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Working with TipRanks

BROKERAGE - New Portfolio

Performance Portfolio Details

Bill T

BROKERAGE

Individual Investor

Ranked #167,618 out of 788,370 TipRanks' Investors

Success Rate

869 out of 1551
profitable transactions

Average Return

18.85%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

22.63% TMLCX

20.32% TLT

8.43% MNKD

4.80% VGLT

2.24% RXRX

41.58% Others

By Assets

49.53% Stocks

25.57% ETFs

22.65% Funds

2.24% Cash

0.00% Cryptocurrency

By Sector

49.33% General

22.59% Technology

13.56% Healthcare

4.80% Consumer Cyclical

4.69% Communication Services

5.02% Other

Portfolio Holdings

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To view investors' portfolios

CDRE

Cadre Holdings

$33.58

$1.37

(3.92%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.42B

-6.44%

XPOF

Xponential Fitness

$15.68

$0.95

(5.71%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$803.28M

67.52%

VLN

Valens

$2.45

$0.08

(3.16%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$268.91M

4.25%

ASPN

Aspen Aerogels

$8.04

$0.11

(1.35%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$668.69M

-52.28%

AMSC

American Superconductor

$25.70

$3.13

(10.86%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.14B

97.08%

RDFN

Redfin

$7.80

$0.835

(9.66%)

premium

0 Buy

4 Hold

1 Sell

Hold

premium

$1.07B

17.90%

KOSS

Koss

$5.99

$0.19

(3.07%)

premium

―

premium

$57.94M

134.99%

ALGN

Align Tech

$190.43

$7.63

(3.85%)

premium

9 Buy

1 Hold

1 Sell

Moderate Buy

premium

$14.79B

-39.84%

SFIX

Stitch Fix

$5.02

$0.38

(7.04%)

premium

0 Buy

4 Hold

1 Sell

Hold

premium

$684.95M

56.39%

OKTA

Okta

$92.75

$2.44

(2.56%)

premium

15 Buy

14 Hold

1 Sell

Moderate Buy

premium

$16.31B

12.70%

DOCU

DocuSign

$83.96

$2.24

(2.6%)

premium

3 Buy

10 Hold

3 Sell

Hold

premium

$17.41B

67.45%

ESTC

Elastic

$106.38

$3.23

(2.95%)

premium

8 Buy

2 Hold

0 Sell

Strong Buy

premium

$11.36B

-16.60%

FTCHQ

Farfetch

<$0.01

(0%)

premium

―

premium

$395.00

-54.55%

PAYC

Paycom

$213.06

$1.34

(0.63%)

premium

0 Buy

15 Hold

0 Sell

Hold

premium

$11.98B

17.25%

TSM

TSMC

$198.24

$1.86

(0.93%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$855.96B

53.59%

TMDX

TransMedics Group

$71.95

$3.5

(4.64%)

premium

6 Buy

3 Hold

0 Sell

Moderate Buy

premium

$2.53B

-15.16%

CHWY

Chewy

$35.12

$1.81

(4.9%)

premium

20 Buy

4 Hold

0 Sell

Strong Buy

premium

$15.10B

130.24%

LMND

Lemonade

$33.42

$1.79

(5.08%)

premium

0 Buy

2 Hold

1 Sell

Moderate Sell

premium

$2.51B

88.92%

$42.42

$1.23

(2.99%)

premium

7 Buy

1 Hold

0 Sell

Strong Buy

premium

$62.90B

77.05%

APPN

Appian

$33.34

$1.29

(3.73%)

premium

1 Buy

6 Hold

1 Sell

Hold

premium

$2.56B

1.09%

CPNG

Coupang

$24.82

$0.31

(1.23%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$45.21B

52.83%

VRTX

Vertex Pharmaceuticals

$484.24

$3.91

(0.81%)

premium

14 Buy

12 Hold

1 Sell

Moderate Buy

premium

$123.34B

13.46%

CELH

Celsius Holdings

$32.62

$7.09

(27.77%)

premium

10 Buy

5 Hold

1 Sell

Moderate Buy

premium

$6.00B

-49.13%

Unity Software

$28.34

$0.34

(1.21%)

premium

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

$11.28B

-8.64%

TWLO

Twilio

$114.31

$3.69

(3.13%)

premium

15 Buy

6 Hold

2 Sell

Moderate Buy

premium

$18.10B

102.25%

MRNA

Moderna

$35.53

$1.8

(5.34%)

premium

2 Buy

10 Hold

4 Sell

Hold

premium

$12.98B

-64.27%

CCI

Crown Castle

$92.19

$0.96

(1.05%)

premium

3 Buy

4 Hold

1 Sell

Hold

premium

$39.65B

-14.62%

PYPL

PayPal Holdings

$74.95

$2.68

(3.45%)

premium

16 Buy

13 Hold

0 Sell

Moderate Buy

premium

$76.79B

28.45%

GOOG

Alphabet Class C

$181.58

$5.06

(2.71%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$2.26T

28.43%

TDOC

Teladoc

$11.51

$1.18

(9.3%)

premium

5 Buy

8 Hold

0 Sell

Moderate Buy

premium

$2.18B

-24.33%

ADBE

Adobe

$444.32

$10.37

(2.28%)

premium

19 Buy

8 Hold

1 Sell

Moderate Buy

premium

$197.93B

-17.35%

ISRG

Intuitive Surgical

$591.79

$14.78

(2.44%)

premium

15 Buy

5 Hold

0 Sell

Strong Buy

premium

$216.34B

52.10%

NOW

ServiceNow

$938.41

$29.57

(3.05%)

premium

28 Buy

3 Hold

1 Sell

Strong Buy

premium

$199.40B

22.00%

VEEV

Veeva Systems

$225.79

$2.95

(1.29%)

premium

16 Buy

7 Hold

2 Sell

Moderate Buy

premium

$37.14B

1.63%

RBLX

Roblox

$62.51

$0.31

(0.49%)

premium

14 Buy

5 Hold

2 Sell

Moderate Buy

premium

$41.92B

47.39%

ACN

Accenture

$364.26

$20.58

(5.35%)

premium

10 Buy

7 Hold

0 Sell

Moderate Buy

premium

$240.71B

-1.90%

FLGT

Fulgent Genetics

$16.46

$0.17

(1.02%)

premium

―

premium

$508.66M

-32.21%

FVRR

Fiverr International

$25.70

$2.15

(7.72%)

premium

4 Buy

5 Hold

0 Sell

Moderate Buy

premium

$1.00B

7.57%

AFRM

Affirm Holdings

$68.55

$6.06

(8.12%)

premium

11 Buy

7 Hold

0 Sell

Moderate Buy

premium

$23.73B

103.46%

WIX

Wix

$198.11

$5.54

(2.72%)

premium

15 Buy

3 Hold

1 Sell

Moderate Buy

premium

$11.33B

45.84%

NET

Cloudflare

$151.96

$4.42

(2.83%)

premium

11 Buy

13 Hold

1 Sell

Moderate Buy

premium

$53.59B

52.77%

TTWO

Take-Two

$211.65

$3.59

(1.67%)

premium

18 Buy

1 Hold

0 Sell

Strong Buy

premium

$37.99B

38.84%

PINS

$37.73

$1.83

(4.63%)

premium

23 Buy

6 Hold

0 Sell

Strong Buy

premium

$26.83B

4.83%

PUBM

PubMatic

$14.52

$0.27

(1.83%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$706.47M

-9.53%

NFLX

Netflix

$1003.15

$21.39

(2.09%)

premium

28 Buy

11 Hold

1 Sell

Moderate Buy

premium

$438.25B

70.47%

WDAY

Workday

$256.39

$5.24

(2%)

premium

22 Buy

9 Hold

0 Sell

Moderate Buy

premium

$69.59B

-16.38%

TEAM

Atlassian

$285.99

$12.5

(4.19%)

premium

17 Buy

7 Hold

0 Sell

Moderate Buy

premium

$78.20B

39.22%

XYZ

Block

$68.35

$14.69

(17.69%)

premium

22 Buy

3 Hold

1 Sell

Strong Buy

premium

$51.47B

0.57%

DOCN

DigitalOcean Holdings

$39.30

$3.74

(8.69%)

premium

6 Buy

2 Hold

0 Sell

Strong Buy

premium

$3.97B

0.87%

CGNX

Cognex

$32.78

$0.62

(1.86%)

premium

6 Buy

7 Hold

1 Sell

Moderate Buy

premium

$5.67B

-19.71%

BOC

Boston Omaha

$14.61

$0.23

(1.55%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$465.59M

-4.45%

NVCR

NovoCure

$22.09

$0.44

(2.03%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.34B

44.95%

HUBS

HubSpot

$726.43

$21.57

(2.88%)

premium

21 Buy

5 Hold

0 Sell

Strong Buy

premium

$39.01B

21.00%

SNOW

Snowflake

$177.89

$7.07

(3.82%)

premium

22 Buy

3 Hold

0 Sell

Strong Buy

premium

$61.06B

-21.15%

MELI

Mercadolibre

$2260.00

$149.53

(7.09%)

premium

10 Buy

1 Hold

0 Sell

Strong Buy

premium

$107.00B

24.31%

ADSK

Autodesk

$285.00

$6.02

(2.07%)

premium

17 Buy

4 Hold

0 Sell

Strong Buy

premium

$62.57B

10.90%

ANET

Arista Networks

$98.30

$5.1

(4.93%)

premium

11 Buy

3 Hold

1 Sell

Moderate Buy

premium

$130.40B

46.30%

XBI < ETF >

SPDR S&P BIOTECH ETF

$91.70

$1.02

(1.1%)

premium

953 Buy

213 Hold

20 Sell

Moderate Buy

premium

$6.00B

-1.52%

LULU

Lululemon Athletica

$358.97

$6.85

(1.87%)

premium

17 Buy

7 Hold

1 Sell

Moderate Buy

premium

$46.42B

-21.15%

CRWD

CrowdStrike Holdings

$406.68

$29.46

(6.75%)

premium

28 Buy

5 Hold

0 Sell

Strong Buy

premium

$107.43B

30.80%

DDOG

Datadog

$119.64

$6.6

(5.23%)

premium

25 Buy

7 Hold

0 Sell

Strong Buy

premium

$42.89B

0.32%

SHOP

Shopify

$115.56

$7.91

(6.41%)

premium

23 Buy

13 Hold

0 Sell

Moderate Buy

premium

$159.14B

54.02%

TTD

Trade Desk

$72.06

$3.67

(4.85%)

premium

22 Buy

5 Hold

1 Sell

Strong Buy

premium

$37.38B

-13.70%

ABNB

Airbnb

$146.07

$9.24

(5.95%)

premium

10 Buy

18 Hold

4 Sell

Hold

premium

$97.93B

-5.92%

Zscaler

$198.56

$8.41

(4.06%)

premium

25 Buy

9 Hold

0 Sell

Moderate Buy

premium

$31.76B

-12.20%

ASML

ASML Holding

$737.21

$5.88

(0.79%)

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

$287.99B

-22.55%

AXON

Axon Enterprise

$513.22

$28.59

(5.28%)

premium

8 Buy

2 Hold

0 Sell

Strong Buy

premium

$41.32B

89.00%

KNSL

Kinsale Capital Group

$428.53

$12.91

(2.92%)

premium

2 Buy

7 Hold

0 Sell

Hold

premium

$10.28B

-15.30%

CRUS

Cirrus Logic

$109.07

$2.23

(2%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$5.92B

18.88%

Electronic Arts

$130.95

$0.96

(0.74%)

premium

8 Buy

12 Hold

0 Sell

Moderate Buy

premium

$33.88B

-8.76%

HQL < FUND >

Tekla Life Sciences Investors of Benef Interest

$13.85

$0.05

(0.36%)

premium

―

premium

$355.66M

3.40%

AMZN

Amazon

$216.58

$6.3

(2.83%)

premium

47 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.36T

24.06%

QRVO

Qorvo

$76.07

$1.03

(1.34%)

premium

5 Buy

12 Hold

3 Sell

Hold

premium

$7.20B

-32.95%

CLF

Cleveland-Cliffs

$11.35

$0.63

(5.26%)

premium

4 Buy

4 Hold

0 Sell

Moderate Buy

premium

$5.92B

-43.33%

ETSY

Etsy

$51.26

$0.14

(0.27%)

premium

7 Buy

13 Hold

4 Sell

Hold

premium

$5.50B

-27.41%

DIS

Walt Disney

$108.66

$1.89

(1.71%)

premium

15 Buy

5 Hold

0 Sell

Strong Buy

premium

$199.85B

0.95%

LSCC

Lattice Semiconductor

$66.75

$1.25

(1.84%)

premium

9 Buy

1 Hold

1 Sell

Moderate Buy

premium

$9.37B

-10.70%

AAPL

Apple

$245.55

$0.28

(0.11%)

premium

18 Buy

11 Hold

4 Sell

Moderate Buy

premium

$3.69T

33.18%

NVDA

Nvidia

$134.43

$5.68

(4.05%)

premium

30 Buy

2 Hold

0 Sell

Strong Buy

premium

$3.43T

71.17%

ILMN

Illumina

$94.20

(3.09%)

premium

6 Buy

7 Hold

2 Sell

Moderate Buy

premium

$15.40B

-30.50%

SWKS

Skyworks Solutions

$67.21

$0.11

(0.16%)

premium

1 Buy

17 Hold

3 Sell

Hold

premium

$10.82B

-35.95%

NXPI

NXP Semiconductors

$236.52

$9.34

(3.8%)

premium

13 Buy

4 Hold

0 Sell

Strong Buy

premium

$62.49B

-1.24%

BMY

Bristol-Myers Squibb

$55.83

$0.04

(0.07%)

premium

5 Buy

9 Hold

1 Sell

Moderate Buy

premium

$113.22B

8.77%

MNKD

MannKind

$5.76

$0.1

(1.77%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.56B

57.66%

TMLCX < FUND >

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

$36.32

$0.54

(1.47%)

premium

222 Buy

41 Hold

4 Sell

Moderate Buy

premium

$3.93B

4.01%

TLT < ETF >

iShares 20+ Year Treasury Bond ETF

$89.61

$1.07

(1.21%)

premium

―

premium

$52.59B

-4.42%

SGML

Sigma Lithium

$11.63

$0.1

(0.85%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.30B

-2.10%

ABEV

Ambev SA

$1.92

$0.01

(0.52%)

premium

2 Buy

3 Hold

0 Sell

Moderate Buy

premium

$30.34B

-25.87%

MNDY

Monday.com

$300.65

$7.36

(2.39%)

premium

19 Buy

3 Hold

0 Sell

Strong Buy

premium

$15.36B

44.81%

VGLT < ETF >

Vanguard Long-Term Treasury ETF

$56.68

$0.63

(1.12%)

premium

―

premium

$9.75B

-3.31%

GCMG

GCM Grosvenor

$14.22

$0.13

(0.91%)

premium

2 Buy

3 Hold

0 Sell

Moderate Buy

premium

$2.71B

67.49%

DUOL

Duolingo

$385.35

$36.43

(8.64%)

premium

4 Buy

4 Hold

0 Sell

Moderate Buy

premium

$18.55B

117.67%

SCHW

Charles Schwab

$80.44

$1.39

(1.7%)

premium

15 Buy

3 Hold

1 Sell

Moderate Buy

premium

$152.51B

24.46%

BYRN

Byrna Technologies

$28.51

$0.665

(2.28%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$660.72M

137.58%

ENPH

Enphase Energy

$64.85

$1.32

(1.99%)

premium

11 Buy

9 Hold

3 Sell

Moderate Buy

premium

$8.77B

-47.46%

KRE < ETF >

SPDR S&P Regional Banking ETF

$61.42

$1.64

(2.6%)

premium

306 Buy

289 Hold

26 Sell

Moderate Buy

premium

$4.93B

31.46%

GPC

Genuine Parts Company

$121.63

$1.64

(1.33%)

premium

3 Buy

3 Hold

0 Sell

Moderate Buy

premium

$17.14B

-16.76%

TOST

Toast Inc

$37.70

$2.56

(6.36%)

premium

9 Buy

10 Hold

1 Sell

Moderate Buy

premium

$22.22B

80.55%

RXRX

Recursion Pharmaceuticals

$9.28

$1.07

(10.34%)

premium

2 Buy

4 Hold

0 Sell

Moderate Buy

premium

$4.04B

-16.33%

TFC

Truist Financial

$45.66

$0.99

(2.12%)

premium

10 Buy

7 Hold

0 Sell

Moderate Buy

premium

$61.93B

28.11%