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ShawnaC0914
- New Portfolio
Performance
Portfolio Details
Shawna Cortez
ShawnaC0914
Individual Investor
Ranked #101,914 out of 770,014 TipRanks' Investors
Success Rate
67%
84 out of 126
profitable transactions
Average Return
11.68%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
58.57%
RETTX
13.27%
NKE
5.37%
BBN
4.53%
SMCI
4.34%
GB:0LD8
13.92%
Others
By Assets
64.14%
Funds
34.30%
Stocks
1.37%
Cryptocurrency
0.19%
Cash
<0.01%
ETFs
By Sector
64.26%
General
15.30%
Consumer Cyclical
4.80%
Technology
4.67%
Financial
4.44%
Consumer Defensive
6.52%
Other
Portfolio Holdings
Select Columns
84
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
8fatcme
8fatcme
8fatcme
premium
8fatcme
premium
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y82ape1j39
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premium
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premium
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premium
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premium
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META
Meta Platforms
$573.54
$8.43
(
1.49%
)
premium
40
Buy
3
Hold
1
Sell
Strong Buy
premium
$1.43T
67.08%
AAPL
Apple
$235.06
$2.19
(
0.94%
)
premium
24
Buy
8
Hold
2
Sell
Moderate Buy
premium
$3.52T
22.58%
MSFT
Microsoft
$427.99
$9.2
(
2.2%
)
premium
26
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.11T
10.96%
SPY
< ETF >
SPDR S&P 500 ETF Trust
$600.65
$3.12
(
0.52%
)
premium
4K
Buy
3K
Hold
328
Sell
Moderate Buy
premium
$620.26B
31.03%
QQQ
< ETF >
Invesco QQQ Trust
$509.31
$2.72
(
0.54%
)
premium
1K
Buy
628
Hold
73
Sell
Moderate Buy
premium
$310.27B
29.97%
AMZN
Amazon
$207.86
$6.41
(
3.18%
)
premium
45
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.12T
37.28%
NVDA
Nvidia
$136.92
$0.9
(
0.66%
)
premium
40
Buy
4
Hold
0
Sell
Strong Buy
premium
$3.33T
184.70%
ETH-USD
Ethereum
$3342.54
$103.756
(
3.01%
)
premium
―
premium
$409.51B
67.66%
VO
< ETF >
Vanguard Mid-Cap ETF
$284.03
$0.07
(
0.02%
)
premium
2K
Buy
2K
Hold
192
Sell
Moderate Buy
premium
$75.45B
30.47%
GOOGL
Alphabet Class A
$169.12
$1.47
(
0.88%
)
premium
27
Buy
7
Hold
0
Sell
Strong Buy
premium
$2.06T
22.65%
BTC-USD
Bitcoin
$92805.05
$1.819K
(
1.92%
)
premium
―
premium
$1.86T
150.36%
RKT
Rocket Companies
$14.06
$0.51
(
3.5%
)
premium
0
Buy
8
Hold
3
Sell
Moderate Sell
premium
$29.06B
61.35%
RKT
Reckitt
4879.00p
9p
(
0.18%
)
premium
4
Buy
8
Hold
0
Sell
Moderate Buy
premium
£33.48B
-10.01%
RKT
Rocket Sharing Company S.p.A.
€0.35
€0.006
(
1.76%
)
premium
―
premium
―
2.98%
AFAAX
< FUND >
Yorktown Capital Appreciation Fund Institutional Class
$23.74
$0
(
0%
)
premium
39
Buy
7
Hold
0
Sell
Moderate Buy
premium
―
0.00%
BDFIX
< FUND >
Baron Discovery Fund Institutional Shares
$34.83
$0.51
(
1.49%
)
premium
50
Buy
11
Hold
0
Sell
Moderate Buy
premium
―
37.40%
TTD
Trade Desk
$128.98
$0.37
(
0.29%
)
premium
21
Buy
4
Hold
1
Sell
Strong Buy
premium
$63.84B
92.28%
GLBE
Global-e Online
$51.66
$0.36
(
0.69%
)
premium
10
Buy
1
Hold
0
Sell
Strong Buy
premium
$8.69B
64.62%
RBLX
Roblox
$49.06
$0.1
(
0.2%
)
premium
16
Buy
6
Hold
1
Sell
Moderate Buy
premium
$32.26B
28.89%
ISRG
Intuitive Surgical
$542.10
$5.55
(
1.03%
)
premium
13
Buy
5
Hold
0
Sell
Moderate Buy
premium
$191.11B
68.72%
NKE
Nike
$77.61
$1.65
(
2.08%
)
premium
16
Buy
13
Hold
0
Sell
Moderate Buy
premium
$117.99B
-26.36%
0LD8
Target
$131.00
$6.037
(
4.83%
)
premium
13
Buy
15
Hold
0
Sell
Moderate Buy
premium
$60.13B
-0.71%
WMT
Walmart
$91.31
$1.81
(
2.02%
)
premium
26
Buy
2
Hold
0
Sell
Strong Buy
premium
$719.42B
72.05%
ULTA
Ulta Beauty
$360.47
$2.18
(
0.6%
)
premium
11
Buy
10
Hold
2
Sell
Moderate Buy
premium
$17.09B
-12.55%
MCD
McDonald's
$296.33
$0.14
(
0.05%
)
premium
17
Buy
11
Hold
0
Sell
Moderate Buy
premium
$212.26B
4.83%
TGT
Target
$126.55
$3.98
(
3.05%
)
premium
13
Buy
15
Hold
0
Sell
Moderate Buy
premium
$60.13B
-0.71%
EBTC
Enterprise Bancorp
$36.70
$0.72
(
1.92%
)
premium
―
premium
$465.10M
39.73%
AXP
American Express
$305.57
$0.36
(
0.12%
)
premium
6
Buy
9
Hold
1
Sell
Moderate Buy
premium
$215.00B
85.63%
JPM
JPMorgan Chase & Co.
$249.97
$0.32
(
0.13%
)
premium
10
Buy
6
Hold
1
Sell
Moderate Buy
premium
$704.65B
63.01%
V
Visa
$311.82
$1.37
(
0.44%
)
premium
22
Buy
3
Hold
0
Sell
Strong Buy
premium
$613.77B
23.16%
F
Ford Motor
$11.10
$0.3
(
2.63%
)
premium
4
Buy
9
Hold
1
Sell
Hold
premium
$45.31B
9.62%
PGR
Progressive
$268.02
$2.14
(
0.8%
)
premium
12
Buy
4
Hold
0
Sell
Strong Buy
premium
$155.76B
62.40%
SCHW
Charles Schwab
$82.25
$0.48
(
0.59%
)
premium
7
Buy
7
Hold
1
Sell
Moderate Buy
premium
$149.68B
44.91%
GAP
Gap Inc
$24.15
$0.68
(
2.74%
)
premium
7
Buy
7
Hold
1
Sell
Moderate Buy
premium
$9.34B
31.65%
TIPRX
< FUND >
Bluerock Total Income + Real Estate Fund Class A
$26.65
$0.02
(
0.08%
)
premium
―
premium
$703.08M
-12.82%
BACIX
< FUND >
BlackRock Fds, All-Cap Energy & Resources Ptf Insti Class
$14.54
$0.28
(
1.89%
)
premium
29
Buy
3
Hold
0
Sell
Moderate Buy
premium
―
8.10%
BBN
< FUND >
BlackRock Taxable Municipal Bond Trust
$16.65
$0.1
(
0.6%
)
premium
―
premium
$1.02B
5.69%
FLYW
Flywire
$22.46
$0.49
(
2.14%
)
premium
6
Buy
2
Hold
0
Sell
Strong Buy
premium
$2.86B
-1.21%
CRM
Salesforce
$343.18
$4.07
(
1.2%
)
premium
34
Buy
8
Hold
1
Sell
Strong Buy
premium
$324.19B
51.13%
AVGO
Broadcom
$164.74
$0.08
(
0.05%
)
premium
22
Buy
3
Hold
0
Sell
Strong Buy
premium
$769.80B
68.38%
SMCI
Super Micro Computer
$34.43
$3.98
(
10.36%
)
premium
2
Buy
6
Hold
2
Sell
Hold
premium
$22.49B
34.46%
CMI
Cummins
$377.39
$2.12
(
0.56%
)
premium
3
Buy
6
Hold
2
Sell
Hold
premium
$51.48B
66.42%
ABM
ABM Industries
$56.80
$0.56
(
0.98%
)
premium
0
Buy
4
Hold
0
Sell
Hold
premium
$3.60B
39.16%
AAIRF
American Aires
$0.13
<$0.001
(
0.53%
)
premium
―
premium
$13.86M
-18.01%
SZR
Southwest Gas
€74.50
€0.5
(
0.68%
)
premium
1
Buy
2
Hold
0
Sell
Moderate Buy
premium
€5.43B
31.80%
0L8F
Southwest Airlines
$32.44
$0.566
(
1.78%
)
premium
2
Buy
9
Hold
2
Sell
Hold
premium
$19.45B
30.40%
DAL
Delta Air Lines
$64.14
$0.35
(
0.54%
)
premium
18
Buy
0
Hold
0
Sell
Strong Buy
premium
$41.61B
78.64%
RETTX
< FUND >
Global Real Estate Securities Fund Class M
$31.18
$0.31
(
1%
)
premium
84
Buy
38
Hold
3
Sell
Moderate Buy
premium
―
16.69%
OANBX
< FUND >
Oakmark Equity and Income Fund Institutional Class
$37.56
$0.41
(
1.1%
)
premium
―
premium
―
16.32%
TT8
Trade Desk
€124.30
€2.08
(
1.7%
)
premium
21
Buy
4
Hold
1
Sell
Strong Buy
premium
€61.08B
92.28%
WISE
Wise PLC Class A
873.00p
3p
(
0.34%
)
premium
5
Buy
2
Hold
1
Sell
Moderate Buy
premium
£12.53B
14.52%
WISE
< ETF >
Themes Generative Artificial Intelligence ETF
$33.42
$0.37
(
1.09%
)
premium
469
Buy
177
Hold
32
Sell
Moderate Buy
premium
$14.38M
33.02%
1SBUX
Starbucks
€97.77
€0.47
(
0.48%
)
premium
15
Buy
6
Hold
4
Sell
Moderate Buy
premium
€110.46B
-0.91%
SBUX
Starbucks
$100.68
$1.16
(
1.14%
)
premium
15
Buy
6
Hold
4
Sell
Moderate Buy
premium
$115.47B
-0.91%
TIP
< ETF >
iShares TIPS Bond ETF
$108.11
$0.25
(
0.23%
)
premium
―
premium
$16.05B
3.08%
XRP-USD
Ripple
$1.39
$0.065
(
4.46%
)
premium
―
premium
$141.96B
133.39%
BNB-USD
Binance Coin
$615.45
$28.75
(
4.46%
)
premium
―
premium
$90.60B
180.57%
USDC-USD
USD Coin
$1.00
<$0.001
(
0.01%
)
premium
―
premium
$38.69B
0.10%
USDT-USD
Tether
$1.00
>$0.001
(
0.05%
)
premium
―
premium
$138.13B
0.00%
AVAX-USD
Avalanche
$43.23
$0.846
(
2%
)
premium
―
premium
$18.43B
102.13%
SOL-USD
Solana
$231.78
$6.992
(
2.93%
)
premium
―
premium
$139.11B
306.77%
LINK-USD
ChainLink
$17.28
$0.472
(
2.66%
)
premium
―
premium
$17.32B
18.81%
UNI-USD
Uniswap
$11.13
$0.283
(
2.48%
)
premium
―
premium
$11.49B
87.67%
DOT-USD
Polkadot
$8.10
$0.272
(
3.25%
)
premium
―
premium
$12.53B
57.51%
TRX-USD
TRON
$0.20
$0.003
(
1.66%
)
premium
―
premium
$17.13B
86.79%
MATIC-USD
Polygon
$0.53
$0.033
(
5.82%
)
premium
―
premium
$5.42B
-26.62%
BCH-USD
Bitcoin Cash
$493.06
$9.723
(
1.93%
)
premium
―
premium
$9.83B
122.19%
ICP-USD
Internet Computer
$11.19
$0.64
(
5.41%
)
premium
―
premium
$6.00B
151.77%
LTC-USD
Litecoin
$93.27
$1.598
(
1.68%
)
premium
―
premium
$6.99B
35.44%
ETC-USD
Ethereum Classic
$28.34
$1.803
(
5.98%
)
premium
―
premium
$4.38B
58.56%
ATOM-USD
Cosmos
$7.93
$0.108
(
1.34%
)
premium
―
premium
$3.39B
-17.70%
HBAR-USD
Hedera
$0.14
$0.003
(
2.21%
)
premium
―
premium
$6.76B
126.23%
VET-USD
VeChain
$0.04
>$0.001
(
0.69%
)
premium
―
premium
$3.45B
95.24%
XLM-USD
Stellar
$0.44
$0.07
(
13.87%
)
premium
―
premium
$23.17B
328.81%
DOGE-USD
Dogecoin
$0.39
$0.016
(
3.99%
)
premium
―
premium
$58.58B
419.23%
WBTC-USD
Wrapped Bitcoin
$92656.41
$1.778K
(
1.88%
)
premium
―
premium
$13.17B
153.33%
ADA-USD
Cardano
$0.95
$0.026
(
2.7%
)
premium
―
premium
$43.16B
152.60%
ENS-USD
Ethereum Name Service
$22.44
$1.123
(
4.77%
)
premium
―
premium
$2.33B
176.24%
AXS-USD
Axie Infinity
$7.23
$0.351
(
4.64%
)
premium
―
premium
$2.02B
4.51%
CRV-USD
Curve DAO Token
$0.49
$0.03
(
5.86%
)
premium
―
premium
$1.12B
-10.33%
APE-USD
ApeCoin
$1.28
$0.084
(
6.14%
)
premium
―
premium
$1.32B
-19.40%
FTM-USD
Fantom
$1.09
$0.114
(
11.71%
)
premium
―
premium
$3.12B
214.14%
TCPC
BlackRock TCP Capital
$9.19
$0.14
(
1.55%
)
premium
0
Buy
0
Hold
1
Sell
Moderate Sell
premium
$774.60M
-23.69%
CS1
Expand Energy
€95.60
€0
(
0%
)
premium
8
Buy
6
Hold
1
Sell
Moderate Buy
premium
€21.86B
20.35%
84
Results | Showing
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1
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