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New Portfolio Jan 2023
- New Portfolio
Performance
Portfolio Details
Craig R
New Portfolio Jan 2023
Individual Investor
Ranked #43,823 out of 770,014 TipRanks' Investors
Success Rate
75%
275 out of 367
profitable transactions
Average Return
15.59%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
15.66%
NVDA
14.73%
AMZN
13.91%
MGM
11.66%
CMPS
10.04%
RCI
34.00%
Others
By Assets
99.90%
Stocks
0.09%
Cash
<0.01%
ETFs
<0.01%
Funds
0.00%
Cryptocurrency
By Sector
28.64%
Consumer Cyclical
19.66%
Communication Services
15.66%
Technology
11.66%
Healthcare
10.02%
Industrials
14.35%
Other
Portfolio Holdings
Select Columns
80
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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ojyw0p3
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premium
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ojyw0p3
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vwmmggv4rx
vwmmggv4rx
premium
vwmmggv4rx
premium
vwmmggv4rx
vwmmggv4rx
vwmmggv4rx
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premium
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premium
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SPY
< ETF >
SPDR S&P 500 ETF Trust
$599.32
$1.79
(
0.3%
)
premium
4K
Buy
3K
Hold
328
Sell
Moderate Buy
premium
$620.26B
31.03%
OXY
Occidental Petroleum
$49.58
$0.86
(
1.7%
)
premium
6
Buy
13
Hold
1
Sell
Hold
premium
$47.33B
-16.16%
MSFT
Microsoft
$425.52
$6.73
(
1.61%
)
premium
26
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.11T
10.96%
KO
Coca-Cola
$64.27
$0.115
(
0.18%
)
premium
11
Buy
4
Hold
0
Sell
Moderate Buy
premium
$277.34B
9.92%
ETH-USD
Ethereum
$3328.08
$133.555
(
3.86%
)
premium
―
premium
$409.51B
65.38%
EPD
Enterprise Products Partners
$32.55
$0.21
(
0.65%
)
premium
6
Buy
0
Hold
0
Sell
Strong Buy
premium
$70.10B
20.94%
BTC-USD
Bitcoin
$93801.72
$1.416K
(
1.49%
)
premium
―
premium
$1.86T
150.36%
BAC
Bank of America
$47.54
$0.04
(
0.08%
)
premium
15
Buy
2
Hold
0
Sell
Strong Buy
premium
$364.46B
59.77%
AMZN
Amazon
$205.47
$4.02
(
2%
)
premium
44
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.12T
37.28%
TSLA
Tesla
$344.27
$5.68
(
1.68%
)
premium
11
Buy
14
Hold
9
Sell
Hold
premium
$1.09T
43.80%
USB
US Bancorp
$53.56
$0.07
(
0.13%
)
premium
9
Buy
11
Hold
0
Sell
Moderate Buy
premium
$83.66B
41.10%
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$60.53
$0.03
(
0.05%
)
premium
1K
Buy
609
Hold
49
Sell
Moderate Buy
premium
$36.93B
10.87%
QQQ
< ETF >
Invesco QQQ Trust
$508.12
$1.53
(
0.3%
)
premium
1K
Buy
628
Hold
73
Sell
Moderate Buy
premium
$310.27B
29.97%
PRU
Prudential Financial
$128.34
$0.37
(
0.29%
)
premium
2
Buy
7
Hold
0
Sell
Hold
premium
$45.82B
34.44%
ET
Energy Transfer
$19.05
$0.085
(
0.45%
)
premium
8
Buy
0
Hold
0
Sell
Strong Buy
premium
$64.95B
38.27%
JNJ
Johnson & Johnson
$153.28
$1.26
(
0.82%
)
premium
6
Buy
8
Hold
0
Sell
Moderate Buy
premium
$375.06B
2.15%
GFI
Gold Fields
$14.63
$0.1
(
0.68%
)
premium
2
Buy
2
Hold
0
Sell
Moderate Buy
premium
$13.22B
9.68%
VONG
< ETF >
Vanguard Russell 1000 Growth ETF
$102.26
$0.71
(
0.7%
)
premium
4K
Buy
2K
Hold
238
Sell
Moderate Buy
premium
$24.20B
35.56%
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$18.16
$0.025
(
0.14%
)
premium
1K
Buy
628
Hold
73
Sell
Moderate Buy
premium
$8.29B
6.16%
DVN
Devon Energy
$37.47
$0.8
(
2.09%
)
premium
10
Buy
7
Hold
0
Sell
Moderate Buy
premium
$25.14B
-15.61%
IWR
< ETF >
iShares Russell Midcap ETF
$95.26
$0.26
(
0.27%
)
premium
5K
Buy
3K
Hold
438
Sell
Moderate Buy
premium
$40.73B
31.84%
VZ
Verizon
$44.16
$0.185
(
0.42%
)
premium
8
Buy
9
Hold
0
Sell
Moderate Buy
premium
$185.14B
17.56%
FBGKX
< FUND >
Fidelity Blue Chip Growth Fund Class K
$225.11
$0.5
(
0.22%
)
premium
220
Buy
45
Hold
1
Sell
Moderate Buy
premium
―
35.81%
FPUKX
< FUND >
Fidelity Puritan Fund Class K
$25.63
$0.13
(
0.51%
)
premium
―
premium
―
13.71%
FXAIX
< FUND >
Fidelity 500 Index Fund
$208.30
$0.63
(
0.3%
)
premium
393
Buy
106
Hold
7
Sell
Moderate Buy
premium
―
31.19%
VFTNX
< FUND >
Vanguard FTSE Social Index Fund Institutional Shs
$41.07
$0.18
(
0.44%
)
premium
355
Buy
95
Hold
8
Sell
Moderate Buy
premium
―
32.40%
IEP
Icahn Enterprises
$11.09
$0.09
(
0.81%
)
premium
―
premium
$5.63B
-34.30%
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$52.14
$0.1
(
0.19%
)
premium
4K
Buy
3K
Hold
328
Sell
Moderate Buy
premium
$2.35B
9.50%
DGRW
< ETF >
WisdomTree US Quality Dividend Growth Fund
$84.68
$0.14
(
0.17%
)
premium
2K
Buy
1K
Hold
143
Sell
Moderate Buy
premium
$15.09B
26.06%
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$56.89
$0.2
(
0.35%
)
premium
1K
Buy
532
Hold
63
Sell
Moderate Buy
premium
$18.90B
15.06%
IGM
< ETF >
iShares Expanded Tech Sector ETF
$101.50
$0.3
(
0.3%
)
premium
2K
Buy
1K
Hold
140
Sell
Moderate Buy
premium
$5.74B
43.36%
IXN
< ETF >
iShares Global Tech ETF
$83.65
$0.05
(
0.06%
)
premium
944
Buy
490
Hold
69
Sell
Moderate Buy
premium
$5.23B
27.73%
IYW
< ETF >
iShares U.S. Technology ETF
$159.57
$0.5
(
0.31%
)
premium
1K
Buy
695
Hold
76
Sell
Moderate Buy
premium
$19.58B
35.95%
METV
< ETF >
Roundhill Ball Metaverse ETF
$14.27
$0.05
(
0.35%
)
premium
503
Buy
190
Hold
28
Sell
Moderate Buy
premium
$343.23M
35.09%
XLK
< ETF >
Technology Select Sector SPDR Fund
$234.17
$0.58
(
0.25%
)
premium
747
Buy
382
Hold
49
Sell
Moderate Buy
premium
$73.03B
26.68%
FLTW
< ETF >
Franklin FTSE Taiwan ETF
$47.77
$0.61
(
1.26%
)
premium
―
premium
$395.57M
23.40%
IYK
< ETF >
iShares U.S. Consumer Staples ETF
$70.44
$0.036
(
0.05%
)
premium
289
Buy
248
Hold
38
Sell
Moderate Buy
premium
$1.33B
10.74%
NVDY
< ETF >
YieldMax NVDA Option Income Strategy ETF
$24.95
$0.13
(
0.52%
)
premium
―
premium
$1.37B
15.78%
VEIEX
< FUND >
Vanguard Emerging Markets Stock Index Fund
$28.82
$0.03
(
0.1%
)
premium
―
premium
―
12.67%
VTI
< ETF >
Vanguard Total Stock Market ETF
$298.59
$0.63
(
0.21%
)
premium
13K
Buy
8K
Hold
963
Sell
Moderate Buy
premium
$460.11B
31.73%
DJT
Truth Social
$30.87
$0.12
(
0.39%
)
premium
―
premium
$6.67B
69.53%
NOC
Northrop Grumman
$487.75
$2.48
(
0.51%
)
premium
7
Buy
9
Hold
0
Sell
Moderate Buy
premium
$70.70B
5.38%
BIDU
Baidu
$84.06
$1.39
(
1.68%
)
premium
9
Buy
5
Hold
0
Sell
Moderate Buy
premium
$28.06B
-33.01%
GOOGL
Alphabet Class A
$168.99
$1.34
(
0.8%
)
premium
27
Buy
7
Hold
0
Sell
Strong Buy
premium
$2.06T
22.65%
ALAI
< ETF >
Alger AI Enablers & Adopters ETF
$26.27
$0.33
(
1.27%
)
premium
798
Buy
156
Hold
26
Sell
Moderate Buy
premium
$17.57M
29.95%
FXI
< ETF >
iShares China Large-Cap ETF
$29.52
$0.175
(
0.59%
)
premium
192
Buy
42
Hold
10
Sell
Moderate Buy
premium
$7.65B
14.10%
KTEC
< ETF >
KraneShares Hang Seng TECH Index ETF
$12.90
$0.22
(
1.68%
)
premium
119
Buy
18
Hold
5
Sell
Moderate Buy
premium
$12.72M
6.07%
PRGO
Perrigo Company
$28.08
$0.32
(
1.13%
)
premium
3
Buy
1
Hold
0
Sell
Strong Buy
premium
$3.87B
-8.00%
GLNG
Golar LNG
$39.67
$1.57
(
3.81%
)
premium
1
Buy
1
Hold
0
Sell
Moderate Buy
premium
$4.31B
91.90%
LVS
Las Vegas Sands
$51.14
$0.26
(
0.51%
)
premium
10
Buy
2
Hold
0
Sell
Strong Buy
premium
$37.27B
5.07%
AAPL
Apple
$234.48
$1.61
(
0.69%
)
premium
24
Buy
8
Hold
2
Sell
Moderate Buy
premium
$3.52T
22.58%
SPMO
< ETF >
Invesco S&P 500 Momentum ETF
$96.32
$0.8
(
0.84%
)
premium
936
Buy
429
Hold
31
Sell
Moderate Buy
premium
$4.03B
54.56%
AB
AllianceBernstein
$35.65
$0.35
(
0.99%
)
premium
3
Buy
2
Hold
0
Sell
Moderate Buy
premium
$4.00B
25.32%
MGM
MGM Resorts
$37.37
$0.94
(
2.45%
)
premium
12
Buy
3
Hold
0
Sell
Strong Buy
premium
$11.41B
-6.02%
PFE
Pfizer
$25.76
$0.41
(
1.57%
)
premium
7
Buy
11
Hold
1
Sell
Moderate Buy
premium
$148.31B
-14.20%
MRVL
Marvell
$92.37
$0.13
(
0.14%
)
premium
23
Buy
2
Hold
0
Sell
Strong Buy
premium
$79.90B
64.63%
ARCC
Ares Capital
$22.02
$0.02
(
0.09%
)
premium
7
Buy
3
Hold
0
Sell
Moderate Buy
premium
$14.21B
10.61%
INTU
Intuit
$640.25
$5.63
(
0.89%
)
premium
17
Buy
3
Hold
0
Sell
Strong Buy
premium
$177.72B
13.48%
CHAT
< ETF >
Roundhill Generative AI & Technology ETF
$40.23
$0.187
(
0.47%
)
premium
580
Buy
131
Hold
16
Sell
Moderate Buy
premium
$214.57M
35.02%
IGPT
< ETF >
Invesco AI and Next Gen Software ETF
$47.47
$0.265
(
0.56%
)
premium
716
Buy
312
Hold
48
Sell
Moderate Buy
premium
$416.28M
31.59%
AMLP
< ETF >
Alerian MLP ETF
$49.42
$0.26
(
0.53%
)
premium
34
Buy
25
Hold
10
Sell
Hold
premium
$9.73B
15.28%
QUAL
< ETF >
iShares MSCI USA Quality Factor ETF
$184.17
$0.42
(
0.23%
)
premium
1K
Buy
670
Hold
103
Sell
Moderate Buy
premium
$53.90B
29.84%
XLE
< ETF >
Energy Select Sector SPDR Fund
$94.84
$0.51
(
0.53%
)
premium
234
Buy
112
Hold
9
Sell
Moderate Buy
premium
$38.74B
14.94%
TQQQ
< ETF >
ProShares UltraPro QQQ
$79.30
$0.69
(
0.88%
)
premium
―
premium
$24.75B
77.64%
EWG
< ETF >
iShares MSCI Germany ETF
$31.50
$0.22
(
0.69%
)
premium
385
Buy
244
Hold
41
Sell
Moderate Buy
premium
$835.65M
11.66%
RR
Rolls-Royce Holdings
542.00p
3p
(
0.56%
)
premium
8
Buy
1
Hold
0
Sell
Strong Buy
premium
£46.15B
124.22%
BA
Boeing
$151.50
$1.6
(
1.05%
)
premium
15
Buy
6
Hold
2
Sell
Moderate Buy
premium
$114.45B
-30.41%
BITF
Bitfarms
$2.02
$0.035
(
1.71%
)
premium
5
Buy
0
Hold
0
Sell
Strong Buy
premium
$958.95M
97.20%
CMPS
COMPASS Pathways
$4.66
$0.09
(
1.97%
)
premium
8
Buy
0
Hold
0
Sell
Strong Buy
premium
$312.68M
-31.63%
UTZ
UTZ Brands
$16.90
$0.27
(
1.57%
)
premium
6
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.42B
28.23%
TCOM
Trip.com Group Ltd. Sponsored ADR
$63.05
$1.48
(
2.29%
)
premium
17
Buy
0
Hold
0
Sell
Strong Buy
premium
$41.94B
82.49%
SKE
Skeena Resources
$9.26
$0.15
(
1.65%
)
premium
2
Buy
0
Hold
0
Sell
Moderate Buy
premium
$969.61M
109.87%
LTRX
Lantronix
$2.90
$0.05
(
1.69%
)
premium
4
Buy
0
Hold
0
Sell
Strong Buy
premium
$113.50M
-44.76%
ENVX
Enovix
$9.25
$0.28
(
2.94%
)
premium
7
Buy
2
Hold
0
Sell
Strong Buy
premium
$1.80B
-14.51%
RCI
Rogers Communication
$35.12
$0.76
(
2.12%
)
premium
7
Buy
1
Hold
0
Sell
Strong Buy
premium
$19.34B
-17.33%
CRWD
CrowdStrike Holdings
$365.27
$1.59
(
0.44%
)
premium
34
Buy
6
Hold
0
Sell
Strong Buy
premium
$89.15B
72.64%
APLD
Applied Digital Corporation
$10.03
$0.65
(
6.09%
)
premium
7
Buy
0
Hold
0
Sell
Strong Buy
premium
$2.26B
109.57%
GRAB
Grab
$5.19
$0.05
(
0.97%
)
premium
12
Buy
1
Hold
1
Sell
Strong Buy
premium
$20.35B
62.50%
NVDA
Nvidia
$136.75
$0.73
(
0.54%
)
premium
40
Buy
4
Hold
0
Sell
Strong Buy
premium
$3.33T
184.70%
PG
Procter & Gamble
$178.25
$0.86
(
0.48%
)
premium
13
Buy
5
Hold
0
Sell
Moderate Buy
premium
$417.76B
17.18%
80
Results | Showing
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