Education

Personal Finance How To Use TipRanks TipRanks Labs Webinar Center Glossary FAQs

About Us

About TipRanks Contact Us Careers Reviews Mobile APP

Working with TipRanks

Enterprise Solutions Top Online Brokers Become an Affiliate

News Trending Portfolio

TOOLS

Top Smart Score Stocks

STOCKS

Best High Yield Dividend Stocks

Dividend Aristocrats

Dividend Stock Comparison

New

Dividend Calculator

Dividend Returns Comparison

Dividend Calendar

Top Analysts

Top Financial Bloggers

Top-Performing Corporate Insiders

Top Hedge Fund Managers

Top Research Firms

Top Individual Investors

News

Portfolio

Personal Finance Center

Mortgages

Loans

Investing & Retirement

Spending & Savings

Calculators

Compound Interest Calculator

Student Loan Calculator

401k Retirement Calculator

Education

About Us

Working with TipRanks

Enterprise Solutions

Top Online Brokers

Become an Affiliate

TD-A - New Portfolio

Performance Portfolio Details

Ark Tam

TD-A

Individual Investor

Ranked #17,661 out of 766,001 TipRanks' Investors

Success Rate

92 out of 115
profitable transactions

Average Return

29.75%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

14.95% APGAX

14.32% ASML

12.55% VOO

9.48% ABBV

8.20% CIK

40.50% Others

By Assets

51.73% Stocks

28.06% Funds

20.21% ETFs

0.00% Cryptocurrency

0.00% Cash

By Sector

48.27% General

18.19% Healthcare

14.32% Technology

5.62% Energy

4.99% Financial

8.62% Other

Portfolio Holdings

noh4ifqh

premium

noh4ifqh

premium

noh4ifqh

t5e0l8awun

premium

t5e0l8awun

premium

t5e0l8awun

n14nv9o

premium

n14nv9o

premium

n14nv9o

4wy5ywd2sac

premium

4wy5ywd2sac

premium

4wy5ywd2sac

lmpbwtre2z

premium

lmpbwtre2z

premium

lmpbwtre2z

vlqwaixfesb

premium

vlqwaixfesb

premium

vlqwaixfesb

qd28phxqzv

premium

qd28phxqzv

premium

qd28phxqzv

zy1qj3ded

premium

zy1qj3ded

premium

zy1qj3ded

x0l928zz

premium

x0l928zz

premium

x0l928zz

wkt6r88l51f

premium

wkt6r88l51f

premium

wkt6r88l51f

To view investors' portfolios

ASML

ASML Holding

$669.47

$7.74

(1.14%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$262.18B

5.55%

APGAX < FUND >

AB Large Cap Growth Fund, Inc. - Class A

$104.87

$0.17

(0.16%)

premium

44 Buy

10 Hold

0 Sell

Moderate Buy

premium

―

35.30%

ARCC

Ares Capital

$21.53

$0.2

(0.94%)

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$13.91B

10.64%

CIK < FUND >

Credit Suisse Asset Management Income Fund Inc

$3.00

$0.02

(0.67%)

premium

―

premium

$159.27M

11.73%

VOO < ETF >

Vanguard S&P 500 ETF

$549.95

$2.42

(0.44%)

premium

4K Buy

3K Hold

314 Sell

Moderate Buy

premium

$563.00B

35.84%

ABBV

AbbVie

$199.50

$1.01

(0.5%)

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$352.54B

44.52%

ABT

Abbott Laboratories

$116.59

$1.29

(1.12%)

premium

17 Buy

3 Hold

0 Sell

Strong Buy

premium

$202.22B

24.07%

GLD < ETF >

SPDR Gold Shares

$247.96

$1.69

(0.68%)

premium

―

premium

$75.86B

38.13%

AEP

American Electric Power

$96.40

(1.05%)

premium

5 Buy

5 Hold

2 Sell

Hold

premium

$51.34B

24.07%

ALTFX < FUND >

AB Sustainable Global Thematic Fund - A

$162.96

$0.37

(0.23%)

premium

40 Buy

10 Hold

0 Sell

Moderate Buy

premium

―

23.53%

BMY

Bristol-Myers Squibb

$54.14

$0.57

(1.04%)

premium

3 Buy

10 Hold

2 Sell

Hold

premium

$109.81B

7.40%

BTI

British American Tobacco

$35.39

$0.01

(0.03%)

premium

0 Buy

0 Hold

1 Sell

Moderate Sell

premium

$77.89B

16.03%

GOF < FUND >

Guggenheim Strategic Opportunities Fund

$15.99

$0.13

(0.82%)

premium

―

premium

$2.16B

23.66%

NLY

Annaly Capital

$19.83

$0.36

(1.85%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$11.12B

16.58%

DHF < FUND >

BNY Mellon High Yield Strategies Fund of Benef Interest

$2.63

$0.01

(0.38%)

premium

―

premium

$191.30M

19.00%

ENB

Enbridge

$42.33

$0.09

(0.21%)

premium

4 Buy

7 Hold

0 Sell

Moderate Buy

premium

$92.13B

26.74%

Energy Transfer

$17.30

$0.213

(1.24%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$59.23B

32.87%

FAGAX < FUND >

Fidelity Advisor Series II: Fidelity Advisor Growth Opportunities Fund

$178.68

$0.29

(0.16%)

premium

89 Buy

6 Hold

0 Sell

Strong Buy

premium

―

56.57%

FRSGX < FUND >

Franklin Small-Mid Cap Growth Fund Class A

$40.62

$0.44

(1.1%)

premium

79 Buy

10 Hold

0 Sell

Moderate Buy

premium

$3.54B

35.94%

IMPUY

Impala Platinum

$6.53

$0.36

(5.22%)

premium

―

premium

$5.51B

65.20%

Altria Group

$54.05

$0.51

(0.95%)

premium

3 Buy

2 Hold

2 Sell

Hold

premium

$91.60B

34.75%

MSIGX < FUND >

Invesco Main Street Fund Class A

$63.03

$0.03

(0.05%)

premium

―

premium

―

29.66%

OKE

Oneok

$107.16

$3.02

(2.9%)

premium

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

$62.60B

66.50%

RIO

Rio Tinto

$64.43

$3.04

(4.51%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$110.12B

-1.57%

SYY

Sysco

$77.39

$0.52

(0.68%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$38.02B

14.92%

XLK < ETF >

Technology Select Sector SPDR Fund

$237.16

$0.26

(0.11%)

premium

751 Buy

364 Hold

47 Sell

Moderate Buy

premium

$72.61B

35.71%

YUM

Yum! Brands

$137.21

$0.15

(0.11%)

premium

6 Buy

12 Hold

0 Sell

Moderate Buy

premium

$38.29B

8.94%

BKCH < ETF >

Global X Blockchain ETF

$62.11

$0.48

(0.77%)

premium

148 Buy

26 Hold

4 Sell

Moderate Buy

premium

$223.04M

147.75%

AGNC

AGNC Investment

$9.66

$0.14

(1.47%)

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$8.56B

16.81%

BLOK < ETF >

Amplify Transformational Data Sharing ETF

$45.54

$0.47

(1.04%)

premium

410 Buy

128 Hold

19 Sell

Moderate Buy

premium

$802.27M

106.81%

CMRE

Costamare

$14.31

$0.23

(1.58%)

premium

―

premium

$1.71B

64.29%

CNQ

Canadian Natural

$34.17

$0.64

(1.84%)

premium

6 Buy

6 Hold

0 Sell

Moderate Buy

premium

$72.04B

5.82%

CSCO

Cisco Systems

$58.06

$0.02

(0.03%)

premium

8 Buy

6 Hold

0 Sell

Moderate Buy

premium

$231.43B

10.40%

EPGAX < FUND >

Fidelity Advisor Series I: Fidelity Advisor Equity Growth Fund Class A

$22.63

$0.02

(0.09%)

premium

117 Buy

16 Hold

1 Sell

Strong Buy

premium

―

44.88%

FANG

Diamondback

$181.88

$0.29

(0.16%)

premium

19 Buy

2 Hold

0 Sell

Strong Buy

premium

$53.11B

16.90%

FXZ < ETF >

First Trust Materials AlphaDEX Fund

$66.06

$0.79

(1.18%)

premium

170 Buy

148 Hold

16 Sell

Moderate Buy

premium

$341.24M

9.68%

GE Aerospace

$184.81

$5.96

(3.33%)

premium

11 Buy

0 Hold

0 Sell

Strong Buy

premium

$200.02B

63.42%

GGB

Gerdau SA

$3.57

$0.04

(1.11%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$7.23B

-11.11%

GILD

Gilead Sciences

$96.56

$1.335

(1.36%)

premium

11 Buy

9 Hold

0 Sell

Moderate Buy

premium

$120.22B

28.79%

GMRE

Global Medical REIT

$8.96

$0.02

(0.22%)

premium

3 Buy

4 Hold

0 Sell

Moderate Buy

premium

$647.13M

-3.14%

INTC

Intel

$26.20

$0.03

(0.11%)

premium

1 Buy

22 Hold

7 Sell

Hold

premium

$113.00B

-30.69%

JCI

Johnson Controls

$84.62

$2.71

(3.31%)

premium

6 Buy

5 Hold

0 Sell

Moderate Buy

premium

$56.53B

65.11%

Kellanova

$81.00

$0.34

(0.42%)

premium

0 Buy

13 Hold

0 Sell

Hold

premium

$27.92B

56.31%

MOS

Mosaic Co

$27.73

$0.61

(2.15%)

premium

3 Buy

5 Hold

0 Sell

Moderate Buy

premium

$8.84B

-17.52%

MPLX

$45.98

$0.114

(0.25%)

premium

7 Buy

2 Hold

1 Sell

Moderate Buy

premium

$46.84B

30.29%

NEM

Newmont Mining

$45.04

$0.12

(0.27%)

premium

6 Buy

7 Hold

0 Sell

Moderate Buy

premium

$51.28B

32.66%

NMM

Navios Maritime Partners

$53.52

$0.09

(0.17%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.62B

149.16%

NRP

Natural Resource PRN

$107.99

$4.13

(3.98%)

premium

―

premium

$1.41B

51.20%

OARDX < FUND >

Invesco Rising Dividends Fund Class A

$28.20

$0.17

(0.61%)

premium

―

premium

―

23.63%

OCSL

Oaktree Specialty Lending

$16.07

$0.12

(0.75%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.32B

-18.55%

OEGAX < FUND >

Invesco Discovery Mid Cap Growth Fund Class A

$30.83

$0.57

(1.88%)

premium

―

premium

―

47.16%

OXLC

Oxford Lane Capital

$5.45

$0.07

(1.3%)

premium

―

premium

―

8.57%

PFLT

Pennantpark $

$11.38

$0.1

(0.89%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$835.53M

4.79%

PLAB

Photronics

$25.49

$0.46

(1.77%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.61B

25.94%

QCOM

Qualcomm

$170.91

(1.16%)

premium

11 Buy

8 Hold

1 Sell

Moderate Buy

premium

$189.88B

42.31%

SSRM

SSR Mining

$5.70

$0.42

(7.95%)

premium

0 Buy

3 Hold

1 Sell

Hold

premium

$1.15B

-51.24%

STT

State Street

$94.78

$0.34

(0.36%)

premium

5 Buy

6 Hold

3 Sell

Hold

premium

$27.78B

40.21%

SVM

Silvercorp Metals

$4.13

$0.46

(10.02%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$894.81M

92.99%

VRNOF

Verano Holdings

$1.94

$0.105

(5.15%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.56B

-55.00%

XLE < ETF >

Energy Select Sector SPDR Fund

$93.75

$0.62

(0.67%)

premium

226 Buy

108 Hold

8 Sell

Moderate Buy

premium

$37.35B

12.88%

YUMC

Yum China Holdings

$49.31

$2.15

(4.18%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$18.89B

14.30%

ZIM

ZIM Integrated Shipping Services

$24.77

$0.54

(2.13%)

premium

0 Buy

2 Hold

4 Sell

Moderate Sell

premium

$2.98B

230.27%

ABNB

Airbnb

$134.61

$12.76

(8.66%)

premium

6 Buy

20 Hold

5 Sell

Hold

premium

$86.37B

16.53%

FNF

Fidelity National Financial

$60.23

$1.11

(1.88%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$16.48B

37.07%

GCOW < ETF >

Pacer Global Cash Cows Dividend ETF

$35.12

$0.5

(1.4%)

premium

367 Buy

295 Hold

51 Sell

Hold

premium

$2.05B

11.07%

QQQ < ETF >

Invesco QQQ Trust

$514.14

$0.6

(0.12%)

premium

1K Buy

618 Hold

70 Sell

Moderate Buy

premium

$306.10B

35.88%

SCHD < ETF >

Schwab US Dividend Equity ETF

$29.08

$0.17

(0.59%)

premium

412 Buy

421 Hold

72 Sell

Moderate Buy

premium

$65.35B

26.12%

SCHG < ETF >

Schwab U.S. Large-Cap Growth ETF

$27.75

$0.13

(0.47%)

premium

3K Buy

1K Hold

124 Sell

Moderate Buy

premium

$35.58B

46.69%

VGSLX < FUND >

Vanguard Real Estate Index Fund Admiral Shares

$135.90

$1.94

(1.45%)

premium

100 Buy

46 Hold

9 Sell

Moderate Buy

premium

―

28.10%

VTI < ETF >

Vanguard Total Stock Market ETF

$296.71

$1.38

(0.47%)

premium

12K Buy

7K Hold

914 Sell

Moderate Buy

premium

$456.17B

37.83%

VYM < ETF >

Vanguard High Dividend Yield Index ETF

$132.50

$0.72

(0.55%)

premium

2K Buy

2K Hold

304 Sell

Moderate Buy

premium

$60.98B

29.72%

XLG < ETF >

Invesco S&P 500 Top 50 ETF

$49.82

$0.13

(0.26%)

premium

832 Buy

281 Hold

29 Sell

Moderate Buy

premium

$7.26B

39.59%

XLV < ETF >

Health Care Select Sector SPDR Fund

$150.18

$1.07

(0.72%)

premium

539 Buy

318 Hold

28 Sell

Moderate Buy

premium

$39.83B

18.79%

GEHC

GE Healthcare Technologies Inc

$85.94

$2.39

(2.71%)

premium

9 Buy

3 Hold

1 Sell

Moderate Buy

premium

$39.26B

25.81%

STR

Sitio Royalties

$24.79

$0.14

(0.56%)

premium

3 Buy

1 Hold

1 Sell

Moderate Buy

premium

$3.82B

7.41%

KLG

WK Kellogg Co

$18.05

$1.6

(8.14%)

premium

0 Buy

2 Hold

2 Sell

Moderate Sell

premium

$1.55B

74.23%

EQNR

Equinor ASA

$22.78

$0.06

(0.26%)

premium

1 Buy

3 Hold

0 Sell

Hold

premium

$62.31B

-31.09%

FNDB < ETF >

Schwab Fundamental US Broad Market Index ETF

$24.31

$0.09

(0.37%)

premium

8K Buy

5K Hold

749 Sell

Moderate Buy

premium

$885.35M

31.30%

FNDX < ETF >

Schwab Fundamental US Large Co. Index ETF

$24.71

$0.09

(0.37%)

premium

5K Buy

3K Hold

426 Sell

Moderate Buy

premium

$17.71B

32.20%

GEV

GE Vernova Inc.

$341.18

$4.4

(1.31%)

premium

15 Buy

3 Hold

0 Sell

Strong Buy

premium

$94.05B

―

IAU < ETF >

iShares Gold Trust

$50.70

$0.36

(0.71%)

premium

―

premium

$32.96B

37.85%

IUS < ETF >

Invesco RAFI Strategic US ETF

$51.60

$0.12

(0.23%)

premium

4K Buy

3K Hold

338 Sell

Moderate Buy

premium

$608.17M

28.65%

NLCP

NewLake Capital Partners

$17.76

$0.025

(0.14%)

premium

―

premium

$380.42M

35.68%

VTV < ETF >

Vanguard Value ETF

$178.73

$1.02

(0.57%)

premium

2K Buy

2K Hold

191 Sell

Moderate Buy

premium

$131.90B

29.86%