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Working with TipRanks

Awesome - New Portfolio

Performance Portfolio Details

James Smith

Awesome

Individual Investor

Ranked #194,055 out of 788,174 TipRanks' Investors

Success Rate

307 out of 491
profitable transactions

Average Return

6.01%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

88.15% BRK.A

3.87% META

2.45% MSFT

0.97% AZN

0.96% ASML

3.60% Others

By Assets

99.68% Stocks

0.19% ETFs

0.13% Cash

0.00% Funds

0.00% Cryptocurrency

By Sector

89.02% Financial

4.02% Communication Services

3.93% Technology

1.18% Healthcare

0.54% Consumer Cyclical

1.31% Other

Portfolio Holdings

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To view investors' portfolios

AAPL

Apple

$245.55

$0.28

(0.11%)

premium

18 Buy

11 Hold

4 Sell

Moderate Buy

premium

$3.69T

34.83%

AMZN

Amazon

$216.58

$6.3

(2.83%)

premium

47 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.36T

32.20%

BABA

Alibaba

$143.75

$7.78

(5.72%)

premium

10 Buy

2 Hold

0 Sell

Strong Buy

premium

$295.60B

79.90%

GOOG

Alphabet Class C

$181.58

$5.06

(2.71%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$2.26T

29.75%

MSFT

Microsoft

$408.21

$7.92

(1.9%)

premium

29 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.09T

3.47%

NVDA

Nvidia

$134.43

$5.68

(4.05%)

premium

30 Buy

2 Hold

0 Sell

Strong Buy

premium

$3.43T

107.66%

QQQ < ETF >

Invesco QQQ Trust

$526.08

$11.15

(2.08%)

premium

1K Buy

622 Hold

62 Sell

Moderate Buy

premium

$343.15B

26.76%

SPY < ETF >

SPDR S&P 500 ETF Trust

$599.94

$10.44

(1.71%)

premium

4K Buy

3K Hold

284 Sell

Moderate Buy

premium

$636.06B

23.27%

TSLA

Tesla

$337.80

$16.6

(4.68%)

premium

13 Buy

12 Hold

10 Sell

Hold

premium

$1.14T

81.96%

META

Meta Platforms

$683.55

$11.29

(1.62%)

premium

44 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.76T

48.46%

GOOGL

Alphabet Class A

$179.66

$4.9

(2.65%)

premium

27 Buy

10 Hold

0 Sell

Moderate Buy

premium

$2.26T

29.47%

BTC-USD

Bitcoin

$96414.10

$297.03

(0.31%)

premium

―

premium

$1.95T

89.47%

ETH-USD

Ethereum

$2682.86

$22.17

(0.83%)

premium

―

premium

$337.87B

-7.62%

CAT

Caterpillar

$340.04

$9.11

(2.61%)

premium

5 Buy

5 Hold

2 Sell

Hold

premium

$166.87B

10.09%

TGT

Target

$124.27

$3.86

(3.01%)

premium

11 Buy

9 Hold

0 Sell

Moderate Buy

premium

$58.71B

-13.88%

TOL

Toll Brothers

$111.48

$3.67

(3.19%)

premium

8 Buy

6 Hold

1 Sell

Moderate Buy

premium

$11.50B

6.98%

USDC-USD

USD Coin

$1.00

<$0.001

(<0.01%)

premium

―

premium

$56.21B

-0.10%

CMPR

Cimpress

$49.76

$0.34

(0.68%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.24B

-43.33%

ADP

Automatic Data Processing

$310.76

$1.21

(0.39%)

premium

3 Buy

7 Hold

0 Sell

Moderate Buy

premium

$126.93B

22.86%

AMGN

Amgen

$303.01

$5.08

(1.71%)

premium

11 Buy

7 Hold

1 Sell

Moderate Buy

premium

$160.05B

5.10%

EIX

Edison International

$52.17

$0.27

(0.52%)

premium

8 Buy

3 Hold

1 Sell

Moderate Buy

premium

$20.09B

-23.62%

QCOM

Qualcomm

$165.43

$8.27

(4.76%)

premium

11 Buy

9 Hold

1 Sell

Moderate Buy

premium

$192.11B

14.27%

PDD

PDD Holdings

$131.34

$6.93

(5.57%)

premium

4 Buy

4 Hold

1 Sell

Moderate Buy

premium

$172.78B

-4.12%

BLK

BlackRock

$974.22

$15.16

(1.53%)

premium

13 Buy

2 Hold

0 Sell

Strong Buy

premium

$153.23B

22.84%

PTON

Peloton Interactive

$8.56

$0.49

(5.41%)

premium

3 Buy

14 Hold

0 Sell

Hold

premium

$3.53B

111.45%

TPZ

Topaz Energy Corp

C$25.64

C$0.07

(0.27%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

C$3.94B

28.29%

GXE

Gear Energy

C$0.48

C$0

(0%)

premium

―

premium

C$126.53M

-31.85%

BNE

Bonterra Energy

C$3.80

C$0.12

(3.06%)

premium

―

premium

C$146.31M

-23.82%

EOG

EOG Resources

$133.08

$2.59

(1.91%)

premium

10 Buy

8 Hold

0 Sell

Moderate Buy

premium

$76.31B

16.59%

BRK.A

Berkshire Hathaway A

$718750.00

$4.23K

(0.59%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.04T

17.17%

MRK

Merck & Company

$89.50

$1.82

(2.08%)

premium

11 Buy

7 Hold

0 Sell

Moderate Buy

premium

$221.80B

-31.56%

XLV < ETF >

Health Care Select Sector SPDR Fund

$146.43

$0.79

(0.54%)

premium

530 Buy

309 Hold

18 Sell

Moderate Buy

premium

$37.05B

0.04%

CEP

Cantor Equity Partners, Inc. Class A

$10.38

$0.01

(0.1%)

premium

―

premium

―

YXT

YXT.COM Group Holding Limited Sponsored ADR

$1.95

(0%)

premium

―

premium

$307.58M

―

WOK

WORK Medical Technology Group LTD

$1.07

$0.27

(20.15%)

premium

―

premium

―

BOX

Box

$33.47

$1.21

(3.49%)

premium

5 Buy

2 Hold

1 Sell

Moderate Buy

premium

$4.98B

39.11%

Kroger Company

$65.06

$0.67

(1.04%)

premium

9 Buy

7 Hold

0 Sell

Moderate Buy

premium

$46.59B

34.68%

LYB

LyondellBasell

$76.96

$0.65

(0.84%)

premium

5 Buy

11 Hold

1 Sell

Hold

premium

$25.20B

-20.30%

Workiva

$84.43

$2.12

(2.45%)

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.13B

5.54%

CASH < ETF >

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

$15.80

$0.362

(2.35%)

premium

―

premium

―

15.64%

CFLSF

CASH Financial Services Group

$0.10

(0%)

premium

―

premium

$16.08M

0.00%

CASH < ETF >

Horizons High Interest Savings ETF Trust Units A

C$50.08

C$0.02

(0.04%)

premium

―

premium

―

-0.14%

CASH

Prosegur Cash

€0.62

€0.004

(0.65%)

premium

―

premium

€894.30M

31.83%

CASH

Meta Financial Group

$77.49

$2.36

(2.96%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.90B

56.17%

ALIZY

Allianz SE Unsponsored ADR

$33.33

$0.12

(0.36%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$128.81B

23.48%

CRM

Salesforce

$309.80

$8.63

(2.71%)

premium

32 Buy

7 Hold

2 Sell

Moderate Buy

premium

$304.74B

12.30%

WDAY

Workday

$256.39

$5.24

(2%)

premium

22 Buy

9 Hold

0 Sell

Moderate Buy

premium

$69.59B

-12.49%

BMO

Bank Of Montreal

$100.46

$0.46

(0.46%)

premium

5 Buy

4 Hold

0 Sell

Moderate Buy

premium

$73.55B

7.02%

WDS

Woodside Energy Group

$14.60

$0.46

(3.05%)

premium

―

premium

$28.20B

-24.62%

FIVE

Five Below

$85.92

$3.24

(3.63%)

premium

7 Buy

10 Hold

2 Sell

Moderate Buy

premium

$4.90B

-52.99%

NUVL

Nuvalent

$79.49

$2.9

(3.52%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.85B

-0.17%

XOM

Exxon Mobil

$110.69

$1.31

(1.17%)

premium

14 Buy

5 Hold

0 Sell

Moderate Buy

premium

$485.98B

6.82%

NXDCF

Nextdc Limited

$10.06

(0%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.85B

-3.55%

TCTZF

Tencent Holdings Limited

$66.62

$1.496

(2.3%)

premium

8 Buy

0 Hold

0 Sell

Strong Buy

premium

$566.71B

78.01%

LLY

Eli Lilly & Co

$873.68

$0.56

(0.06%)

premium

16 Buy

1 Hold

0 Sell

Strong Buy

premium

$827.87B

17.05%

ADBE

Adobe

$444.32

$10.37

(2.28%)

premium

19 Buy

8 Hold

1 Sell

Moderate Buy

premium

$197.93B

-15.57%

AVGO

Broadcom

$218.66

$8.08

(3.56%)

premium

24 Buy

3 Hold

0 Sell

Strong Buy

premium

$1.06T

84.72%

UNH

UnitedHealth

$466.42

$36

(7.17%)

premium

20 Buy

0 Hold

0 Sell

Strong Buy

premium

$462.37B

-3.74%

JNJ

Johnson & Johnson

$162.30

$2.62

(1.64%)

premium

6 Buy

8 Hold

0 Sell

Moderate Buy

premium

$384.45B

0.63%

ASML

ASML Holding

$737.21

$5.88

(0.79%)

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

$288.61B

-18.18%

QUBSF

Qantas Airways Limited

$5.89

(0%)

premium

2 Buy

3 Hold

0 Sell

Moderate Buy

premium

$8.86B

57.53%

NVO

Novo Nordisk

$88.08

$4.34

(5.18%)

premium

4 Buy

3 Hold

1 Sell

Moderate Buy

premium

$371.57B

-30.75%

XLB < ETF >

Materials Select Sector SPDR Fund

$88.07

$1.64

(1.83%)

premium

197 Buy

142 Hold

15 Sell

Moderate Buy

premium

$5.87B

5.22%

IHI < ETF >

iShares U.S. Medical Devices ETF

$64.36

$0.48

(0.74%)

premium

295 Buy

144 Hold

8 Sell

Moderate Buy

premium

$5.13B

13.00%

SCHH < ETF >

Schwab U.S. REIT ETF

$21.58

$0.14

(0.64%)

premium

418 Buy

392 Hold

39 Sell

Moderate Buy

premium

$7.53B

8.45%

VIS < ETF >

Vanguard Industrials ETF

$257.24

$6.53

(2.48%)

premium

1K Buy

932 Hold

129 Sell

Moderate Buy

premium

$5.76B

16.66%

UBER

Uber Technologies

$78.89

$2.37

(2.92%)

premium

33 Buy

2 Hold

0 Sell

Strong Buy

premium

$169.75B

6.30%

UNP

Union Pacific

$245.55

$2.1

(0.85%)

premium

12 Buy

6 Hold

1 Sell

Moderate Buy

premium

$151.01B

-1.46%

DLTR

Dollar Tree

$74.96

$1.33

(1.74%)

premium

3 Buy

12 Hold

1 Sell

Hold

premium

$16.41B

-47.54%

Philip Morris

$154.40

$2.83

(1.87%)

premium

6 Buy

0 Hold

1 Sell

Moderate Buy

premium

$235.67B

67.35%

BRFS

BRF SA

$3.35

$0.02

(0.6%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$5.48B

18.50%

TRMD

Torm

$18.91

$0.01

(0.05%)

premium

―

premium

$1.85B

-43.31%

UKC

Cash Converters International Limited

€0.14

€0.003

(2.14%)

premium

―

premium

€97.55M

9.16%

CCV

Cash Converters International Limited

AU$0.26

AU$0.005

(1.96%)

premium

―

premium

AU$160.02M

9.16%

RNA

Avidity Biosciences

$31.12

$1.41

(4.33%)

premium

7 Buy

0 Hold

0 Sell

Strong Buy

premium

$3.88B

126.06%

CFN0

CASH Financial Services Group

€0.02

€0

(0%)

premium

―

premium

€15.34M

0.00%

0510

CASH Financial Services Group

HK$0.28

HK$0.005

(1.72%)

premium

―

premium

HK$125.04M

0.00%

PCCYF

PetroChina Company

$0.77

$0.004

(0.49%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$195.05B

2.40%

ENVA

Enova International

$102.75

$2.93

(2.77%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.73B

76.72%

BRK.B

Berkshire Hathaway B

$478.74

$3.06

(0.64%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.04T

17.73%

HEI.A

Heico Cp Cl A

$182.68

$0.3

(0.16%)

premium

―

premium

$27.70B

16.02%

JPM

JPMorgan Chase & Co.

$264.24

$2.56

(0.96%)

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$746.00B

47.48%

SHW

Sherwin-Williams Company

$344.57

$5.45

(1.56%)

premium

12 Buy

4 Hold

1 Sell

Moderate Buy

premium

$88.15B

11.37%

VNQ < ETF >

Vanguard Real Estate ETF

$91.64

$0.91

(0.98%)

premium

480 Buy

430 Hold

48 Sell

Moderate Buy

premium

$35.67B

8.76%

FRT

Federal Realty

$104.25

$0.28

(0.27%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$9.02B

5.16%

FPI

Farmland

$12.43

$0.08

(0.64%)

premium

―

premium

$617.69M

12.10%

RCRRF

Recruit Holdings Co

$63.27

(0%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$100.86B

62.23%

PYPL

PayPal Holdings

$74.95

$2.68

(3.45%)

premium

16 Buy

13 Hold

0 Sell

Moderate Buy

premium

$76.79B

35.05%

TKO

TKO Group Holdings

$158.82

$4.99

(3.05%)

premium

8 Buy

2 Hold

0 Sell

Strong Buy

premium

$27.98B

91.43%

SRDX

SurModics

$34.85

$0.47

(1.37%)

premium

0 Buy

3 Hold

0 Sell

Hold

premium

$491.50M

9.14%

VGT < ETF >

Vanguard Information Technology ETF

$624.14

$17.37

(2.71%)

premium

2K Buy

966 Hold

126 Sell

Moderate Buy

premium

$89.31B

29.07%

AMD

Advanced Micro Devices

$110.84

$3.33

(2.92%)

premium

25 Buy

11 Hold

1 Sell

Moderate Buy

premium

$185.01B

-30.51%

ORCL

Oracle

$167.81

$8.19

(4.65%)

premium

15 Buy

11 Hold

1 Sell

Moderate Buy

premium

$492.26B

62.72%

Royal Bank Of Canada

$118.88

$0.78

(0.65%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$168.98B

22.50%

INTU

Intuit

$565.47

$13.61

(2.35%)

premium

15 Buy

4 Hold

1 Sell

Moderate Buy

premium

$162.09B

-9.27%

IBM

International Business Machines

$261.48

$3.26

(1.23%)

premium

7 Buy

6 Hold

1 Sell

Moderate Buy

premium

$244.79B

47.32%

ABT

Abbott Laboratories

$134.92

$1.75

(1.31%)

premium

13 Buy

2 Hold

0 Sell

Strong Buy

premium

$230.98B

12.98%

TSM

TSMC

$198.24

$1.86

(0.93%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$855.09B

59.65%

Zscaler

$198.56

$8.41

(4.06%)

premium

25 Buy

9 Hold

0 Sell

Moderate Buy

premium

$31.76B

-3.25%

ALNY

Alnylam Pharma

$250.59

$0.41

(0.16%)

premium

15 Buy

3 Hold

0 Sell

Strong Buy

premium

$32.49B

62.21%