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New Portfolio - New Portfolio

9865CE77

New Portfolio
Individual Investor
Ranked #9,730 out of 770,014 TipRanks' Investors
Success Rate
78%
70 out of 90
profitable transactions
Average Return
71.65%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
72.13% BRK.A
14.70% DE:1QY
3.56% NVEE
2.27% TCEHY
2.09% BKNG
5.25% Others
By Assets
99.86% Stocks
0.14% ETFs
<0.01% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
73.01% Financial
14.70% Real Estate
4.00% Consumer Cyclical
3.63% Industrials
2.70% Communication Services
1.96% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AAPL
Apple
$235.06
$2.19
(0.94%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.52T
22.58%
TSLA
Tesla
$338.23
$0.36
(0.11%)
premium
11 Buy
14 Hold
9 Sell
Hold
premium
$1.09T
43.80%
AMZN
Amazon
$207.86
$6.41
(3.18%)
premium
45 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.12T
37.28%
BABA
Alibaba
$85.18
$0.4
(0.47%)
premium
15 Buy
1 Hold
0 Sell
Strong Buy
premium
$201.31B
9.03%
NVDA
Nvidia
$136.92
$0.9
(0.66%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.33T
184.70%
NDAQ
Nasdaq
$82.65
$1.13
(1.39%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$46.85B
49.89%
META
Meta Platforms
$573.54
$8.43
(1.49%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.43T
67.08%
SNAP
Snap
$11.60
$0
(0%)
premium
7 Buy
20 Hold
1 Sell
Hold
premium
$19.46B
-7.35%
GOOGL
Alphabet Class A
$169.12
$1.47
(0.88%)
premium
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.06T
22.65%
BKNG
Booking Holdings
$5214.72
$105.89
(2.07%)
premium
20 Buy
11 Hold
0 Sell
Moderate Buy
premium
$169.09B
63.18%
WMT
Walmart
$91.31
$1.81
(2.02%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$719.42B
72.05%
ION
ION
< ETF >
ProShares S&P Global Core Battery Metals ETF
$27.53
$0.646
(2.29%)
premium
premium
$2.87M
-3.19%
GE
GE Aerospace
$184.60
$4.39
(2.44%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$195.04B
50.21%
COKE
Coca-Cola Bottling Co Consolidated
$1344.96
$45.36
(3.49%)
premium
premium
$11.39B
79.25%
CELTF
Centamin
$1.88
$0.022
(1.2%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$2.16B
68.72%
EXPRQ
Express
$0.01
$0.01
(10000%)
premium
premium
$375.00
-99.67%
BAC
Bank of America
$47.75
$0.25
(0.53%)
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$364.46B
59.77%
BTC-USD
Bitcoin
$93498.84
$357.842
(0.38%)
premium
premium
$1.86T
150.36%
GLD
GLD
< ETF >
SPDR Gold Shares
$242.95
$0.47
(0.19%)
premium
premium
$75.22B
33.77%
JPM
JPMorgan Chase & Co.
$249.97
$0.32
(0.13%)
premium
10 Buy
6 Hold
1 Sell
Moderate Buy
premium
$704.65B
63.39%
NKE
Nike
$77.61
$1.65
(2.08%)
premium
16 Buy
13 Hold
0 Sell
Moderate Buy
premium
$117.99B
-26.36%
TCEHY
Tencent Holdings
$50.39
$0.29
(0.57%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$466.39B
22.14%
BITO
BITO
< ETF >
ProShares Bitcoin Strategy ETF
$24.40
$1.08
(4.24%)
premium
premium
$2.85B
38.48%
BRK.A
Berkshire Hathaway A
$718520.00
$2.121K
(0.3%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.03T
30.86%
BRK.B
Berkshire Hathaway B
$478.56
$1.13
(0.24%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.03T
32.44%
COST
Costco
$971.50
$10.61
(1.1%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$425.74B
61.52%
AU:IND
Industrial Minerals Limited
AU$0.16
AU$0
(0%)
premium
premium
-86.15%
DE:1QY
Industrial Logistics Properties
€3.49
€0.038
(1.1%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
€241.09M
26.16%
GIS
General Mills
$65.99
$0.46
(0.7%)
premium
3 Buy
12 Hold
0 Sell
Hold
premium
$36.38B
0.54%
ACLS
Axcelis Technologies
$74.45
$3.02
(3.9%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$2.52B
-39.65%
UNH
UnitedHealth
$606.79
$0.96
(0.16%)
premium
18 Buy
1 Hold
0 Sell
Strong Buy
premium
$557.54B
11.45%
NVEE
NV5 Holdings
$22.17
$0.06
(0.27%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.44B
-9.44%
GOLD
Barrick Gold
$17.56
$0.12
(0.68%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$30.57B
8.93%
DGLY
Digital Ally
$0.83
$0.012
(1.45%)
premium
premium
$4.11M
-59.52%
SCGX
Saxon Capital Group
$14.00
$0
(0%)
premium
premium
$586.54M
-12.04%
DOCU
DocuSign
$85.30
$0.21
(0.25%)
premium
2 Buy
9 Hold
1 Sell
Hold
premium
$17.36B
100.07%
MTCH
Match Group
$32.66
$0.09
(0.28%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$8.18B
1.69%
PNC
PNC Financial
$214.20
$1.73
(0.81%)
premium
8 Buy
5 Hold
2 Sell
Moderate Buy
premium
$84.30B
64.90%
MSTR
Microstrategy
$353.69
$49.76
(12.33%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$90.65B
675.51%
CAOX
California Orchard Company
$601.00
$0
(0%)
premium
premium
0.00%
CABB
California Business Bank
<$0.01
$0
(0%)
premium
premium
0.00%
INTC
Intel
$24.05
$0.82
(3.3%)
premium
1 Buy
22 Hold
7 Sell
Hold
premium
$107.26B
-43.43%
GOVT
GOVT
< ETF >
iShares U.S. Treasury Bond ETF
$22.80
$0.035
(0.15%)
premium
premium
$28.80B
1.36%
BCAL
Southern California Bancorp
$17.83
$0.12
(0.67%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$577.37M
20.13%