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Smart Dividends Aug 24 - New Portfolio

Performance Portfolio Details

James Smith

Smart Dividends Aug 24

Individual Investor

Ranked #101,205 out of 766,394 TipRanks' Investors

Success Rate

241 out of 348
profitable transactions

Average Return

6.95%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

85.53% BTC-USD

13.18% AMGN

0.81% GOOG

0.37% IJR

0.04% EIX

0.07% Others

By Assets

85.51% Cryptocurrency

14.06% Stocks

0.41% ETFs

0.02% Cash

0.00% Funds

By Sector

85.52% Crypto

13.20% Healthcare

0.81% Communication Services

0.41% General

0.04% Utilities

0.02% Other

Portfolio Holdings

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To view investors' portfolios

ADP

Automatic Data Processing

$307.91

$1.13

(0.37%)

After

0.35%

premium

2 Buy

7 Hold

1 Sell

Hold

premium

$125.00B

34.26%

ALIZY

Allianz SE Unsponsored ADR

$30.08

$0.66

(2.15%)

premium

―

premium

$120.23B

29.10%

AMGN

Amgen

$298.84

$22.97

(7.14%)

After

0.22%

premium

12 Buy

9 Hold

1 Sell

Moderate Buy

premium

$172.98B

20.39%

BLK

BlackRock

$1036.35

$17.49

(1.66%)

After

0.3%

premium

13 Buy

2 Hold

0 Sell

Strong Buy

premium

$163.22B

58.47%

EIX

Edison International

$82.75

$0.83

(0.99%)

After

0.44%

premium

6 Buy

4 Hold

2 Sell

Moderate Buy

premium

$32.36B

31.17%

EOG

EOG Resources

$133.13

$0.03

(0.02%)

After

0.28%

premium

10 Buy

10 Hold

0 Sell

Moderate Buy

premium

$74.86B

8.48%

JPM

JPMorgan Chase & Co.

$239.56

$0.27

(0.11%)

After

0.02%

premium

12 Buy

5 Hold

1 Sell

Moderate Buy

premium

$673.68B

63.41%

Kroger Company

$59.68

$0.08

(0.13%)

After

0.69%

premium

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

$43.12B

35.79%

LYB

LyondellBasell

$83.60

$1.37

(1.61%)

After

0.12%

premium

5 Buy

8 Hold

0 Sell

Moderate Buy

premium

$27.59B

-9.43%

Philip Morris

$124.22

$0.73

(0.58%)

After

0.24%

premium

7 Buy

0 Hold

1 Sell

Strong Buy

premium

$194.28B

39.30%

QCOM

Qualcomm

$163.41

$4.88

(2.9%)

After

0.12%

premium

11 Buy

8 Hold

1 Sell

Moderate Buy

premium

$186.97B

35.49%

AAPL

Apple

$224.23

(0%)

After

0.06%

premium

24 Buy

8 Hold

2 Sell

Moderate Buy

premium

$3.39T

20.29%

PDD

PDD Holdings

$113.80

$3.35

(2.86%)

After

0.18%

premium

12 Buy

2 Hold

0 Sell

Strong Buy

premium

$162.69B

7.44%

MSFT

Microsoft

$423.03

$5.02

(1.2%)

After

0.08%

premium

26 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.11T

13.08%

META

Meta Platforms

$584.82

$1.65

(0.28%)

After

0.25%

premium

41 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.47T

77.38%

NVDA

Nvidia

$148.29

$3.03

(2.09%)

After

0.01%

premium

39 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.56T

200.53%

TOL

Toll Brothers

$151.83

$5.54

(3.52%)

After

<0.01%

premium

9 Buy

2 Hold

2 Sell

Moderate Buy

premium

$15.89B

95.88%

PTON

Peloton Interactive

$8.31

$0.27

(3.15%)

After

0.12%

premium

3 Buy

15 Hold

0 Sell

Hold

premium

$3.27B

89.40%

TPZ

Topaz Energy Corp

C$27.84

C$0.06

(0.22%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

C$4.26B

34.92%

GXE

Gear Energy

C$0.52

C$0

(0%)

premium

―

premium

C$137.07M

-32.92%

BNE

Bonterra Energy

C$3.25

C$0.01

(0.31%)

premium

―

premium

C$121.68M

-50.90%

BRK.A

Berkshire Hathaway A

$700700.00

$475.99

(0.07%)

After

0.16%

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.01T

31.65%

MRK

Merck & Company

$98.58

$2.15

(2.13%)

After

0.07%

premium

16 Buy

4 Hold

0 Sell

Strong Buy

premium

$254.81B

-0.65%

XLV < ETF >

Health Care Select Sector SPDR Fund

$147.22

$2.08

(1.39%)

After

<0.01%

premium

538 Buy

319 Hold

31 Sell

Moderate Buy

premium

$40.16B

18.25%

CEP

Cantor Equity Partners, Inc. Class A

$10.15

$0.02

(0.2%)

After

premium

―

premium

―

YXT

YXT.COM Group Holding Limited Sponsored ADR

$2.18

$0.17

(8.46%)

After

premium

―

premium

$317.05M

―

WOK

WORK Medical Technology Group LTD

$5.29

$0.16

(2.94%)

After

3.4%

premium

―

premium

―

BOX

Box

$34.24

$0.24

(0.7%)

After

0.23%

premium

3 Buy

2 Hold

1 Sell

Moderate Buy

premium

$4.94B

34.84%

ETH-USD

Ethereum

$3236.69

$109.73

(3.28%)

premium

―

premium

$409.65B

62.68%

Workiva

$92.29

$2.07

(2.19%)

After

2.65%

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$5.23B

5.38%

CASH < ETF >

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

$16.38

$0.383

(2.39%)

premium

―

premium

―

15.14%

CRM

Salesforce

$341.15

$0.58

(0.17%)

After

0.26%

premium

32 Buy

9 Hold

1 Sell

Moderate Buy

premium

$326.69B

59.96%

WDAY

Workday

$270.32

$6.17

(2.34%)

After

0.16%

premium

22 Buy

7 Hold

1 Sell

Moderate Buy

premium

$70.26B

14.84%

BMO

Bank Of Montreal

$94.09

(0%)

After

2.34%

premium

4 Buy

8 Hold

0 Sell

Moderate Buy

premium

$68.60B

20.97%

WDS

Woodside Energy Group

$15.39

$0.33

(2.1%)

After

0.26%

premium

―

premium

$29.91B

-23.24%

FIVE

Five Below

$83.26

$0.26

(0.31%)

After

0.65%

premium

8 Buy

10 Hold

2 Sell

Moderate Buy

premium

$4.57B

-53.03%

NUVL

Nuvalent

$90.99

$3.4

(3.6%)

After

premium

12 Buy

1 Hold

1 Sell

Strong Buy

premium

$6.59B

66.03%

XOM

Exxon Mobil

$120.35

$0.12

(0.1%)

After

0.12%

premium

12 Buy

7 Hold

1 Sell

Moderate Buy

premium

$529.48B

16.11%

NXDCF

Nextdc Limited

$8.88

$2.974

(33.89%)

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$7.09B

43.22%

TCTZF

Tencent Holdings Limited

$51.00

(3.77%)

premium

14 Buy

1 Hold

0 Sell

Strong Buy

premium

$488.06B

36.77%

LLY

Eli Lilly & Co

$818.86

$13.58

(1.63%)

After

0.02%

premium

17 Buy

1 Hold

0 Sell

Strong Buy

premium

$790.25B

39.27%

AVGO

Broadcom

$176.22

$2.69

(1.5%)

After

0.05%

premium

23 Buy

3 Hold

0 Sell

Strong Buy

premium

$835.61B

86.85%

UNH

UnitedHealth

$614.67

$10.58

(1.69%)

After

0.26%

premium

18 Buy

1 Hold

0 Sell

Strong Buy

premium

$575.41B

15.53%

JNJ

Johnson & Johnson

$152.64

$2.4

(1.55%)

After

0.09%

premium

5 Buy

8 Hold

0 Sell

Moderate Buy

premium

$373.28B

5.29%

ASML

ASML Holding

$669.18

$2.13

(0.32%)

After

0.33%

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$262.80B

1.52%

QUBSF

Qantas Airways Limited

$5.55

(0%)

premium

11 Buy

3 Hold

0 Sell

Strong Buy

premium

$8.70B

66.92%

NVO

Novo Nordisk

$107.06

$2.03

(1.86%)

After

0.27%

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$489.90B

7.81%

XLB < ETF >

Materials Select Sector SPDR Fund

$92.46

$1.6

(1.7%)

After

premium

177 Buy

135 Hold

14 Sell

Moderate Buy

premium

$5.91B

22.29%

IHI < ETF >

iShares U.S. Medical Devices ETF

$60.44

$0.02

(0.03%)

After

0.45%

premium

322 Buy

149 Hold

11 Sell

Moderate Buy

premium

$4.88B

28.89%

SCHH < ETF >

Schwab U.S. REIT ETF

$22.26

$0.27

(1.2%)

After

0.99%

premium

448 Buy

440 Hold

45 Sell

Moderate Buy

premium

$7.98B

28.64%

VIS < ETF >

Vanguard Industrials ETF

$274.80

$2.9

(1.04%)

After

1.39%

premium

1K Buy

962 Hold

136 Sell

Moderate Buy

premium

$5.91B

40.44%

UBER

Uber Technologies

$71.37

$0.28

(0.39%)

After

0.14%

premium

35 Buy

2 Hold

0 Sell

Strong Buy

premium

$150.87B

38.91%

CAT

Caterpillar

$393.01

$3.53

(0.89%)

After

0.01%

premium

5 Buy

5 Hold

3 Sell

Hold

premium

$191.45B

65.44%

UNP

Union Pacific

$238.91

$3.04

(1.26%)

After

0.08%

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$146.68B

14.40%

DLTR

Dollar Tree

$62.27

$1.06

(1.73%)

After

0.02%

premium

6 Buy

16 Hold

1 Sell

Hold

premium

$13.16B

-46.34%

BRFS

BRF SA

$4.32

$0.11

(2.61%)

After

0.93%

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$7.02B

73.97%

TRMD

Torm

$22.95

$0.85

(3.57%)

After

0.31%

premium

2 Buy

4 Hold

0 Sell

Moderate Buy

premium

$2.30B

-23.64%

BTC-USD

Bitcoin

$87914.84

$1.157K

(1.3%)

premium

―

premium

$1.75T

138.18%

UKC

Cash Converters International Limited

€0.13

€0.003

(2.44%)

premium

―

premium

€86.99M

7.69%

CCV

Cash Converters International Limited

AU$0.23

AU$0

(0%)

premium

―

premium

AU$141.20M

7.69%

RNA

Avidity Biosciences

$46.73

$0.39

(0.83%)

After

3.32%

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.62B

759.85%

CFN

CASH Financial Services Group

€0.04

€0.001

(2.7%)

premium

―

premium

€19.28M

0.00%

0510

CASH Financial Services Group

HK$0.37

HK$0.01

(2.63%)

premium

―

premium

HK$159.53M

0.00%

AMZN

Amazon

$208.91

$2.07

(1%)

After

0.15%

premium

44 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.17T

44.08%

SHW

Sherwin-Williams Company

$383.67

$5.58

(1.43%)

After

0.14%

premium

12 Buy

5 Hold

1 Sell

Moderate Buy

premium

$98.03B

52.20%

VNQ < ETF >

Vanguard Real Estate ETF

$94.08

$1.32

(1.38%)

After

0.26%

premium

506 Buy

490 Hold

51 Sell

Moderate Buy

premium

$36.79B

27.91%

FRT

Federal Realty

$113.65

$1.21

(1.05%)

After

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$9.83B

24.09%

FPI

Farmland

$12.17

$0.14

(1.14%)

After

0.83%

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$607.82M

11.30%

RCRRF

Recruit Holdings Co

$65.00

$3.37

(4.93%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$99.05B

129.55%

PYPL

PayPal Holdings

$86.40

$0.54

(0.62%)

After

0.07%

premium

12 Buy

17 Hold

0 Sell

Moderate Buy

premium

$87.16B

58.74%

TKO

TKO Group Holdings

$116.45

$2.59

(2.18%)

After

0.74%

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$20.33B

50.19%

SRDX

SurModics

$38.56

$0.08

(0.21%)

After

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$548.99M

22.55%

QQQ < ETF >

Invesco QQQ Trust

$512.91

$0.93

(0.18%)

After

0.2%

premium

1K Buy

625 Hold

71 Sell

Moderate Buy

premium

$312.54B

36.30%

VGT < ETF >

Vanguard Information Technology ETF

$623.01

$1.09

(0.18%)

After

0.31%

premium

2K Buy

1K Hold

128 Sell

Moderate Buy

premium

$83.00B

40.82%

ADBE

Adobe

$526.42

$21.94

(4.35%)

After

0.09%

premium

23 Buy

5 Hold

2 Sell

Moderate Buy

premium

$222.07B

-15.53%

AMD

Advanced Micro Devices

$143.63

$3.72

(2.52%)

After

0.23%

premium

26 Buy

7 Hold

0 Sell

Strong Buy

premium

$239.12B

24.25%

ORCL

Oracle

$189.58

$0.45

(0.24%)

After

0.21%

premium

19 Buy

13 Hold

0 Sell

Moderate Buy

premium

$524.09B

67.27%

Royal Bank Of Canada

$123.89

$0.15

(0.12%)

After

0.23%

premium

10 Buy

2 Hold

0 Sell

Strong Buy

premium

$175.11B

46.53%

INTU

Intuit

$699.47

$2.12

(0.3%)

After

0.07%

premium

18 Buy

2 Hold

0 Sell

Strong Buy

premium

$195.46B

31.85%

IBM

International Business Machines

$210.86

$1.04

(0.49%)

After

0.07%

premium

5 Buy

7 Hold

2 Sell

Hold

premium

$197.48B

43.32%

BABA

Alibaba

$91.78

$3.64

(3.81%)

After

0.36%

premium

15 Buy

3 Hold

0 Sell

Strong Buy

premium

$231.81B

15.31%

ABT

Abbott Laboratories

$116.44

$0.36

(0.31%)

After

0.03%

premium

17 Buy

3 Hold

0 Sell

Strong Buy

premium

$202.58B

24.29%

TSM

Taiwan Semiconductor Manufacturing

$191.77

$2.28

(1.17%)

After

0.15%

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$868.17B

99.15%

Zscaler

$209.04

$9.5

(4.76%)

After

0.08%

premium

21 Buy

10 Hold

0 Sell

Moderate Buy

premium

$30.43B

14.00%

ALNY

Alnylam Pharma

$268.95

$10.87

(3.88%)

After

0.04%

premium

18 Buy

5 Hold

1 Sell

Moderate Buy

premium

$36.09B

72.84%

TENB

Tenable Holdings

$41.89

$0.46

(1.11%)

After

1.41%

premium

11 Buy

3 Hold

0 Sell

Strong Buy

premium

$4.98B

10.75%

Ingersoll Rand

$104.23

$0.57

(0.54%)

After

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$42.24B

53.35%

Parker Hannifin

$699.32

$8.83

(1.25%)

After

premium

10 Buy

1 Hold

0 Sell

Strong Buy

premium

$91.15B

68.83%

BXSL

Blackstone Secured Lending Fund

$30.87

$0.28

(0.9%)

After

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$6.26B

11.77%

PGY

Pagaya Technologies Ltd

$10.88

$6.01

(35.58%)

After

2.21%

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.23B

13.51%

BLND

Blend Labs

$4.55

$0.2

(4.21%)

After

1.1%

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.22B

292.56%

KARO

Karooooo

$39.94

$0.98

(2.39%)

After

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.26B

70.50%

PRVA

Privia Health Group

$22.58

$0.22

(0.96%)

After

2.52%

premium

12 Buy

2 Hold

0 Sell

Strong Buy

premium

$2.74B

4.63%

ENVX

Enovix

$9.22

$0.77

(7.71%)

After

0.33%

premium

7 Buy

2 Hold

0 Sell

Strong Buy

premium

$1.88B

-4.31%

TCMD

Tactile Systems Technology

$15.75

$0.21

(1.32%)

After

0.63%

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$382.99M

49.02%

PLNT

Planet Fitness

$94.69

$0.51

(0.54%)

After

1.73%

premium

10 Buy

3 Hold

0 Sell

Strong Buy

premium

$8.06B

48.43%

ARCT

Arcturus Therapeutics

$19.58

$0.79

(3.88%)

After

2.96%

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$551.77M

6.31%

PANW

Palo Alto Networks

$398.02

$0.08

(0.02%)

After

0.05%

premium

33 Buy

6 Hold

0 Sell

Strong Buy

premium

$130.28B

57.04%

ITRI

Itron

$121.23

$3.22

(2.59%)

After

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$5.61B

96.48%

MMYT

Makemytrip

$104.20

$2.72

(2.54%)

After

1.13%

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$11.74B

157.14%