Education

Personal Finance How To Use TipRanks TipRanks Labs Webinar Center Glossary FAQs

About Us

About TipRanks Contact Us Careers Reviews Mobile APP

Working with TipRanks

Enterprise Solutions Top Online Brokers Become an Affiliate

News Trending Portfolio

TOOLS

Top Smart Score Stocks

STOCKS

Best High Yield Dividend Stocks

Dividend Aristocrats

Dividend Stock Comparison

New

Dividend Calculator

Dividend Returns Comparison

Dividend Calendar

Top Analysts

Top Financial Bloggers

Top-Performing Corporate Insiders

Top Hedge Fund Managers

Top Research Firms

Top Individual Investors

News

Portfolio

Personal Finance Center

Mortgages

Loans

Investing & Retirement

Spending & Savings

Calculators

Compound Interest Calculator

Student Loan Calculator

401k Retirement Calculator

Education

About Us

Working with TipRanks

Enterprise Solutions

Top Online Brokers

Become an Affiliate

Marzo 2023 - New Portfolio

Performance Portfolio Details

FD2021

Marzo 2023

Individual Investor

Ranked #76,671 out of 764,830 TipRanks' Investors

Success Rate

366 out of 592
profitable transactions

Average Return

22.14%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

26.53% GBTC

13.51% BX

10.63% KKR

5.96% AAPL

5.45% JPM

37.92% Others

By Assets

91.12% Stocks

8.02% ETFs

0.86% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

42.98% Technology

36.75% Financial

8.88% General

5.00% Communication Services

4.62% Consumer Cyclical

1.77% Other

Portfolio Holdings

icigbxf79e

premium

icigbxf79e

premium

icigbxf79e

mzm0fu9wc1s

premium

mzm0fu9wc1s

premium

mzm0fu9wc1s

490ots8kd5d

premium

490ots8kd5d

premium

490ots8kd5d

n66510

premium

n66510

premium

n66510

1gbs0hqw

premium

1gbs0hqw

premium

1gbs0hqw

2hkz6e6ea4l

premium

2hkz6e6ea4l

premium

2hkz6e6ea4l

ato8dnn6hyr

premium

ato8dnn6hyr

premium

ato8dnn6hyr

qc04ujwv6g

premium

qc04ujwv6g

premium

qc04ujwv6g

letbsa0w

premium

letbsa0w

premium

letbsa0w

tc6nc9s2l6r

premium

tc6nc9s2l6r

premium

tc6nc9s2l6r

To view investors' portfolios

VOO < ETF >

Vanguard S&P 500 ETF

$523.80

$1.14

(0.22%)

Pre

0.16%

premium

4K Buy

3K Hold

313 Sell

Moderate Buy

premium

$541.38B

31.17%

BAC

Bank of America

$41.33

$0.43

(1.03%)

Pre

0.53%

premium

13 Buy

4 Hold

0 Sell

Strong Buy

premium

$317.12B

46.94%

BLK

BlackRock

$991.50

$6.42

(0.65%)

Pre

0.33%

premium

13 Buy

2 Hold

0 Sell

Strong Buy

premium

$146.87B

49.71%

Blackstone Group

$167.04

$1.1

(0.65%)

Pre

1.17%

premium

6 Buy

11 Hold

1 Sell

Moderate Buy

premium

$202.60B

65.55%

AMD

Advanced Micro Devices

$140.71

$1.15

(0.81%)

Pre

0.71%

premium

25 Buy

6 Hold

0 Sell

Strong Buy

premium

$228.35B

26.38%

AAPL

Apple

$222.01

$0.9

(0.4%)

Pre

0.14%

premium

23 Buy

9 Hold

2 Sell

Moderate Buy

premium

$3.36T

26.19%

GBTC

Grayscale Bitcoin

$53.49

$1.52

(2.76%)

Pre

2.08%

premium

―

premium

―

97.74%

COIN

Coinbase Global

$186.27

$3.39

(1.85%)

Pre

0.82%

premium

9 Buy

7 Hold

1 Sell

Moderate Buy

premium

$46.63B

113.15%

QCOM

Qualcomm

$165.18

$0.09

(0.05%)

Pre

0.5%

premium

4 Buy

5 Hold

1 Sell

Moderate Buy

premium

$184.01B

38.28%

NVDA

Nvidia

$136.05

$0.65

(0.48%)

Pre

0.84%

premium

38 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.34T

202.30%

MARA

Marathon Digital Holdings

$15.50

$0.61

(3.79%)

Pre

2.13%

premium

3 Buy

2 Hold

1 Sell

Moderate Buy

premium

$4.56B

71.20%

MSFT

Microsoft

$408.46

$1.91

(0.47%)

Pre

0.2%

premium

25 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.04T

15.78%

Morgan Stanley

$116.14

$0.71

(0.61%)

Pre

0.47%

premium

6 Buy

9 Hold

1 Sell

Moderate Buy

premium

$187.90B

52.29%

GTEK < ETF >

Goldman Sachs Future Tech Leaders Equity ETF

$31.23

$0.015

(0.05%)

premium

537 Buy

192 Hold

14 Sell

Moderate Buy

premium

$168.70M

33.75%

GOOGL

Alphabet Class A

$169.24

$2.05

(1.2%)

Pre

0.27%

premium

26 Buy

6 Hold

0 Sell

Strong Buy

premium

$2.08T

31.09%

KKR

KKR & Co

$136.81

$0.595

(0.43%)

Pre

1.6%

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$121.41B

123.95%

JPM

JPMorgan Chase & Co.

$219.78

$3.16

(1.42%)

Pre

0.25%

premium

13 Buy

6 Hold

0 Sell

Moderate Buy

premium

$618.76B

55.90%

AMZN

Amazon

$195.78

$2.15

(1.09%)

Pre

0.16%

premium

44 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.06T

41.25%

TSM

Taiwan Semiconductor Manufacturing

$191.56

$1.39

(0.72%)

Pre

0.99%

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$844.86B

110.21%

ASML

ASML Holding

$671.16

$3.57

(0.53%)

Pre

0.57%

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$264.56B

5.03%

ETH-USD

Ethereum

$2438.71

$18.845

(0.77%)

premium

―

premium

$294.05B

27.94%

BTC-USD

Bitcoin

$68706.99

$80.808

(0.12%)

premium

―

premium

$1.36T

93.12%

IVV < ETF >

iShares Core S&P 500 ETF

$572.57

$1.15

(0.2%)

Pre

0.15%

premium

4K Buy

3K Hold

312 Sell

Moderate Buy

premium

$538.43B

31.09%

SPY < ETF >

SPDR S&P 500 ETF Trust

$569.81

$1.23

(0.22%)

Pre

0.18%

premium

4K Buy

3K Hold

313 Sell

Moderate Buy

premium

$588.30B

31.06%

TWLO

Twilio

$87.50

$2.66

(3.14%)

Pre

0.34%

premium

9 Buy

12 Hold

2 Sell

Moderate Buy

premium

$13.42B

56.82%

UPST

Upstart Holdings

$47.24

$1.24

(2.56%)

Pre

1.35%

premium

2 Buy

6 Hold

5 Sell

Hold

premium

$4.23B

59.89%

SFTBY

Softbank

$29.60

$0.26

(0.87%)

premium

―

premium

$86.10B

37.42%

ARM

ARM Holdings PLC ADR

$137.53

$3.95

(2.79%)

Pre

1.51%

premium

8 Buy

2 Hold

1 Sell

Moderate Buy

premium

$144.13B

164.50%

PLTR

Palantir Technologies

$41.41

$0.51

(1.22%)

Pre

14.63%

premium

4 Buy

7 Hold

6 Sell

Hold

premium

$92.74B

121.92%

ISRG

Intuitive Surgical

$507.42

$1.08

(0.21%)

Pre

0.47%

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$180.73B

81.80%

BBDC

Barings BDC

$9.41

$0.18

(1.88%)

Pre

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$995.18M

3.23%

SNPS

Synopsys

$524.52

$6.12

(1.18%)

Pre

0.47%

premium

12 Buy

0 Hold

0 Sell

Strong Buy

premium

$80.57B

6.24%

CDNS

Cadence Design

$289.34

$7.25

(2.57%)

Pre

0.75%

premium

9 Buy

2 Hold

1 Sell

Moderate Buy

premium

$79.36B

15.95%

BTAI

Bioxcel Therapeutics

$0.64

$0.002

(0.28%)

Pre

0.7%

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$26.28M

-86.12%

CRM

Salesforce

$298.01

$3.29

(1.12%)

Pre

0.16%

premium

32 Buy

9 Hold

1 Sell

Moderate Buy

premium

$284.90B

43.64%

SNOW

Snowflake

$113.74

$1.75

(1.52%)

Pre

0.45%

premium

23 Buy

11 Hold

0 Sell

Moderate Buy

premium

$38.13B

-23.00%

CTSH

Cognizant

$74.90

$0.29

(0.39%)

Pre

premium

3 Buy

12 Hold

0 Sell

Hold

premium

$37.14B

13.02%

TTE

TotalEnergies

$62.99

$0.52

(0.83%)

Pre

0.76%

premium

3 Buy

3 Hold

0 Sell

Moderate Buy

premium

$147.35B

-5.99%

MREO

Mereo Biopharma Group Plc

$4.01

$0.27

(6.31%)

Pre

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$616.59M

91.87%

SOFI

SoFi Technologies

$10.91

$0.13

(1.18%)

Pre

0.64%

premium

5 Buy

7 Hold

2 Sell

Hold

premium

$11.63B

37.83%

BNTX

BioNTech SE

$108.97

$2.51

(2.25%)

Pre

0.42%

premium

9 Buy

6 Hold

0 Sell

Moderate Buy

premium

$25.90B

16.39%

IGR < FUND >

CBRE Global Real Estate Income Fund

$5.58

$0.04

(0.71%)

Pre

premium

―

premium

$781.02M

27.73%

Citigroup

$62.35

$0.8

(1.27%)

Pre

0.35%

premium

11 Buy

7 Hold

0 Sell

Moderate Buy

premium

$117.92B

50.76%

CIB

Bancolombia

$31.76

$0.1

(0.32%)

Pre

0.54%

premium

0 Buy

0 Hold

3 Sell

Strong Sell

premium

$7.94B

16.74%

CIG

Companhia Energetica Minas Gerais

$1.97

$0.07

(3.68%)

Pre

0.51%

premium

―

premium

$6.30B

1.65%

IEP

Icahn Enterprises

$12.14

$0.38

(3.04%)

Pre

1.32%

premium

―

premium

$5.77B

-35.63%

PFE

Pfizer

$27.76

$0.33

(1.17%)

Pre

0.14%

premium

7 Buy

13 Hold

0 Sell

Moderate Buy

premium

$157.31B

-10.14%

Realty Income

$59.29

$0.41

(0.7%)

Pre

0.29%

premium

4 Buy

6 Hold

0 Sell

Moderate Buy

premium

$51.63B

15.79%

SLB

Schlumberger

$40.32

$0.56

(1.41%)

Pre

0.55%

premium

15 Buy

1 Hold

0 Sell

Strong Buy

premium

$56.94B

-30.09%

SPYU < ETF >

MAX S&P 500 4X Leveraged ETN

$43.93

$0.41

(0.92%)

Pre

0.55%

premium

―

premium

$153.28M

78.07%

NVO

Novo Nordisk

$109.72

$2.22

(1.98%)

Pre

1.41%

premium

6 Buy

2 Hold

0 Sell

Strong Buy

premium

$486.77B

14.03%

LLY

Eli Lilly & Co

$806.14

$12.79

(1.56%)

Pre

0.01%

premium

18 Buy

2 Hold

0 Sell

Strong Buy

premium

$765.28B

44.23%

IEMG < ETF >

iShares Core MSCI Emerging Markets ETF

$55.94

$0.18

(0.32%)

Pre

premium

―

premium

$81.88B

14.78%

GOOD

Gladstone Commercial

$16.01

$0.44

(2.83%)

Pre

0.56%

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$686.10M

26.46%

BTC < ETF >

Grayscale Bitcoin Mini Trust (BTC)

$5.97

$0.17

(2.77%)

Pre

2.01%

premium

―

premium

$2.41B

6.06%

ETH < ETF >

Grayscale Ethereum Mini Trust (ETH)

$2.28

$0.09

(3.8%)

Pre

0.88%

premium

―

premium

$992.53M

-27.52%

IBM

International Business Machines

$206.32

$1.93

(0.93%)

Pre

0.04%

premium

5 Buy

7 Hold

2 Sell

Hold

premium

$190.77B

40.80%

ALL

Allstate

$182.37

$1.78

(0.97%)

Pre

premium

13 Buy

3 Hold

1 Sell

Moderate Buy

premium

$48.29B

39.79%