2023 Portfolio - New Portfolio

REECE H

2023 Portfolio
Individual Investor
Ranked #76,250 out of 748,140 TipRanks' Investors
Success Rate
66%
93 out of 142
profitable transactions
Average Return
12.56%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
0.75% NIO
0.75% CHPT
0.75% DKNG
0.75% PYPL
0.75% BYND
96.25% Others
By Assets
80.00% Cash
76.25% Stocks
-18.50% ETFs
-18.50% Cryptocurrency
-19.25% Funds
By Sector
15.79% Financial
14.29% Consumer Cyclical
12.03% Technology
11.28% Healthcare
9.77% Communication Services
36.84% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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NIO
Nio
$4.36
$0.125
(2.79%)
premium
5 Buy
4 Hold
1 Sell
Moderate Buy
premium
$9.36B
-60.02%
CHPT
ChargePoint Holdings
$2.06
$0.065
(3.05%)
premium
6 Buy
5 Hold
0 Sell
Moderate Buy
premium
$850.61M
-76.02%
DKNG
DraftKings
$36.50
$1.28
(3.39%)
premium
25 Buy
2 Hold
0 Sell
Strong Buy
premium
$32.33B
20.35%
PYPL
PayPal Holdings
$58.81
$0.9
(1.51%)
premium
14 Buy
17 Hold
0 Sell
Moderate Buy
premium
$63.57B
-17.53%
BYND
Beyond Meat
$6.12
$0.04
(0.65%)
premium
0 Buy
2 Hold
5 Sell
Moderate Sell
premium
$399.69M
-60.18%
AAPL
Apple
$218.04
$6.97
(3.1%)
premium
25 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.43T
17.36%
V
Visa
$256.20
$8.59
(3.24%)
premium
20 Buy
2 Hold
0 Sell
Strong Buy
premium
$535.69B
10.84%
TSLA
Tesla
$220.80
$25.58
(10.38%)
premium
12 Buy
11 Hold
7 Sell
Hold
premium
$802.11B
-8.43%
KO
Coca-Cola
$65.53
$0.575
(0.89%)
premium
14 Buy
3 Hold
0 Sell
Strong Buy
premium
$279.03B
7.34%
OTLY
Oatly Group
$0.95
$0.046
(4.65%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$660.24M
-52.61%
AMZN
Amazon
$182.03
$4.38
(2.35%)
premium
44 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.90T
41.73%
MSFT
Microsoft
$430.03
$14.82
(3.33%)
premium
34 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.29T
29.91%
META
Meta Platforms
$467.83
$20.86
(4.27%)
premium
34 Buy
3 Hold
2 Sell
Strong Buy
premium
$1.24T
67.93%
GOOGL
Alphabet Class A
$173.13
$8.66
(4.76%)
premium
33 Buy
6 Hold
0 Sell
Strong Buy
premium
$2.25T
49.76%
BTC-USD
Bitcoin
$66589.32
$636.25
(0.96%)
premium
premium
$1.30T
122.28%
ETH-USD
Ethereum
$3427.65
$1.274
(0.04%)
premium
premium
$414.04B
84.59%
PEP
PepsiCo
$167.56
$1.28
(0.77%)
premium
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$230.29B
-10.24%
DOW
Dow Inc
$53.75
$0.32
(0.59%)
premium
4 Buy
10 Hold
0 Sell
Moderate Buy
premium
$38.27B
8.99%
MCD
McDonald's
$252.79
$1.26
(0.5%)
premium
19 Buy
8 Hold
0 Sell
Moderate Buy
premium
$187.13B
-11.93%
SBUX
Starbucks
$74.25
$2.01
(2.64%)
premium
9 Buy
18 Hold
0 Sell
Moderate Buy
premium
$86.71B
-23.97%
BMO
Bank Of Montreal
$86.86
$0.6
(0.69%)
premium
6 Buy
5 Hold
0 Sell
Moderate Buy
premium
$63.31B
-1.98%
RY
Royal Bank Of Canada
$110.65
$0.14
(0.13%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$157.34B
15.05%
NFLX
Netflix
$641.10
$1.66
(0.26%)
premium
23 Buy
12 Hold
1 Sell
Moderate Buy
premium
$277.88B
51.15%
NDAQ
Nasdaq
$62.86
$0.27
(0.43%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$36.34B
25.46%
SHOP
Shopify
$60.21
$2.45
(3.91%)
premium
18 Buy
13 Hold
0 Sell
Moderate Buy
premium
$80.65B
-5.30%
NVDA
Nvidia
$116.89
$5.7
(4.65%)
premium
37 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.04T
174.87%
BA
Boeing
$183.08
$3.4
(1.82%)
premium
16 Buy
5 Hold
1 Sell
Moderate Buy
premium
$110.11B
-13.61%
BIDU
Baidu
$89.07
$1.3
(1.44%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$33.25B
-39.24%
PLTR
Palantir Technologies
$27.10
$1.71
(5.94%)
premium
3 Buy
5 Hold
6 Sell
Hold
premium
$63.38B
76.53%
CBEAX
CBEAX
< FUND >
Wells Fargo C&B Large Cap Value Fund Class A
$13.14
$0.08
(0.61%)
premium
premium
2.34%
DE:JNJ
Johnson & Johnson
€141.60
€1.845
(1.32%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
€342.16B
-8.16%
ABBV
AbbVie
$176.00
$2.85
(1.65%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$306.57B
25.61%
CSCO
Cisco Systems
$46.82
$0.46
(0.99%)
premium
6 Buy
12 Hold
0 Sell
Moderate Buy
premium
$188.63B
-9.91%
MO
Altria Group
$49.30
$0.18
(0.37%)
premium
3 Buy
2 Hold
2 Sell
Hold
premium
$84.85B
17.77%
DE:VODJ
Vodafone
€7.95
€0.15
(1.85%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
€22.25B
2.25%
BABA
Alibaba
$76.08
$0.02
(0.03%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$164.12B
-18.26%
AI
C3ai
$27.08
$1.3
(4.58%)
premium
4 Buy
5 Hold
2 Sell
Hold
premium
$3.50B
-25.65%
IBM
International Business Machines
$183.87
$0.23
(0.12%)
premium
6 Buy
7 Hold
1 Sell
Moderate Buy
premium
$169.16B
37.55%
TXG
10x Genomics
$19.13
$0.16
(0.84%)
premium
5 Buy
7 Hold
1 Sell
Moderate Buy
premium
$2.17B
-68.31%
$104.74
$0.01
(<0.01%)
premium
6 Buy
3 Hold
1 Sell
Moderate Buy
premium
$58.09B
27.07%
AMD
Advanced Micro Devices
$147.41
$6.59
(4.28%)
premium
29 Buy
6 Hold
0 Sell
Strong Buy
premium
$251.93B
39.23%
AFL
AFLAC
$94.58
$0.26
(0.28%)
premium
2 Buy
7 Hold
0 Sell
Hold
premium
$53.70B
33.44%
AGNC
AGNC Investment
$10.12
$0.205
(1.99%)
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$7.54B
17.41%
ADC
Agree Realty
$68.14
$1.45
(2.17%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$6.67B
2.80%
NLY
Annaly Capital
$20.08
$0.24
(1.18%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$10.12B
14.22%
ADM
Archer Daniels Midland
$62.47
$0.25
(0.4%)
premium
0 Buy
8 Hold
1 Sell
Hold
premium
$31.72B
-22.93%
ARCC
Ares Capital
$20.78
$0.09
(0.43%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$12.82B
16.98%
T
AT&T
$19.11
$0.905
(4.97%)
premium
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
$133.01B
30.16%
ADP
Automatic Data Processing
$247.70
$0.65
(0.26%)
premium
2 Buy
6 Hold
1 Sell
Hold
premium
$101.50B
6.06%
BNS
Bank Of Nova Scotia
$46.09
$0.04
(0.09%)
premium
0 Buy
8 Hold
1 Sell
Hold
premium
$57.15B
-2.33%
BEAM
Beam Therapeutics
$30.37
$0.05
(0.16%)
premium
6 Buy
5 Hold
0 Sell
Moderate Buy
premium
$2.23B
-14.26%
BDX
Becton Dickinson
$236.61
$2.28
(0.97%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$66.79B
-16.17%
SQ
Block
$63.14
$3.75
(5.61%)
premium
25 Buy
4 Hold
1 Sell
Strong Buy
premium
$42.11B
-13.29%
BNPQY
BNP Paribas
$34.83
$0.24
(0.68%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$79.10B
13.90%
BP
BP
$34.91
$0.04
(0.11%)
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$96.43B
-0.34%
GB:BATS
British American Tobacco
2573.50p
8.5p
(0.33%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
£57.29B
7.33%
BEPC
Brookfield Renewable
$28.82
$0.125
(0.44%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$10.79B
-5.90%
CNQ
Canadian Natural
$34.86
$0.16
(0.46%)
premium
2 Buy
7 Hold
0 Sell
Hold
premium
$75.43B
21.50%
CSWC
Capital Southwest
$25.74
$0.15
(0.58%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$1.19B
35.64%
CAH
Cardinal Health
$96.50
$0.66
(0.69%)
premium
5 Buy
8 Hold
1 Sell
Moderate Buy
premium
$23.24B
4.66%
CAT
Caterpillar
$339.29
$4.88
(1.42%)
premium
7 Buy
5 Hold
1 Sell
Moderate Buy
premium
$170.13B
35.03%
CVX
Chevron
$155.19
$1.1
(0.71%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$289.33B
1.06%
CB
Chubb
$261.14
$2.11
(0.8%)
premium
5 Buy
5 Hold
1 Sell
Moderate Buy
premium
$106.39B
33.21%
COIN
Coinbase Global
$253.69
$3.94
(1.53%)
premium
8 Buy
8 Hold
2 Sell
Moderate Buy
premium
$65.11B
168.23%
CRSP
Crispr Therapeutics AG
$56.48
$0.71
(1.24%)
premium
9 Buy
6 Hold
2 Sell
Moderate Buy
premium
$4.78B
3.01%
DRI
Darden Restaurants
$139.09
$1.11
(0.79%)
premium
14 Buy
7 Hold
1 Sell
Moderate Buy
premium
$17.07B
-14.57%
ECL
Ecolab
$248.02
$1.3
(0.53%)
premium
5 Buy
9 Hold
0 Sell
Moderate Buy
premium
$70.35B
31.65%
EMR
Emerson Electric Company
$115.35
$2.27
(1.93%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$67.41B
30.44%
EXAS
Exact Sciences
$48.36
$1.04
(2.11%)
premium
14 Buy
0 Hold
0 Sell
Strong Buy
premium
$8.89B
-47.36%
XOM
Exxon Mobil
$114.81
$1.4
(1.23%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$517.09B
11.26%
FRT
Federal Realty
$109.25
$0.44
(0.4%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$9.26B
11.02%
FL
Foot Locker
$25.57
$0.42
(1.62%)
premium
2 Buy
11 Hold
3 Sell
Hold
premium
$2.44B
3.88%
BEN
Franklin Resources
$23.13
$0.08
(0.34%)
premium
0 Buy
6 Hold
5 Sell
Moderate Sell
premium
$12.38B
-17.52%
GD
General Dynamics
$283.34
$11.12
(3.78%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$79.90B
38.20%
DNA
Ginkgo Bioworks Holdings
$0.31
$0.007
(2.39%)
premium
0 Buy
1 Hold
4 Sell
Strong Sell
premium
$638.59M
-87.28%
HD
Home Depot
$354.58
$5.04
(1.4%)
premium
18 Buy
8 Hold
2 Sell
Moderate Buy
premium
$360.20B
13.52%
ITW
Illinois Tool Works
$240.19
$2.87
(1.18%)
premium
3 Buy
5 Hold
3 Sell
Hold
premium
$73.22B
-2.25%
INTC
Intel
$32.03
$0.92
(2.79%)
premium
3 Buy
24 Hold
3 Sell
Hold
premium
$142.06B
0.60%
NTLA
Intellia Therapeutics
$26.12
$0.34
(1.28%)
premium
15 Buy
4 Hold
0 Sell
Strong Buy
premium
$2.44B
-39.57%
JHG
Janus Henderson Group
$35.90
$0.21
(0.58%)
premium
1 Buy
3 Hold
1 Sell
Hold
premium
$5.81B
30.60%
JPM
JPMorgan Chase & Co.
$210.18
$0.15
(0.07%)
premium
16 Buy
6 Hold
0 Sell
Moderate Buy
premium
$603.85B
36.47%
KHC
Kraft Heinz
$33.28
$0.48
(1.46%)
premium
7 Buy
7 Hold
1 Sell
Moderate Buy
premium
$39.85B
-5.47%
KMB
Kimberly Clark
$139.60
$3.72
(2.74%)
premium
6 Buy
3 Hold
1 Sell
Moderate Buy
premium
$48.53B
2.88%
LOW
Lowe's
$234.63
$2.53
(1.07%)
premium
10 Buy
11 Hold
0 Sell
Moderate Buy
premium
$136.91B
3.94%
LTC
LTC Properties
$37.85
$0.25
(0.66%)
premium
0 Buy
5 Hold
1 Sell
Hold
premium
$1.61B
11.95%
LUMN
Lumen Technologies
$1.61
$0.12
(8.05%)
premium
0 Buy
1 Hold
3 Sell
Moderate Sell
premium
$1.45B
-18.58%
M
Macy's
$16.53
$0.28
(1.67%)
premium
4 Buy
6 Hold
1 Sell
Moderate Buy
premium
$4.57B
6.66%
MAIN
Main Street Capital
$50.69
$0.23
(0.45%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$4.37B
33.23%
MPW
Medical Properties
$5.34
$0.37
(7.44%)
premium
0 Buy
6 Hold
1 Sell
Hold
premium
$2.93B
-46.84%
MDT
Medtronic
$80.27
$0.87
(1.1%)
premium
6 Buy
6 Hold
2 Sell
Moderate Buy
premium
$101.68B
-7.58%
NYCB
NY Community
$11.24
$0.28
(2.43%)
premium
1 Buy
9 Hold
0 Sell
Hold
premium
$3.87B
-67.23%
NKE
Nike
$71.42
$1.98
(2.7%)
premium
13 Buy
17 Hold
2 Sell
Moderate Buy
premium
$113.00B
-31.55%
NUE
Nucor
$157.01
$4.54
(2.81%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$39.16B
-1.83%
PACB
Pacific Biosciences
$1.99
$0.14
(7.57%)
premium
3 Buy
4 Hold
0 Sell
Moderate Buy
premium
$490.24M
-85.65%
PD
PagerDuty
$20.67
$0.17
(0.82%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$1.99B
-12.58%
PTON
Peloton Interactive
$3.48
$0.11
(3.06%)
premium
3 Buy
15 Hold
2 Sell
Hold
premium
$1.35B
-58.74%
PFE
Pfizer
$29.70
$0.2
(0.68%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$167.73B
-16.95%
PM
Philip Morris
$110.57
$1.01
(0.92%)
premium
5 Buy
0 Hold
1 Sell
Moderate Buy
premium
$166.68B
18.51%
GB:STHS
STHS
< ETF >
PIMCO US Short-Term High Yield Corp Bond Index UCITS ETF
888.40p
2.201p
(0.25%)
premium
premium
1.79%
PPG
PPG Industries
$126.08
$0.64
(0.51%)
premium
9 Buy
6 Hold
0 Sell
Moderate Buy
premium
$29.95B
-11.45%