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Working with TipRanks

BROKERAGE - New Portfolio

Performance Portfolio Details

Bill T

BROKERAGE

Individual Investor

Ranked #156,572 out of 781,066 TipRanks' Investors

Success Rate

880 out of 1551
profitable transactions

Average Return

19.00%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

22.67% TMLCX

19.87% TLT

8.84% MNKD

4.70% VGLT

1.94% AXON

41.98% Others

By Assets

50.03% Stocks

25.04% ETFs

22.68% Funds

2.26% Cash

0.00% Cryptocurrency

By Sector

48.81% General

23.19% Technology

13.44% Healthcare

4.69% Consumer Cyclical

4.58% Communication Services

5.29% Other

Portfolio Holdings

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To view investors' portfolios

CDRE

Cadre Holdings

$38.19

$2.16

(6%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.46B

14.51%

XPOF

Xponential Fitness

$15.67

$0.33

(2.06%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$772.85M

34.97%

VLN

Valens

$3.35

$0.11

(3.18%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$367.76M

67.50%

ASPN

Aspen Aerogels

$12.72

$0.16

(1.27%)

premium

9 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.03B

3.92%

AMSC

American Superconductor

$27.81

(0%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.10B

185.23%

RDFN

Redfin

$7.69

$0.05

(0.65%)

premium

1 Buy

7 Hold

2 Sell

Hold

premium

$959.61M

0.65%

KOSS

Koss

$6.62

$0.17

(2.5%)

premium

―

premium

$63.49M

121.40%

ALGN

Align Tech

$224.23

$5.32

(2.43%)

premium

7 Buy

1 Hold

1 Sell

Moderate Buy

premium

$16.34B

-15.23%

SFIX

Stitch Fix

$5.05

$0.18

(3.44%)

premium

0 Buy

4 Hold

1 Sell

Hold

premium

$663.39M

57.32%

OKTA

Okta

$87.29

$1.62

(1.89%)

premium

13 Buy

15 Hold

1 Sell

Moderate Buy

premium

$14.68B

7.47%

DOCU

DocuSign

$89.60

$1.56

(1.71%)

premium

3 Buy

10 Hold

3 Sell

Hold

premium

$18.42B

46.26%

ESTC

Elastic

$100.39

$0.42

(0.42%)

premium

18 Buy

6 Hold

0 Sell

Strong Buy

premium

$10.36B

-15.10%

FTCHQ

Farfetch

<$0.01

>$0.001

(90%)

premium

―

premium

$395.00

-80.39%

PAYC

Paycom

$209.18

$1.22

(0.59%)

premium

0 Buy

15 Hold

0 Sell

Hold

premium

$11.62B

6.92%

TSM

TSMC

$211.50

$3.29

(1.53%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$870.45B

108.63%

TMDX

TransMedics Group

$57.20

$0.82

(1.41%)

premium

6 Buy

3 Hold

0 Sell

Moderate Buy

premium

$1.95B

-26.24%

CHWY

Chewy

$37.01

$0.26

(0.7%)

premium

18 Buy

4 Hold

0 Sell

Strong Buy

premium

$15.24B

96.26%

LMND

Lemonade

$32.83

$0.17

(0.52%)

premium

1 Buy

4 Hold

3 Sell

Hold

premium

$2.36B

100.49%

$39.00

$3.58

(10.11%)

premium

12 Buy

2 Hold

0 Sell

Strong Buy

premium

$57.22B

57.98%

APPN

Appian

$32.80

$0.99

(2.93%)

premium

1 Buy

6 Hold

1 Sell

Hold

premium

$2.50B

1.93%

CPNG

Coupang

$22.06

$0.26

(1.16%)

premium

7 Buy

2 Hold

0 Sell

Strong Buy

premium

$40.15B

49.10%

VRTX

Vertex Pharmaceuticals

$422.00

$5.04

(1.21%)

premium

16 Buy

8 Hold

2 Sell

Moderate Buy

premium

$107.38B

-3.70%

CELH

Celsius Holdings

$27.23

$0.36

(1.3%)

premium

9 Buy

3 Hold

1 Sell

Moderate Buy

premium

$6.48B

-53.92%

Unity Software

$21.77

$0.02

(0.09%)

premium

6 Buy

4 Hold

2 Sell

Moderate Buy

premium

$8.76B

-34.05%

TWLO

Twilio

$111.94

$2.69

(2.35%)

premium

14 Buy

8 Hold

2 Sell

Moderate Buy

premium

$17.58B

54.36%

MRNA

Moderna

$34.06

$0.3

(0.89%)

premium

4 Buy

11 Hold

4 Sell

Hold

premium

$12.99B

-65.92%

CCI

Crown Castle

$91.06

$0.41

(0.45%)

premium

1 Buy

4 Hold

1 Sell

Hold

premium

$39.40B

-15.90%

PYPL

PayPal Holdings

$91.81

$2.89

(3.25%)

premium

15 Buy

12 Hold

0 Sell

Moderate Buy

premium

$89.15B

47.87%

GOOG

Alphabet Class C

$197.55

$3.14

(1.62%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.37T

36.05%

TDOC

Teladoc

$9.09

$0.07

(0.76%)

premium

7 Buy

12 Hold

0 Sell

Moderate Buy

premium

$1.58B

-54.21%

ADBE

Adobe

$429.99

$3.06

(0.72%)

premium

19 Buy

7 Hold

1 Sell

Moderate Buy

premium

$185.85B

-28.09%

ISRG

Intuitive Surgical

$592.64

$8.56

(1.47%)

premium

12 Buy

3 Hold

0 Sell

Strong Buy

premium

$208.04B

59.34%

NOW

ServiceNow

$1071.48

$14.32

(1.35%)

premium

26 Buy

3 Hold

0 Sell

Strong Buy

premium

$217.77B

45.31%

VEEV

Veeva Systems

$216.59

$1.84

(0.86%)

premium

16 Buy

8 Hold

1 Sell

Moderate Buy

premium

$34.86B

6.37%

RBLX

Roblox

$65.53

$0.27

(0.41%)

premium

17 Buy

5 Hold

1 Sell

Moderate Buy

premium

$42.83B

68.72%

ACN

Accenture

$352.59

$2.03

(0.58%)

premium

10 Buy

8 Hold

0 Sell

Moderate Buy

premium

$219.27B

-1.93%

FLGT

Fulgent Genetics

$17.10

$0.4

(2.29%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$535.27M

-34.53%

FVRR

Fiverr International

$33.97

$0.15

(0.44%)

premium

5 Buy

4 Hold

0 Sell

Moderate Buy

premium

$1.20B

36.92%

AFRM

Affirm Holdings

$57.99

$0.01

(0.02%)

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$18.22B

44.47%

WIX

Wix

$240.89

$0.83

(0.34%)

premium

15 Buy

3 Hold

0 Sell

Strong Buy

premium

$13.45B

93.64%

NET

Cloudflare

$117.16

$2.34

(2.04%)

premium

11 Buy

8 Hold

1 Sell

Moderate Buy

premium

$39.41B

48.98%

TTWO

Take-Two

$186.41

$3.04

(1.66%)

premium

16 Buy

2 Hold

0 Sell

Strong Buy

premium

$32.20B

16.61%

PINS

$30.53

$0.14

(0.46%)

premium

17 Buy

8 Hold

0 Sell

Moderate Buy

premium

$20.54B

-17.69%

PUBM

PubMatic

$14.52

$0.11

(0.76%)

premium

4 Buy

3 Hold

0 Sell

Moderate Buy

premium

$688.32M

0.98%

NFLX

Netflix

$858.10

$15.73

(1.87%)

premium

23 Buy

8 Hold

2 Sell

Moderate Buy

premium

$360.08B

75.37%

WDAY

Workday

$249.64

$1.06

(0.42%)

premium

22 Buy

6 Hold

0 Sell

Strong Buy

premium

$66.94B

-12.62%

TEAM

Atlassian

$252.36

$1.89

(0.74%)

premium

16 Buy

6 Hold

0 Sell

Moderate Buy

premium

$66.47B

5.40%

Block

$86.96

$0.58

(0.67%)

premium

21 Buy

4 Hold

1 Sell

Strong Buy

premium

$53.54B

34.88%

DOCN

DigitalOcean Holdings

$36.13

$0.86

(2.44%)

premium

5 Buy

4 Hold

1 Sell

Moderate Buy

premium

$3.25B

2.77%

CGNX

Cognex

$39.73

$0.37

(0.94%)

premium

4 Buy

5 Hold

0 Sell

Moderate Buy

premium

$6.75B

4.20%

BOC

Boston Omaha

$14.78

$0.13

(0.89%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$459.63M

-1.20%

NVCR

NovoCure

$26.17

$0.15

(0.58%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.82B

80.48%

HUBS

HubSpot

$704.44

$12.89

(1.8%)

premium

20 Buy

5 Hold

0 Sell

Strong Buy

premium

$37.03B

22.74%

SNOW

Snowflake

$170.79

$3.15

(1.88%)

premium

28 Buy

4 Hold

0 Sell

Strong Buy

premium

$55.34B

-10.89%

MELI

Mercadolibre

$1836.00

$1.18

(0.06%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$93.14B

12.35%

ADSK

Autodesk

$291.45

$1.37

(0.47%)

premium

16 Buy

6 Hold

0 Sell

Moderate Buy

premium

$62.37B

20.84%

ANET

Arista Networks

$119.95

$1.82

(1.54%)

premium

10 Buy

3 Hold

0 Sell

Strong Buy

premium

$148.82B

86.29%

XBI < ETF >

SPDR S&P BIOTECH ETF

$87.97

$0.08

(0.09%)

premium

2K Buy

492 Hold

50 Sell

Strong Buy

premium

$6.17B

0.95%

LULU

Lululemon Athletica

$373.70

$2.71

(0.73%)

premium

16 Buy

7 Hold

1 Sell

Moderate Buy

premium

$47.08B

-20.80%

CRWD

CrowdStrike Holdings

$357.00

$6.38

(1.76%)

premium

29 Buy

4 Hold

0 Sell

Strong Buy

premium

$89.50B

31.53%

DDOG

Datadog

$138.40

$1.61

(1.18%)

premium

27 Buy

5 Hold

0 Sell

Strong Buy

premium

$46.47B

8.54%

SHOP

Shopify

$103.35

$0.15

(0.14%)

premium

20 Buy

13 Hold

3 Sell

Moderate Buy

premium

$132.91B

33.32%

TTD

Trade Desk

$124.42

$3.58

(2.96%)

premium

23 Buy

4 Hold

1 Sell

Strong Buy

premium

$59.64B

91.27%

ABNB

Airbnb

$135.12

$2.96

(2.24%)

premium

8 Buy

18 Hold

6 Sell

Hold

premium

$83.79B

-2.09%

Zscaler

$187.58

$0.03

(0.02%)

premium

25 Buy

10 Hold

0 Sell

Moderate Buy

premium

$28.78B

-16.77%

ASML

ASML Holding

$756.33

$6.05

(0.81%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$298.07B

1.58%

AXON

Axon Enterprise

$593.89

$8.05

(1.37%)

premium

13 Buy

0 Hold

0 Sell

Strong Buy

premium

$44.67B

133.72%

KNSL

Kinsale Capital Group

$436.34

$1.79

(0.41%)

premium

3 Buy

8 Hold

0 Sell

Moderate Buy

premium

$10.20B

9.79%

CRUS

Cirrus Logic

$101.00

$0.15

(0.15%)

premium

3 Buy

4 Hold

0 Sell

Moderate Buy

premium

$5.36B

27.03%

Electronic Arts

$142.00

$0.6

(0.42%)

premium

11 Buy

5 Hold

0 Sell

Moderate Buy

premium

$37.09B

2.88%

HQL < FUND >

Tekla Life Sciences Investors of Benef Interest

$13.48

$0.05

(0.37%)

premium

―

premium

$346.16M

-2.87%

AMZN

Amazon

$225.94

$5.28

(2.39%)

premium

48 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.32T

47.19%

QRVO

Qorvo

$84.21

$10.62

(14.43%)

premium

2 Buy

15 Hold

2 Sell

Hold

premium

$6.96B

-18.86%

CLF

Cleveland-Cliffs

$10.27

$0.15

(1.44%)

premium

4 Buy

4 Hold

0 Sell

Moderate Buy

premium

$5.15B

-42.37%

ETSY

Etsy

$53.12

$0.4

(0.76%)

premium

6 Buy

13 Hold

3 Sell

Hold

premium

$5.93B

-23.26%

DIS

Walt Disney

$107.02

$0.56

(0.53%)

premium

17 Buy

5 Hold

0 Sell

Strong Buy

premium

$192.79B

16.06%

LSCC

Lattice Semiconductor

$58.32

$1.94

(3.44%)

premium

9 Buy

1 Hold

1 Sell

Moderate Buy

premium

$7.78B

-12.65%

AAPL

Apple

$229.98

$1.72

(0.75%)

premium

19 Buy

7 Hold

3 Sell

Moderate Buy

premium

$3.43T

21.92%

NVDA

Nvidia

$137.71

$4.14

(3.1%)

premium

36 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.27T

141.14%

ILMN

Illumina

$136.67

$0.7

(0.51%)

premium

8 Buy

8 Hold

1 Sell

Moderate Buy

premium

$21.79B

1.81%

SWKS

Skyworks Solutions

$93.64

$2.2

(2.41%)

premium

5 Buy

12 Hold

3 Sell

Hold

premium

$14.62B

-9.73%

NXPI

NXP Semiconductors

$215.36

$4.6

(2.18%)

premium

16 Buy

5 Hold

1 Sell

Moderate Buy

premium

$53.57B

1.77%

BMY

Bristol-Myers Squibb

$56.29

$0.09

(0.16%)

premium

5 Buy

10 Hold

1 Sell

Hold

premium

$114.35B

12.80%

MNKD

MannKind

$6.01

(0%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.66B

79.40%

TMLCX < FUND >

SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class F

$36.19

$0.21

(0.58%)

premium

220 Buy

42 Hold

5 Sell

Moderate Buy

premium

$3.92B

8.35%

TLT < ETF >

iShares 20+ Year Treasury Bond ETF

$87.19

$0.15

(0.17%)

premium

―

premium

$52.03B

-7.20%

SGML

Sigma Lithium

$12.01

$0.2

(1.69%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.32B

-51.41%

ABEV

Ambev SA

$1.78

$0.03

(1.66%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$28.71B

-34.07%

MNDY

Monday.com

$242.05

$1.44

(0.6%)

premium

16 Buy

4 Hold

0 Sell

Strong Buy

premium

$12.00B

25.90%

VGLT < ETF >

Vanguard Long-Term Treasury ETF

$55.16

$0.07

(0.13%)

premium

―

premium

$9.70B

-6.23%

GCMG

GCM Grosvenor

$12.99

$0.01

(0.08%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$2.45B

49.83%

DUOL

Duolingo

$351.13

$9.33

(2.73%)

premium

7 Buy

6 Hold

0 Sell

Moderate Buy

premium

$15.03B

75.73%

SCHW

Charles Schwab

$76.41

$0.9

(1.19%)

premium

9 Buy

6 Hold

1 Sell

Moderate Buy

premium

$138.23B

21.83%

BYRN

Byrna Technologies

$29.40

$0.16

(0.55%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$657.29M

409.41%

ENPH

Enphase Energy

$63.69

$0.22

(0.35%)

premium

13 Buy

13 Hold

3 Sell

Moderate Buy

premium

$8.58B

-40.29%

KRE < ETF >

SPDR S&P Regional Banking ETF

$63.07

$0.93

(1.5%)

premium

552 Buy

520 Hold

50 Sell

Strong Buy

premium

$5.06B

24.85%

GPC

Genuine Parts Company

$118.52

$0.9

(0.75%)

premium

3 Buy

4 Hold

0 Sell

Moderate Buy

premium

$16.60B

-15.01%

TOST

Toast Inc

$37.88

$0.99

(2.68%)

premium

9 Buy

12 Hold

1 Sell

Moderate Buy

premium

$20.95B

117.95%

RXRX

Recursion Pharmaceuticals

$6.53

$0.13

(2.03%)

premium

2 Buy

4 Hold

0 Sell

Moderate Buy

premium

$2.50B

-33.97%

TFC

Truist Financial

$47.65

$2.67

(5.94%)

premium

6 Buy

6 Hold

0 Sell

Moderate Buy

premium

$59.71B

32.43%