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Webull - New Portfolio

Damon

Webull
Individual Investor
Ranked #99,789 out of 781,066 TipRanks' Investors
Success Rate
59%
199 out of 336
profitable transactions
Average Return
26.22%
Average return
per transaction
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Allocation

Top Stocks
12.11% GOOG
11.03% META
8.82% NIO
7.17% BBWI
6.77% SONY
54.10% Others
By Assets
94.59% Stocks
4.46% ETFs
0.94% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
27.21% Communication Services
24.40% Technology
19.83% Consumer Cyclical
11.82% Financial
4.50% General
12.24% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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NIO
Nio
$4.36
$0.2
(4.81%)
premium
4 Buy
6 Hold
2 Sell
Hold
premium
$8.57B
-30.57%
BABA
Alibaba
$85.12
$2.69
(3.26%)
premium
10 Buy
1 Hold
0 Sell
Strong Buy
premium
$196.64B
25.08%
DIS
Walt Disney
$107.02
$0.56
(0.53%)
premium
17 Buy
5 Hold
0 Sell
Strong Buy
premium
$192.79B
16.06%
META
Meta Platforms
$612.77
$1.47
(0.24%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.54T
62.91%
GOOG
Alphabet Class C
$197.55
$3.14
(1.62%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.37T
36.05%
INTC
Intel
$21.49
$1.82
(9.25%)
premium
1 Buy
21 Hold
4 Sell
Hold
premium
$84.84B
-57.92%
PLTR
Palantir Technologies
$71.77
$2.53
(3.65%)
premium
2 Buy
10 Hold
7 Sell
Moderate Sell
premium
$157.73B
337.62%
PYPL
PayPal Holdings
$91.81
$2.89
(3.25%)
premium
15 Buy
12 Hold
0 Sell
Moderate Buy
premium
$89.15B
47.87%
UNH
UnitedHealth
$509.76
$0.83
(0.16%)
premium
18 Buy
0 Hold
0 Sell
Strong Buy
premium
$469.89B
-1.11%
MSFT
Microsoft
$429.03
$4.45
(1.05%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.16T
8.93%
C
Citigroup
$79.99
$1.48
(1.89%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$147.37B
56.51%
COP
Conocophillips
$105.85
$0.24
(0.23%)
premium
18 Buy
1 Hold
0 Sell
Strong Buy
premium
$136.61B
-1.23%
SONY
Sony Group
$20.64
$0.31
(1.52%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$125.02B
5.47%
MPW
Medical Properties
$4.09
$0.09
(2.25%)
premium
1 Buy
2 Hold
3 Sell
Moderate Sell
premium
$2.40B
33.22%
ONON
On Holding AG
$57.98
$1.65
(2.93%)
premium
19 Buy
1 Hold
0 Sell
Strong Buy
premium
$18.03B
108.71%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.99
$0.16
(0.57%)
premium
852 Buy
838 Hold
138 Sell
Strong Buy
premium
$67.47B
10.29%
BBWI
Bath & Body Works
$36.75
$0.07
(0.19%)
premium
8 Buy
5 Hold
1 Sell
Moderate Buy
premium
$7.94B
-13.63%
CRWD
CrowdStrike Holdings
$357.00
$6.38
(1.76%)
premium
29 Buy
4 Hold
0 Sell
Strong Buy
premium
$89.50B
31.53%
TLT
TLT
< ETF >
iShares 20+ Year Treasury Bond ETF
$87.19
$0.15
(0.17%)
premium
premium
$52.03B
-7.20%
WMT
Walmart
$91.94
$0.64
(0.7%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$733.45B
68.97%