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Personal Portfolio
- New Portfolio
Performance
Portfolio Details
lambert li
Personal Portfolio
Individual Investor
Ranked #185,786 out of 770,014 TipRanks' Investors
Success Rate
80%
8 out of 10
profitable transactions
Average Return
36.46%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
18.86%
SOFI
15.63%
SHOP
11.96%
KMI
10.45%
CSCO
10.07%
AAPL
33.03%
Others
By Assets
91.46%
Stocks
8.54%
Cash
0.00%
ETFs
0.00%
Funds
0.00%
Cryptocurrency
By Sector
53.23%
Technology
18.86%
Financial
11.96%
Energy
10.02%
Consumer Defensive
5.93%
Healthcare
Portfolio Holdings
Select Columns
9
Results | Showing
1
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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
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CSCO
Cisco Systems
$59.59
$0.85
(
1.45%
)
premium
7
Buy
7
Hold
0
Sell
Moderate Buy
premium
$233.95B
21.46%
KMI
Kinder Morgan
$28.09
$0.24
(
0.86%
)
premium
6
Buy
6
Hold
0
Sell
Moderate Buy
premium
$61.87B
60.52%
QTRX
Quanterix
$12.06
$0.36
(
2.9%
)
premium
3
Buy
1
Hold
0
Sell
Strong Buy
premium
$476.67M
-49.31%
SHOP
Shopify
$112.08
$1.08
(
0.97%
)
premium
17
Buy
12
Hold
3
Sell
Moderate Buy
premium
$141.86B
57.78%
MSFT
Microsoft
$427.99
$9.2
(
2.2%
)
premium
26
Buy
3
Hold
0
Sell
Strong Buy
premium
$3.11T
10.96%
SOFI
SoFi Technologies
$15.49
$0.21
(
1.34%
)
premium
5
Buy
7
Hold
2
Sell
Hold
premium
$17.04B
128.86%
BTI
British American Tobacco
$37.71
$0.38
(
1.02%
)
premium
0
Buy
0
Hold
1
Sell
Moderate Sell
premium
$82.06B
15.47%
AAPL
Apple
$235.06
$2.19
(
0.94%
)
premium
24
Buy
8
Hold
2
Sell
Moderate Buy
premium
$3.52T
22.58%
TSM
Taiwan Semiconductor Manufacturing
$183.84
$1.24
(
0.67%
)
premium
5
Buy
0
Hold
0
Sell
Strong Buy
premium
$821.92B
89.19%
9
Results | Showing
1
out of
1
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