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Awesome - New Portfolio

Performance Portfolio Details

James Smith

Awesome

Individual Investor

Ranked #141,029 out of 769,291 TipRanks' Investors

Success Rate

248 out of 376
profitable transactions

Average Return

4.97%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

92.69% BRK.A

3.35% META

0.93% ASML

0.84% AAPL

0.33% AMZN

1.86% Others

By Assets

99.79% Stocks

0.14% Cash

0.07% ETFs

0.00% Funds

0.00% Cryptocurrency

By Sector

93.26% Financial

3.40% Communication Services

1.90% Technology

0.47% Consumer Cyclical

0.35% Energy

0.61% Other

Portfolio Holdings

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To view investors' portfolios

AAPL

Apple

$229.87

$1.35

(0.59%)

premium

24 Buy

8 Hold

2 Sell

Moderate Buy

premium

$3.45T

19.45%

AMZN

Amazon

$197.12

$1.26

(0.64%)

premium

44 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.09T

35.22%

BABA

Alibaba

$83.13

$2.45

(2.86%)

premium

15 Buy

1 Hold

0 Sell

Strong Buy

premium

$207.60B

8.38%

GOOG

Alphabet Class C

$166.57

$2.67

(1.58%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.06T

20.87%

MSFT

Microsoft

$417.00

$4.13

(1%)

premium

27 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.07T

9.27%

NVDA

Nvidia

$141.95

$4.72

(3.22%)

premium

40 Buy

4 Hold

0 Sell

Strong Buy

premium

$3.59T

201.07%

QQQ < ETF >

Invesco QQQ Trust

$505.79

$0.81

(0.16%)

premium

1K Buy

624 Hold

72 Sell

Moderate Buy

premium

$307.70B

29.00%

SPY < ETF >

SPDR S&P 500 ETF Trust

$595.51

$1.84

(0.31%)

premium

4K Buy

3K Hold

326 Sell

Moderate Buy

premium

$621.43B

29.77%

TSLA

Tesla

$352.56

$12.92

(3.8%)

premium

11 Buy

14 Hold

9 Sell

Hold

premium

$1.09T

45.02%

META

Meta Platforms

$559.14

$3.95

(0.7%)

premium

40 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.42T

64.89%

GOOGL

Alphabet Class A

$164.76

$2.87

(1.71%)

premium

27 Buy

7 Hold

0 Sell

Strong Buy

premium

$2.06T

21.04%

BTC-USD

Bitcoin

$98727.93

$182.972

(0.18%)

premium

―

premium

$1.96T

171.96%

ETH-USD

Ethereum

$3352.01

$42.265

(1.25%)

premium

―

premium

$406.16B

70.35%

CAT

Caterpillar

$397.49

$7.9

(2.03%)

premium

5 Buy

5 Hold

4 Sell

Hold

premium

$188.10B

58.36%

TOL

Toll Brothers

$157.59

$5.23

(3.43%)

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$15.38B

78.59%

CMPR

Cimpress

$81.33

$0.08

(0.1%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$2.04B

13.08%

ADP

Automatic Data Processing

$305.15

$0.58

(0.19%)

premium

2 Buy

8 Hold

0 Sell

Hold

premium

$124.10B

31.76%

AMGN

Amgen

$294.53

$4.63

(1.6%)

premium

11 Buy

11 Hold

1 Sell

Moderate Buy

premium

$155.83B

9.56%

EIX

Edison International

$86.48

$0.61

(0.7%)

premium

6 Buy

3 Hold

2 Sell

Moderate Buy

premium

$33.72B

32.15%

QCOM

Qualcomm

$156.79

$1.33

(0.86%)

premium

11 Buy

9 Hold

1 Sell

Moderate Buy

premium

$172.72B

21.93%

PDD

PDD Holdings

$100.07

$4.02

(3.86%)

premium

11 Buy

4 Hold

1 Sell

Moderate Buy

premium

$144.56B

-11.37%

BLK

BlackRock

$1036.46

$8.46

(0.82%)

premium

13 Buy

2 Hold

0 Sell

Strong Buy

premium

$159.22B

41.38%

PTON

Peloton Interactive

$9.54

$0.48

(5.3%)

premium

3 Buy

14 Hold

0 Sell

Hold

premium

$3.46B

70.62%

TPZ

Topaz Energy Corp

C$29.35

C$0.05

(0.17%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

C$4.49B

46.06%

GXE

Gear Energy

C$0.55

C$0.02

(3.77%)

premium

―

premium

C$139.71M

-22.86%

BNE

Bonterra Energy

C$3.62

C$0

(0%)

premium

―

premium

C$135.12M

-41.12%

EOG

EOG Resources

$136.35

$0.85

(0.63%)

premium

10 Buy

11 Hold

0 Sell

Moderate Buy

premium

$76.21B

10.01%

BRK.A

Berkshire Hathaway A

$714280.00

$7.03K

(0.99%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.02T

28.70%

MRK

Merck & Company

$99.18

$0.68

(0.68%)

premium

16 Buy

5 Hold

0 Sell

Strong Buy

premium

$252.61B

-1.79%

XLV < ETF >

Health Care Select Sector SPDR Fund

$144.16

$0.13

(0.09%)

premium

541 Buy

322 Hold

32 Sell

Moderate Buy

premium

$38.54B

9.54%

CEP

Cantor Equity Partners, Inc. Class A

$10.25

$0.015

(0.15%)

premium

―

premium

―

YXT

YXT.COM Group Holding Limited Sponsored ADR

$2.05

$0.05

(2.38%)

premium

―

premium

$331.24M

―

WOK

WORK Medical Technology Group LTD

$5.78

$0.02

(0.35%)

premium

―

premium

―

BOX

Box

$34.28

$0.77

(2.3%)

premium

3 Buy

2 Hold

1 Sell

Moderate Buy

premium

$4.80B

29.28%

Kroger Company

$59.22

$0.64

(1.09%)

premium

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

$42.38B

33.68%

LYB

LyondellBasell

$83.87

$1.07

(1.29%)

premium

5 Buy

8 Hold

0 Sell

Moderate Buy

premium

$26.89B

-12.80%

Workiva

$95.62

$0.75

(0.79%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$5.26B

0.72%

CASH < ETF >

GO MSCI China A Accum.Shs Class -A- USD

$15.71

$0.055

(0.35%)

premium

―

premium

―

10.48%

CFLSF

CASH Financial Services Group

$0.10

(0%)

premium

―

premium

$16.07M

0.00%

CASH < ETF >

Horizons High Interest Savings ETF Trust Units A

C$50.12

C$0.005

(0.01%)

premium

―

premium

―

-0.11%

CASH

Prosegur Cash

€0.53

€0.002

(0.28%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

€764.06M

0.96%

CASH

Meta Financial Group

$82.90

$2.12

(2.62%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$2.02B

62.73%

ALIZY

Allianz SE Unsponsored ADR

$30.33

$0.17

(0.56%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$118.87B

21.55%

CRM

Salesforce

$342.02

$6.24

(1.86%)

premium

34 Buy

8 Hold

1 Sell

Strong Buy

premium

$321.01B

50.01%

WDAY

Workday

$267.75

$0.32

(0.12%)

premium

22 Buy

6 Hold

1 Sell

Moderate Buy

premium

$71.31B

14.43%

BMO

Bank Of Montreal

$94.92

$0.29

(0.31%)

premium

4 Buy

8 Hold

0 Sell

Moderate Buy

premium

$69.05B

17.36%

WDS

Woodside Energy Group

$16.35

$0.16

(0.99%)

premium

―

premium

$30.29B

-21.71%

FIVE

Five Below

$86.92

$3.43

(4.11%)

premium

7 Buy

9 Hold

2 Sell

Moderate Buy

premium

$4.59B

-56.29%

NUVL

Nuvalent

$94.93

$2.2

(2.37%)

premium

12 Buy

1 Hold

1 Sell

Strong Buy

premium

$6.59B

48.37%

XOM

Exxon Mobil

$121.79

$0.14

(0.11%)

premium

12 Buy

7 Hold

1 Sell

Moderate Buy

premium

$535.89B

17.23%

NXDCF

Nextdc Limited

$8.88

$2.974

(33.89%)

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$6.83B

28.06%

TCTZF

Tencent Holdings Limited

$51.03

$0.27

(0.53%)

premium

13 Buy

0 Hold

0 Sell

Strong Buy

premium

$481.05B

24.74%

LLY

Eli Lilly & Co

$748.01

$1.91

(0.25%)

premium

17 Buy

1 Hold

0 Sell

Strong Buy

premium

$711.91B

26.02%

ADBE

Adobe

$512.15

$7.71

(1.53%)

premium

23 Buy

5 Hold

2 Sell

Moderate Buy

premium

$222.05B

-18.60%

AVGO

Broadcom

$164.23

$0.29

(0.18%)

premium

23 Buy

3 Hold

0 Sell

Strong Buy

premium

$765.69B

68.66%

UNH

UnitedHealth

$590.87

$6.62

(1.11%)

premium

18 Buy

1 Hold

0 Sell

Strong Buy

premium

$549.86B

9.88%

JNJ

Johnson & Johnson

$155.17

$0.33

(0.21%)

premium

6 Buy

8 Hold

0 Sell

Moderate Buy

premium

$374.39B

3.10%

ASML

ASML Holding

$672.88

$0.72

(0.11%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$260.14B

-1.85%

QUBSF

Qantas Airways Limited

$5.39

$0.155

(2.79%)

premium

11 Buy

3 Hold

0 Sell

Strong Buy

premium

$9.06B

67.62%

NVO

Novo Nordisk

$105.06

$2.43

(2.37%)

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$449.35B

-0.61%

XLB < ETF >

Materials Select Sector SPDR Fund

$94.09

$0.52

(0.56%)

premium

182 Buy

135 Hold

15 Sell

Moderate Buy

premium

$5.97B

14.45%

IHI < ETF >

iShares U.S. Medical Devices ETF

$60.35

$0.05

(0.08%)

premium

328 Buy

144 Hold

10 Sell

Moderate Buy

premium

$4.89B

19.95%

SCHH < ETF >

Schwab U.S. REIT ETF

$22.74

$0.15

(0.66%)

premium

437 Buy

450 Hold

48 Sell

Moderate Buy

premium

$7.88B

20.12%

VIS < ETF >

Vanguard Industrials ETF

$276.74

$3.42

(1.25%)

premium

1K Buy

1K Hold

148 Sell

Moderate Buy

premium

$5.87B

32.52%

UBER

Uber Technologies

$71.51

$1.87

(2.69%)

premium

34 Buy

2 Hold

0 Sell

Strong Buy

premium

$146.64B

25.77%

UNP

Union Pacific

$242.39

$3.37

(1.41%)

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$144.91B

6.95%

DLTR

Dollar Tree

$66.40

$0.64

(0.97%)

premium

6 Buy

15 Hold

1 Sell

Hold

premium

$14.14B

-43.10%

Philip Morris

$129.99

$1.22

(0.93%)

premium

7 Buy

0 Hold

1 Sell

Strong Buy

premium

$204.01B

39.85%

BRFS

BRF SA

$4.34

$0.02

(0.46%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$7.23B

50.52%

TRMD

Torm

$21.89

$0.18

(0.83%)

premium

2 Buy

4 Hold

0 Sell

Moderate Buy

premium

$2.10B

-31.23%

UKC

Cash Converters International Limited

€0.13

€0.002

(1.52%)

premium

―

premium

€89.81M

13.04%

CCV

Cash Converters International Limited

AU$0.23

AU$0

(0%)

premium

―

premium

AU$144.34M

13.04%

RNA

Avidity Biosciences

$43.25

$0.69

(1.62%)

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.08B

587.56%

CFN

CASH Financial Services Group

€0.03

€0

(0%)

premium

―

premium

€15.34M

0.00%

0510

CASH Financial Services Group

HK$0.29

HK$0

(0%)

premium

―

premium

HK$125.04M

0.00%

PCCYF

PetroChina Company

$0.71

<$0.001

(0.03%)

premium

5 Buy

1 Hold

1 Sell

Moderate Buy

premium

$196.60B

7.90%

ENVA

Enova International

$104.74

$2.72

(2.67%)

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

$2.67B

151.84%

BRK.B

Berkshire Hathaway B

$476.57

$4.51

(0.96%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.02T

30.48%

HEI.A

Heico Cp Cl A

$215.57

$0.15

(0.07%)

premium

―

premium

$33.25B

55.28%

JPM

JPMorgan Chase & Co.

$248.55

$3.79

(1.55%)

premium

10 Buy

6 Hold

1 Sell

Moderate Buy

premium

$689.08B

59.63%

SHW

Sherwin-Williams Company

$388.30

$4.98

(1.3%)

premium

12 Buy

5 Hold

1 Sell

Moderate Buy

premium

$96.54B

39.57%

VNQ < ETF >

Vanguard Real Estate ETF

$96.24

$0.72

(0.75%)

premium

485 Buy

503 Hold

55 Sell

Moderate Buy

premium

$36.44B

19.23%

FRT

Federal Realty

$114.86

$0.46

(0.4%)

premium

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

$9.79B

24.23%

FPI

Farmland

$12.55

$0.2

(1.62%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$609.79M

-0.64%

RCRRF

Recruit Holdings Co

$64.25

$4.25

(7.08%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$94.80B

69.13%

PYPL

PayPal Holdings

$86.77

$1.95

(2.3%)

premium

13 Buy

16 Hold

0 Sell

Moderate Buy

premium

$85.04B

50.55%

TKO

TKO Group Holdings

$135.77

$1.12

(0.82%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$23.38B

74.47%

SRDX

SurModics

$39.33

$0.14

(0.36%)

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$561.44M

14.72%

VGT < ETF >

Vanguard Information Technology ETF

$621.58

$2.3

(0.37%)

premium

2K Buy

1K Hold

134 Sell

Moderate Buy

premium

$81.76B

33.15%

AMD

Advanced Micro Devices

$138.35

$0.86

(0.63%)

premium

23 Buy

7 Hold

0 Sell

Strong Buy

premium

$223.12B

12.23%

ORCL

Oracle

$192.29

$0.14

(0.07%)

premium

19 Buy

13 Hold

0 Sell

Moderate Buy

premium

$533.24B

65.55%

Royal Bank Of Canada

$125.08

$0.01

(>0.01%)

premium

11 Buy

1 Hold

0 Sell

Strong Buy

premium

$176.68B

43.96%

INTU

Intuit

$640.12

$38.58

(5.68%)

premium

17 Buy

3 Hold

0 Sell

Strong Buy

premium

$190.12B

20.29%

IBM

International Business Machines

$222.97

$0.57

(0.26%)

premium

5 Buy

7 Hold

1 Sell

Moderate Buy

premium

$205.64B

43.36%

ABT

Abbott Laboratories

$117.76

$0.5

(0.43%)

premium

17 Buy

3 Hold

0 Sell

Strong Buy

premium

$203.38B

14.18%

TSM

Taiwan Semiconductor Manufacturing

$190.08

$1.16

(0.61%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$804.60B

93.86%

Zscaler

$210.96

$3.66

(1.77%)

premium

21 Buy

10 Hold

0 Sell

Moderate Buy

premium

$31.61B

8.74%

ALNY

Alnylam Pharma

$244.89

$1.91

(0.77%)

premium

18 Buy

5 Hold

1 Sell

Moderate Buy

premium

$31.83B

51.52%

TENB

Tenable Holdings

$42.44

$0.59

(1.41%)

premium

11 Buy

3 Hold

0 Sell

Strong Buy

premium

$5.03B

5.98%

Ingersoll Rand

$104.00

$0.96

(0.93%)

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$41.53B

45.72%