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Marzo 2023 - New Portfolio

Performance Portfolio Details

FD2021

Marzo 2023

Individual Investor

Ranked #44,215 out of 747,498 TipRanks' Investors

Success Rate

369 out of 578
profitable transactions

Average Return

28.43%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

17.99% GBTC

10.66% ETHE

6.62% BX

5.44% KKR

5.13% META

54.16% Others

By Assets

89.79% Stocks

9.69% ETFs

0.53% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

48.58% Technology

24.94% Financial

10.21% General

8.32% Communication Services

6.49% Consumer Cyclical

1.46% Other

Portfolio Holdings

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premium

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premium

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premium

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premium

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premium

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premium

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premium

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To view investors' portfolios

Block

$68.10

$0.1

(0.15%)

Pre

0.75%

premium

25 Buy

4 Hold

1 Sell

Strong Buy

premium

$42.02B

-11.72%

TSLA

Tesla

$239.20

$10.03

(4.02%)

Pre

2.06%

premium

13 Buy

13 Hold

8 Sell

Hold

premium

$762.86B

-11.10%

VONG < ETF >

Vanguard Russell 1000 Growth ETF

$93.14

$0.51

(0.54%)

Pre

2.1%

premium

4K Buy

2K Hold

218 Sell

Moderate Buy

premium

$21.10B

29.58%

VOO < ETF >

Vanguard S&P 500 ETF

$504.55

$3.39

(0.67%)

Pre

0.62%

premium

4K Buy

2K Hold

296 Sell

Moderate Buy

premium

$487.20B

20.90%

VTI < ETF >

Vanguard Total Stock Market ETF

$271.06

$1.7

(0.62%)

Pre

0.72%

premium

12K Buy

7K Hold

906 Sell

Moderate Buy

premium

$420.72B

19.77%

VBR < ETF >

Vanguard Small Cap Value ETF

$191.59

$1.15

(0.6%)

Pre

0.38%

premium

2K Buy

2K Hold

344 Sell

Hold

premium

$29.15B

11.01%

VIG < ETF >

Vanguard Dividend Appreciation ETF

$187.38

$1.17

(0.62%)

Pre

0.32%

premium

2K Buy

1K Hold

135 Sell

Moderate Buy

premium

$81.56B

12.52%

BAC

Bank of America

$42.90

$0.11

(0.26%)

Pre

1.1%

premium

9 Buy

5 Hold

1 Sell

Moderate Buy

premium

$335.49B

35.29%

BLK

BlackRock

$830.70

$1.7

(0.21%)

Pre

0.48%

premium

10 Buy

1 Hold

0 Sell

Strong Buy

premium

$123.44B

12.76%

BTF < ETF >

Valkyrie Bitcoin Strategy ETF

$20.02

$0.919

(4.81%)

Pre

0.14%

premium

―

premium

$48.24M

82.15%

Blackstone Group

$138.59

$2.18

(1.6%)

Pre

0.3%

premium

6 Buy

6 Hold

0 Sell

Moderate Buy

premium

$168.52B

35.94%

ARKK < ETF >

ARK Innovation ETF

$46.63

$0.06

(0.13%)

Pre

0.9%

premium

308 Buy

185 Hold

37 Sell

Hold

premium

$6.41B

-1.65%

AMD

Advanced Micro Devices

$151.58

$4.19

(2.69%)

Pre

1.51%

premium

29 Buy

7 Hold

0 Sell

Strong Buy

premium

$245.00B

37.04%

AAPL

Apple

$224.31

$0.13

(0.06%)

Pre

1.2%

premium

25 Buy

9 Hold

1 Sell

Moderate Buy

premium

$3.44T

16.99%

GBTC

Grayscale Bitcoin

$59.68

$3.28

(5.82%)

Pre

0.62%

premium

―

premium

―

210.83%

META

Meta Platforms

$476.79

$0.94

(0.2%)

Pre

1.6%

premium

39 Buy

3 Hold

2 Sell

Strong Buy

premium

$1.21T

63.84%

ETHE

Grayscale Ethereum Trust (ETH)

$29.71

$0.953

(3.31%)

premium

―

premium

―

158.57%

CSCO

Cisco Systems

$47.32

$0.72

(1.5%)

Pre

0.11%

premium

6 Buy

12 Hold

0 Sell

Moderate Buy

premium

$190.64B

-8.04%

COIN

Coinbase Global

$257.79

$24.55

(10.53%)

Pre

1.26%

premium

7 Buy

9 Hold

2 Sell

Moderate Buy

premium

$63.31B

160.79%

PLL

Piedmont Lithium

$11.48

$0.06

(0.53%)

Pre

0.67%

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$222.36M

-79.13%

QQQM < ETF >

Invesco NASDAQ 100 ETF

$195.56

$1.74

(0.88%)

Pre

1.07%

premium

1K Buy

585 Hold

64 Sell

Moderate Buy

premium

$30.23B

26.54%

QQQ < ETF >

Invesco QQQ Trust

$475.24

$4.25

(0.89%)

Pre

1.05%

premium

1K Buy

585 Hold

64 Sell

Moderate Buy

premium

$292.74B

26.52%

QCOM

Qualcomm

$186.21

$5.25

(2.74%)

Pre

1.68%

premium

19 Buy

9 Hold

1 Sell

Moderate Buy

premium

$207.81B

53.47%

RIOT

Riot Platforms

$12.03

$1.08

(9.86%)

Pre

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$3.47B

-34.55%

ORCL

Oracle

$138.56

$0.53

(0.38%)

Pre

0.8%

premium

14 Buy

13 Hold

0 Sell

Moderate Buy

premium

$381.85B

18.96%

NUE

Nucor

$162.50

$3.17

(1.91%)

Pre

0.31%

premium

5 Buy

5 Hold

0 Sell

Moderate Buy

premium

$38.96B

-1.25%

NVDA

Nvidia

$117.93

$3.16

(2.61%)

Pre

2.18%

premium

37 Buy

4 Hold

0 Sell

Strong Buy

premium

$2.90T

164.42%

MARA

Marathon Digital Holdings

$24.73

$1.08

(4.57%)

Pre

1.5%

premium

1 Buy

4 Hold

1 Sell

Hold

premium

$6.75B

46.50%

Micron

$114.26

$3.19

(2.72%)

Pre

0.47%

premium

25 Buy

2 Hold

0 Sell

Strong Buy

premium

$126.70B

75.35%

MSFT

Microsoft

$437.11

$3.26

(0.74%)

Pre

0.67%

premium

34 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.25T

27.65%

Morgan Stanley

$102.09

$2.72

(2.6%)

Pre

0.32%

premium

8 Buy

9 Hold

0 Sell

Moderate Buy

premium

$165.91B

12.27%

Goldman Sachs Group

$484.93

$1.28

(0.26%)

Pre

0.34%

premium

13 Buy

4 Hold

0 Sell

Strong Buy

premium

$156.37B

41.92%

GTEK < ETF >

Goldman Sachs Future Tech Leaders Equity ETF

$28.89

$0.204

(0.7%)

premium

563 Buy

163 Hold

12 Sell

Moderate Buy

premium

$175.43M

11.27%

GOOGL

Alphabet Class A

$177.66

$0.03

(0.02%)

Pre

1.42%

premium

33 Buy

6 Hold

0 Sell

Strong Buy

premium

$2.21T

46.35%

HOOD

Robinhood Markets

$23.41

$0.58

(2.54%)

Pre

1.84%

premium

6 Buy

6 Hold

3 Sell

Hold

premium

$20.57B

83.75%

KKR

KKR & Co

$115.15

$0.24

(0.21%)

Pre

0.35%

premium

10 Buy

1 Hold

0 Sell

Strong Buy

premium

$102.18B

92.01%

JPM

JPMorgan Chase & Co.

$209.78

$0.2

(0.1%)

Pre

0.08%

premium

16 Buy

6 Hold

0 Sell

Moderate Buy

premium

$602.42B

38.79%

IWV < ETF >

iShares Russell 3000 ETF

$312.75

$1.87

(0.59%)

Pre

premium

11K Buy

7K Hold

881 Sell

Moderate Buy

premium

$14.51B

19.73%

IVZ

Invesco

$16.21

$0.08

(0.49%)

Pre

premium

2 Buy

10 Hold

0 Sell

Hold

premium

$7.29B

-4.76%

AMZN

Amazon

$183.13

$0.62

(0.34%)

Pre

1.15%

premium

44 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.91T

42.18%

TSM

Taiwan Semiconductor Manufacturing

$165.77

$6.1

(3.55%)

Pre

0.33%

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$766.57B

72.77%

ASML

ASML Holding

$895.37

$28.78

(3.11%)

Pre

3.53%

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$355.27B

30.09%

LMND

Lemonade

$22.09

$0.62

(2.73%)

Pre

1.58%

premium

1 Buy

1 Hold

2 Sell

Hold

premium

$1.56B

-5.48%

ETH-USD

Ethereum

$3497.97

$3.62

(0.1%)

premium

―

premium

$423.03B

85.81%

BTC-USD

Bitcoin

$67649.79

$698.657

(1.04%)

premium

―

premium

$1.34T

126.95%

IVV < ETF >

iShares Core S&P 500 ETF

$551.98

$3.62

(0.65%)

Pre

0.68%

premium

4K Buy

3K Hold

300 Sell

Moderate Buy

premium

$501.09B

21.42%

SPY < ETF >

SPDR S&P 500 ETF Trust

$548.99

$3.67

(0.66%)

Pre

0.62%

premium

4K Buy

2K Hold

296 Sell

Moderate Buy

premium

$561.61B

20.87%

TWLO

Twilio

$58.65

(1.73%)

Pre

0.7%

premium

8 Buy

9 Hold

2 Sell

Moderate Buy

premium

$10.04B

-5.80%

UPST

Upstart Holdings

$27.79

$0.62

(2.18%)

Pre

1.08%

premium

0 Buy

7 Hold

8 Sell

Moderate Sell

premium

$2.44B

-48.70%

SFTBY

Softbank

$33.21

$0.09

(0.27%)

premium

―

premium

$97.79B

34.45%

ARM

ARM Holdings PLC ADR

$163.40

$5.07

(3.2%)

Pre

2.02%

premium

12 Buy

2 Hold

1 Sell

Moderate Buy

premium

$171.22B

156.96%

PLTR

Palantir Technologies

$28.58

$0.06

(0.21%)

Pre

1.43%

premium

3 Buy

5 Hold

6 Sell

Hold

premium

$63.65B

75.12%

ISRG

Intuitive Surgical

$455.01

$38.87

(9.34%)

Pre

0.55%

premium

13 Buy

4 Hold

0 Sell

Strong Buy

premium

$161.39B

40.63%

BBDC

Barings BDC

$10.00

$0.07

(0.7%)

Pre

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.06B

37.74%

SNPS

Synopsys

$563.12

$2.74

(0.49%)

Pre

1.59%

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$86.28B

24.04%

CDNS

Cadence Design

$279.95

$2.12

(0.76%)

Pre

1.98%

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$76.26B

15.27%

BTAI

Bioxcel Therapeutics

$1.17

$0.07

(5.65%)

Pre

1.71%

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$43.91M

-89.44%

CRM

Salesforce

$247.63

$0.28

(0.11%)

Pre

0.59%

premium

28 Buy

10 Hold

1 Sell

Moderate Buy

premium

$239.95B

8.89%

SNOW

Snowflake

$129.85

$0.01

(<0.01%)

Pre

0.96%

premium

25 Buy

8 Hold

0 Sell

Strong Buy

premium

$43.47B

-25.71%

CTSH

Cognizant

$74.33

$1.64

(2.16%)

Pre

0.86%

premium

2 Buy

11 Hold

1 Sell

Hold

premium

$36.96B

12.04%

TTE

TotalEnergies

$68.25

$1.04

(1.5%)

Pre

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$159.28B

17.29%

MREO

Mereo Biopharma Group Plc

$3.88

(0%)

Pre

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$30.35M

218.03%

SOFI

SoFi Technologies

$7.47

$0.06

(0.8%)

Pre

1.07%

premium

4 Buy

9 Hold

3 Sell

Hold

premium

$7.90B

-20.78%

INTC

Intel

$32.98

$1.89

(5.42%)

Pre

0.55%

premium

3 Buy

24 Hold

3 Sell

Hold

premium

$140.40B

-0.57%

BNTX

BioNTech SE

$85.46

$0.91

(1.05%)

Pre

1.3%

premium

5 Buy

7 Hold

1 Sell

Moderate Buy

premium

$20.32B

-21.30%

IGR < FUND >

CBRE Global Real Estate Income Fund

$5.74

$0.17

(3.05%)

Pre

0.35%

premium

―

premium

$803.42M

4.55%

Citigroup

$65.14

$0.25

(0.39%)

Pre

0.14%

premium

10 Buy

7 Hold

0 Sell

Moderate Buy

premium

$124.25B

42.63%

CIB

Bancolombia

$33.64

$0.43

(1.29%)

premium

0 Buy

2 Hold

1 Sell

Moderate Sell

premium

$8.29B

25.85%

CIG

Companhia Energetica Minas Gerais

$1.86

$0.07

(3.63%)

Pre

premium

0 Buy

1 Hold

1 Sell

Moderate Sell

premium

$5.85B

0.54%

IEP

Icahn Enterprises

$17.20

$0.07

(0.41%)

Pre

0.47%

premium

―

premium

$7.76B

-35.22%

GRFS

Grifols SA

$8.07

$0.045

(0.55%)

Pre

0.06%

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$6.34B

-19.68%

PFE

Pfizer

$29.97

$0.26

(0.88%)

Pre

0.33%

premium

7 Buy

8 Hold

0 Sell

Moderate Buy

premium

$169.83B

-15.63%

Realty Income

$57.58

$0.15

(0.26%)

Pre

0.07%

premium

5 Buy

4 Hold

0 Sell

Moderate Buy

premium

$50.14B

-3.74%

SLB

Schlumberger

$49.67

$0.95

(1.95%)

Pre

0.16%

premium

11 Buy

1 Hold

0 Sell

Strong Buy

premium

$71.00B

-11.03%

ANET

Arista Networks

$330.56

$2.07

(0.62%)

Pre

1.87%

premium

12 Buy

3 Hold

1 Sell

Moderate Buy

premium

$103.59B

92.50%

XXXX < ETF >

MAX S&P 500 4X Leveraged ETN

$38.54

$0.99

(2.64%)

premium

―

premium

$153.96M

―

NVO

Novo Nordisk

$131.54

$1.55

(1.19%)

Pre

0.81%

premium

7 Buy

1 Hold

1 Sell

Moderate Buy

premium

$586.26B

60.16%

LLY

Eli Lilly & Co

$857.47

$8.57

(1.01%)

Pre

1.41%

premium

17 Buy

4 Hold

0 Sell

Strong Buy

premium

$814.94B

86.97%

ABBV

AbbVie

$172.32

$1.18

(0.69%)

Pre

premium

12 Buy

3 Hold

0 Sell

Strong Buy

premium

$304.29B

25.00%

IEMG < ETF >

iShares Core MSCI Emerging Markets ETF

$53.65

$0.54

(1%)

Pre

0.45%

premium

―

premium

$80.48B

5.30%

GOOD

Gladstone Commercial

$14.35

$0.25

(1.71%)

Pre

0.77%

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$583.28M

15.45%