the first (SP.1) - New Portfolio

Tali01

the first (SP.1)
Individual Investor
Ranked #21,465 out of 754,519 TipRanks' Investors
Success Rate
65%
354 out of 543
profitable transactions
Average Return
52.91%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
98.96% BRK.A
0.37% BKNG
0.11% TYL
0.10% GOOGL
0.10% NVDA
0.36% Others
By Assets
99.98% Stocks
0.02% ETFs
<0.01% Funds
<0.01% Cash
0.00% Cryptocurrency
By Sector
99.01% Financial
0.45% Consumer Cyclical
0.33% Technology
0.11% Communication Services
0.04% Industrials
0.05% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AAPL
Apple
$229.00
$0.79
(0.34%)
premium
24 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.49T
21.89%
AMBA
Ambarella
$59.70
$0.42
(0.71%)
premium
7 Buy
5 Hold
1 Sell
Moderate Buy
premium
$2.43B
-3.94%
ASTH
Astrana Health
$47.79
$0.24
(0.5%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.67B
26.23%
BE
Bloom Energy
$11.91
$0.01
(0.08%)
premium
6 Buy
7 Hold
1 Sell
Moderate Buy
premium
$2.71B
-20.55%
BKNG
Booking Holdings
$3909.23
$18.42
(0.47%)
premium
20 Buy
7 Hold
0 Sell
Moderate Buy
premium
$130.44B
25.90%
BLND
Blend Labs
$3.67
$0.07
(1.87%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$950.87M
216.38%
BMO
Bank Of Montreal
$83.62
$0.66
(0.8%)
premium
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
$60.14B
-2.87%
BMY
Bristol-Myers Squibb
$49.95
$0.23
(0.46%)
premium
2 Buy
8 Hold
3 Sell
Hold
premium
$100.80B
-18.98%
BRK.A
Berkshire Hathaway A
$715299.90
$12.98K
(1.85%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.01T
30.83%
BX
Blackstone Group
$142.36
$1.78
(1.27%)
premium
7 Buy
10 Hold
0 Sell
Moderate Buy
premium
$171.70B
33.83%
CIO
City Office REIT
$5.88
$0.08
(1.34%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$239.32M
16.67%
CORN
CORN
< ETF >
Teucrium Corn Fund
$17.70
$0.23
(1.32%)
premium
premium
$55.58M
-19.80%
CRM
Salesforce
$252.90
$4.11
(1.6%)
premium
24 Buy
8 Hold
1 Sell
Moderate Buy
premium
$249.04B
14.20%
CSCO
Cisco Systems
$50.54
$0.15
(0.3%)
premium
7 Buy
9 Hold
0 Sell
Moderate Buy
premium
$203.01B
-11.87%
CVX
Chevron
$147.95
$0.53
(0.36%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$269.62B
-8.16%
CARG
CarGurus
$28.98
$0.02
(0.07%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.00B
60.02%
D
Dominion Energy
$55.90
$0.447
(0.81%)
premium
1 Buy
8 Hold
0 Sell
Hold
premium
$47.08B
15.16%
DGEAF
Diageo
$32.19
$0.664
(2.02%)
premium
5 Buy
5 Hold
4 Sell
Hold
premium
$72.56B
-22.78%
DRI
Darden Restaurants
$158.15
$1.4
(0.89%)
premium
13 Buy
7 Hold
1 Sell
Moderate Buy
premium
$18.57B
1.70%
DWAT
DWAT
< ETF >
Arrow DWA Tactical ETF
$11.28
$0.007
(0.06%)
premium
premium
$3.40M
10.89%
E
Eni SPA
$32.57
$0.29
(0.88%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$52.10B
5.20%
ETSY
Etsy
$55.09
$0.41
(0.74%)
premium
4 Buy
10 Hold
4 Sell
Hold
premium
$6.37B
-25.12%
FCX
Freeport-McMoRan
$44.28
$0.45
(1.03%)
premium
9 Buy
4 Hold
0 Sell
Moderate Buy
premium
$62.98B
10.95%
FE
FirstEnergy
$43.92
$0.31
(0.71%)
premium
3 Buy
6 Hold
1 Sell
Hold
premium
$25.12B
21.76%
FF
Futurefuel
$6.24
$0.06
(0.95%)
premium
premium
$275.71M
-11.86%
FFIV
F5 Networks
$203.15
$1.01
(0.5%)
premium
1 Buy
6 Hold
1 Sell
Hold
premium
$11.78B
24.13%
FGD
FGD
< ETF >
First Trust Dow Jones Global Select Dividend Index Fund
$24.19
$0.043
(0.18%)
premium
263 Buy
234 Hold
78 Sell
Hold
premium
$563.49M
13.14%
FL
Foot Locker
$31.14
$0.16
(0.51%)
premium
2 Buy
10 Hold
3 Sell
Hold
premium
$2.96B
58.71%
FN
Fabrinet
$243.65
$0.78
(0.32%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$8.78B
51.55%
FNB
F.N.B.
$14.98
$0.2
(1.35%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$5.31B
28.80%
FROG
JFrog
$27.76
$0.01
(0.04%)
premium
14 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.06B
-3.24%
FSLR
First Solar
$227.37
$4.27
(1.91%)
premium
21 Buy
4 Hold
0 Sell
Strong Buy
premium
$23.88B
20.23%
DAL
Delta Air Lines
$42.49
$0.93
(2.24%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$26.82B
-0.91%
GAPAX
GAPAX
< FUND >
Goldman Sachs Dynamic Global Equity Fund Class A
$23.07
$0.18
(0.79%)
premium
premium
17.40%
FTRI
FTRI
< ETF >
First Trust Indxx Global Natural Resources Income ETF
$13.42
$0.04
(0.3%)
premium
164 Buy
94 Hold
18 Sell
Moderate Buy
premium
$154.66M
3.57%
GB
Global Blue Group Holding
$5.43
$0.43
(8.6%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$932.44M
-0.91%
GD
General Dynamics
$299.36
$1.53
(0.51%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$81.84B
32.09%
GE
GE Aerospace
$174.62
$1.04
(0.6%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$188.21B
52.56%
G
Genpact
$39.23
$0.05
(0.13%)
premium
2 Buy
8 Hold
1 Sell
Hold
premium
$7.00B
5.09%
GILD
Gilead Sciences
$79.00
$0.45
(0.57%)
premium
11 Buy
10 Hold
0 Sell
Moderate Buy
premium
$98.91B
3.29%
GOOG
Alphabet Class C
$165.11
$1.71
(1.05%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$2.00T
19.33%
GOOGL
Alphabet Class A
$163.38
$1.6
(0.99%)
premium
28 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.00T
19.98%
GPK
Graphic Packaging
$29.93
$0.48
(1.63%)
premium
9 Buy
0 Hold
1 Sell
Strong Buy
premium
$8.84B
34.58%
GPRO
GoPro
$1.28
$0.03
(2.29%)
premium
0 Buy
2 Hold
1 Sell
Moderate Sell
premium
$203.53M
-64.79%
GAP
Gap Inc
$22.43
$0.37
(1.62%)
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$8.55B
93.70%
HA
Hawaiian Holdings
$17.32
$0.04
(0.23%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$902.89M
101.86%
HD
Home Depot
$368.50
$1.44
(0.39%)
premium
19 Buy
4 Hold
0 Sell
Strong Buy
premium
$364.60B
11.56%
HDB
Hdfc Bank
$61.11
$0.11
(0.18%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$148.82B
-1.93%
HWM
Howmet Aerospace
$96.66
$0.3
(0.31%)
premium
16 Buy
1 Hold
1 Sell
Strong Buy
premium
$39.57B
95.39%
ICHR
Ichor Holdings
$31.00
$0.08
(0.26%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.04B
-15.37%
COHR
Coherent Corp
$77.95
$0.23
(0.3%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$11.91B
107.15%
INO
Inovio Pharmaceuticals
$7.22
$0.1
(1.37%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$190.06M
33.75%
INTC
Intel
$22.04
$1.91
(9.49%)
premium
1 Buy
26 Hold
5 Sell
Hold
premium
$86.08B
-37.28%
IOO
IOO
< ETF >
iShares Global 100 ETF
$98.12
$0.84
(0.86%)
premium
922 Buy
451 Hold
59 Sell
Moderate Buy
premium
$6.09B
27.83%
ISCF
ISCF
< ETF >
iShares MSCI Intl Small-Cap Multifactor ETF
$34.26
$0.1
(0.29%)
premium
premium
$569.85M
10.62%
JD
JD
$27.00
$0.63
(2.39%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$41.69B
-18.70%
JLL
Jones Lang Lasalle
$255.23
$2.95
(1.17%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$11.97B
47.70%
JPM
JPMorgan Chase & Co.
$224.80
$2.59
(1.17%)
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$632.22B
53.63%
K
Kellanova
$80.61
$0.08
(0.1%)
premium
2 Buy
14 Hold
0 Sell
Hold
premium
$27.70B
32.10%
KB
Kb Financial Group
$64.88
$0.38
(0.58%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$24.87B
60.71%
KBWD
KBWD
< ETF >
Invesco KBW High Dividend Yield Financial ETF
$15.44
$0.09
(0.59%)
premium
80 Buy
113 Hold
12 Sell
Hold
premium
$390.81M
-3.38%
KMI
Kinder Morgan
$21.57
$0.15
(0.7%)
premium
5 Buy
7 Hold
1 Sell
Moderate Buy
premium
$47.61B
25.26%
KO
Coca-Cola
$72.47
$0.42
(0.58%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$310.53B
21.13%
KRNT
Kornit Digital
$18.58
$0.13
(0.69%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$893.13M
-16.53%
L
Loews
$81.94
$0.26
(0.32%)
premium
premium
$17.93B
31.97%
H
Hyatt Hotels
$151.92
$2.8
(1.88%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$14.96B
35.15%
LC
LendingClub
$12.15
$0.03
(0.25%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.36B
74.57%
LKQ
LKQ
$41.59
$0
(0%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$10.95B
-20.83%
LLY
Eli Lilly & Co
$960.02
$19.82
(2.11%)
premium
17 Buy
2 Hold
0 Sell
Strong Buy
premium
$893.59B
73.23%
LPTX
Leap Therapeutics
$2.90
$0.07
(2.47%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$108.29M
30.04%
LSEIX
LSEIX
< FUND >
Persimmon Long/Short Fd Cl I
$15.32
$0.13
(0.86%)
premium
304 Buy
68 Hold
5 Sell
Moderate Buy
premium
24.25%
LSTR
Landstar System
$182.56
$1.9
(1.05%)
premium
1 Buy
9 Hold
0 Sell
Hold
premium
$6.40B
-3.82%
LE
Lands' End
$15.49
$0
(0%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$486.48M
101.17%
MA
Mastercard
$483.34
$2.54
(0.53%)
premium
23 Buy
2 Hold
0 Sell
Strong Buy
premium
$444.18B
17.13%
MAR
Marriott International
$234.69
$3.32
(1.43%)
premium
3 Buy
15 Hold
0 Sell
Hold
premium
$65.14B
15.32%
MC
Moelis
$66.79
$0.14
(0.21%)
premium
0 Buy
4 Hold
2 Sell
Moderate Sell
premium
$5.11B
40.88%
META
Meta Platforms
$521.31
$3.09
(0.6%)
premium
39 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.31T
76.18%
M
Macy's
$15.57
$0
(0%)
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
$4.30B
27.31%
MCHP
Microchip
$82.16
$1.18
(1.46%)
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$43.45B
0.39%
MRVL
Marvell
$76.24
$6.4
(9.16%)
premium
21 Buy
1 Hold
0 Sell
Strong Buy
premium
$60.45B
30.88%
MSFT
Microsoft
$417.14
$4.02
(0.97%)
premium
31 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.07T
27.27%
MU
Micron
$96.24
$0.67
(0.7%)
premium
25 Buy
2 Hold
0 Sell
Strong Buy
premium
$105.97B
37.60%
NBR
Nabors Industries
$75.37
$4.28
(5.37%)
premium
2 Buy
3 Hold
1 Sell
Hold
premium
$668.05M
-31.91%
NDAQ
Nasdaq
$72.08
$0.89
(1.25%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$40.92B
37.35%
MD
Pediatrix Medical Group
$10.86
$0.17
(1.54%)
premium
0 Buy
5 Hold
0 Sell
Hold
premium
$947.10M
-23.14%
MG
Mistras Group
$11.96
$0.33
(2.84%)
premium
premium
$360.27M
123.97%
NSRGY
Nestle SA Reg
$106.92
$0.52
(0.48%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$275.52B
-11.00%
NVDA
Nvidia
$119.37
$1.78
(1.51%)
premium
39 Buy
4 Hold
0 Sell
Strong Buy
premium
$2.88T
141.86%
NVO
Novo Nordisk
$139.16
$1.64
(1.19%)
premium
7 Buy
1 Hold
1 Sell
Moderate Buy
premium
$605.70B
49.94%
NVT
nVent Electric
$67.96
$1.38
(2.07%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$11.07B
20.20%
O
Realty Income
$62.11
$0.71
(1.16%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$53.47B
10.83%
NG
Novagold Resources New
$4.25
$0.02
(0.47%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$1.43B
3.16%
NMM
Navios Maritime Partners
$53.61
$1.81
(3.49%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.56B
140.94%
OC
Owens Corning
$168.73
$2.24
(1.35%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$14.48B
17.25%
ON
ON Semiconductor
$77.87
$1.57
(2.06%)
premium
13 Buy
7 Hold
1 Sell
Moderate Buy
premium
$32.68B
-20.91%
OPK
Opko Health
$1.68
$0.09
(5.66%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.11B
-8.20%
OPY
Oppenheimer Holdings
$52.70
$0.05
(0.09%)
premium
premium
$538.75M
38.32%
PB
Prosperity Bancshares
$73.58
$0.6
(0.82%)
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$6.95B
29.52%
MGPI
MGP Ingredients
$89.59
$0.79
(0.87%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.99B
-25.28%
MHK
Mohawk
$155.14
$1.46
(0.95%)
premium
5 Buy
6 Hold
1 Sell
Moderate Buy
premium
$9.70B
53.01%