tiprankstipranks

New Portfolio Jan 2023 - New Portfolio

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

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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SPY
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
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
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
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
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
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
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
FPUKX
< FUND >
Fidelity Puritan Fund Class K
$25.63
$0.13
(0.51%)
premium
premium
13.71%
FXAIX
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
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
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
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
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
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
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
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
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
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
FLTW
< ETF >
Franklin FTSE Taiwan ETF
$47.77
$0.61
(1.26%)
premium
premium
$395.57M
23.40%
IYK
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
NVDY
< ETF >
YieldMax NVDA Option Income Strategy ETF
$24.95
$0.13
(0.52%)
premium
premium
$1.37B
15.78%
VEIEX
VEIEX
< FUND >
Vanguard Emerging Markets Stock Index Fund
$28.82
$0.03
(0.1%)
premium
premium
12.67%
VTI
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
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
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
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
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
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
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
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
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
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
TQQQ
< ETF >
ProShares UltraPro QQQ
$79.30
$0.69
(0.88%)
premium
premium
$24.75B
77.64%
EWG
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%
GB: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%