New Portfolio Apr 2024 - New Portfolio

Ed Chiu

New Portfolio Apr 2024
Individual Investor
Ranked #358,921 out of 794,370 TipRanks' Investors
Success Rate
49%
209 out of 428
profitable transactions
Average Return
3.69%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
85.35% BRK.A
2.81% TSE:CSU
1.18% TDG
1.18% TPL
0.93% NVDA
8.55% Others
By Assets
97.62% Stocks
2.39% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
86.27% Financial
5.85% Technology
2.44% General
1.77% Industrials
1.19% Energy
2.47% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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$204.56
$19.33
(8.63%)
premium
17 Buy
11 Hold
4 Sell
Moderate Buy
premium
$3.35T
31.97%
$374.63
$7.51
(1.97%)
premium
32 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.84T
-9.31%
$104.68
$5.74
(5.2%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.69T
24.12%
QQQ
QQQ
< ETF >
$455.80
$20.35
(4.27%)
premium
1K Buy
629 Hold
66 Sell
Moderate Buy
premium
$297.17B
7.70%
SPY
SPY
< ETF >
$542.39
$22.13
(3.92%)
premium
5K Buy
3K Hold
285 Sell
Moderate Buy
premium
$572.78B
8.68%
C$4571.21
C$168.79
(3.56%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
C$97.55B
28.16%
$541.72
$42.21
(7.23%)
premium
44 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.48T
17.82%
$71.95
$0.51
(0.7%)
premium
17 Buy
3 Hold
1 Sell
Strong Buy
premium
$66.64B
-17.22%
$234.63
$0.07
(0.03%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$94.01B
11.47%
$257.65
$13.885
(5.11%)
premium
30 Buy
8 Hold
2 Sell
Moderate Buy
premium
$259.66B
-10.89%
$249.07
$26.175
(9.51%)
premium
9 Buy
13 Hold
1 Sell
Moderate Buy
premium
$189.64B
19.93%
$229.81
$16.01
(6.51%)
premium
11 Buy
6 Hold
0 Sell
Moderate Buy
premium
$681.30B
23.96%
$98.40
$4.56
(4.43%)
premium
24 Buy
12 Hold
1 Sell
Moderate Buy
premium
$166.55B
-42.48%
$69.35
$5.14
(6.9%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$3.38B
41.67%
C$101.02
C$2.82
(2.72%)
premium
17 Buy
3 Hold
1 Sell
Strong Buy
premium
C$94.97B
-17.22%
$11.42
$1
(8.05%)
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$4.09B
-36.06%
$71.06
$12.33
(14.79%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.85B
-40.05%
$108.07
$7.87
(6.79%)
premium
10 Buy
1 Hold
0 Sell
Strong Buy
premium
$11.65B
65.27%
$85.65
$11.03
(11.41%)
premium
21 Buy
13 Hold
0 Sell
Moderate Buy
premium
$126.95B
24.99%
$23.45
$1.05
(4.29%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$962.41M
$530.61
$7.11
(1.32%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.15T
27.23%
$801.68
$16.54
(2.02%)
premium
18 Buy
1 Hold
0 Sell
Strong Buy
premium
$763.35B
5.40%
C$53.09
C$0.54
(1.03%)
premium
2 Buy
6 Hold
0 Sell
Hold
premium
C$14.58B
38.53%
$153.91
$4.95
(3.12%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$1.92T
1.93%
$1380.00
$19.57
(1.4%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$78.37B
13.92%
$74.68
$2.46
(3.41%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$230.09B
8.36%
$485.45
$1.96
(0.41%)
premium
16 Buy
10 Hold
1 Sell
Moderate Buy
premium
$124.48B
18.27%
$73.55
$6.61
(8.25%)
premium
10 Buy
3 Hold
1 Sell
Moderate Buy
premium
$98.99B
7.31%
IWF
IWF
< ETF >
$350.23
$16.63
(4.53%)
premium
4K Buy
2K Hold
209 Sell
Moderate Buy
premium
$96.34B
8.97%
$267.39
$15.37
(5.44%)
premium
16 Buy
11 Hold
12 Sell
Hold
premium
$863.51B
67.93%
$192.15
$19.9
(9.38%)
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$56.01B
53.12%
$17.61
$2.41
(12.04%)
premium
11 Buy
4 Hold
1 Sell
Moderate Buy
premium
$25.15B
30.51%
$352.88
$18.61
(5.01%)
premium
32 Buy
3 Hold
0 Sell
Strong Buy
premium
$89.82B
13.40%
$191.42
$8.35
(4.18%)
premium
15 Buy
1 Hold
0 Sell
Strong Buy
premium
$218.73B
37.19%
$46.80
$1.08
(2.26%)
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$123.79B
-18.63%
$243.50
$6.48
(2.59%)
premium
8 Buy
6 Hold
1 Sell
Moderate Buy
premium
$232.13B
32.54%
IWN
IWN
< ETF >
$144.56
$8.375
(5.48%)
premium
3K Buy
2K Hold
258 Sell
Hold
premium
$10.95B
-2.23%
VBR
VBR
< ETF >
$178.72
$10.93
(5.76%)
premium
3K Buy
2K Hold
330 Sell
Moderate Buy
premium
$28.40B
0.68%
$48.15
$3.1
(6.05%)
premium
premium
53.91%
$794250.00
$12.434K
(1.54%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.15T
27.26%
TSE:VFV
VFV
< ETF >
C$135.49
C$8.43
(5.86%)
premium
premium
13.99%
$18.01
$1.53
(7.83%)
premium
0 Buy
3 Hold
2 Sell
Moderate Sell
premium
$1.93B
-48.06%
$141.71
$12.2
(7.93%)
premium
33 Buy
6 Hold
0 Sell
Strong Buy
premium
$49.96B
-4.26%
IWB
IWB
< ETF >
$297.80
$12.45
(4.01%)
premium
7K Buy
5K Hold
509 Sell
Moderate Buy
premium
$37.17B
8.57%
$92.22
$5.66
(5.78%)
premium
16 Buy
5 Hold
0 Sell
Strong Buy
premium
$176.58B
-20.47%
$35.25
$2.35
(6.25%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$18.56B
-21.44%
C$118.56
C$2.96
(2.44%)
premium
3 Buy
9 Hold
0 Sell
Hold
premium
C$46.82B
1.20%
SPYU
SPYU
< ETF >
$30.64
$5.78
(15.87%)
premium
premium
$157.75M
-5.90%
UPRO
UPRO
< ETF >
$67.05
$8.98
(11.81%)
premium
premium
$3.25B
10.24%
VOO
VOO
< ETF >
$498.50
$20.41
(3.93%)
premium
4K Buy
3K Hold
290 Sell
Moderate Buy
premium
$590.82B
8.15%
SSO
SSO
< ETF >
$77.70
$6.64
(7.87%)
premium
premium
$4.54B
10.41%
C$14.82
C$0.25
(1.66%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
C$1.55B
12.55%
$15.84
$0.44
(2.7%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$478.47M
-30.43%
$292.32
$20.22
(6.47%)
premium
12 Buy
0 Hold
1 Sell
Strong Buy
premium
$79.70B
94.59%
$1263.22
$128.21
(9.21%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$31.09B
135.01%
$47.16
$2.73
(5.47%)
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$8.13B
$12.88
$0.78
(5.71%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$143.72M
-59.89%
$41.65
$0.82
(1.93%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$18.28B
-12.33%