New Portfolio - New Portfolio

9865CE77

New Portfolio
Individual Investor
Ranked #16,152 out of 757,311 TipRanks' Investors
Success Rate
74%
67 out of 90
profitable transactions
Average Return
44.96%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
67.92% BRK.A
19.77% DE:1QY
3.67% NVEE
2.22% TCEHY
1.72% AMZN
4.70% Others
By Assets
99.87% Stocks
0.12% ETFs
<0.01% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
68.70% Financial
19.77% Real Estate
3.74% Industrials
3.30% Consumer Cyclical
2.63% Communication Services
1.85% 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
$228.87
$8.18
(3.71%)
premium
24 Buy
8 Hold
1 Sell
Moderate Buy
premium
$3.36T
23.24%
TSLA
Tesla
$243.92
$16.72
(7.36%)
premium
12 Buy
16 Hold
8 Sell
Hold
premium
$725.82B
-14.75%
AMZN
Amazon
$189.87
$3.44
(1.85%)
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.96T
35.46%
BABA
Alibaba
$88.49
$4.07
(4.82%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$203.83B
-3.09%
NVDA
Nvidia
$117.87
$4.5
(3.97%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.78T
160.50%
NDAQ
Nasdaq
$74.29
$1.39
(1.91%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$41.90B
43.14%
META
Meta Platforms
$559.10
$21.15
(3.93%)
premium
41 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.36T
76.34%
SNAP
Snap
$10.07
$0.4
(4.14%)
premium
6 Buy
23 Hold
1 Sell
Hold
premium
$16.05B
7.09%
GOOGL
Alphabet Class A
$162.14
$2.33
(1.46%)
premium
27 Buy
9 Hold
0 Sell
Strong Buy
premium
$1.97T
15.77%
BKNG
Booking Holdings
$4017.51
$10.79
(0.27%)
premium
18 Buy
10 Hold
0 Sell
Moderate Buy
premium
$135.05B
29.41%
WMT
Walmart
$78.04
$0.99
(1.25%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$635.26B
45.12%
ION
ION
< ETF >
ProShares S&P Global Core Battery Metals ETF
$26.05
$0.813
(3.22%)
premium
premium
$2.51M
-26.00%
GE
GE Aerospace
$186.16
$2.61
(1.42%)
premium
12 Buy
0 Hold
0 Sell
Strong Buy
premium
$199.03B
57.95%
COKE
Coca-Cola Bottling Co Consolidated
$1266.98
$1.36
(0.11%)
premium
premium
$11.09B
93.14%
CELTF
Centamin
$2.04
$0.025
(1.19%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$2.32B
88.13%
EXPRQ
Express
$0.02
$0.101
(83.44%)
premium
premium
$452.36K
-99.78%
BAC
Bank of America
$40.87
$1.25
(3.15%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$307.43B
38.29%
BTC-USD
Bitcoin
$63760.16
$1.708K
(2.75%)
premium
premium
$1.22T
129.15%
GLD
GLD
< ETF >
SPDR Gold Shares
$239.17
$3.66
(1.55%)
premium
premium
$72.45B
31.41%
JPM
JPMorgan Chase & Co.
$210.48
$2.95
(1.42%)
premium
15 Buy
5 Hold
0 Sell
Strong Buy
premium
$590.46B
39.35%
NKE
Nike
$80.98
$0.08
(0.1%)
premium
15 Buy
18 Hold
0 Sell
Moderate Buy
premium
$121.31B
-14.50%
TCEHY
Tencent Holdings
$50.07
$1.67
(3.45%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$451.34B
26.22%
BITO
BITO
< ETF >
ProShares Bitcoin Strategy ETF
$19.17
$0.98
(5.39%)
premium
premium
$1.83B
30.02%
BRK.A
Berkshire Hathaway A
$687840.00
$981.01
(0.14%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$985.08B
23.41%
BRK.B
Berkshire Hathaway B
$459.71
$3.11
(0.68%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$985.08B
23.24%
COST
Costco
$900.74
$8.22
(0.92%)
premium
17 Buy
5 Hold
0 Sell
Strong Buy
premium
$395.69B
58.15%
AU:IND
Industrial Minerals Limited
AU$0.17
AU$0.01
(6.25%)
premium
premium
-57.50%
DE:1QY
Industrial Logistics Properties
€4.48
€0.004
(0.09%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
€301.22M
42.54%
GIS
General Mills
$74.90
$0.11
(0.15%)
premium
3 Buy
13 Hold
0 Sell
Hold
premium
$41.75B
13.88%
ACLS
Axcelis Technologies
$102.23
$4.39
(4.49%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.19B
-41.33%
UNH
UnitedHealth
$577.07
$3.58
(0.62%)
premium
21 Buy
0 Hold
0 Sell
Strong Buy
premium
$536.18B
20.80%
NVEE
NV5 Holdings
$92.93
$1.95
(2.14%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.48B
-6.48%
GOLD
Barrick Gold
$20.23
$0.17
(0.85%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$35.19B
22.84%
DGLY
Digital Ally
$1.10
$0.03
(2.8%)
premium
premium
$4.13M
-49.07%
SCGX
Saxon Capital Group
$13.00
$0
(0%)
premium
premium
$437.03M
-34.46%
DOCU
DocuSign
$57.91
$1.27
(2.24%)
premium
2 Buy
9 Hold
1 Sell
Hold
premium
$11.50B
29.64%
MTCH
Match Group
$36.84
$0.58
(1.6%)
premium
15 Buy
7 Hold
0 Sell
Moderate Buy
premium
$9.35B
-14.52%
GB:NETW
Network International Holdings
399.40p
0p
(0%)
premium
premium
£2.13B
2.31%
PNC
PNC Financial
$187.20
$4.63
(2.54%)
premium
10 Buy
3 Hold
2 Sell
Moderate Buy
premium
$72.57B
47.01%
MSTR
Microstrategy
$144.66
$11.99
(9.04%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$24.54B
291.06%
CAOX
California Orchard Company
$601.00
$0
(0%)
premium
premium
0.00%
CABB
California Business Bank
<$0.01
$0.002
(21.11%)
premium
premium
0.00%
INTC
Intel
$21.14
$0.37
(1.78%)
premium
1 Buy
26 Hold
7 Sell
Hold
premium
$88.81B
-42.84%
GOVT
GOVT
< ETF >
iShares U.S. Treasury Bond ETF
$23.52
$0.015
(0.06%)
premium
premium
$28.01B
5.66%
BCAL
Southern California Bancorp
$14.93
$0.36
(2.47%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$467.92M
-1.42%