New Portfolio - New Portfolio

Joe Nelson

New Portfolio
Individual Investor
Ranked #81,073 out of 767,315 TipRanks' Investors
Success Rate
69%
42 out of 61
profitable transactions
Average Return
25.82%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
1.72% AAPL
1.72% AMZN
1.72% TSLA
1.72% XLM-USD
1.72% LTC
91.40% Others
By Assets
82.76% Stocks
13.79% ETFs
3.45% Cryptocurrency
0.00% Funds
0.00% Cash
By Sector
20.69% Consumer Cyclical
15.52% Healthcare
13.79% General
10.34% Technology
8.62% Financial
31.03% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AAPL
Apple
$228.22
$3.1
(1.38%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.39T
20.10%
AMZN
Amazon
$211.48
$2.62
(1.22%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.20T
46.84%
TSLA
Tesla
$311.18
$19.06
(5.77%)
premium
11 Buy
14 Hold
9 Sell
Hold
premium
$1.05T
39.10%
XLM-USD
Stellar
$0.13
$0.007
(5.59%)
premium
premium
$6.30B
2.48%
LTC
LTC Properties
$38.16
$0.44
(1.14%)
premium
1 Buy
3 Hold
1 Sell
Hold
premium
$1.78B
16.62%
MATIC-USD
Polygon
$0.35
$0.02
(5.29%)
premium
premium
$3.66B
-59.03%
WM
Waste Management
$221.72
$3.96
(1.75%)
premium
9 Buy
9 Hold
0 Sell
Moderate Buy
premium
$90.22B
31.10%
F
Ford Motor
$11.07
$0.03
(0.27%)
premium
5 Buy
10 Hold
1 Sell
Hold
premium
$44.11B
6.73%
BTG
B2Gold
$2.70
$0.02
(0.75%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$3.62B
-12.13%
AZN
AstraZeneca
$65.04
$0.25
(0.38%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$197.47B
1.65%
DIS
Walt Disney
$109.12
$6.4
(6.23%)
premium
12 Buy
4 Hold
0 Sell
Strong Buy
premium
$183.15B
12.79%
GM
General Motors
$57.62
$0.09
(0.16%)
premium
10 Buy
6 Hold
2 Sell
Moderate Buy
premium
$63.13B
104.65%
SIRI
Sirius XM Holdings
$27.03
$0.53
(2%)
premium
5 Buy
4 Hold
5 Sell
Hold
premium
$9.21B
-45.81%
ARCC
Ares Capital
$21.58
$0.04
(0.19%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$13.91B
9.06%
JPM
JPMorgan Chase & Co.
$241.87
$0.71
(0.29%)
premium
12 Buy
5 Hold
1 Sell
Moderate Buy
premium
$674.44B
62.46%
GILD
Gilead Sciences
$92.11
$0.52
(0.56%)
premium
12 Buy
9 Hold
0 Sell
Moderate Buy
premium
$117.46B
23.97%
IDYA
IDEAYA Biosciences
$29.47
$1.02
(3.35%)
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.68B
2.31%
IUSB
IUSB
< ETF >
iShares Core Total USD Bond Market ETF
$45.52
$0.02
(0.04%)
premium
premium
$32.42B
3.22%
VWO
VWO
< ETF >
Vanguard FTSE Emerging Markets ETF
$45.21
$0.28
(0.62%)
premium
premium
$83.28B
13.28%
IVV
IVV
< ETF >
iShares Core S&P 500 ETF
$596.23
$3.97
(0.66%)
premium
4K Buy
3K Hold
328 Sell
Moderate Buy
premium
$566.64B
33.03%
KO
Coca-Cola
$62.55
$0.45
(0.71%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$272.25B
10.33%
BAC
Bank of America
$45.90
$0.03
(0.07%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$351.88B
56.98%
CLX
Clorox
$165.75
$0.39
(0.24%)
premium
1 Buy
9 Hold
4 Sell
Hold
premium
$20.40B
21.12%
PFE
Pfizer
$26.02
$0.7
(2.62%)
premium
7 Buy
12 Hold
0 Sell
Moderate Buy
premium
$148.42B
-8.68%
NIO
Nio
$4.43
$0.18
(3.9%)
premium
9 Buy
4 Hold
1 Sell
Moderate Buy
premium
$10.13B
-39.18%
MRNA
Moderna
$39.77
$2.37
(5.62%)
premium
7 Buy
9 Hold
2 Sell
Moderate Buy
premium
$16.73B
-43.13%
ZROZ
ZROZ
< ETF >
PIMCO 25+ Year Zero Coupon US Treasury Index ETF
$72.87
$0.79
(1.1%)
premium
premium
$1.78B
-0.01%
MCD
McDonald's
$298.56
$1.21
(0.41%)
premium
16 Buy
10 Hold
0 Sell
Moderate Buy
premium
$214.02B
9.53%
COST
Costco
$923.89
$9.84
(1.05%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$413.11B
58.05%
GOOG
Alphabet Class C
$177.35
$3.14
(1.74%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.23T
33.27%
WWR
Westwater Resources
$0.56
$0.013
(2.32%)
premium
premium
$32.43M
-7.13%
TTCFQ
Tattooed Chef
<$0.01
$0
(0%)
premium
premium
$8.37K
0.00%
BFICQ
BurgerFi International
<$0.01
<$0.001
(900%)
premium
premium
$128.80K
-98.66%
MSFT
Microsoft
$426.89
$1.69
(0.4%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.15T
14.84%
NVAX
Novavax
$7.22
$0.545
(7.02%)
premium
3 Buy
2 Hold
1 Sell
Moderate Buy
premium
$1.35B
24.44%
PEP
PepsiCo
$165.15
$0.41
(0.25%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$225.47B
-2.00%
LLY
Eli Lilly & Co
$786.23
$25.58
(3.15%)
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$777.36B
32.90%
HUBS
HubSpot
$696.30
$3.86
(0.55%)
premium
20 Buy
4 Hold
0 Sell
Strong Buy
premium
$36.21B
53.78%
EQT
EQT
$42.86
$0.45
(1.04%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$26.12B
8.55%
TM
Toyota Motor
$173.48
$1.13
(0.66%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$236.71B
-10.27%
BJ
Bj's Wholesale Club Holdings
$86.97
$1.5
(1.7%)
premium
5 Buy
9 Hold
0 Sell
Moderate Buy
premium
$11.81B
26.71%
NVDA
Nvidia
$146.76
$0.49
(0.33%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.64T
194.57%
NTDOY
Nintendo Co
$13.03
$0.03
(0.23%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$62.80B
10.54%
RF
Regions Financial
$26.27
$0.17
(0.65%)
premium
10 Buy
5 Hold
1 Sell
Moderate Buy
premium
$23.79B
63.94%
USO
USO
< ETF >
United States Oil Fund LP
$71.29
$0.56
(0.79%)
premium
premium
$1.21B
-2.75%
UCO
UCO
< ETF >
ProShares Ultra Bloomberg Crude Oil
$25.45
$0.25
(0.99%)
premium
premium
$595.35M
-17.08%
DKNG
DraftKings
$41.14
$0.74
(1.77%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$36.73B
13.10%
IVR
Invesco Mortgage
$8.19
$0.03
(0.36%)
premium
premium
$502.24M
4.71%
PAR
Par Technology
$73.00
$1.29
(1.74%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.72B
104.99%
ORCL
Oracle
$187.05
$2.58
(1.36%)
premium
19 Buy
13 Hold
0 Sell
Moderate Buy
premium
$525.34B
63.33%
FLNG
FLEX LNG
$25.57
$0.08
(0.31%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.31B
-18.55%
BLK
BlackRock
$1047.08
$16.1
(1.56%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$160.51B
47.84%
CMPX
Compass Therapeutics
$1.59
$0.1
(5.92%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$246.28M
10.46%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.78
$0.24
(0.4%)
premium
1K Buy
610 Hold
52 Sell
Moderate Buy
premium
$37.07B
10.74%
DIVO
DIVO
< ETF >
Amplify CWP Enhanced Dividend Income ETF
$41.66
$0.14
(0.33%)
premium
352 Buy
128 Hold
16 Sell
Moderate Buy
premium
$3.76B
18.78%
PYXS
Pyxis Oncology
$4.28
$0
(0%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$274.53M
176.13%
HD
Home Depot
$405.72
$4.47
(1.09%)
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$400.38B
35.09%
XOS
Xos
$4.45
$0.75
(14.42%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$41.14M
-59.59%