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New Portfolio - New Portfolio

KB

New Portfolio
Individual Investor
Ranked #23,360 out of 781,348 TipRanks' Investors
Success Rate
73%
108 out of 149
profitable transactions
Average Return
42.46%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
34.94% NVDA
15.45% AVGO
15.20% VTSAX
12.53% VFIAX
5.48% AAPL
16.40% Others
By Assets
66.74% Stocks
27.06% Funds
3.76% ETFs
2.44% Cash
0.00% Cryptocurrency
By Sector
56.60% Technology
31.59% General
3.74% Consumer Cyclical
3.58% Healthcare
2.95% Industrials
1.54% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
fpdyrvudu
premium
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el9du4zzzfu
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premium
pmyzllvr23j
premium
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pmyzllvr23j
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uglcn4hchc
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qi78ri03brp
qi78ri03brp
premium
qi78ri03brp
premium
qi78ri03brp
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premium
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premium
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t2wv1tyz
t2wv1tyz
premium
t2wv1tyz
premium
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t2wv1tyz
t2wv1tyz
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az6idryhi4r
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premium
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premium
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2so9xfkzin5
2so9xfkzin5
premium
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premium
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premium
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RBLX
Roblox
$66.10
$0.57
(0.87%)
Pre
0.15%
premium
17 Buy
5 Hold
1 Sell
Moderate Buy
premium
$43.38B
61.88%
VTSAX
VTSAX
< FUND >
Vanguard Total Stock Market Index Fd Admiral Shs
$145.60
$1.41
(0.98%)
premium
5K Buy
2K Hold
159 Sell
Strong Buy
premium
23.14%
NVDA
Nvidia
$140.83
$3.12
(2.27%)
Pre
2.83%
premium
36 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.45T
131.48%
VFIAX
VFIAX
< FUND >
Vanguard 500 Index Fd Admiral Shs
$558.54
$4.87
(0.88%)
premium
806 Buy
183 Hold
14 Sell
Strong Buy
premium
23.67%
AAPL
Apple
$222.64
$7.34
(3.19%)
Pre
0.02%
premium
18 Buy
7 Hold
4 Sell
Moderate Buy
premium
$3.35T
20.06%
V
Visa
$323.63
$4.01
(1.25%)
Pre
0.08%
premium
20 Buy
3 Hold
0 Sell
Strong Buy
premium
$634.65B
19.33%
BLCN
BLCN
< ETF >
Siren ETF Trust Siren Nasdaq NexGen Economy ETF
$27.09
$0.27
(0.99%)
premium
1K Buy
370 Hold
28 Sell
Strong Buy
premium
$63.34M
20.99%
PANW
Palo Alto Networks
$183.51
$6.4
(3.61%)
Pre
0.68%
premium
29 Buy
6 Hold
2 Sell
Moderate Buy
premium
$120.42B
4.88%
GEHC
GE Healthcare Technologies Inc
$87.34
$2.6
(3.07%)
Pre
0.1%
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$39.90B
14.34%
VTWO
VTWO
< ETF >
Vanguard Russell 2000 ETF
$92.93
$1.78
(1.95%)
Pre
0.14%
premium
10K Buy
6K Hold
816 Sell
Strong Buy
premium
$12.63B
17.01%
LLY
Eli Lilly & Co
$742.35
$16.63
(2.29%)
Pre
>0.01%
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$704.72B
15.45%
VHT
VHT
< ETF >
Vanguard Health Care ETF
$263.21
$4.68
(1.81%)
premium
3K Buy
948 Hold
98 Sell
Moderate Buy
premium
$16.51B
0.76%
COST
Costco
$947.73
$4.54
(0.48%)
Pre
0.12%
premium
16 Buy
8 Hold
0 Sell
Moderate Buy
premium
$420.70B
35.72%
AMZN
Amazon
$230.71
$4.77
(2.11%)
Pre
0.68%
premium
49 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.43T
45.45%
MSFT
Microsoft
$428.50
$0.53
(0.12%)
Pre
1.49%
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.19T
7.61%
VUG
VUG
< ETF >
Vanguard Growth ETF
$418.41
$2.5
(0.6%)
Pre
1.08%
premium
2K Buy
909 Hold
104 Sell
Moderate Buy
premium
$158.88B
29.77%
ETN
Eaton
$357.63
$11.35
(3.28%)
Pre
2.06%
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$141.34B
46.63%
AVGO
Broadcom
$240.31
$2.87
(1.21%)
Pre
2.12%
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.13T
96.04%
MSTR
Microstrategy
$389.10
$7.4
(1.87%)
Pre
1.02%
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$95.91B
727.54%
$146.89
$5.86
(4.16%)
Pre
1.14%
premium
5 Buy
3 Hold
2 Sell
Moderate Buy
premium
$79.99B
30.87%