New Portfolio - New Portfolio

Donald Lee

New Portfolio
Individual Investor
Ranked #191,252 out of 766,394 TipRanks' Investors
Success Rate
77%
13 out of 17
profitable transactions
Average Return
18.49%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
11.11% AAPL
11.11% LLY
11.11% AMZN
11.11% GOOGL
11.11% IVV
44.45% Others
By Assets
55.56% Stocks
44.44% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
44.44% General
22.22% Technology
11.11% Healthcare
11.11% Communication Services
11.11% Consumer Cyclical

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AAPL
Apple
$224.23
$0
(0%)
After
0.1%
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.39T
20.29%
LLY
Eli Lilly & Co
$818.86
$13.58
(1.63%)
After
<0.01%
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$790.25B
39.27%
AMZN
Amazon
$208.91
$2.07
(1%)
After
0.44%
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.17T
44.08%
GOOGL
Alphabet Class A
$181.62
$1.27
(0.7%)
After
0%
premium
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.22T
36.02%
IVV
IVV
< ETF >
iShares Core S&P 500 ETF
$599.75
$1.84
(0.31%)
After
0.02%
premium
4K Buy
3K Hold
320 Sell
Moderate Buy
premium
$567.17B
35.95%
XLK
XLK
< ETF >
Technology Select Sector SPDR Fund
$236.15
$0.3
(0.13%)
After
0.06%
premium
762 Buy
371 Hold
47 Sell
Moderate Buy
premium
$73.92B
32.88%
HK:2800
2800
< ETF >
Tracker Fund of Hong Kong
HK$20.56
HK$0.26
(1.25%)
premium
premium
17.08%
SMCI
Super Micro Computer
$21.70
$1.53
(6.59%)
After
0.05%
premium
3 Buy
6 Hold
2 Sell
Hold
premium
$13.60B
-12.68%
XLP
XLP
< ETF >
Consumer Staples Select Sector SPDR Fund
$80.63
$0.09
(0.11%)
After
0.04%
premium
241 Buy
257 Hold
37 Sell
Moderate Buy
premium
$16.06B
16.83%