

premium

$255.82B

28.46%

HOG

Harley-Davidson

$38.13

$1.86

(5.13%)

premium

4 Buy

3 Hold

0 Sell

Moderate Buy

premium

$5.02B

14.88%

HNACX < FUND >

Harbor Capital Appreciation Fund - Retirement Class

$117.16

$1.19

(1.03%)

premium

49 Buy

3 Hold

0 Sell

Strong Buy

premium

―

39.21%

SBLK

Star Bulk Carriers

$21.23

$0.01

(0.05%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$2.42B

24.52%

AT&T

$19.73

$0.22

(1.13%)

premium

10 Buy

6 Hold

0 Sell

Moderate Buy

premium

$141.47B

39.43%

CAT

Caterpillar

$348.41

$6.05

(1.77%)

premium

3 Buy

6 Hold

1 Sell

Hold

premium

$168.94B

29.38%

WPM

Wheaton Precious Metals

$62.11

$1.12

(1.84%)

premium

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

$28.12B

46.94%

SPB

Spectrum Brands Holdings

$91.77

$1.29

(1.43%)

premium

2 Buy

3 Hold

0 Sell

Moderate Buy

premium

$2.57B

11.71%

Rolls-Royce Holdings

497.90p

1.4p

(0.28%)

premium

9 Buy

1 Hold

1 Sell

Moderate Buy

premium

£42.43B

158.94%

AMGN

Amgen

$328.80

$4.27

(1.32%)

premium

9 Buy

7 Hold

1 Sell

Moderate Buy

premium

$176.67B

28.13%

SPXC

SPX

$157.89

$4.12

(2.68%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$7.31B

102.87%

RACE

Ferrari

$483.94

$6.9

(1.45%)

premium

8 Buy

5 Hold

1 Sell

Moderate Buy

premium

$117.74B

57.36%

SMWFF < ETF >

SPDR MSCI World Energy UCITS ETF

$51.13

(0%)

premium

393 Buy

223 Hold

13 Sell

Moderate Buy

premium

$566.21M

6.43%

CVX

Chevron

$147.62

$1.89

(1.3%)

premium

8 Buy

4 Hold

0 Sell

Moderate Buy

premium

$269.98B

-6.53%

JPM

JPMorgan Chase & Co.

$218.31

$1.68

(0.78%)

premium

17 Buy

3 Hold

0 Sell

Strong Buy

premium

$621.13B

48.28%

LVMUY

LVMH Moet Hennessy Louis Vuitton SE

$152.50

$2.65

(1.77%)

premium

―

premium

$381.04B

-9.60%

VSCO

Victoria's Secret

$23.40

$0.19

(0.82%)

premium

3 Buy

3 Hold

3 Sell

Hold

premium

$1.83B

34.87%

IRSAX < FUND >

Delaware Ivy Securian Real Estate Securities Fund Class A

$17.05

$0.29

(1.73%)

premium

27 Buy

7 Hold

0 Sell

Moderate Buy

premium

―

5.05%

IRSCX < FUND >

Delaware Ivy Securian Real Estate Securities Fund Class C

$16.08

$0.28

(1.77%)

premium

27 Buy

7 Hold

0 Sell

Moderate Buy

premium

―

4.42%

SEPL

SEPLAT Petroleum Development

175.50p

6.75p

(3.7%)

premium

―

premium

£1.01B

36.29%

ING

ING Groep

$17.85

$0.31

(1.77%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$58.42B

26.06%

0K4T

Nasdaq

$70.17

$0.375

(0.53%)

premium

7 Buy

2 Hold

0 Sell

Strong Buy

premium

$40.43B

34.44%

NAQ

Nasdaq

€62.83

€0.61

(0.96%)

premium

7 Buy

2 Hold

0 Sell

Strong Buy

premium

€36.08B

34.44%

BRKH

BurTech Acquisition Corp. Class A

$11.20

$0.01

(0.09%)

premium

―

premium

$169.82M

6.82%

ECL

Ecolab

$247.23

(0.41%)

premium

8 Buy

8 Hold

0 Sell

Moderate Buy

premium

$70.35B

38.22%

TRU

TransUnion

$97.28

$1.885

(1.98%)

premium

10 Buy

3 Hold

0 Sell

Strong Buy

premium

$18.90B

24.57%

ACLS

Axcelis Technologies

$114.22

$4.38

(3.99%)

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$3.73B

-32.65%

AMBA

Ambarella

$49.87

$1.61

(3.34%)

premium

7 Buy

5 Hold

1 Sell

Moderate Buy

premium

$2.04B

-27.99%

MRVL

Marvell

$71.84

$3.18

(4.63%)

premium

24 Buy

1 Hold

0 Sell

Strong Buy

premium

$62.18B

25.40%

GTY

Getty Realty

$31.55

$0.71

(2.3%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.82B

4.75%

GETY

Getty Images Holdings

$3.59

$0.32

(9.79%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.47B

-12.22%

CTG

Christie

100.00p

2.5p

(2.56%)

premium

―

premium

£26.19M

-6.98%

FBK

FB Financial

$47.93

$2.76

(6.11%)

premium

0 Buy

2 Hold

1 Sell

Moderate Sell

premium

$2.24B

54.76%

DHI

DR Horton

$191.79

$6.05

(3.26%)

premium

12 Buy

4 Hold

1 Sell

Moderate Buy

premium

$62.53B

64.34%

WYNN

Wynn Resorts

$77.37

$0.28

(0.36%)

premium

9 Buy

4 Hold

0 Sell

Moderate Buy

premium

$8.59B

-18.98%

RTX

Raytheon Technologies

$118.52

$0.5

(0.42%)

premium

6 Buy

5 Hold

1 Sell

Moderate Buy

premium

$157.66B

39.19%

COST

Costco

$879.21

$1.65

(0.19%)

premium

20 Buy

6 Hold

0 Sell

Strong Buy

premium

$389.78B

65.35%

TXT

Textron

$89.91

$1.14

(1.28%)

premium

6 Buy

3 Hold

1 Sell

Moderate Buy

premium

$16.85B

19.50%

CTS

$49.66

$1.85

(3.87%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$1.51B

11.54%

AGCAX < FUND >

Water Island Credit Opportunities Fund Class A

$9.75

(0%)

premium

―

premium

―

1.56%

QDF < ETF >

FlexShares Quality Dividend Index Fund

$70.30

$0.9

(1.3%)

premium

1K Buy

643 Hold

69 Sell

Moderate Buy

premium

$1.84B

22.30%

Alcoa

$33.92

$1.4

(4.31%)

premium

4 Buy

5 Hold

0 Sell

Moderate Buy

premium

$8.76B

17.98%

Cemex SAB

$6.58

$0.21

(3.3%)

premium

3 Buy

1 Hold

1 Sell

Moderate Buy

premium

$9.91B

-17.85%

CEXA

Cemex SAB

€5.75

€0.15

(2.54%)

premium

3 Buy

1 Hold

1 Sell

Moderate Buy

premium

€8.84B

-17.85%

0A0T

Cemex SAB

€3.68

€0

(0%)

premium

3 Buy

1 Hold

1 Sell

Moderate Buy

premium

€8.84B

-17.85%

CMI

Cummins

$309.31

$5.3

(1.74%)

premium

2 Buy

7 Hold

2 Sell

Hold

premium

$42.39B

34.04%

CUM

Cummins

€274.60

€4.529

(1.68%)

premium

2 Buy

7 Hold

2 Sell

Hold

premium

€37.82B

34.04%

SPY < ETF >

SPDR S&P 500 ETF Trust

$562.13

$5.91

(1.06%)

premium

4K Buy

3K Hold

282 Sell

Moderate Buy

premium

$564.00B

28.67%

QQQ < ETF >

Invesco QQQ Trust

$480.00

$5.15

(1.08%)

premium

1K Buy

596 Hold

56 Sell

Moderate Buy

premium

$292.05B

32.88%

AMZY < ETF >

YieldMax AMZN Option Income Strategy ETF

$19.38

$0.07

(0.36%)

premium

―

premium

$174.81M

-7.27%

AMZZ < ETF >

GraniteShares 2x Long AMZN Daily ETF

$23.87

$0.31

(1.32%)

premium

―

premium

$27.69M

-4.44%