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Personal Portfolio - New Portfolio

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

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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zzsf3uqb82r
premium
zzsf3uqb82r
premium
zzsf3uqb82r
zzsf3uqb82r
zzsf3uqb82r
elditw5mnlj
elditw5mnlj
elditw5mnlj
premium
elditw5mnlj
premium
elditw5mnlj
elditw5mnlj
elditw5mnlj
8hgomukvs1i
8hgomukvs1i
8hgomukvs1i
premium
8hgomukvs1i
premium
8hgomukvs1i
8hgomukvs1i
8hgomukvs1i
d1338eqrpv
d1338eqrpv
d1338eqrpv
premium
d1338eqrpv
premium
d1338eqrpv
d1338eqrpv
d1338eqrpv
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1jvia1
1jvia1
premium
1jvia1
premium
1jvia1
1jvia1
1jvia1
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gvr2v3swt38
gvr2v3swt38
premium
gvr2v3swt38
premium
gvr2v3swt38
gvr2v3swt38
gvr2v3swt38
fari0aqsl1d
fari0aqsl1d
fari0aqsl1d
premium
fari0aqsl1d
premium
fari0aqsl1d
fari0aqsl1d
fari0aqsl1d
zy20y4v1n3p
zy20y4v1n3p
zy20y4v1n3p
premium
zy20y4v1n3p
premium
zy20y4v1n3p
zy20y4v1n3p
zy20y4v1n3p
nbqq0ym
nbqq0ym
nbqq0ym
premium
nbqq0ym
premium
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nbqq0ym
nbqq0ym
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f7bw0gp3vx
f7bw0gp3vx
premium
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premium
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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%