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Working with TipRanks

New Portfolio - New Portfolio

Performance Portfolio Details

9865CE77

New Portfolio

Individual Investor

Ranked #7,723 out of 783,619 TipRanks' Investors

Success Rate

71 out of 90
profitable transactions

Average Return

76.70%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

71.40% BRK.A

15.66% DE:1QY

2.94% NVEE

2.46% TCEHY

2.16% AMZN

5.38% Others

By Assets

99.86% Stocks

0.14% ETFs

<0.01% Cash

0.00% Funds

0.00% Cryptocurrency

By Sector

72.28% Financial

15.66% Real Estate

4.09% Consumer Cyclical

3.02% Industrials

2.98% Communication Services

1.98% Other

Portfolio Holdings

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premium

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premium

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To view investors' portfolios

AAPL

Apple

$237.59

$1.77

(0.74%)

Pre

4.17%

premium

18 Buy

9 Hold

4 Sell

Moderate Buy

premium

$3.57T

28.84%

TSLA

Tesla

$400.28

$11.18

(2.87%)

Pre

0.09%

premium

12 Buy

12 Hold

9 Sell

Hold

premium

$1.28T

107.75%

AMZN

Amazon

$234.64

$2.43

(1.03%)

Pre

0.84%

premium

47 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.47T

51.19%

BABA

Alibaba

$102.74

$6.02

(6.22%)

Pre

0.97%

premium

11 Buy

1 Hold

0 Sell

Strong Buy

premium

$215.63B

42.36%

NVDA

Nvidia

$124.65

$0.95

(0.77%)

Pre

1.36%

premium

37 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.05T

102.59%

NDAQ

Nasdaq

$82.28

$0.55

(0.67%)

Pre

0.09%

premium

12 Buy

4 Hold

0 Sell

Strong Buy

premium

$47.29B

42.43%

META

Meta Platforms

$687.00

$10.51

(1.55%)

Pre

0.68%

premium

42 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.73T

73.40%

SNAP

Snap

$11.35

$0.28

(2.41%)

Pre

0.53%

premium

6 Buy

13 Hold

0 Sell

Moderate Buy

premium

$19.04B

-29.39%

GOOGL

Alphabet Class A

$200.87

$5.46

(2.79%)

Pre

0.4%

premium

23 Buy

7 Hold

0 Sell

Strong Buy

premium

$2.47T

29.02%

BKNG

Booking Holdings

$4774.33

$52.47

(1.11%)

Pre

0.29%

premium

14 Buy

8 Hold

0 Sell

Moderate Buy

premium

$158.01B

36.12%

WMT

Walmart

$98.65

$1.15

(1.18%)

Pre

0.34%

premium

26 Buy

2 Hold

0 Sell

Strong Buy

premium

$792.49B

79.09%

ION < ETF >

ProShares S&P Global Core Battery Metals ETF

$26.20

$0.194

(0.74%)

premium

―

premium

$2.59M

-9.06%

GE Aerospace

$205.57

$6.47

(3.25%)

Pre

0.11%

premium

12 Buy

1 Hold

0 Sell

Strong Buy

premium

$222.49B

55.24%

COKE

Coca-Cola Bottling Co Consolidated

$1366.19

$12.73

(0.94%)

Pre

0.22%

premium

―

premium

$11.97B

58.60%

BAC

Bank of America

$46.72

$0.03

(0.06%)

Pre

0.17%

premium

18 Buy

2 Hold

0 Sell

Strong Buy

premium

$355.58B

37.46%

BTC-USD

Bitcoin

$104630.74

$127.72

(0.12%)

premium

―

premium

$2.07T

147.14%

GLD < ETF >

SPDR Gold Shares

$258.05

$3.85

(1.51%)

Pre

0.35%

premium

―

premium

$76.56B

34.89%

JPM

JPMorgan Chase & Co.

$268.23

$1.65

(0.62%)

Pre

0.16%

premium

12 Buy

7 Hold

1 Sell

Moderate Buy

premium

$755.16B

53.84%

NKE

Nike

$78.33

$1.75

(2.29%)

Pre

0.24%

premium

15 Buy

13 Hold

0 Sell

Moderate Buy

premium

$115.86B

-22.85%

TCEHY

Tencent Holdings

$54.43

$1.79

(3.4%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$468.33B

47.02%

BITO < ETF >

ProShares Bitcoin Strategy ETF

$25.46

$0.15

(0.59%)

Pre

0.24%

premium

―

premium

$2.54B

24.07%

BRK.A

Berkshire Hathaway A

$709084.00

$4.404K

(0.62%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.02T

22.67%

BRK.B

Berkshire Hathaway B

$472.35

$3.09

(0.66%)

Pre

0.14%

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.02T

21.21%

COST

Costco

$979.01

$14.99

(1.55%)

Pre

>0.01%

premium

16 Buy

8 Hold

0 Sell

Moderate Buy

premium

$434.58B

40.89%

IND

Industrial Minerals Limited

AU$0.10

AU$0.01

(8.7%)

premium

―

premium

―

-71.25%

1QY

Industrial Logistics Properties

€3.75

€0.022

(0.59%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

€256.58M

1.26%

GIS

General Mills

$60.65

$0.75

(1.25%)

Pre

0.38%

premium

2 Buy

12 Hold

0 Sell

Hold

premium

$33.43B

-6.56%

ACLS

Axcelis Technologies

$70.15

$1.54

(2.24%)

Pre

0.07%

premium

3 Buy

3 Hold

0 Sell

Moderate Buy

premium

$2.28B

-47.24%

UNH

UnitedHealth

$545.57

$7.47

(1.39%)

Pre

0.01%

premium

20 Buy

0 Hold

0 Sell

Strong Buy

premium

$502.08B

6.61%

NVEE

NV5 Holdings

$18.22

$0.01

(0.05%)

Pre

0.82%

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.19B

-30.52%

GOLD

Barrick Gold

$16.57

$0.61

(3.82%)

Pre

0.66%

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$28.95B

6.22%

DGLY

Digital Ally

$0.23

$0.006

(2.5%)

Pre

1.92%

premium

―

premium

$1.84M

-89.01%

SCGX

Saxon Capital Group

$12.50

(47.06%)

premium

―

premium

$176.84M

-3.85%

DOCU

DocuSign

$95.85

$0.39

(0.41%)

Pre

1.78%

premium

3 Buy

10 Hold

3 Sell

Hold

premium

$19.36B

54.94%

MTCH

Match Group

$35.21

$0.03

(0.09%)

Pre

premium

9 Buy

13 Hold

0 Sell

Moderate Buy

premium

$8.84B

-6.76%

PNC

PNC Financial

$202.07

$0.11

(0.05%)

Pre

0.36%

premium

7 Buy

6 Hold

2 Sell

Moderate Buy

premium

$80.02B

33.63%

MSTR

Microstrategy

$340.09

$1.16

(0.34%)

Pre

0.54%

premium

9 Buy

0 Hold

0 Sell

Strong Buy

premium

$85.46B

578.54%

CAOX

California Orchard Company

$601.00

(0%)

premium

―

premium

―

0.00%

CABB

California Business Bank

<$0.01

(0%)

premium

―

premium

―

0.00%

INTC

Intel

$20.01

$0.26

(1.32%)

Pre

0.95%

premium

1 Buy

23 Hold

4 Sell

Hold

premium

$86.30B

-53.55%

GOVT < ETF >

iShares U.S. Treasury Bond ETF

$22.60

$0.04

(0.18%)

Pre

0.04%

premium

―

premium

$29.75B

-1.35%

BCAL

Southern California Bancorp

$16.30

$0.03

(0.18%)

Pre

1.47%

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$524.29M

-0.91%