New Portfolio Apr 2024 - New Portfolio

David A Certuche

New Portfolio Apr 2024
Individual Investor
Ranked #145,172 out of 757,311 TipRanks' Investors
Success Rate
66%
42 out of 64
profitable transactions
Average Return
5.47%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
47.07% BTC-USD
16.25% AAPL
12.28% GOOGL
8.04% SCHD
6.93% TSLA
9.43% Others
By Assets
48.82% Cryptocurrency
41.27% Stocks
9.86% ETFs
0.05% Cash
0.00% Funds
By Sector
48.84% Crypto
16.59% Technology
12.71% Communication Services
9.87% General
6.93% Consumer Cyclical
5.06% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AAPL
Apple
$228.87
$8.18
(3.71%)
premium
24 Buy
8 Hold
1 Sell
Moderate Buy
premium
$3.36T
23.24%
AXP
American Express
$268.75
$6.57
(2.51%)
premium
6 Buy
10 Hold
1 Sell
Moderate Buy
premium
$186.39B
64.53%
BAC
Bank of America
$40.87
$1.25
(3.15%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$307.43B
38.29%
CVX
Chevron
$144.99
$1.03
(0.72%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$263.29B
-13.90%
KHC
Kraft Heinz
$34.99
$0.15
(0.43%)
premium
6 Buy
7 Hold
1 Sell
Moderate Buy
premium
$42.49B
3.54%
KO
Coca-Cola
$70.62
$1.13
(1.57%)
premium
12 Buy
7 Hold
0 Sell
Moderate Buy
premium
$309.23B
23.32%
MCO
Moody's
$490.11
$5.44
(1.12%)
premium
8 Buy
6 Hold
0 Sell
Moderate Buy
premium
$88.26B
42.26%
MSFT
Microsoft
$438.69
$7.88
(1.83%)
premium
29 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.20T
31.08%
NVDA
Nvidia
$117.87
$4.5
(3.97%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.78T
160.50%
OXY
Occidental Petroleum
$52.03
$0.28
(0.54%)
premium
6 Buy
10 Hold
1 Sell
Moderate Buy
premium
$46.87B
-21.36%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$483.36
$11.92
(2.53%)
premium
1K Buy
613 Hold
63 Sell
Moderate Buy
premium
$285.18B
27.46%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$570.98
$9.58
(1.71%)
premium
4K Buy
3K Hold
296 Sell
Moderate Buy
premium
$553.72B
26.81%
USB
US Bancorp
$46.47
$1.29
(2.86%)
premium
7 Buy
11 Hold
0 Sell
Moderate Buy
premium
$70.50B
30.61%
PEP
PepsiCo
$174.66
$0.55
(0.31%)
premium
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$240.66B
-1.74%
TSLA
Tesla
$243.92
$16.72
(7.36%)
premium
12 Buy
16 Hold
8 Sell
Hold
premium
$725.82B
-14.75%
AMZN
Amazon
$189.87
$3.44
(1.85%)
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.96T
35.46%
META
Meta Platforms
$559.10
$21.15
(3.93%)
premium
41 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.36T
76.34%
GOOGL
Alphabet Class A
$162.14
$2.33
(1.46%)
premium
27 Buy
9 Hold
0 Sell
Strong Buy
premium
$1.97T
15.77%
ETH-USD
Ethereum
$2456.80
$57.902
(2.41%)
premium
premium
$289.67B
47.11%
BTC-USD
Bitcoin
$62765.74
$510.702
(0.82%)
premium
premium
$1.22T
131.59%
BABA
Alibaba
$88.49
$4.07
(4.82%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$203.83B
-3.09%
TXLZF
Tesla Exploration
<$0.01
$0
(0%)
premium
premium
$7.91M
0.00%
GB:0R0X
Tesla
$228.20
$3.8
(1.64%)
premium
12 Buy
16 Hold
8 Sell
Hold
premium
$725.82B
-14.75%
DE:TL0
Tesla
€216.85
€11.6
(5.65%)
premium
12 Buy
16 Hold
8 Sell
Hold
premium
€654.83B
-14.75%
IT:1TSLA
Tesla
€205.00
€3.3
(1.58%)
premium
12 Buy
16 Hold
8 Sell
Hold
premium
€654.83B
-14.75%
TSL
TSL
< ETF >
GraniteShares 1.25x Long Tesla Daily ETF GraniteShares 1.25x Long TSLA Daily ETF
$9.94
$0.83
(9.11%)
premium
premium
$9.08M
-53.52%
ETC-USD
Ethereum Classic
$18.68
$0.14
(0.76%)
premium
premium
$2.75B
17.63%
SCHX
SCHX
< ETF >
Schwab U.S. Large-Cap ETF
$67.53
$1.13
(1.7%)
premium
6K Buy
4K Hold
416 Sell
Moderate Buy
premium
$45.26B
26.33%
IVV
IVV
< ETF >
iShares Core S&P 500 ETF
$574.19
$9.68
(1.71%)
premium
4K Buy
3K Hold
296 Sell
Moderate Buy
premium
$520.44B
26.34%
AGG
AGG
< ETF >
iShares Core U.S. Aggregate Bond ETF
$101.57
$0.01
(<0.01%)
premium
premium
$120.98B
6.51%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$84.87
$0.73
(0.87%)
premium
403 Buy
456 Hold
67 Sell
Moderate Buy
premium
$60.72B
14.59%
SWBI
Smith & Wesson Brands
$13.52
$0.38
(2.89%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$595.19M
12.74%
FDS
Factset Research
$469.48
$22.67
(5.07%)
premium
0 Buy
7 Hold
4 Sell
Moderate Sell
premium
$17.00B
4.81%
NDAQ
Nasdaq
$74.29
$1.39
(1.91%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$41.90B
43.14%