Sep 16 2022 - New Portfolio

Phil

Sep 16 2022
Individual Investor
Ranked #172,251 out of 766,394 TipRanks' Investors
Success Rate
58%
194 out of 337
profitable transactions
Average Return
15.03%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.85% MELI
6.47% SMCI
6.23% AMZN
6.01% SOXQ
5.44% CLH
67.00% Others
By Assets
64.61% Stocks
28.01% Cash
7.38% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
27.28% Industrials
24.23% Technology
21.83% Consumer Cyclical
10.24% General
5.02% Financial
11.39% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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SMCI
Super Micro Computer
$21.70
$1.53
(6.59%)
premium
3 Buy
6 Hold
2 Sell
Hold
premium
$13.60B
-12.68%
IEP
Icahn Enterprises
$12.58
$0.29
(2.25%)
premium
premium
$6.49B
-34.13%
CVS
CVS Health
$54.03
$1.78
(3.19%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$70.23B
-17.54%
MSFT
Microsoft
$423.03
$5.02
(1.2%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
13.08%
CHEF
The Chefs' Warehouse
$42.10
$0.86
(2%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.70B
79.30%
PANW
Palo Alto Networks
$398.02
$0.08
(0.02%)
premium
33 Buy
6 Hold
0 Sell
Strong Buy
premium
$130.28B
57.04%
BHP
BHP Group
$52.60
$0.93
(1.74%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$138.65B
-7.82%
IHS
IHS Holding
$2.64
$0.13
(4.69%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$922.61M
-49.73%
MELI
Mercadolibre
$1977.39
$16.23
(0.83%)
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$99.43B
42.69%
AMZN
Amazon
$208.91
$2.07
(1%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.17T
44.08%
PYPL
PayPal Holdings
$86.40
$0.54
(0.62%)
premium
12 Buy
17 Hold
0 Sell
Moderate Buy
premium
$87.16B
58.74%
ARCC
Ares Capital
$21.53
$0.06
(0.28%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$13.95B
10.10%
COST
Costco
$932.38
$0.5
(0.05%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$413.33B
61.64%
SBSW
Sibanye Stillwater
$4.12
$0.1
(2.37%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$3.07B
-10.78%
ARKK
ARKK
< ETF >
ARK Innovation ETF
$56.81
$1.04
(1.8%)
premium
378 Buy
164 Hold
34 Sell
Hold
premium
$6.33B
35.48%
ET
Energy Transfer
$17.05
$0.19
(1.1%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$59.03B
31.20%
CLH
Clean Harbors
$260.63
$2.47
(0.94%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$14.18B
63.14%
III
Information Services Group
$3.37
$0.06
(1.81%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$162.43M
-21.00%
FREY
FREYR Battery
$2.14
$0.18
(7.76%)
premium
premium
$325.94M
54.67%
ASO
Academy Sports and Outdoors
$50.00
$0.73
(1.44%)
premium
9 Buy
6 Hold
0 Sell
Moderate Buy
premium
$3.57B
11.08%
NVDA
Nvidia
$148.29
$3.03
(2.09%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.56T
200.53%
ASML
ASML Holding
$669.18
$2.13
(0.32%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$262.80B
1.52%
SOXQ
SOXQ
< ETF >
Invesco PHLX Semiconductor ETF
$40.27
$0.29
(0.71%)
premium
338 Buy
148 Hold
19 Sell
Moderate Buy
premium
$525.99M
44.75%
GFS
GlobalFoundries Inc
$42.09
$0.61
(1.43%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$23.72B
-17.84%
CLFD
Clearfield
$33.02
$1.78
(5.11%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$495.48M
42.04%
WMS
Advanced Drainage Systems
$130.97
$4.86
(3.58%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$10.53B
20.01%
PLUG
Plug Power
$1.91
$0.08
(4.02%)
premium
2 Buy
6 Hold
3 Sell
Hold
premium
$1.75B
-43.63%
ISRG
Intuitive Surgical
$537.07
$1.32
(0.25%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$190.82B
93.07%
HHS
Harte-Hanks
$6.84
$0.07
(1.01%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$50.37M
0.14%
GD
General Dynamics
$312.05
$1.86
(0.59%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$86.32B
28.89%
GFL
GFL Environmental
$44.27
$0.02
(0.05%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$16.65B
53.91%
DY
Dycom
$189.24
$4.07
(2.11%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.63B
131.87%
SOL
Emeren Group
$2.02
$0.11
(5.16%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$112.35M
-11.25%
DAL
Delta Air Lines
$64.05
$0.49
(0.77%)
premium
16 Buy
0 Hold
0 Sell
Strong Buy
premium
$41.01B
86.61%
SONY
Sony Group
$18.67
$0.45
(2.35%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$119.86B
11.24%
CALX
Calix
$32.50
$0.77
(2.31%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.21B
-5.35%
TMUS
T Mobile US
$239.00
$0.68
(0.29%)
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$276.57B
61.45%
DE
Deere
$393.75
$8.9
(2.21%)
premium
8 Buy
6 Hold
0 Sell
Moderate Buy
premium
$110.16B
7.66%
MTTR
Matterport
$4.83
$0.03
(0.62%)
premium
premium
$1.55B
95.97%