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New Portfolio - New Portfolio

KB

New Portfolio
Individual Investor
Ranked #22,461 out of 769,291 TipRanks' Investors
Success Rate
72%
107 out of 148
profitable transactions
Average Return
43.15%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
41.72% NVDA
17.86% VTSAX
14.67% VFIAX
6.70% AAPL
3.82% LLY
15.23% Others
By Assets
61.11% Stocks
31.59% Funds
4.42% ETFs
2.88% Cash
0.00% Cryptocurrency
By Sector
49.27% Technology
37.08% General
4.24% Healthcare
4.18% Consumer Cyclical
3.55% Industrials
1.68% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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RBLX
Roblox
$49.38
$0.03
(0.06%)
premium
16 Buy
6 Hold
1 Sell
Moderate Buy
premium
$32.38B
30.49%
VTSAX
VTSAX
< FUND >
Vanguard Total Stock Market Index Fd Admiral Shs
$144.38
$0.77
(0.54%)
premium
2K Buy
1K Hold
73 Sell
Moderate Buy
premium
31.05%
NVDA
Nvidia
$141.95
$4.72
(3.22%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.59T
201.07%
VFIAX
VFIAX
< FUND >
Vanguard 500 Index Fd Admiral Shs
$551.84
$1.93
(0.35%)
premium
398 Buy
99 Hold
7 Sell
Moderate Buy
premium
30.51%
AAPL
Apple
$229.87
$1.35
(0.59%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.45T
19.45%
V
Visa
$309.92
$0.02
(<0.01%)
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$550.36B
22.14%
BLCN
BLCN
< ETF >
Siren ETF Trust Siren Nasdaq NexGen Economy ETF
$29.10
$0.44
(1.54%)
premium
536 Buy
195 Hold
14 Sell
Moderate Buy
premium
$71.42M
40.42%
PANW
Palo Alto Networks
$383.36
$14.34
(3.61%)
premium
30 Buy
4 Hold
1 Sell
Strong Buy
premium
$130.15B
51.14%
GEHC
GE Healthcare Technologies Inc
$82.44
$0.44
(0.54%)
premium
9 Buy
3 Hold
1 Sell
Moderate Buy
premium
$37.46B
11.41%
VTWO
VTWO
< ETF >
Vanguard Russell 2000 ETF
$96.58
$1.73
(1.82%)
premium
5K Buy
3K Hold
402 Sell
Hold
premium
$12.48B
31.66%
LLY
Eli Lilly & Co
$748.01
$1.91
(0.25%)
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$711.91B
26.02%
VHT
VHT
< ETF >
Vanguard Health Care ETF
$265.83
$0.46
(0.17%)
premium
2K Buy
932 Hold
94 Sell
Moderate Buy
premium
$17.20B
11.97%
COST
Costco
$964.01
$8.36
(0.87%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$423.42B
62.23%
AMZN
Amazon
$197.12
$1.26
(0.64%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.09T
35.22%
MSFT
Microsoft
$417.00
$4.13
(1%)
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.07T
9.27%
VUG
VUG
< ETF >
Vanguard Growth ETF
$404.03
$0.08
(0.02%)
premium
2K Buy
982 Hold
113 Sell
Moderate Buy
premium
$150.84B
34.97%
ETN
Eaton
$377.41
$6.46
(1.74%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$146.60B
62.05%
AVGO
Broadcom
$164.23
$0.29
(0.18%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$765.69B
68.66%
MSTR
Microstrategy
$421.88
$24.6
(6.19%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$89.26B
682.23%
GILD
Gilead Sciences
$90.19
$0.43
(0.48%)
premium
14 Buy
10 Hold
0 Sell
Moderate Buy
premium
$111.86B
18.57%
$128.42
$1.1
(0.86%)
premium
5 Buy
3 Hold
2 Sell
Moderate Buy
premium
$69.33B
33.50%