Education

Personal Finance How To Use TipRanks TipRanks Labs Webinar Center Glossary FAQs

About Us

About TipRanks Contact Us Careers Reviews Mobile APP

Working with TipRanks

Enterprise Solutions Top Online Brokers Become an Affiliate

News Trending Portfolio

TOOLS

Top Smart Score Stocks

STOCKS

Best High Yield Dividend Stocks

Dividend Aristocrats

Dividend Stock Comparison

New

Dividend Calculator

Dividend Returns Comparison

Dividend Calendar

Top Analysts

Top Financial Bloggers

Top-Performing Corporate Insiders

Top Hedge Fund Managers

Top Research Firms

Top Individual Investors

News

Portfolio

Personal Finance Center

Mortgages

Loans

Investing & Retirement

Spending & Savings

Calculators

Compound Interest Calculator

Student Loan Calculator

401k Retirement Calculator

Education

About Us

Working with TipRanks

Enterprise Solutions

Top Online Brokers

Become an Affiliate

ShawnaC0914 - New Portfolio

Performance Portfolio Details

Shawna Cortez

ShawnaC0914

Individual Investor

Ranked #520,979 out of 757,311 TipRanks' Investors

Success Rate

60 out of 126
profitable transactions

Average Return

-6.36%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

58.91% RETTX

13.41% NKE

5.64% BBN

5.57% SMCI

5.03% GB:0LD8

11.44% Others

By Assets

64.74% Funds

34.24% Stocks

0.83% Cryptocurrency

0.19% Cash

<0.01% ETFs

By Sector

64.86% General

15.37% Consumer Cyclical

5.80% Technology

5.12% Consumer Defensive

3.64% Financial

5.21% Other

Portfolio Holdings

w482a5

premium

w482a5

premium

w482a5

e27r1sm6b4p

premium

e27r1sm6b4p

premium

e27r1sm6b4p

29eptja

premium

29eptja

premium

29eptja

p3461xwcszi

premium

p3461xwcszi

premium

p3461xwcszi

zvk2hliiwvj

premium

zvk2hliiwvj

premium

zvk2hliiwvj

9omiz65rtuc

premium

9omiz65rtuc

premium

9omiz65rtuc

aqjmqdo

premium

aqjmqdo

premium

aqjmqdo

qyysoayz6c

premium

qyysoayz6c

premium

qyysoayz6c

xks97w

premium

xks97w

premium

xks97w

o8nw97zlrga

premium

o8nw97zlrga

premium

o8nw97zlrga

To view investors' portfolios

META

Meta Platforms

$559.10

$21.15

(3.93%)

Pre

0.34%

premium

41 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.41T

76.34%

AAPL

Apple

$228.87

$8.18

(3.71%)

Pre

0.4%

premium

24 Buy

8 Hold

1 Sell

Moderate Buy

premium

$3.48T

23.24%

MSFT

Microsoft

$438.69

$7.88

(1.83%)

Pre

0.09%

premium

29 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.26T

31.08%

SPY < ETF >

SPDR S&P 500 ETF Trust

$570.98

$9.58

(1.71%)

Pre

0.46%

premium

4K Buy

3K Hold

296 Sell

Moderate Buy

premium

$557.72B

27.99%

QQQ < ETF >

Invesco QQQ Trust

$483.36

$11.92

(2.53%)

Pre

0.23%

premium

1K Buy

615 Hold

62 Sell

Moderate Buy

premium

$284.92B

29.32%

AMZN

Amazon

$189.87

$3.44

(1.85%)

Pre

0.34%

premium

42 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.99T

35.46%

NVDA

Nvidia

$117.87

$4.5

(3.97%)

Pre

0.61%

premium

39 Buy

3 Hold

0 Sell

Strong Buy

premium

$2.89T

160.50%

ETH-USD

Ethereum

$2547.11

$115.226

(4.74%)

premium

―

premium

$307.18B

53.92%

VO < ETF >

Vanguard Mid-Cap ETF

$261.97

$3.45

(1.33%)

Pre

<0.01%

premium

2K Buy

2K Hold

171 Sell

Moderate Buy

premium

$70.38B

20.21%

GOOGL

Alphabet Class A

$162.14

$2.33

(1.46%)

Pre

0.07%

premium

27 Buy

9 Hold

0 Sell

Strong Buy

premium

$2.00T

15.77%

BTC-USD

Bitcoin

$63324.53

$1.377K

(2.22%)

premium

―

premium

$1.26T

129.15%

RKT

Rocket Companies

$19.19

$1.23

(6.02%)

Pre

1.04%

premium

0 Buy

10 Hold

4 Sell

Moderate Sell

premium

$38.18B

122.20%

RKT

Reckitt

4549.00p

53p

(1.15%)

premium

5 Buy

7 Hold

0 Sell

Moderate Buy

premium

£31.74B

-20.11%

RKT

Rocket Sharing Company S.p.A.

€0.30

€0

(0%)

premium

―

premium

―

-35.50%

AFAAX < FUND >

Yorktown Capital Appreciation Fund Institutional Class

$23.74

(0%)

premium

38 Buy

8 Hold

0 Sell

Moderate Buy

premium

―

0.00%

BDFIX < FUND >

Baron Discovery Fund Institutional Shares

$30.35

$0.54

(1.81%)

premium

49 Buy

12 Hold

0 Sell

Moderate Buy

premium

―

16.86%

TTD

Trade Desk

$110.14

$2.12

(1.96%)

Pre

0.14%

premium

20 Buy

2 Hold

1 Sell

Strong Buy

premium

$53.87B

36.63%

GLBE

Global-e Online

$37.96

$0.49

(1.31%)

premium

9 Buy

0 Hold

0 Sell

Strong Buy

premium

$6.34B

1.46%

RBLX

Roblox

$46.30

$1.02

(2.25%)

Pre

0.58%

premium

13 Buy

8 Hold

1 Sell

Moderate Buy

premium

$29.97B

67.95%

ISRG

Intuitive Surgical

$490.01

$7.92

(1.64%)

Pre

0.19%

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$174.13B

60.88%

NKE

Nike

$80.98

$0.08

(0.1%)

Pre

6.69%

premium

15 Buy

18 Hold

0 Sell

Moderate Buy

premium

$121.43B

-14.50%

0LD8

Target

$156.89

$3.37

(2.2%)

premium

17 Buy

10 Hold

0 Sell

Moderate Buy

premium

$72.09B

29.96%

WMT

Walmart

$78.04

$0.99

(1.25%)

Pre

0.13%

premium

27 Buy

2 Hold

0 Sell

Strong Buy

premium

$627.31B

45.12%

ULTA

Ulta Beauty

$403.29

$0.57

(0.14%)

Pre

0.2%

premium

13 Buy

9 Hold

2 Sell

Moderate Buy

premium

$19.00B

-2.20%

MCD

McDonald's

$293.85

$1.82

(0.62%)

Pre

0.2%

premium

18 Buy

8 Hold

0 Sell

Moderate Buy

premium

$210.79B

5.00%

TGT

Target

$156.49

$2.89

(1.88%)

Pre

0.09%

premium

17 Buy

10 Hold

0 Sell

Moderate Buy

premium

$72.09B

27.82%

EBTC

Enterprise Bancorp

$32.35

$0.7

(2.21%)

premium

―

premium

$401.92M

18.41%

AXP

American Express

$268.75

$6.57

(2.51%)

Pre

0.33%

premium

6 Buy

10 Hold

1 Sell

Moderate Buy

premium

$191.06B

64.53%

JPM

JPMorgan Chase & Co.

$210.48

$2.95

(1.42%)

Pre

0.11%

premium

15 Buy

5 Hold

0 Sell

Strong Buy

premium

$598.85B

39.35%

Visa

$285.24

$3.24

(1.12%)

Pre

0.04%

premium

24 Buy

5 Hold

0 Sell

Strong Buy

premium

$563.61B

18.44%

Ford Motor

$10.92

$0.06

(0.55%)

Pre

1.01%

premium

5 Buy

9 Hold

1 Sell

Moderate Buy

premium

$43.41B

-12.58%

PGR

Progressive

$255.30

$2.36

(0.92%)

Pre

0.12%

premium

12 Buy

5 Hold

0 Sell

Moderate Buy

premium

$149.52B

80.85%

SCHW

Charles Schwab

$64.76

$1.2

(1.89%)

Pre

0.39%

premium

8 Buy

7 Hold

1 Sell

Moderate Buy

premium

$118.47B

10.10%

GAP

Gap Inc

$20.46

$0.3

(1.49%)

Pre

0.34%

premium

7 Buy

5 Hold

0 Sell

Moderate Buy

premium

$7.70B

108.35%

TIPRX < FUND >

Bluerock Total Income + Real Estate Fund Class A

$26.93

(0%)

premium

―

premium

$711.00M

-16.03%

BACIX < FUND >

BlackRock Fds, All-Cap Energy & Resources Ptf Insti Class

$13.90

$0.18

(1.31%)

premium

27 Buy

5 Hold

0 Sell

Moderate Buy

premium

―

-2.83%

BBN < FUND >

BlackRock Taxable Municipal Bond Trust

$18.04

$0.04

(0.22%)

premium

―

premium

$1.11B

15.94%

FLYW

Flywire

$16.99

$0.33

(1.98%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$2.13B

-45.66%

CRM

Salesforce

$265.99

$13.56

(5.37%)

Pre

0.12%

premium

28 Buy

10 Hold

1 Sell

Moderate Buy

premium

$254.29B

17.03%

AVGO

Broadcom

$167.42

$6.28

(3.9%)

Pre

0.78%

premium

24 Buy

3 Hold

0 Sell

Strong Buy

premium

$781.95B

90.38%

SMCI

Super Micro Computer

$437.20

$0.32

(0.07%)

Pre

0.87%

premium

2 Buy

10 Hold

1 Sell

Hold

premium

$25.60B

76.35%

CMI

Cummins

$309.14

$8.49

(2.82%)

Pre

<0.01%

premium

2 Buy

7 Hold

2 Sell

Hold

premium

$42.37B

32.79%

ABM

ABM Industries

$51.83

$0.89

(1.75%)

premium

0 Buy

4 Hold

0 Sell

Hold

premium

$3.25B

25.68%

AAIRF

American Aires

$0.28

$0.003

(1.26%)

premium

―

premium

$25.79M

178.79%

SW5

Southwestern Energy

€5.70

€0.091

(1.62%)

premium

1 Buy

8 Hold

0 Sell

Hold

premium

€6.48B

7.36%

SZR

Southwest Gas

€65.50

€0

(0%)

premium

1 Buy

3 Hold

0 Sell

Hold

premium

€4.77B

17.80%

0L8F

Southwest Airlines

$29.12

$0.46

(1.61%)

premium

3 Buy

6 Hold

1 Sell

Hold

premium

$17.34B

1.47%

DAL

Delta Air Lines

$47.13

$0.21

(0.45%)

Pre

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$30.42B

18.93%

RETTX < FUND >

Global Real Estate Securities Fund Class M

$32.40

$0.12

(0.37%)

premium

89 Buy

32 Hold

4 Sell

Moderate Buy

premium

―

19.91%

OANBX < FUND >

Oakmark Equity and Income Fund Institutional Class

$36.26

$0.32

(0.89%)

premium

―

premium

―

11.72%

TT8

Trade Desk

€99.57

€2.69

(2.78%)

premium

20 Buy

2 Hold

1 Sell

Strong Buy

premium

€48.27B

36.63%

WISE

Wise PLC Class A

657.00p

15.742p

(2.34%)

premium

6 Buy

1 Hold

1 Sell

Moderate Buy

premium

£9.55B

-5.73%

WISE < ETF >

Themes Generative Artificial Intelligence ETF

$29.23

$0.784

(2.75%)

premium

465 Buy

190 Hold

33 Sell

Moderate Buy

premium

$12.68M

12.00%

1SBUX

Starbucks

€86.89

€0.23

(0.26%)

premium

14 Buy

9 Hold

1 Sell

Moderate Buy

premium

€98.39B

1.83%

SBUX

Starbucks

$96.90

$0.78

(0.81%)

Pre

premium

14 Buy

9 Hold

1 Sell

Moderate Buy

premium

$109.81B

0.87%

TIP < ETF >

iShares TIPS Bond ETF

$110.70

$0.33

(0.3%)

premium

―

premium

$18.38B

5.30%

XRP-USD

Ripple

$0.59

$0.004

(0.63%)

premium

―

premium

$58.85B

12.43%

BNB-USD

Binance Coin

$571.29

$17.692

(3.2%)

premium

―

premium

$83.71B

163.74%

USDC-USD

USD Coin

$1.00

<$0.001

(<0.01%)

premium

―

premium

$35.56B

-0.10%

USDT-USD

Tether

$1.00

>$0.001

(>0.01%)

premium

―

premium

$124.41B

0.00%

AVAX-USD

Avalanche

$28.63

$2.704

(10.43%)

premium

―

premium

$12.59B

206.37%

SOL-USD

Solana

$151.05

$12.598

(9.1%)

premium

―

premium

$87.15B

592.18%

LINK-USD

ChainLink

$11.67

$0.513

(4.6%)

premium

―

premium

$11.56B

64.72%

UNI-USD

Uniswap

$6.89

$0.022

(0.32%)

premium

―

premium

$6.90B

55.60%

DOT-USD

Polkadot

$4.38

$0.146

(3.44%)

premium

―

premium

$6.50B

4.87%

TRX-USD

TRON

$0.15

$0.002

(1.32%)

premium

―

premium

$13.22B

80.95%

MATIC-USD

Polygon

$0.41

$0.013

(3.33%)

premium

―

premium

$4.05B

-25.23%

BCH-USD

Bitcoin Cash

$340.64

$5.257

(1.52%)

premium

―

premium

$6.77B

58.66%

ICP-USD

Internet Computer

$8.50

$0.229

(2.77%)

premium

―

premium

$4.42B

173.02%

LTC-USD

Litecoin

$66.05

$1.104

(1.7%)

premium

―

premium

$4.96B

-1.36%

ETC-USD

Ethereum Classic

$19.15

$0.624

(3.37%)

premium

―

premium

$2.84B

21.84%

ATOM-USD

Cosmos

$4.56

$0.1

(2.25%)

premium

―

premium

$1.89B

-38.71%

HBAR-USD

Hedera

$0.05

$0.001

(2.37%)

premium

―

premium

$2.67B

4.00%

VET-USD

VeChain

$0.02

$0.002

(7.48%)

premium

―

premium

$1.99B

35.29%

XLM-USD

Stellar

$0.10

<$0.001

(0.72%)

premium

―

premium

$4.84B

-19.33%

DOGE-USD

Dogecoin

$0.11

$0.002

(2.14%)

premium

―

premium

$15.55B

67.74%

WBTC-USD

Wrapped Bitcoin

$63260.36

$1.392K

(2.25%)

premium

―

premium

$9.74B

133.75%

ADA-USD

Cardano

$0.36

$0.013

(3.65%)

premium

―

premium

$16.13B

41.50%

ENS-USD

Ethereum Name Service

$18.63

$0.863

(4.85%)

premium

―

premium

$1.88B

143.12%

AXS-USD

Axie Infinity

$5.02

$0.136

(2.78%)

premium

―

premium

$1.36B

11.16%

CRV-USD

Curve DAO Token

$0.29

$0.004

(1.26%)

premium

―

premium

$624.54M

-35.16%

APE-USD

ApeCoin

$0.79

$0.022

(2.86%)

premium

―

premium

$813.33M

-28.91%

FTM-USD

Fantom

$0.66

$0.022

(3.4%)

premium

―

premium

$2.03B

234.38%

TCPC

BlackRock TCP Capital

$8.46

$0.02

(0.24%)

premium

0 Buy

2 Hold

1 Sell

Moderate Sell

premium

$724.10M

-30.08%