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New Portfolio
- New Portfolio
Performance
Portfolio Details
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
Select Columns
58
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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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
< ETF >
iShares Core Total USD Bond Market ETF
$45.52
$0.02
(
0.04%
)
premium
―
premium
$32.42B
3.22%
VWO
< ETF >
Vanguard FTSE Emerging Markets ETF
$45.21
$0.28
(
0.62%
)
premium
―
premium
$83.28B
13.28%
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
< 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
< ETF >
United States Oil Fund LP
$71.29
$0.56
(
0.79%
)
premium
―
premium
$1.21B
-2.75%
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
< 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
< 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%
58
Results | Showing
1
out of
1
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