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Working with TipRanks

Marzo 2023 - New Portfolio

Performance Portfolio Details

FD2021

Marzo 2023

Individual Investor

Ranked #66,940 out of 779,428 TipRanks' Investors

Success Rate

370 out of 593
profitable transactions

Average Return

28.56%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

32.52% GBTC

11.66% BX

9.55% KKR

5.49% AAPL

5.16% JPM

35.62% Others

By Assets

90.69% Stocks

8.67% ETFs

0.64% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

46.79% Technology

33.03% Financial

9.31% General

4.94% Communication Services

4.50% Consumer Cyclical

1.44% Other

Portfolio Holdings

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To view investors' portfolios

VOO < ETF >

Vanguard S&P 500 ETF

$535.32

$6.82

(1.26%)

premium

4K Buy

3K Hold

310 Sell

Moderate Buy

premium

$594.59B

23.79%

BAC

Bank of America

$45.20

$1.015

(2.2%)

premium

18 Buy

2 Hold

0 Sell

Strong Buy

premium

$354.56B

37.53%

BLK

BlackRock

$957.11

$28.99

(2.94%)

premium

13 Buy

1 Hold

0 Sell

Strong Buy

premium

$152.73B

24.45%

Blackstone Group

$166.16

$7.81

(4.49%)

premium

6 Buy

10 Hold

0 Sell

Moderate Buy

premium

$211.01B

43.15%

AMD

Advanced Micro Devices

$116.39

$5.45

(4.47%)

premium

23 Buy

9 Hold

1 Sell

Moderate Buy

premium

$197.72B

-17.97%

AAPL

Apple

$236.06

$6.64

(2.74%)

premium

19 Buy

7 Hold

3 Sell

Moderate Buy

premium

$3.67T

30.35%

GBTC

Grayscale Bitcoin

$75.67

$1.19

(1.6%)

premium

―

premium

―

83.92%

COIN

Coinbase Global

$259.40

$0.61

(0.23%)

premium

10 Buy

10 Hold

1 Sell

Moderate Buy

premium

$65.09B

71.07%

QCOM

Qualcomm

$157.08

(1.26%)

premium

11 Buy

10 Hold

1 Sell

Moderate Buy

premium

$176.74B

14.19%

NUE

Nucor

$117.56

$0.62

(0.52%)

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$27.75B

-30.01%

NVDA

Nvidia

$136.43

$3.68

(2.63%)

premium

37 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.43T

157.79%

MARA

Marathon Digital Holdings

$17.93

$0.41

(2.24%)

premium

4 Buy

8 Hold

0 Sell

Moderate Buy

premium

$6.22B

-28.44%

MSFT

Microsoft

$421.18

$3.38

(0.8%)

premium

27 Buy

2 Hold

0 Sell

Strong Buy

premium

$3.16T

10.92%

Morgan Stanley

$124.02

$3.84

(3%)

premium

5 Buy

9 Hold

0 Sell

Moderate Buy

premium

$205.99B

39.77%

GTEK < ETF >

Goldman Sachs Future Tech Leaders Equity ETF

$32.48

$0.435

(1.32%)

premium

555 Buy

173 Hold

14 Sell

Moderate Buy

premium

$166.08M

20.20%

GOOGL

Alphabet Class A

$193.30

$0.65

(0.34%)

premium

24 Buy

7 Hold

0 Sell

Strong Buy

premium

$2.38T

36.31%

KKR

KKR & Co

$141.71

$6.53

(4.41%)

premium

11 Buy

2 Hold

0 Sell

Strong Buy

premium

$131.67B

79.86%

JPM

JPMorgan Chase & Co.

$240.14

$2.99

(1.23%)

premium

11 Buy

6 Hold

1 Sell

Moderate Buy

premium

$684.49B

42.16%

AMZN

Amazon

$219.80

$2.33

(1.05%)

premium

46 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.34T

44.49%

TSM

Taiwan Semiconductor Manufacturing

$209.22

$2.1

(1.01%)

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$871.36B

105.48%

ASML

ASML Holding

$742.58

$1.4

(0.19%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$289.60B

3.65%

ETH-USD

Ethereum

$3294.63

$75.472

(2.34%)

premium

―

premium

$399.73B

24.81%

BTC-USD

Bitcoin

$95374.89

$2.845K

(3.07%)

premium

―

premium

$1.86T

97.81%

IVV < ETF >

iShares Core S&P 500 ETF

$584.89

$7.3

(1.23%)

premium

4K Buy

3K Hold

311 Sell

Moderate Buy

premium

$587.58B

23.68%

SPY < ETF >

SPDR S&P 500 ETF Trust

$582.17

$7.32

(1.24%)

premium

4K Buy

3K Hold

311 Sell

Moderate Buy

premium

$632.21B

23.70%

TWLO

Twilio

$108.25

$2.81

(2.53%)

premium

14 Buy

8 Hold

2 Sell

Moderate Buy

premium

$17.03B

55.85%

UPST

Upstart Holdings

$57.74

$1.48

(2.5%)

premium

5 Buy

6 Hold

4 Sell

Hold

premium

$5.40B

69.88%

SFTBY

Softbank

$28.85

$0.65

(2.2%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$86.69B

35.13%

ARM

ARM Holdings PLC ADR

$140.70

$4.5

(3.1%)

premium

14 Buy

4 Hold

1 Sell

Moderate Buy

premium

$152.61B

102.00%

PLTR

Palantir Technologies

$67.42

$0.81

(1.19%)

premium

2 Buy

8 Hold

7 Sell

Moderate Sell

premium

$155.43B

316.29%

ISRG

Intuitive Surgical

$548.24

$4.22

(0.78%)

premium

16 Buy

4 Hold

0 Sell

Strong Buy

premium

$193.77B

49.27%

BBDC

Barings BDC

$9.39

$0.025

(0.27%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$989.09M

5.04%

SNPS

Synopsys

$495.06

$6.94

(1.38%)

premium

11 Buy

1 Hold

0 Sell

Strong Buy

premium

$77.60B

-0.63%

CDNS

Cadence Design

$301.70

$1.03

(0.34%)

premium

11 Buy

1 Hold

1 Sell

Strong Buy

premium

$83.03B

14.99%

BTAI

Bioxcel Therapeutics

$0.37

$0.014

(3.5%)

premium

2 Buy

1 Hold

1 Sell

Hold

premium

$19.13M

-85.90%

CRM

Salesforce

$320.06

$6.84

(2.09%)

premium

31 Buy

8 Hold

2 Sell

Moderate Buy

premium

$312.84B

23.76%

SNOW

Snowflake

$163.13

$2.1

(1.3%)

premium

26 Buy

4 Hold

0 Sell

Strong Buy

premium

$53.16B

-18.42%

CTSH

Cognizant

$75.62

$0.4

(0.53%)

premium

3 Buy

9 Hold

0 Sell

Hold

premium

$37.69B

3.64%

TTE

TotalEnergies

$56.91

$0.12

(0.21%)

premium

2 Buy

4 Hold

0 Sell

Moderate Buy

premium

$129.74B

-12.66%

MREO

Mereo Biopharma Group Plc

$3.44

$0.32

(8.51%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$581.80M

35.74%

SOFI

SoFi Technologies

$14.18

$0.37

(2.54%)

premium

5 Buy

5 Hold

4 Sell

Hold

premium

$15.79B

74.88%

BNTX

BioNTech SE

$122.41

$0.26

(0.21%)

premium

13 Buy

3 Hold

0 Sell

Strong Buy

premium

$29.28B

15.24%

IGR < FUND >

CBRE Global Real Estate Income Fund

$4.81

$0.11

(2.24%)

premium

―

premium

$688.65M

-10.87%

Citigroup

$71.59

$1.67

(2.28%)

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$138.55B

36.98%

CIB

Bancolombia

$32.39

$0.01

(0.03%)

premium

0 Buy

0 Hold

1 Sell

Moderate Sell

premium

$8.10B

-0.46%

CIG

Companhia Energetica Minas Gerais

$1.71

$0.075

(4.19%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$5.64B

-3.82%

IEP

Icahn Enterprises

$9.20

$0.05

(0.55%)

premium

―

premium

$4.61B

-47.26%

PFE

Pfizer

$26.80

$0.06

(0.22%)

premium

8 Buy

10 Hold

1 Sell

Moderate Buy

premium

$152.22B

-7.35%

Realty Income

$51.74

$0.77

(1.47%)

premium

4 Buy

9 Hold

0 Sell

Moderate Buy

premium

$45.96B

-11.16%

SLB

Schlumberger

$38.77

$0.045

(0.12%)

premium

14 Buy

4 Hold

0 Sell

Strong Buy

premium

$54.81B

-19.90%

SPYU < ETF >

MAX S&P 500 4X Leveraged ETN

$44.85

$2.56

(5.4%)

premium

―

premium

$173.13M

67.00%

NVO

Novo Nordisk

$86.20

$0.56

(0.65%)

premium

4 Buy

3 Hold

1 Sell

Moderate Buy

premium

$379.76B

-21.19%

LLY

Eli Lilly & Co

$796.40

$9.18

(1.17%)

premium

15 Buy

2 Hold

0 Sell

Strong Buy

premium

$747.32B

25.86%

IEMG < ETF >

iShares Core MSCI Emerging Markets ETF

$51.27

$0.845

(1.62%)

premium

―

premium

$78.69B

6.32%

GOOD

Gladstone Commercial

$15.64

$0.39

(2.43%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$709.14M

19.89%

BTC < ETF >

Grayscale Bitcoin Mini Trust (BTC)

$42.25

$0.64

(1.54%)

premium

―

premium

$3.76B

43.74%

ETH < ETF >

Grayscale Ethereum Mini Trust (ETH)

$31.02

$0.09

(0.29%)

premium

―

premium

$1.60B

-5.41%

IBM

International Business Machines

$219.99

$3.19

(1.43%)

premium

4 Buy

6 Hold

1 Sell

Moderate Buy

premium

$206.36B

38.42%

ALL

Allstate

$181.48

$10.32

(5.38%)

premium

12 Buy

1 Hold

1 Sell

Strong Buy

premium

$50.79B

27.60%