New Portfolio Oct 2022 - New Portfolio

New Portfolio Oct 2022
Individual Investor
Ranked #24,160 out of 757,311 TipRanks' Investors
Success Rate
74%
745 out of 1006
profitable transactions
Average Return
25.47%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
13.33% VOO
7.78% ARKK
6.96% VTV
3.79% AMZN
3.29% NVDA
64.85% Others
By Assets
64.11% Stocks
28.17% ETFs
4.40% Cash
3.32% Funds
0.00% Cryptocurrency
By Sector
32.94% General
23.22% Technology
19.21% Consumer Cyclical
6.53% Financial
6.08% Communication Services
12.02% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AMZN
Amazon
$189.87
$3.44
(1.85%)
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.96T
35.46%
GOOG
Alphabet Class C
$163.24
$2.43
(1.51%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$1.97T
15.83%
SHOP
Shopify
$78.68
$3.46
(4.6%)
premium
23 Buy
11 Hold
0 Sell
Moderate Buy
premium
$97.03B
28.95%
TSLA
Tesla
$243.92
$16.72
(7.36%)
premium
12 Buy
16 Hold
8 Sell
Hold
premium
$725.82B
-14.75%
META
Meta Platforms
$559.10
$21.15
(3.93%)
premium
41 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.36T
76.34%
SNOW
Snowflake
$114.02
$3.24
(2.92%)
premium
23 Buy
10 Hold
0 Sell
Moderate Buy
premium
$37.13B
-30.65%
MELI
Mercadolibre
$2109.40
$6.76
(0.32%)
premium
12 Buy
0 Hold
0 Sell
Strong Buy
premium
$106.60B
56.60%
BABA
Alibaba
$88.49
$4.07
(4.82%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$203.83B
-3.09%
SE
Sea
$85.01
$2.61
(3.17%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$47.33B
114.69%
CRWD
CrowdStrike Holdings
$277.38
$10.26
(3.84%)
premium
35 Buy
5 Hold
1 Sell
Strong Buy
premium
$65.48B
61.40%
ZS
Zscaler
$172.58
$4.06
(2.41%)
premium
22 Buy
10 Hold
0 Sell
Moderate Buy
premium
$25.70B
8.69%
ABNB
Airbnb
$128.75
$6.33
(5.17%)
premium
8 Buy
22 Hold
6 Sell
Hold
premium
$78.68B
-13.70%
STNE
Stoneco
$12.35
$0.06
(0.49%)
premium
4 Buy
1 Hold
1 Sell
Moderate Buy
premium
$3.67B
12.13%
SOFI
SoFi Technologies
$8.19
$0.08
(0.99%)
premium
5 Buy
6 Hold
3 Sell
Hold
premium
$8.64B
-5.92%
ZM
Zoom Video Communications
$66.91
$0.87
(1.32%)
premium
5 Buy
16 Hold
1 Sell
Hold
premium
$20.33B
-4.76%
DIS
Walt Disney
$93.45
$0.13
(0.14%)
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$169.72B
14.21%
NVDA
Nvidia
$117.87
$4.5
(3.97%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.78T
160.50%
NIO
Nio
$5.40
$0.38
(7.57%)
premium
6 Buy
4 Hold
1 Sell
Moderate Buy
premium
$11.30B
-41.29%
TTD
Trade Desk
$110.14
$2.12
(1.96%)
premium
20 Buy
2 Hold
1 Sell
Strong Buy
premium
$52.84B
36.63%
MSFT
Microsoft
$438.69
$7.88
(1.83%)
premium
29 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.20T
31.08%
PYPL
PayPal Holdings
$77.57
$4.45
(6.09%)
premium
18 Buy
15 Hold
0 Sell
Moderate Buy
premium
$74.75B
17.57%
ARKK
ARKK
< ETF >
ARK Innovation ETF
$47.42
$1.24
(2.69%)
premium
392 Buy
170 Hold
34 Sell
Moderate Buy
premium
$5.69B
11.25%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$524.91
$9
(1.74%)
premium
4K Buy
3K Hold
296 Sell
Moderate Buy
premium
$513.20B
26.33%
VTV
VTV
< ETF >
Vanguard Value ETF
$173.85
$1.51
(0.88%)
premium
2K Buy
2K Hold
192 Sell
Moderate Buy
premium
$127.68B
20.34%
VXUS
VXUS
< ETF >
Vanguard Total International Stock ETF
$63.80
$1.22
(1.95%)
premium
premium
$76.52B
13.49%
VIIIX
VIIIX
< FUND >
Vanguard Institutional Index Fund Institutional Plus Shares
$463.62
$1.34
(0.29%)
premium
406 Buy
91 Hold
6 Sell
Moderate Buy
premium
24.57%
TSM
Taiwan Semiconductor Manufacturing
$176.22
$8.94
(5.34%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$761.38B
89.72%
BAM
Brookfield Asset Management Ltd. Class A
$47.70
$2.03
(4.44%)
premium
5 Buy
5 Hold
1 Sell
Moderate Buy
premium
$19.11B
29.93%
BN
Brookfield Corporation
$52.20
$2.25
(4.5%)
premium
4 Buy
0 Hold
1 Sell
Moderate Buy
premium
$75.26B
42.14%
JD
JD
$28.74
$1.82
(6.76%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$42.02B
-12.14%
CVS
CVS Health
$58.40
$0.02
(0.03%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$73.49B
-18.85%
PAYC
Paycom
$172.93
$1.99
(1.16%)
premium
0 Buy
11 Hold
0 Sell
Hold
premium
$9.82B
-38.27%
BIDU
Baidu
$87.02
$2.35
(2.78%)
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$30.92B
-36.11%
QCOM
Qualcomm
$173.92
$5.62
(3.34%)
premium
13 Buy
7 Hold
1 Sell
Moderate Buy
premium
$187.49B
52.01%
JNJ
Johnson & Johnson
$164.82
$1.33
(0.8%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$399.96B
2.44%
EPD
Enterprise Products Partners
$29.39
$0.1
(0.34%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$64.00B
9.26%
ET
Energy Transfer
$16.17
$0.06
(0.37%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$55.13B
16.57%
PDD
PDD Holdings
$99.98
$1.75
(1.78%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$136.42B
-0.12%
ENPH
Enphase Energy
$117.36
$2.38
(1.99%)
premium
15 Buy
8 Hold
3 Sell
Moderate Buy
premium
$16.22B
-1.92%
BMY
Bristol-Myers Squibb
$49.02
$0.72
(1.45%)
premium
2 Buy
8 Hold
3 Sell
Hold
premium
$100.84B
-15.16%
PFE
Pfizer
$29.66
$0.09
(0.3%)
premium
7 Buy
11 Hold
0 Sell
Moderate Buy
premium
$168.58B
-12.47%
KHC
Kraft Heinz
$34.99
$0.15
(0.43%)
premium
6 Buy
7 Hold
1 Sell
Moderate Buy
premium
$42.49B
3.54%
ASML
ASML Holding
$828.16
$40.32
(5.12%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$311.79B
32.68%
FTNT
Fortinet
$75.66
$0.98
(1.31%)
premium
10 Buy
18 Hold
0 Sell
Moderate Buy
premium
$57.12B
23.56%
KNSL
Kinsale Capital Group
$453.81
$0.53
(0.12%)
premium
1 Buy
9 Hold
0 Sell
Hold
premium
$10.56B
7.73%
PANW
Palo Alto Networks
$333.60
$3.85
(1.17%)
premium
32 Buy
6 Hold
0 Sell
Strong Buy
premium
$107.37B
39.62%
NOW
ServiceNow
$919.25
$28.86
(3.24%)
premium
27 Buy
1 Hold
1 Sell
Strong Buy
premium
$183.42B
55.57%
O
Realty Income
$60.70
$1.49
(2.4%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$54.16B
15.17%
SBUX
Starbucks
$96.90
$0.78
(0.81%)
premium
14 Buy
9 Hold
1 Sell
Moderate Buy
premium
$108.92B
0.87%
VEMPX
VEMPX
< FUND >
Vanguard Extended Market Index Fund Insti Plus
$335.69
$0.11
(0.03%)
premium
2K Buy
1K Hold
74 Sell
Moderate Buy
premium
22.06%
VEMIX
VEMIX
< FUND >
Vanguard Emerging Markets Stock Index Fund Institutional Shares
$28.18
$0.13
(0.46%)
premium
premium
11.29%
AVGO
Broadcom
$167.42
$6.28
(3.9%)
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$755.09B
90.38%
BEPC
Brookfield Renewable
$30.16
$0.03
(0.1%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$11.29B
9.19%