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New Portfolio Sep 2024 - New Portfolio

New Portfolio Sep 2024
Individual Investor
Ranked #241,043 out of 770,014 TipRanks' Investors
Success Rate
61%
33 out of 54
profitable transactions
Average Return
8.30%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
31.22% NVDA
17.36% O
6.39% ABBV
5.82% TSM
5.01% AVGO
34.20% Others
By Assets
94.92% Stocks
3.29% ETFs
1.79% Cryptocurrency
0.00% Funds
0.00% Cash
By Sector
52.73% Technology
17.36% Real Estate
11.16% Healthcare
5.09% Consumer Cyclical
4.77% Communication Services
8.89% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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MSFT
Microsoft
$426.05
$7.26
(1.73%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
10.96%
NVDA
Nvidia
$136.89
$0.87
(0.64%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.33T
184.70%
AAPL
Apple
$234.82
$1.95
(0.84%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.52T
22.58%
TSM
Taiwan Semiconductor Manufacturing
$183.35
$1.73
(0.93%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$821.92B
89.19%
TGLS
Tecnoglass
$79.85
$1.53
(1.88%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.82B
124.69%
PLTR
Palantir Technologies
$65.63
$0.98
(1.52%)
premium
3 Buy
7 Hold
6 Sell
Hold
premium
$147.27B
236.72%
PANW
Palo Alto Networks
$393.33
$6.95
(1.8%)
premium
31 Buy
4 Hold
1 Sell
Strong Buy
premium
$126.77B
44.08%
O
Realty Income
$57.59
$0.14
(0.24%)
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$50.28B
6.57%
NEE
NextEra Energy
$77.05
$0.41
(0.53%)
premium
8 Buy
5 Hold
1 Sell
Moderate Buy
premium
$157.60B
33.17%
META
Meta Platforms
$574.99
$9.88
(1.75%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.43T
67.08%
LLY
Eli Lilly & Co
$797.52
$42.52
(5.63%)
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$716.73B
24.44%
JEPQ
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$56.92
$0.23
(0.41%)
premium
1K Buy
532 Hold
63 Sell
Moderate Buy
premium
$18.90B
15.06%
GOOG
Alphabet Class C
$170.79
$1.36
(0.8%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.06T
22.58%
DHI
DR Horton
$167.70
$5.24
(3.03%)
premium
8 Buy
7 Hold
1 Sell
Moderate Buy
premium
$55.54B
35.66%
COST
Costco
$966.71
$5.82
(0.61%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$425.74B
63.02%
CELH
Celsius Holdings
$27.86
$1.89
(6.35%)
premium
9 Buy
3 Hold
1 Sell
Moderate Buy
premium
$6.99B
-44.45%
AVGO
Broadcom
$163.96
$0.86
(0.52%)
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$769.80B
68.38%
ARM
ARM Holdings PLC ADR
$137.43
$2.25
(1.61%)
premium
16 Buy
4 Hold
1 Sell
Moderate Buy
premium
$146.80B
118.66%
AMZN
Amazon
$205.88
$4.43
(2.2%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.12T
37.28%
ABBV
AbbVie
$179.63
$2.57
(1.45%)
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$312.89B
27.61%
UNH
UnitedHealth
$603.86
$1.97
(0.33%)
premium
18 Buy
1 Hold
0 Sell
Strong Buy
premium
$557.54B
8.00%
BTC-USD
Bitcoin
$93696.79
$1.521K
(1.6%)
premium
premium
$1.86T
150.36%
MA
Mastercard
$527.50
$0.9
(0.17%)
premium
21 Buy
4 Hold
0 Sell
Strong Buy
premium
$483.33B
26.27%
LMT
Lockheed Martin
$521.24
$0.65
(0.12%)
premium
9 Buy
7 Hold
0 Sell
Moderate Buy
premium
$123.71B
15.46%
HCA
HCA Healthcare
$328.21
$2.59
(0.8%)
premium
13 Buy
3 Hold
1 Sell
Moderate Buy
premium
$82.48B
29.12%
WM
Waste Management
$227.88
$2.23
(0.99%)
premium
9 Buy
9 Hold
0 Sell
Moderate Buy
premium
$90.57B
31.18%
DOGE-USD
Dogecoin
$0.39
$0.028
(6.79%)
premium
premium
$58.58B
419.23%