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 Advertise with Us Top Online Brokers Become an Affiliate TipRanks News Wire Arrived EquityMultiple

TOOLS

Top Smart Score Stocks

Research Tools

Most Visited Websites

Daily Feeds

Daily Analyst Ratings

Daily Insider Trading Tracker

Calendars

Economic Indicators

Economic Indicators Center

Inflation Rate

Unemployment Rate

Federal Funds Rate

Class Actions

Calculators

Dividend Calculator

Dividend Yield Calculator

Options Profit Calculator

Dollar Cost Averaging

Technical Analysis Screener

Dividend Center

Best Dividend Stocks

Popular

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

Marzo 2023 - New Portfolio

Performance Portfolio Details

FD2021

Marzo 2023

Individual Investor

Ranked #79,036 out of 788,174 TipRanks' Investors

Success Rate

366 out of 593
profitable transactions

Average Return

30.25%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

33.00% GBTC

11.31% BX

8.92% KKR

5.64% JPM

5.62% AAPL

35.51% Others

By Assets

90.77% Stocks

8.55% ETFs

0.68% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

47.27% Technology

32.92% Financial

9.23% General

4.65% Communication Services

4.49% Consumer Cyclical

1.44% Other

Portfolio Holdings

sb1kwp3z

premium

sb1kwp3z

premium

sb1kwp3z

6sxhkw885e2

premium

6sxhkw885e2

premium

6sxhkw885e2

v9kekywwq4

premium

v9kekywwq4

premium

v9kekywwq4

sh5b6jfc27

premium

sh5b6jfc27

premium

sh5b6jfc27

iech8g

premium

iech8g

premium

iech8g

y8jvjpj1bq

premium

y8jvjpj1bq

premium

y8jvjpj1bq

g382n7vx

premium

g382n7vx

premium

g382n7vx

3mbd4zv

premium

3mbd4zv

premium

3mbd4zv

0vk24nqnf4

premium

0vk24nqnf4

premium

0vk24nqnf4

yi2yj9sxmpp

premium

yi2yj9sxmpp

premium

yi2yj9sxmpp

To view investors' portfolios

VOO < ETF >

Vanguard S&P 500 ETF

$561.30

$2.37

(0.42%)

Pre

0.11%

premium

4K Buy

3K Hold

284 Sell

Moderate Buy

premium

$635.52B

23.35%

BAC

Bank of America

$45.30

$0.71

(1.54%)

Pre

premium

18 Buy

2 Hold

0 Sell

Strong Buy

premium

$344.77B

34.42%

BLK

BlackRock

$989.38

$3.04

(0.31%)

Pre

0.1%

premium

13 Buy

2 Hold

0 Sell

Strong Buy

premium

$153.23B

22.46%

Blackstone Group

$163.90

$2.95

(1.77%)

Pre

<0.01%

premium

7 Buy

9 Hold

0 Sell

Moderate Buy

premium

$198.52B

29.88%

AMD

Advanced Micro Devices

$114.17

$0.52

(0.45%)

Pre

0.3%

premium

25 Buy

11 Hold

1 Sell

Moderate Buy

premium

$185.01B

-30.78%

AAPL

Apple

$245.83

$0.96

(0.39%)

Pre

0.07%

premium

18 Buy

11 Hold

4 Sell

Moderate Buy

premium

$3.69T

34.83%

GBTC

Grayscale Bitcoin

$78.01

$1.93

(2.54%)

Pre

0.14%

premium

―

premium

―

67.28%

COIN

Coinbase Global

$256.59

$2.08

(0.8%)

Pre

0.89%

premium

10 Buy

11 Hold

0 Sell

Moderate Buy

premium

$65.14B

49.26%

QCOM

Qualcomm

$173.70

$1.52

(0.87%)

Pre

premium

11 Buy

9 Hold

1 Sell

Moderate Buy

premium

$192.11B

15.31%

NUE

Nucor

$139.95

$0.18

(0.13%)

Pre

0.16%

premium

5 Buy

4 Hold

0 Sell

Moderate Buy

premium

$32.86B

-24.09%

NVDA

Nvidia

$140.11

$0.88

(0.63%)

Pre

0.05%

premium

36 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.43T

100.47%

MARA

Marathon Digital Holdings

$15.95

$0.17

(1.08%)

Pre

0.88%

premium

3 Buy

7 Hold

0 Sell

Moderate Buy

premium

$5.41B

-35.62%

MSFT

Microsoft

$416.13

$2.19

(0.53%)

Pre

0.36%

premium

29 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.09T

2.97%

Morgan Stanley

$134.34

$6.35

(4.51%)

Pre

0.49%

premium

5 Buy

10 Hold

0 Sell

Moderate Buy

premium

$216.43B

64.84%

GTEK < ETF >

Goldman Sachs Future Tech Leaders Equity ETF

$34.84

$0.413

(1.17%)

premium

576 Buy

213 Hold

14 Sell

Moderate Buy

premium

$176.50M

23.20%

GOOGL

Alphabet Class A

$184.56

$0.71

(0.38%)

Pre

0.24%

premium

27 Buy

10 Hold

0 Sell

Moderate Buy

premium

$2.26T

31.29%

KKR

KKR & Co

$134.55

$3.92

(2.83%)

Pre

0.47%

premium

11 Buy

3 Hold

0 Sell

Strong Buy

premium

$119.51B

48.67%

JPM

JPMorgan Chase & Co.

$266.80

$12.45

(4.46%)

Pre

0.18%

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$746.00B

47.48%

AMZN

Amazon

$222.88

$3.75

(1.65%)

Pre

0.35%

premium

47 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.36T

35.64%

TSM

TSMC

$200.10

$0.85

(0.42%)

Pre

0.71%

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$855.09B

60.34%

ASML

ASML Holding

$743.09

$1.71

(0.23%)

Pre

0.83%

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

$288.61B

-18.12%

ETH-USD

Ethereum

$2795.37

$55.902

(2.04%)

premium

―

premium

$337.87B

-8.26%

BTC-USD

Bitcoin

$98761.14

$422.3

(0.43%)

premium

―

premium

$1.95T

89.47%

IVV < ETF >

iShares Core S&P 500 ETF

$613.46

$2.39

(0.39%)

Pre

0.1%

premium

4K Buy

3K Hold

280 Sell

Moderate Buy

premium

$611.45B

23.10%

SPY < ETF >

SPDR S&P 500 ETF Trust

$610.38

$2.55

(0.42%)

Pre

0.1%

premium

4K Buy

3K Hold

284 Sell

Moderate Buy

premium

$636.06B

23.27%

TWLO

Twilio

$118.00

$3.23

(2.66%)

Pre

0.15%

premium

15 Buy

6 Hold

2 Sell

Moderate Buy

premium

$18.10B

109.78%

UPST

Upstart Holdings

$79.21

$3.9

(4.69%)

Pre

0.86%

premium

6 Buy

7 Hold

2 Sell

Moderate Buy

premium

$7.42B

225.41%

SFTBY

Softbank

$31.20

$0.27

(0.86%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$91.98B

10.44%

ARM

ARM Holdings PLC ADR

$150.85

$3.51

(2.27%)

Pre

0.08%

premium

17 Buy

4 Hold

1 Sell

Moderate Buy

premium

$159.00B

26.76%

PLTR

Palantir Technologies

$106.27

$5.79

(5.17%)

Pre

0.7%

premium

3 Buy

10 Hold

5 Sell

Hold

premium

$249.24B

378.89%

ISRG

Intuitive Surgical

$606.57

$1.91

(0.31%)

Pre

>0.01%

premium

15 Buy

5 Hold

0 Sell

Strong Buy

premium

$216.34B

59.53%

BBDC

Barings BDC

$10.50

$0.04

(0.38%)

Pre

0.95%

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$1.11B

14.95%

SNPS

Synopsys

$493.97

$7.01

(1.4%)

Pre

0.41%

premium

10 Buy

1 Hold

0 Sell

Strong Buy

premium

$76.38B

-8.58%

CDNS

Cadence Design

$270.23

$3.81

(1.39%)

Pre

0.25%

premium

12 Buy

1 Hold

1 Sell

Strong Buy

premium

$74.11B

-7.06%

BTAI

Bioxcel Therapeutics

$2.30

$0.08

(3.36%)

Pre

4.35%

premium

2 Buy

1 Hold

1 Sell

Hold

premium

$7.13M

-95.44%

CRM

Salesforce

$318.43

$6.1

(1.88%)

Pre

0.51%

premium

32 Buy

7 Hold

2 Sell

Moderate Buy

premium

$304.74B

12.30%

SNOW

Snowflake

$184.96

$1.6

(0.86%)

Pre

0.01%

premium

28 Buy

4 Hold

0 Sell

Strong Buy

premium

$61.06B

-15.23%

CTSH

Cognizant

$87.54

$0.89

(1.01%)

Pre

0.51%

premium

3 Buy

9 Hold

0 Sell

Hold

premium

$43.30B

15.23%

TTE

TotalEnergies

$61.62

$0.7

(1.15%)

Pre

1.31%

premium

2 Buy

4 Hold

0 Sell

Moderate Buy

premium

$132.80B

-3.85%

MREO

Mereo Biopharma Group Plc

$2.87

$0.04

(1.37%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$444.09M

-18.93%

SOFI

SoFi Technologies

$15.56

$0.62

(3.83%)

Pre

0.19%

premium

6 Buy

6 Hold

4 Sell

Hold

premium

$16.88B

90.13%

BNTX

BioNTech SE

$117.88

$1.7

(1.42%)

Pre

0.76%

premium

11 Buy

2 Hold

0 Sell

Strong Buy

premium

$28.26B

31.06%

IGR < FUND >

CBRE Global Real Estate Income Fund

$5.21

$0.07

(1.33%)

Pre

0.19%

premium

―

premium

$729.24M

4.50%

Citigroup

$81.34

$2.6

(3.1%)

Pre

0.06%

premium

13 Buy

4 Hold

0 Sell

Strong Buy

premium

$152.68B

47.01%

CIB

Bancolombia

$43.44

$1.92

(4.62%)

Pre

1.2%

premium

1 Buy

0 Hold

1 Sell

Hold

premium

$10.85B

28.70%

CIG

Companhia Energetica Minas Gerais

$1.95

(0%)

Pre

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$6.34B

8.33%

IEP

Icahn Enterprises

$10.38

$0.13

(1.27%)

Pre

0.87%

premium

―

premium

$5.23B

-47.49%

PFE

Pfizer

$25.90

$0.01

(0.04%)

Pre

0.08%

premium

7 Buy

10 Hold

0 Sell

Moderate Buy

premium

$146.78B

-6.40%

Realty Income

$56.52

$0.85

(1.53%)

Pre

0.09%

premium

3 Buy

7 Hold

0 Sell

Moderate Buy

premium

$49.47B

6.10%

SLB

Schlumberger

$42.60

$0.42

(1%)

Pre

0.42%

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$59.68B

-13.43%

SPYU < ETF >

MAX S&P 500 4X Leveraged ETN

$52.19

$0.88

(1.66%)

Pre

0.04%

premium

―

premium

$185.91M

61.90%

NVO

Novo Nordisk

$83.74

$0.34

(0.41%)

Pre

2.48%

premium

4 Buy

3 Hold

1 Sell

Moderate Buy

premium

$371.57B

-30.75%

LLY

Eli Lilly & Co

$873.12

$6.07

(0.7%)

Pre

0.56%

premium

16 Buy

1 Hold

0 Sell

Strong Buy

premium

$827.87B

14.74%

IEMG < ETF >

iShares Core MSCI Emerging Markets ETF

$55.72

$0.53

(0.96%)

Pre

0.06%

premium

―

premium

$82.50B

9.07%

GOOD

Gladstone Commercial

$15.82

$0.24

(1.49%)

Pre

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$704.06M

26.46%

BTC < ETF >

Grayscale Bitcoin Mini Trust (BTC)

$43.66

$1.03

(2.42%)

Pre

0.21%

premium

―

premium

$4.05B

47.26%

ETH < ETF >

Grayscale Ethereum Mini Trust (ETH)

$25.92

$0.26

(1.01%)

Pre

1.54%

premium

―

premium

$1.30B

-21.53%

IBM

International Business Machines

$264.74

$0.42

(0.16%)

Pre

0.21%

premium

7 Buy

6 Hold

1 Sell

Moderate Buy

premium

$244.79B

44.09%

ALL

Allstate

$189.18

$2.42

(1.26%)

Pre

0.02%

premium

11 Buy

2 Hold

1 Sell

Moderate Buy

premium

$50.10B

18.85%