****5845 - New Portfolio

Performance Portfolio Details

William Brice

****5845

Individual Investor

Ranked #72,593 out of 859,217 TipRanks' Investors

Success Rate

714 out of 939
profitable transactions

Average Return

16.31%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

56.80% SCHD

6.73% WMT

3.32% QSR

3.09% MCD

2.93% AAPL

27.13% Others

By Assets

56.91% ETFs

42.72% Stocks

0.36% Cash

0.00% Funds

0.00% Cryptocurrency

0.00% Options

0.00% Other

By Sector

57.12% General

16.13% Consumer Cyclical

10.33% Consumer Defensive

6.45% Energy

3.96% Technology

2.87% Communication Services

3.13% Other

Portfolio Holdings

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premium

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premium

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premium

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To view investors' portfolios

EBAY

$100.01

-0.39%

9 Buy

14 Hold

0 Sell

Moderate Buy

premium

▲ 45.64%

$66.63

-0.83%

8 Buy

6 Hold

0 Sell

Moderate Buy

premium

▲ 25.12%

UPS

$103.57

+0.34%

10 Buy

8 Hold

2 Sell

Moderate Buy

premium

▼ 45.88%

ETSY

$57.92

+3.45%

7 Buy

9 Hold

1 Sell

Moderate Buy

premium

▼ 26.82%

KHC

$22.01

-0.45%

0 Buy

13 Hold

4 Sell

Hold

premium

▼ 38.1%

NVS

$152.08

-0.85%

3 Buy

3 Hold

0 Sell

Moderate Buy

premium

▲ 53.76%

MAT

$14.84

+1.99%

4 Buy

5 Hold

1 Sell

Moderate Buy

premium

▼ 29.63%

HSY

$191.89

-2.93%

4 Buy

15 Hold

0 Sell

Hold

premium

▼ 1.12%

GLTR

$227.00

-0.68%

―

premium

▲ 150.4%

LQD

$109.94

-0.04%

―

premium

▼ 0.14%

IFF

$71.53

-1.46%

10 Buy

2 Hold

0 Sell

Strong Buy

premium

▼ 8.86%

VWO

$58.09

+0.19%

―

premium

▲ 41.75%

$94.64

-1.38%

5 Buy

10 Hold

1 Sell

Hold

premium

▲ 41.68%

DAL

$71.99

+0.4%

15 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 100.11%

CRM

$177.60

+3.67%

28 Buy

8 Hold

1 Sell

Moderate Buy

premium

▼ 34.64%

ITA

$234.00

-0.61%

285 Buy

100 Hold

7 Sell

Moderate Buy

premium

▲ 103.46%

COUR

$6.15

+3.54%

7 Buy

3 Hold

1 Sell

Moderate Buy

premium

▼ 52.03%

ORCL

$169.81

+4.18%

27 Buy

6 Hold

0 Sell

Strong Buy

premium

▲ 48.59%

EXPE

$257.44

+3.57%

9 Buy

18 Hold

0 Sell

Moderate Buy

premium

▲ 142.75%

UBER

$77.28

+5.99%

26 Buy

2 Hold

0 Sell

Strong Buy

premium

▼ 1.81%

$77.78

-2.11%

16 Buy

3 Hold

1 Sell

Strong Buy

premium

▲ 124.54%

BLK

$1048.60

-0.57%

10 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 56.16%

FDX

$364.92

-1.41%

16 Buy

5 Hold

1 Sell

Moderate Buy

premium

▲ 62.71%

AXSM

$184.18

15 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 199.72%

XRT

$83.88

+0.3%

500 Buy

265 Hold

39 Sell

Moderate Buy

premium

▲ 39.2%

VRTX

$441.70

-0.58%

21 Buy

4 Hold

0 Sell

Strong Buy

premium

▲ 37.4%

IHG

$142.45

-1.24%

5 Buy

4 Hold

1 Sell

Moderate Buy

premium

▲ 100.38%

CROX

$102.52

+1.3%

4 Buy

7 Hold

1 Sell

Hold

premium

▼ 18.62%

IVV

$703.19

+0.79%

5K Buy

3K Hold

298 Sell

Moderate Buy

premium

▲ 41.75%

GOOGL

$337.12

+1.26%

25 Buy

5 Hold

0 Sell

Strong Buy

premium

▲ 106.69%

LOW

$243.99

-1.79%

14 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 6.24%

AMD

$258.12

+1.2%

20 Buy

8 Hold

0 Sell

Moderate Buy

premium

▲ 209.53%

INTU

$389.72

+6.25%

19 Buy

4 Hold

0 Sell

Strong Buy

premium

▼ 25.92%

ETN

$395.06

-1.7%

10 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 87.95%

NVDA

$198.87

+1.2%

41 Buy

1 Hold

1 Sell

Strong Buy

premium

▲ 174.31%

AZO

$3536.42

+0.8%

18 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 44.34%

TFLO

$50.55

―

premium

▼ 0.18%

PLCE

$3.32

+11.22%

0 Buy

1 Hold

0 Sell

Hold

premium

▼ 79.09%

BLMN

$6.55

+2.18%

0 Buy

5 Hold

1 Sell

Hold

premium

▼ 68.06%

TMUS

$190.19

+0.1%

14 Buy

3 Hold

0 Sell

Strong Buy

premium

▼ 10.46%

$338.91

-1.11%

17 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 0.3%

ROST

$224.15

+0.39%

13 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 73.25%

$121.56

+1.65%

9 Buy

8 Hold

1 Sell

Moderate Buy

premium

▼ 5.58%

TJX

$160.23

-0.03%

13 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 86.33%

NKE

$45.44

+2.81%

13 Buy

11 Hold

0 Sell

Moderate Buy

premium

▼ 58.56%

HLT

$328.91

-0.75%

8 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 117.65%

PZZA

$36.94

+5.57%

2 Buy

5 Hold

0 Sell

Moderate Buy

premium

▼ 42.63%

GAP

$25.80

+3.57%

9 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 30.95%

ADRNY

$48.19

-0.29%

―

premium

▲ 48.26%

DNUT

$3.46

+4.22%

2 Buy

2 Hold

2 Sell

Hold

premium

▼ 60.51%

DLTR

$101.33

+0.66%

8 Buy

5 Hold

6 Sell

Hold

premium

▼ 0.15%

WEN

$6.90

+1.77%

0 Buy

16 Hold

4 Sell

Hold

premium

▼ 56.84%

CMG

$35.25

+0.95%

21 Buy

6 Hold

0 Sell

Strong Buy

premium

▼ 23.17%

$46.12

-0.11%

4 Buy

7 Hold

2 Sell

Hold

premium

▲ 37.51%

BRK.B

$474.09

-0.72%

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

▲ 27.99%

DIN

$27.68

+4.14%

0 Buy

4 Hold

0 Sell

Hold

premium

▼ 26.82%

SONY

$21.24

+1.38%

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

▲ 28.56%

DKS

$216.98

+0.34%

8 Buy

4 Hold

0 Sell

Moderate Buy

premium

▲ 56.9%

TGT

$122.87

+2.79%

11 Buy

13 Hold

2 Sell

Moderate Buy

premium

▼ 2.16%

CHTR

$220.29

+2.19%

4 Buy

6 Hold

3 Sell

Hold

premium

▼ 29.51%

SBUX

$98.34

-0.13%

14 Buy

12 Hold

2 Sell

Moderate Buy

premium

▲ 18.21%

SHEL

$89.84

-1.66%

5 Buy

4 Hold

0 Sell

Moderate Buy

premium

▲ 34.55%

AMZN

$248.50

-0.21%

42 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 15.88%

XOM

$149.01

-0.15%

13 Buy

7 Hold

1 Sell

Moderate Buy

premium

▲ 36.59%

QSR

$78.72

+0.19%

12 Buy

6 Hold

1 Sell

Moderate Buy

premium

▲ 19.43%

MPC

$223.03

-0.4%

10 Buy

6 Hold

0 Sell

Moderate Buy

premium

▲ 62.39%

CVS

$74.99

-3.39%

16 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 0.39%

CLSK

$11.26

-0.09%

12 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 2.09%

YUM

$161.94

+0.23%

5 Buy

14 Hold

0 Sell

Moderate Buy

premium

▲ 11.79%

MCD

$306.26

+1%

15 Buy

10 Hold

0 Sell

Moderate Buy

premium

▲ 0.3%

DPZ

$368.07

-0.3%

9 Buy

8 Hold

1 Sell

Moderate Buy

premium

▼ 17.72%

AAPL

$266.43

+2.94%

15 Buy

8 Hold

1 Sell

Moderate Buy

premium

▲ 22.22%

WMT

$124.76

-0.23%

28 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 28.72%

SCHD

$30.65

-0.2%

446 Buy

483 Hold

68 Sell

Moderate Buy

premium

▲ 14.51%

$12.71

4 Buy

8 Hold

1 Sell

Hold

premium

▼ 5.75%

ABNB

$137.51

+2.73%

14 Buy

12 Hold

1 Sell

Moderate Buy

premium

▼ 2.32%

GOOG

$334.47

+1.18%

12 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 90.9%

AMC

$1.67

+8.44%

1 Buy

3 Hold

1 Sell

Hold

premium

▼ 67.01%

CASY

$736.83

-0.76%

6 Buy

6 Hold

0 Sell

Moderate Buy

premium

▲ 93.72%

IAU

$90.24

-1.03%

―

premium

▲ 70.84%

SHOP

$127.41

+8.3%

29 Buy

5 Hold

0 Sell

Strong Buy

premium

▲ 11.09%

FIVE

$223.32

+1.58%

11 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 97.21%

BITB

$40.76

+1.02%

―

premium

▼ 20.47%

COST

$984.75

+1.02%

16 Buy

6 Hold

1 Sell

Moderate Buy

premium

▲ 6.57%

NFLX

$107.71

+1.35%

30 Buy

10 Hold

0 Sell

Strong Buy

premium

▲ 15.27%

MSFT

$411.22

+4.61%

35 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 7.03%

VTI

$345.24

+0.76%

14K Buy

7K Hold

845 Sell

Moderate Buy

premium

▲ 24.91%

DDS

$606.49

+0.4%

0 Buy

1 Hold

1 Sell

Moderate Sell

premium

▲ 52.84%