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Portfolio #1
- New Portfolio
Performance
Portfolio Details
Barry G
Portfolio #1
Individual Investor
Ranked #89,980 out of 769,002 TipRanks' Investors
Success Rate
66%
324 out of 490
profitable transactions
Average Return
14.49%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
40.06%
NVDA
7.27%
COST
6.92%
AMZN
5.33%
MSFT
3.99%
AAPL
36.43%
Others
By Assets
92.91%
Stocks
4.16%
Cash
1.59%
ETFs
1.34%
Funds
0.00%
Cryptocurrency
By Sector
56.70%
Technology
14.37%
Consumer Cyclical
6.19%
Financial
5.69%
Healthcare
5.23%
Communication Services
11.80%
Other
Portfolio Holdings
Select Columns
53
Results | Showing
1
out of
1
100 Rows
5 Rows
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
f25oixiz
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f25oixiz
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6a8pdq7r6e
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756hifq4no
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premium
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756hifq4no
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o3plzm
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premium
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o3plzm
o3plzm
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AAPL
Apple
$229.83
$0.83
(
0.36%
)
premium
24
Buy
8
Hold
2
Sell
Moderate Buy
premium
$3.45T
20.12%
ACB
Aurora Cannabis
$4.33
$0.09
(
2.12%
)
premium
0
Buy
1
Hold
0
Sell
Hold
premium
$228.98M
-12.28%
AMZN
Amazon
$198.58
$4.3
(
2.12%
)
premium
44
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.15T
40.99%
ARKG
< ETF >
ARK Genomic Revolution ETF
$23.46
$0.1
(
0.43%
)
premium
276
Buy
116
Hold
16
Sell
Moderate Buy
premium
$1.13B
-13.96%
ARKK
< ETF >
ARK Innovation ETF
$55.51
$0.23
(
0.42%
)
premium
388
Buy
171
Hold
36
Sell
Moderate Buy
premium
$6.28B
27.47%
AVGO
Broadcom
$164.93
$1.68
(
1.03%
)
premium
23
Buy
3
Hold
0
Sell
Strong Buy
premium
$772.28B
66.38%
BIO
Bio-Rad Laboratories
$323.74
$0.045
(
0.01%
)
premium
4
Buy
2
Hold
0
Sell
Moderate Buy
premium
$8.98B
5.72%
BSTZ
< FUND >
BlackRock Science and Technology Trust II
$20.90
$0.11
(
0.53%
)
premium
―
premium
$460.66M
21.70%
COST
Costco
$952.43
$24.35
(
2.62%
)
premium
17
Buy
8
Hold
0
Sell
Moderate Buy
premium
$412.12B
59.19%
DDD
3D Systems
$3.29
$0.18
(
5.79%
)
premium
2
Buy
3
Hold
0
Sell
Moderate Buy
premium
$402.06M
-32.97%
DOCU
DocuSign
$80.26
$1.45
(
1.84%
)
premium
2
Buy
9
Hold
1
Sell
Hold
premium
$16.14B
81.55%
ENPH
Enphase Energy
$64.18
$0.8
(
1.26%
)
premium
14
Buy
12
Hold
4
Sell
Moderate Buy
premium
$8.29B
-35.54%
GOOGL
Alphabet Class A
$166.29
$9.69
(
5.51%
)
premium
27
Buy
7
Hold
0
Sell
Strong Buy
premium
$2.19T
28.48%
GPN
Global Payments
$116.90
$2.07
(
1.8%
)
premium
15
Buy
10
Hold
0
Sell
Moderate Buy
premium
$29.20B
2.48%
HSY
The Hershey Company
$175.26
$1.26
(
0.72%
)
premium
0
Buy
14
Hold
4
Sell
Hold
premium
$34.45B
-8.70%
IGC
IGC Pharma
$0.34
$0.01
(
2.88%
)
premium
1
Buy
0
Hold
0
Sell
Moderate Buy
premium
$26.57M
8.82%
JNJ
Johnson & Johnson
$155.62
$2.51
(
1.64%
)
premium
6
Buy
8
Hold
0
Sell
Moderate Buy
premium
$368.37B
1.32%
LAZR
Luminar Technologies
$11.03
$0.361
(
3.17%
)
premium
2
Buy
3
Hold
1
Sell
Hold
premium
$399.60M
-71.03%
MAIN
Main Street Capital
$53.46
$0.38
(
0.72%
)
premium
0
Buy
4
Hold
0
Sell
Hold
premium
$4.69B
29.59%
MBRX
Moleculin Biotech
$2.70
$0.03
(
1.12%
)
premium
1
Buy
0
Hold
0
Sell
Moderate Buy
premium
$7.85M
-65.91%
MSFT
Microsoft
$415.31
$0.65
(
0.16%
)
premium
27
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.11T
11.37%
NEWT
Newtek Business
$14.14
$0.34
(
2.46%
)
premium
0
Buy
4
Hold
0
Sell
Hold
premium
$364.85M
5.18%
NFLX
Netflix
$895.39
$11.54
(
1.31%
)
premium
24
Buy
10
Hold
2
Sell
Moderate Buy
premium
$372.45B
86.09%
NIO
Nio
$4.71
$0.065
(
1.4%
)
premium
8
Buy
5
Hold
1
Sell
Moderate Buy
premium
$10.07B
-38.08%
NVDA
Nvidia
$145.11
$0.78
(
0.53%
)
premium
39
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.61T
192.11%
O
Realty Income
$57.31
$0.43
(
0.76%
)
premium
3
Buy
8
Hold
0
Sell
Moderate Buy
premium
$50.04B
6.22%
PEP
PepsiCo
$159.76
$1.02
(
0.64%
)
premium
6
Buy
9
Hold
0
Sell
Moderate Buy
premium
$215.02B
-5.40%
PFE
Pfizer
$25.13
$0.185
(
0.74%
)
premium
7
Buy
12
Hold
1
Sell
Moderate Buy
premium
$142.24B
-17.69%
PLUG
Plug Power
$1.93
$0.01
(
0.52%
)
premium
4
Buy
10
Hold
4
Sell
Hold
premium
$1.75B
-46.14%
PYPL
PayPal Holdings
$85.29
$0.55
(
0.65%
)
premium
13
Buy
15
Hold
0
Sell
Moderate Buy
premium
$84.30B
52.96%
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$18.06
$0.05
(
0.28%
)
premium
1K
Buy
633
Hold
72
Sell
Moderate Buy
premium
$8.25B
6.13%
RBLX
Roblox
$49.27
$2.255
(
4.38%
)
premium
16
Buy
6
Hold
1
Sell
Moderate Buy
premium
$34.28B
42.27%
TDOC
Teladoc
$10.09
$1.09
(
12.11%
)
premium
6
Buy
13
Hold
0
Sell
Moderate Buy
premium
$1.54B
-46.81%
TTD
Trade Desk
$127.53
$3.63
(
2.93%
)
premium
21
Buy
3
Hold
2
Sell
Moderate Buy
premium
$58.94B
88.15%
UPS
United Parcel
$131.93
$0.16
(
0.12%
)
premium
11
Buy
5
Hold
2
Sell
Moderate Buy
premium
$113.67B
-11.80%
UTG
< FUND >
Reaves Utility Income Fund
$34.30
$0.41
(
1.21%
)
premium
―
premium
$2.68B
29.78%
V
Visa
$310.58
$3.19
(
1.04%
)
premium
22
Buy
3
Hold
0
Sell
Strong Buy
premium
$612.40B
21.87%
WIMI
WiMi Hologram Cloud
$0.78
$0.009
(
1.21%
)
premium
―
premium
$74.64M
23.00%
ZM
Zoom Video Communications
$81.09
$2.23
(
2.83%
)
premium
6
Buy
19
Hold
1
Sell
Hold
premium
$23.93B
17.80%
MKC
McCormick & Company
$78.02
$0.89
(
1.15%
)
premium
2
Buy
7
Hold
2
Sell
Hold
premium
$20.21B
17.97%
MDT
Medtronic
$85.02
$0.91
(
1.08%
)
premium
8
Buy
8
Hold
0
Sell
Moderate Buy
premium
$109.01B
6.98%
LLY
Eli Lilly & Co
$749.00
$4.41
(
0.59%
)
premium
17
Buy
1
Hold
0
Sell
Strong Buy
premium
$692.74B
27.14%
UNH
UnitedHealth
$601.48
$0.98
(
0.16%
)
premium
18
Buy
1
Hold
0
Sell
Strong Buy
premium
$531.00B
11.29%
MPW
Medical Properties
$4.28
$0.02
(
0.47%
)
premium
1
Buy
2
Hold
1
Sell
Hold
premium
$2.60B
-6.17%
DVN
Devon Energy
$38.69
$0.39
(
1.02%
)
premium
10
Buy
7
Hold
0
Sell
Moderate Buy
premium
$24.90B
-15.36%
ALB
Albemarle
$109.75
$0.2
(
0.18%
)
premium
7
Buy
9
Hold
1
Sell
Moderate Buy
premium
$12.51B
-15.60%
MOS
Mosaic Co
$26.01
$0.57
(
2.24%
)
premium
4
Buy
7
Hold
1
Sell
Hold
premium
$8.07B
-29.18%
AMSC
American Superconductor
$34.69
$3.53
(
11.33%
)
premium
3
Buy
0
Hold
0
Sell
Strong Buy
premium
$1.25B
257.53%
NZF
< FUND >
Nuveen Municipal Credit Income Fund of Benef Interest
$12.62
$0.04
(
0.32%
)
premium
―
premium
$2.44B
11.52%
TSM
Taiwan Semiconductor Manufacturing
$191.53
$3.17
(
1.68%
)
premium
5
Buy
0
Hold
0
Sell
Strong Buy
premium
$827.92B
91.40%
XLG
< ETF >
Invesco S&P 500 Top 50 ETF
$49.15
$0.01
(
0.02%
)
premium
825
Buy
288
Hold
31
Sell
Moderate Buy
premium
$7.40B
34.34%
VST
Vistra Energy
$165.00
$10.37
(
6.71%
)
premium
9
Buy
0
Hold
0
Sell
Strong Buy
premium
$52.69B
346.41%
BKH
Black Hills
$63.34
$0.91
(
1.46%
)
premium
0
Buy
1
Hold
0
Sell
Hold
premium
$4.49B
22.63%
53
Results | Showing
1
out of
1
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