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STOCKS

portfolio1 - New Portfolio

Performance Portfolio Details

Kavitha Balasubramanian

portfolio1

Individual Investor

Ranked #361,578 out of 794,582 TipRanks' Investors

Success Rate

8 out of 100
profitable transactions

Average Return

-21.67%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

1.00% AAPL

1.00% PLTR

1.00% PDD

1.00% PANW

1.00% ORCL

95.00% Others

By Assets

74.00% Stocks

24.00% ETFs

2.00% Cryptocurrency

0.00% Funds

0.00% Cash

By Sector

37.00% Technology

26.00% General

12.00% Consumer Cyclical

5.00% Financial

5.00% Communication Services

15.00% Other

Portfolio Holdings

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To view investors' portfolios

AAPL

$188.38

$14.81

(7.29%)

17 Buy

11 Hold

5 Sell

Moderate Buy

premium

$2.83T

11.09%

PLTR

$74.01

$9.59

(11.47%)

4 Buy

11 Hold

4 Sell

Hold

premium

$173.58B

222.34%

PDD

$104.21

$9.46

(8.32%)

7 Buy

6 Hold

1 Sell

Moderate Buy

premium

$144.72B

-11.59%

PANW

$153.57

$11.6

(7.02%)

25 Buy

7 Hold

1 Sell

Moderate Buy

premium

$101.68B

14.17%

ORCL

$128.27

$8.96

(6.53%)

15 Buy

13 Hold

0 Sell

Moderate Buy

premium

$359.70B

2.70%

OKTA

$91.93

$8.34

(8.32%)

19 Buy

14 Hold

1 Sell

Moderate Buy

premium

$15.96B

-9.43%

OKLO

$19.80

$2.09

(9.55%)

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.75B

51.14%

NVS

$105.85

$6.41

(5.71%)

0 Buy

2 Hold

0 Sell

Hold

premium

$203.25B

10.50%

NVDA

$94.31

$7.49

(7.36%)

38 Buy

4 Hold

0 Sell

Strong Buy

premium

$2.30T

7.16%

NOW

$721.65

$52.42

(6.77%)

28 Buy

4 Hold

1 Sell

Strong Buy

premium

$149.53B

-7.89%

NKE

$57.25

$1.67

(3%)

17 Buy

13 Hold

0 Sell

Moderate Buy

premium

$84.50B

-35.56%

NFLX

$855.86

$61.19

(6.67%)

30 Buy

10 Hold

1 Sell

Moderate Buy

premium

$366.10B

34.53%

$64.72

$9.62

(12.94%)

21 Buy

3 Hold

0 Sell

Strong Buy

premium

$72.33B

-47.63%

MSTR

$293.61

$11.33

(4.01%)

12 Buy

0 Hold

1 Sell

Strong Buy

premium

$76.47B

104.04%

MRVL

$49.43

$6.21

(11.16%)

29 Buy

2 Hold

0 Sell

Strong Buy

premium

$42.81B

-31.96%

MNMD

$5.43

$0.12

(2.16%)

9 Buy

0 Hold

0 Sell

Strong Buy

premium

$409.25M

-24.46%

META

$504.73

$26.89

(5.06%)

44 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.28T

-4.29%

LRCX

$59.09

$6.13

(9.4%)

18 Buy

6 Hold

0 Sell

Strong Buy

premium

$75.85B

-38.99%

QCOM

$127.46

$11.96

(8.58%)

11 Buy

7 Hold

1 Sell

Moderate Buy

premium

$140.97B

-25.69%

LEN

$111.03

$2.63

(2.43%)

3 Buy

13 Hold

0 Sell

Hold

premium

$29.17B

-33.20%

QQQ < ETF >

$422.67

$27.99

(6.21%)

1K Buy

628 Hold

68 Sell

Moderate Buy

premium

$283.98B

-4.07%

RIVN

$11.21

$0.32

(2.78%)

6 Buy

13 Hold

3 Sell

Hold

premium

$12.68B

10.99%

WMT

$83.19

$4.07

(4.66%)

28 Buy

2 Hold

0 Sell

Strong Buy

premium

$666.92B

39.00%

UBER

$64.62

$5.23

(7.49%)

32 Buy

3 Hold

0 Sell

Strong Buy

premium

$135.14B

-16.25%

TTD

$46.24

$2.84

(5.79%)

21 Buy

6 Hold

0 Sell

Strong Buy

premium

$22.94B

-46.13%

TSM

$146.80

$10.58

(6.72%)

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$736.87B

3.85%

TSLA

$239.43

$27.85

(10.42%)

16 Buy

11 Hold

12 Sell

Hold

premium

$770.13B

45.20%

TLRY

$0.59

$0.026

(4.16%)

2 Buy

6 Hold

0 Sell

Hold

premium

$555.28M

-77.19%

XYZ

$50.26

$3.71

(6.87%)

27 Buy

1 Hold

0 Sell

Strong Buy

premium

$31.14B

-34.87%

SPOT

$503.30

$55.12

(9.87%)

18 Buy

10 Hold

0 Sell

Moderate Buy

premium

$101.05B

62.19%

SOXX < ETF >

$157.63

$12.73

(7.47%)

353 Buy

159 Hold

23 Sell

Moderate Buy

premium

$9.83B

-29.06%

SOUN

$7.32

$0.98

(11.81%)

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$2.92B

41.31%

SNOW

$130.53

$9.37

(6.7%)

33 Buy

6 Hold

0 Sell

Strong Buy

premium

$43.61B

-15.16%

SMCI

$29.82

$2.5

(7.74%)

4 Buy

4 Hold

2 Sell

Hold

premium

$17.70B

-68.54%

SHOP

$76.91

$19.77

(20.45%)

21 Buy

13 Hold

0 Sell

Moderate Buy

premium

$99.58B

2.14%

SCHW

$69.06

$5.81

(7.76%)

17 Buy

2 Hold

1 Sell

Strong Buy

premium

$128.76B

-3.94%

SCHD < ETF >

$25.28

$1.45

(5.42%)

448 Buy

470 Hold

70 Sell

Moderate Buy

premium

$68.18B

-4.12%

$16.91

(5.58%)

21 Buy

7 Hold

0 Sell

Strong Buy

premium

$5.57B

-25.18%

RVSN

$0.30

$0.032

(9.55%)

―

premium

―

-82.59%

RDDT

$86.91

$9.99

(10.31%)

12 Buy

6 Hold

2 Sell

Moderate Buy

premium

$15.72B

82.74%

LCID

$2.28

$0.04

(1.72%)

1 Buy

6 Hold

3 Sell

Hold

premium

$6.91B

-12.64%

$28.73

$2.27

(7.32%)

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$6.69B

30.65%

JPM

$210.28

$17.01

(7.48%)

11 Buy

7 Hold

0 Sell

Moderate Buy

premium

$587.97B

6.50%

$52.73

$3.52

(6.26%)

2 Buy

10 Hold

0 Sell

Hold

premium

$44.94B

8.56%

CTAS

$190.33

$14.52

(7.09%)

4 Buy

5 Hold

2 Sell

Hold

premium

$76.85B

13.01%

CSCO

$54.54

$2.77

(4.83%)

10 Buy

7 Hold

0 Sell

Moderate Buy

premium

$216.98B

12.34%

CRWD

$321.63

$25.76

(7.42%)

32 Buy

3 Hold

0 Sell

Strong Buy

premium

$79.72B

1.94%

CRM

$240.76

$14.47

(5.67%)

30 Buy

8 Hold

2 Sell

Moderate Buy

premium

$231.37B

-20.25%

CRDO

$33.30

$3.84

(10.34%)

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.65B

55.90%

CMG

$47.29

$2.79

(5.57%)

20 Buy

4 Hold

0 Sell

Strong Buy

premium

$64.09B

-18.62%

CEG

$170.96

$19.28

(10.13%)

6 Buy

6 Hold

0 Sell

Moderate Buy

premium

$53.56B

-11.46%

CAVA

$75.19

$8.99

(10.68%)

10 Buy

5 Hold

0 Sell

Moderate Buy

premium

$8.69B

16.30%

BTC-USD

$80630.00

$2.872K

(3.44%)

―

premium

$1.65T

20.37%

BABA

$116.54

$12.79

(9.89%)

16 Buy

0 Hold

0 Sell

Strong Buy

premium

$303.69B

62.63%

AXP

$233.68

$13.32

(5.39%)

8 Buy

13 Hold

1 Sell

Moderate Buy

premium

$163.84B

5.04%

AVGO

$146.29

$7.72

(5.01%)

23 Buy

2 Hold

0 Sell

Strong Buy

premium

$687.85B

9.22%

AMD

$85.76

$8.04

(8.57%)

24 Buy

12 Hold

1 Sell

Moderate Buy

premium

$138.97B

-49.68%

AFRM

$35.75

$3.16

(8.12%)

13 Buy

6 Hold

0 Sell

Moderate Buy

premium

$11.44B

8.76%

ADBE

$349.07

$18.18

(4.95%)

20 Buy

10 Hold

0 Sell

Moderate Buy

premium

$148.77B

-28.04%

ABNB

$106.66

$7.31

(6.41%)

12 Buy

17 Hold

4 Sell

Hold

premium

$67.25B

-34.07%

DAL

$37.25

$1.46

(3.77%)

13 Buy

2 Hold

0 Sell

Strong Buy

premium

$24.06B

-19.13%

DDOG

$87.93

$6.54

(6.92%)

26 Buy

7 Hold

0 Sell

Strong Buy

premium

$30.14B

-29.32%

DECK

$106.02

$5.14

(5.1%)

12 Buy

5 Hold

0 Sell

Moderate Buy

premium

$16.09B

-27.70%

DELL

$71.63

$5.6

(7.25%)

11 Buy

3 Hold

0 Sell

Strong Buy

premium

$49.99B

-46.03%

IWM < ETF >

$181.19

$8.46

(4.46%)

5K Buy

3K Hold

383 Sell

Moderate Buy

premium

$58.72B

-11.86%

INTC

$19.85

$2.58

(11.5%)

1 Buy

27 Hold

4 Sell

Hold

premium

$86.56B

-48.72%

INDA < ETF >

$49.19

$1.99

(3.89%)

―

premium

$8.84B

-6.09%

IJR < ETF >

$94.63

$4.27

(4.32%)

2K Buy

1K Hold

213 Sell

Hold

premium

$74.19B

-12.70%

IJH < ETF >

$52.88

$2.71

(4.87%)

2K Buy

1K Hold

157 Sell

Moderate Buy

premium

$85.37B

-11.75%

IBN

$30.29

$0.97

(3.1%)

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$110.28B

17.63%

IBM

$227.48

$16.01

(6.58%)

8 Buy

5 Hold

1 Sell

Moderate Buy

premium

$210.93B

20.27%

IBIT < ETF >

$47.71

$1.14

(2.45%)

―

premium

$47.19B

24.21%

WSM

$141.68

$2.82

(2.03%)

4 Buy

13 Hold

1 Sell

Hold

premium

$17.50B

-8.42%

GOOG

$147.74

$4.89

(3.2%)

11 Buy

2 Hold

0 Sell

Strong Buy

premium

$1.79T

-4.03%

$166.81

$20.82

(11.1%)

15 Buy

1 Hold

0 Sell

Strong Buy

premium

$179.04B

6.72%

GDX < ETF >

$41.68

$4.04

(8.84%)

262 Buy

112 Hold

16 Sell

Moderate Buy

premium

$14.66B

24.05%

GBTC

$66.32

$1.56

(2.41%)

―

premium

―

10.55%

ETH-USD

$1682.09

$124.001

(6.87%)

―

premium

$218.20B

-46.72%

EPI < ETF >

$41.47

$2.03

(4.67%)

―

premium

$3.05B

-7.41%

$135.34

$9.51

(6.57%)

9 Buy

12 Hold

0 Sell

Moderate Buy

premium

$35.27B

3.88%

DOCU

$72.21

$5.16

(6.67%)

4 Buy

11 Hold

1 Sell

Hold

premium

$14.62B

21.42%

DLR

$137.50

$3.59

(2.54%)

15 Buy

3 Hold

1 Sell

Moderate Buy

premium

$46.29B

-3.58%

GEV

$271.48

$26.18

(8.8%)

16 Buy

1 Hold

0 Sell

Strong Buy

premium

$74.90B

121.25%

$67.75

$5.5

(7.51%)

10 Buy

15 Hold

0 Sell

Moderate Buy

premium

$20.68B

7.64%

MGK < ETF >

$277.82

$17.74

(6%)

1K Buy

392 Hold

51 Sell

Moderate Buy

premium

$22.78B

-2.58%

SMH < ETF >

$180.80

$14.77

(7.55%)

324 Buy

152 Hold

20 Sell

Moderate Buy

premium

$17.47B

-18.95%

VOO < ETF >

$465.52

$28.64

(5.8%)

4K Buy

3K Hold

297 Sell

Moderate Buy

premium

$598.65B

-2.34%

VRT

$59.41

$8.06

(11.95%)

10 Buy

2 Hold

0 Sell

Strong Buy

premium

$22.62B

-30.38%

VST

$98.07

$10.14

(9.37%)

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$33.36B

30.19%

VTI < ETF >

$248.47

$15.49

(5.87%)

14K Buy

8K Hold

909 Sell

Moderate Buy

premium

$447.08B

-3.50%

VTV < ETF >

$156.94

$9.9

(5.93%)

3K Buy

2K Hold

188 Sell

Moderate Buy

premium

$134.34B

-2.31%

VUG < ETF >

$334.02

$21.56

(6.06%)

2K Buy

924 Hold

102 Sell

Moderate Buy

premium

$147.56B

-2.56%

VYM < ETF >

$117.03

$7.08

(5.7%)

3K Buy

2K Hold

298 Sell

Moderate Buy

premium

$59.58B

-1.93%

XLC < ETF >

$87.23

$5.3

(5.73%)

279 Buy

122 Hold

10 Sell

Moderate Buy

premium

$19.35B

5.69%

XLE < ETF >

$78.76

$7.98

(9.2%)

255 Buy

120 Hold

6 Sell

Moderate Buy

premium

$30.55B

-19.19%

XLF < ETF >

$44.20

$3.49

(7.32%)

588 Buy

392 Hold

46 Sell

Moderate Buy

premium

$49.77B

5.87%

XLI < ETF >

$117.94

$7.91

(6.29%)

586 Buy

384 Hold

51 Sell

Moderate Buy

premium

$19.03B

-5.99%

XLK < ETF >

$182.37

$12.86

(6.59%)

789 Buy

385 Hold

48 Sell

Moderate Buy

premium

$60.63B

-11.56%

XLP < ETF >

$78.46

$3.56

(4.34%)

254 Buy

281 Hold

38 Sell

Moderate Buy

premium

$16.88B

5.71%

XLU < ETF >

$74.53

$4.39

(5.56%)

183 Buy

154 Hold

14 Sell

Moderate Buy

premium

$18.09B

13.63%