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Marzo 2023 - New Portfolio

Performance Portfolio Details

FD2021

Marzo 2023

Individual Investor

Ranked #68,820 out of 769,002 TipRanks' Investors

Success Rate

365 out of 592
profitable transactions

Average Return

30.10%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

32.30% GBTC

13.09% BX

10.22% KKR

5.12% AAPL

5.06% JPM

34.21% Others

By Assets

90.73% Stocks

8.56% ETFs

0.71% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

46.11% Technology

35.19% Financial

9.27% General

4.13% Communication Services

3.91% Consumer Cyclical

1.39% Other

Portfolio Holdings

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To view investors' portfolios

VOO < ETF >

Vanguard S&P 500 ETF

$545.64

$2.74

(0.5%)

premium

4K Buy

3K Hold

328 Sell

Moderate Buy

premium

$566.51B

30.35%

BAC

Bank of America

$46.46

$0.4

(0.87%)

premium

14 Buy

2 Hold

0 Sell

Strong Buy

premium

$356.10B

55.29%

BLK

BlackRock

$1028.00

$3.33

(0.32%)

premium

13 Buy

2 Hold

0 Sell

Strong Buy

premium

$159.23B

41.40%

Blackstone Group

$194.01

$8.98

(4.85%)

premium

6 Buy

11 Hold

1 Sell

Moderate Buy

premium

$224.27B

74.92%

AMD

Advanced Micro Devices

$137.49

$0.11

(0.08%)

premium

23 Buy

7 Hold

0 Sell

Strong Buy

premium

$226.20B

15.47%

AAPL

Apple

$228.52

$0.48

(0.21%)

premium

24 Buy

8 Hold

2 Sell

Moderate Buy

premium

$3.45T

20.12%

GBTC

Grayscale Bitcoin

$78.05

$3.06

(4.08%)

premium

―

premium

―

156.81%

COIN

Coinbase Global

$295.23

$24.78

(7.74%)

premium

9 Buy

7 Hold

1 Sell

Moderate Buy

premium

$81.26B

203.35%

QCOM

Qualcomm

$155.46

$1.19

(0.77%)

premium

11 Buy

9 Hold

1 Sell

Moderate Buy

premium

$182.99B

21.00%

NVDA

Nvidia

$146.67

$0.78

(0.53%)

premium

40 Buy

4 Hold

0 Sell

Strong Buy

premium

$3.61T

192.11%

MARA

Marathon Digital Holdings

$24.18

$1.55

(6.85%)

premium

3 Buy

4 Hold

1 Sell

Hold

premium

$6.39B

119.49%

MSFT

Microsoft

$412.87

$1.79

(0.43%)

premium

27 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.11T

11.37%

Morgan Stanley

$134.99

$3.3

(2.51%)

premium

6 Buy

9 Hold

0 Sell

Moderate Buy

premium

$213.04B

67.82%

GTEK < ETF >

Goldman Sachs Future Tech Leaders Equity ETF

$33.10

$0.691

(2.13%)

premium

538 Buy

188 Hold

17 Sell

Moderate Buy

premium

$170.61M

27.89%

GOOGL

Alphabet Class A

$167.63

$8.35

(4.74%)

premium

27 Buy

7 Hold

0 Sell

Strong Buy

premium

$2.19T

28.48%

KKR

KKR & Co

$157.67

$5.49

(3.61%)

premium

10 Buy

2 Hold

0 Sell

Strong Buy

premium

$135.70B

123.07%

JPM

JPMorgan Chase & Co.

$244.76

$3.98

(1.65%)

premium

10 Buy

6 Hold

1 Sell

Moderate Buy

premium

$684.38B

57.03%

AMZN

Amazon

$198.38

$4.5

(2.22%)

premium

44 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.15T

40.99%

TSM

Taiwan Semiconductor Manufacturing

$191.24

$2.88

(1.53%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$827.92B

91.40%

ASML

ASML Holding

$672.16

$13.73

(2.09%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$259.18B

-3.80%

ETH-USD

Ethereum

$3378.76

$240.516

(7.66%)

premium

―

premium

$375.83B

52.79%

BTC-USD

Bitcoin

$99110.70

$2.134K

(2.2%)

premium

―

premium

$1.93T

155.93%

IVV < ETF >

iShares Core S&P 500 ETF

$596.48

$3.04

(0.51%)

premium

4K Buy

3K Hold

325 Sell

Moderate Buy

premium

$552.84B

30.32%

SPY < ETF >

SPDR S&P 500 ETF Trust

$593.67

$3.17

(0.54%)

premium

4K Buy

3K Hold

326 Sell

Moderate Buy

premium

$627.39B

29.77%

TWLO

Twilio

$102.07

$3.63

(3.69%)

premium

12 Buy

10 Hold

2 Sell

Moderate Buy

premium

$14.78B

57.10%

UPST

Upstart Holdings

$71.43

$1.03

(1.46%)

premium

3 Buy

7 Hold

3 Sell

Hold

premium

$6.49B

196.05%

SFTBY

Softbank

$27.90

$0.07

(0.25%)

premium

―

premium

$81.92B

33.19%

ARM

ARM Holdings PLC ADR

$133.14

$0.56

(0.42%)

premium

14 Buy

4 Hold

1 Sell

Moderate Buy

premium

$139.85B

127.92%

PLTR

Palantir Technologies

$61.36

$0.76

(1.22%)

premium

3 Buy

7 Hold

6 Sell

Hold

premium

$143.47B

213.74%

ISRG

Intuitive Surgical

$550.62

$8.8

(1.62%)

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$191.92B

71.57%

BBDC

Barings BDC

$10.01

$0.06

(0.6%)

premium

1 Buy

3 Hold

0 Sell

Hold

premium

$1.06B

12.51%

SNPS

Synopsys

$557.94

$16.38

(3.02%)

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$82.03B

0.10%

CDNS

Cadence Design

$306.51

$2.5

(0.82%)

premium

10 Buy

2 Hold

1 Sell

Moderate Buy

premium

$82.18B

12.43%

BTAI

Bioxcel Therapeutics

$0.57

$0.017

(2.96%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$25.76M

-84.65%

CRM

Salesforce

$335.78

$10.08

(3.09%)

premium

34 Buy

8 Hold

1 Sell

Strong Buy

premium

$309.20B

45.19%

SNOW

Snowflake

$171.35

$42.23

(32.71%)

premium

24 Buy

10 Hold

0 Sell

Moderate Buy

premium

$43.66B

-22.53%

CTSH

Cognizant

$78.86

$1.29

(1.66%)

premium

3 Buy

12 Hold

0 Sell

Hold

premium

$37.84B

10.42%

TTE

TotalEnergies

$60.03

$0.49

(0.81%)

premium

3 Buy

3 Hold

0 Sell

Moderate Buy

premium

$141.35B

-11.12%

MREO

Mereo Biopharma Group Plc

$3.68

$0.1

(2.79%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$540.02M

57.02%

SOFI

SoFi Technologies

$15.01

$0.34

(2.32%)

premium

5 Buy

7 Hold

2 Sell

Hold

premium

$15.65B

118.30%

BNTX

BioNTech SE

$108.23

$6.09

(5.96%)

premium

12 Buy

4 Hold

0 Sell

Strong Buy

premium

$25.51B

5.13%

IGR < FUND >

CBRE Global Real Estate Income Fund

$5.54

(0%)

premium

―

premium

$775.43M

22.84%

Citigroup

$68.95

$0.67

(0.98%)

premium

10 Buy

7 Hold

0 Sell

Moderate Buy

premium

$129.74B

51.43%

CIB

Bancolombia

$32.76

$0.71

(2.12%)

premium

0 Buy

0 Hold

1 Sell

Moderate Sell

premium

$8.28B

24.19%

CIG

Companhia Energetica Minas Gerais

$1.99

$0.08

(3.86%)

premium

―

premium

$6.41B

5.13%

IEP

Icahn Enterprises

$11.02

$0.005

(0.05%)

premium

―

premium

$5.70B

-32.89%

PFE

Pfizer

$25.13

$0.19

(0.76%)

premium

7 Buy

12 Hold

1 Sell

Moderate Buy

premium

$142.24B

-17.69%

Realty Income

$57.39

$0.51

(0.9%)

premium

3 Buy

8 Hold

0 Sell

Moderate Buy

premium

$50.04B

6.22%

SLB

Schlumberger

$44.06

$0.53

(1.22%)

premium

15 Buy

1 Hold

0 Sell

Strong Buy

premium

$60.86B

-17.43%

SPYU < ETF >

MAX S&P 500 4X Leveraged ETN

$50.68

$0.99

(1.99%)

premium

―

premium

$168.79M

99.56%

NVO

Novo Nordisk

$102.63

$2.64

(2.51%)

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$454.52B

2.42%

LLY

Eli Lilly & Co

$749.92

$3.49

(0.46%)

premium

17 Buy

1 Hold

0 Sell

Strong Buy

premium

$692.74B

27.14%

IEMG < ETF >

iShares Core MSCI Emerging Markets ETF

$54.15

$0.13

(0.24%)

premium

―

premium

$79.81B

9.35%

GOOD

Gladstone Commercial

$17.03

$0.23

(1.37%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$759.57M

35.76%

BTC < ETF >

Grayscale Bitcoin Mini Trust (BTC)

$43.60

$1.76

(4.21%)

premium

―

premium

$3.28B

44.54%

ETH < ETF >

Grayscale Ethereum Mini Trust (ETH)

$31.64

$2.71

(9.37%)

premium

―

premium

$1.29B

-11.53%

IBM

International Business Machines

$222.40

$7.8

(3.63%)

premium

5 Buy

7 Hold

1 Sell

Moderate Buy

premium

$194.41B

39.43%

ALL

Allstate

$203.48

$6.19

(3.14%)

premium

13 Buy

2 Hold

1 Sell

Strong Buy

premium

$52.06B

46.18%