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Working with TipRanks

Portfolio - New Portfolio

Performance Portfolio Details

Portfolio

Individual Investor

Ranked #80,562 out of 783,334 TipRanks' Investors

Success Rate

60 out of 87
profitable transactions

Average Return

16.37%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

14.39% META

11.40% SPY

10.44% NVDA

5.21% MSFT

5.17% LLY

53.39% Others

By Assets

77.38% Stocks

19.52% ETFs

3.10% Cash

0.00% Funds

0.00% Cryptocurrency

By Sector

31.20% Technology

20.14% General

18.35% Communication Services

9.25% Consumer Cyclical

7.63% Financial

13.43% Other

Portfolio Holdings

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To view investors' portfolios

XOM

Exxon Mobil

$109.57

$0.9

(0.83%)

After

0.23%

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$474.85B

3.64%

WMT

Walmart

$98.65

$1.15

(1.18%)

After

0.09%

premium

26 Buy

2 Hold

0 Sell

Strong Buy

premium

$781.57B

76.64%

AMD

Advanced Micro Devices

$118.86

$1.51

(1.29%)

After

0.31%

premium

14 Buy

8 Hold

1 Sell

Moderate Buy

premium

$185.28B

-31.80%

ADI

Analog Devices

$212.40

$2.49

(1.19%)

After

premium

13 Buy

6 Hold

0 Sell

Moderate Buy

premium

$103.94B

7.79%

NXPI

NXP Semiconductors

$211.39

$1.62

(0.76%)

After

0.31%

premium

16 Buy

5 Hold

1 Sell

Moderate Buy

premium

$54.24B

-1.00%

LIN

Linde

$446.38

$8.06

(1.84%)

After

0.16%

premium

11 Buy

5 Hold

0 Sell

Moderate Buy

premium

$207.37B

7.47%

GLD < ETF >

SPDR Gold Shares

$258.05

$3.85

(1.51%)

After

0.07%

premium

―

premium

$75.90B

34.79%

JPM

JPMorgan Chase & Co.

$268.23

$1.65

(0.62%)

After

0.05%

premium

12 Buy

7 Hold

1 Sell

Moderate Buy

premium

$752.09B

51.23%

GOOG

Alphabet Class C

$202.63

$5.45

(2.76%)

After

0.09%

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.40T

28.83%

SMH < ETF >

VanEck Semiconductor ETF

$245.17

$5.64

(2.35%)

After

0.01%

premium

278 Buy

135 Hold

20 Sell

Moderate Buy

premium

$22.86B

27.01%

AVGO

Broadcom

$215.66

$9.31

(4.51%)

After

0.07%

premium

23 Buy

3 Hold

0 Sell

Strong Buy

premium

$971.97B

70.80%

AMZN

Amazon

$234.64

$2.43

(1.03%)

After

0.35%

premium

49 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.50T

49.10%

LLY

Eli Lilly & Co

$823.23

$19.15

(2.38%)

After

0.03%

premium

17 Buy

2 Hold

0 Sell

Strong Buy

premium

$764.19B

24.67%

MSFT

Microsoft

$414.99

$27.34

(6.18%)

After

0.42%

premium

28 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.32T

8.26%

META

Meta Platforms

$687.00

$10.51

(1.55%)

After

0.08%

premium

42 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.70T

69.10%

SPY < ETF >

SPDR S&P 500 ETF Trust

$605.04

$3.23

(0.54%)

After

0.13%

premium

4K Buy

3K Hold

292 Sell

Moderate Buy

premium

$630.78B

22.60%

NVDA

Nvidia

$124.65

$0.95

(0.77%)

After

0.84%

premium

37 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.16T

97.06%

CSWC

Capital Southwest

$22.32

$0.34

(1.55%)

After

0.22%

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$1.07B

-14.34%

Morgan Stanley

$139.94

$1.23

(0.89%)

After

0.26%

premium

5 Buy

10 Hold

0 Sell

Moderate Buy

premium

$223.19B

58.31%

KKR

KKR & Co

$166.87

$0.57

(0.34%)

After

0.52%

premium

10 Buy

3 Hold

0 Sell

Strong Buy

premium

$148.38B

89.47%

IWM < ETF >

iShares Russell 2000 ETF

$228.53

$2.3

(1.02%)

After

0.16%

premium

5K Buy

3K Hold

402 Sell

Moderate Buy

premium

$74.16B

14.42%

PANW

Palo Alto Networks

$187.42

(1.08%)

After

0.18%

premium

29 Buy

6 Hold

2 Sell

Moderate Buy

premium

$126.61B

7.21%

Home Depot

$414.50

$1.08

(0.26%)

After

0.16%

premium

16 Buy

4 Hold

0 Sell

Strong Buy

premium

$416.05B

15.77%

Verizon

$39.47

$0.81

(2.01%)

After

0.03%

premium

5 Buy

9 Hold

0 Sell

Moderate Buy

premium

$170.07B

-5.16%

Realty Income

$54.32

$0.26

(0.48%)

After

0.09%

premium

4 Buy

9 Hold

0 Sell

Moderate Buy

premium

$48.12B

-2.03%

SMR

NuScale Power

$23.58

$1.58

(7.18%)

After

0.17%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.74B

650.85%

AAPL

Apple

$237.59

$1.77

(0.74%)

After

3.61%

premium

18 Buy

8 Hold

4 Sell

Moderate Buy

premium

$3.58T

27.29%