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Working with TipRanks

Individual Brokerage -4999 - New Portfolio

Performance Portfolio Details

cj smith

Individual Brokerage -4999

Individual Investor

Ranked #451,023 out of 783,334 TipRanks' Investors

Success Rate

29 out of 104
profitable transactions

Average Return

-7.19%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

25.19% MSTR

22.32% COIN

12.15% PLTR

4.99% UPST

3.10% OKLO

32.25% Others

By Assets

97.69% Stocks

2.30% ETFs

0.00% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

40.46% Technology

37.61% Financial

8.01% Industrials

6.88% Real Estate

3.42% Energy

3.63% Other

Portfolio Holdings

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To view investors' portfolios

PSEC

Prospect Capital

$4.32

$0.07

(1.65%)

premium

0 Buy

0 Hold

1 Sell

Moderate Sell

premium

$1.91B

-29.40%

OCGN

Ocugen

$0.77

$0.029

(3.97%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$207.42M

34.36%

KMI

Kinder Morgan

$28.10

$0.8

(2.93%)

premium

6 Buy

7 Hold

0 Sell

Moderate Buy

premium

$61.01B

58.63%

CRNC

Cerence

$13.54

$0.32

(2.42%)

premium

2 Buy

4 Hold

0 Sell

Moderate Buy

premium

$577.33M

-35.61%

SCM

Stellus Capital

$14.90

$0.13

(0.88%)

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$404.51M

11.89%

SCHD < ETF >

Schwab US Dividend Equity ETF

$27.98

$0.03

(0.11%)

premium

411 Buy

414 Hold

69 Sell

Moderate Buy

premium

$68.89B

8.87%

TSLL < ETF >

Direxion Daily TSLA Bull 1.5X Shares ETF

$26.18

$1.45

(5.86%)

premium

―

premium

$4.93B

158.68%

RGTI

Rigetti Computing

$12.30

$0.36

(2.84%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$3.17B

920.97%

YALL < ETF >

God Bless America ETF

$38.83

$0.538

(1.4%)

premium

363 Buy

237 Hold

28 Sell

Moderate Buy

premium

$90.47M

29.75%

TSLT < ETF >

T-REX 2X Long Tesla Daily Target ETF

$35.89

$2.09

(6.18%)

premium

―

premium

$519.75M

140.57%

NAK

Northern Dynasty Minerals

$0.67

$0.037

(5.94%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$343.23M

147.06%

Energy Transfer

$21.08

$0.55

(2.68%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$69.68B

41.00%

OXLC

Oxford Lane Capital

$5.09

$0.02

(0.39%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

―

-2.12%

QBTS

D-Wave Quantum

$5.64

$0.12

(2.17%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.78B

526.56%

ORC

Orchid Island Capital

$8.03

$0.15

(1.9%)

premium

―

premium

$624.96M

-3.43%

HRZN

Horizon Technology

$9.34

$0.08

(0.86%)

premium

1 Buy

3 Hold

0 Sell

Hold

premium

―

-30.11%

AGNC

AGNC Investment

$10.08

$0.25

(2.54%)

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$8.74B

2.50%

RIOT

Riot Platforms

$11.90

$0.68

(6.06%)

premium

12 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.77B

-1.06%

BLMN

Bloomin' Brands

$12.89

$0.19

(1.5%)

premium

1 Buy

7 Hold

2 Sell

Hold

premium

$1.06B

-53.08%

Dynex Capital

$13.15

$0.29

(2.26%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.02B

2.88%

MFIC

MidCap Financial Investment Corporation

$13.97

$0.21

(1.53%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

―

-2.82%

ABR

Arbor Realty

$13.43

$0.05

(0.37%)

premium

0 Buy

2 Hold

2 Sell

Moderate Sell

premium

$2.52B

-5.77%

GOOD

Gladstone Commercial

$16.13

$0.09

(0.56%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$714.01M

22.35%

HTGC

Hercules Capital

$21.06

$0.33

(1.59%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.52B

16.46%

MARA

Marathon Digital Holdings

$19.18

$0.76

(4.13%)

premium

4 Buy

8 Hold

0 Sell

Moderate Buy

premium

$6.20B

1.71%

GSL

Global Ship Lease

$21.82

$0.13

(0.6%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$744.34M

-0.09%

PBR

Petroleo Brasileiro SA- Petrobras

$14.13

$0.24

(1.73%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$86.74B

-18.48%

IEP

Icahn Enterprises

$9.74

$0.115

(1.17%)

premium

―

premium

$4.96B

-45.73%

PLTR

Palantir Technologies

$81.22

$1.46

(1.83%)

premium

2 Buy

9 Hold

6 Sell

Hold

premium

$182.77B

376.46%

BTBT

Bit Digital

$3.25

$0.2

(6.56%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$457.46M

8.16%

APLE

Apple Hospitality REIT

$15.52

$0.13

(0.84%)

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

$3.77B

-6.61%

ASTS

AST SpaceMobile

$18.21

$0.49

(2.77%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$5.84B

506.85%

MSTR

Microstrategy

$340.09

$1.16

(0.34%)

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$84.41B

556.87%

COIN

Coinbase Global

$301.30

$10.3

(3.54%)

premium

8 Buy

9 Hold

0 Sell

Moderate Buy

premium

$70.55B

122.44%

NYMT

New York Mortgage

$6.04

$0.12

(2.03%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$542.57M

-27.63%

OKLO

Oklo Inc

$41.91

$6.61

(18.73%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$4.17B

214.62%

IBIT < ETF >

IShares Bitcoin Trust Registered

$59.72

$0.38

(0.64%)

premium

―

premium

$57.86B

138.50%

MAIN

Main Street Capital

$61.45

$0.83

(1.37%)

premium

0 Buy

4 Hold

0 Sell

Hold

premium

$5.41B

31.84%

TMFC < ETF >

Motley Fool 100 Index ETF

$61.38

$0.1

(0.16%)

premium

1K Buy

555 Hold

62 Sell

Moderate Buy

premium

$1.29B

31.02%

OPTT

Ocean Power Technologies

$0.64

$0.033

(4.94%)

premium

―

premium

$101.66M

118.89%

WIMI

WiMi Hologram Cloud

$0.94

>$0.001

(0.06%)

premium

―

premium

$98.05M

44.56%

CAN

Canaan

$2.23

$0.37

(19.89%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$533.08M

24.83%

QSI

Quantum-Si

$1.96

$0.08

(3.92%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$378.07M

23.64%

KULR

KULR Technology Group

$2.19

$0.16

(7.88%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$521.63M

997.30%

CIFR

Cipher Mining

$4.70

$0.2

(4.44%)

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.56B

46.10%

IVR

Invesco Mortgage

$8.33

$0.18

(2.21%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$501.02M

-9.94%

ACHR

Archer Aviation

$9.27

$0.23

(2.54%)

premium

6 Buy

2 Hold

0 Sell

Strong Buy

premium

$3.90B

81.16%

ARR

ARMOUR Residential REIT

$18.78

$0.27

(1.46%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$1.03B

-4.78%

LUNR

Intuitive Machines

$22.42

$1.55

(7.43%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$3.23B

513.82%

HUT

Hut 8

$21.50

$1.39

(6.91%)

premium

9 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.84B

176.45%

SMR

NuScale Power

$23.58

$1.58

(7.18%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.74B

650.85%

JEPI < ETF >

JPMorgan Equity Premium Income ETF

$59.13

$0.19

(0.32%)

premium

1K Buy

547 Hold

48 Sell

Moderate Buy

premium

$38.73B

4.74%

XLF < ETF >

Financial Select Sector SPDR Fund

$51.77

$0.49

(0.96%)

premium

528 Buy

377 Hold

44 Sell

Moderate Buy

premium

$53.05B

30.68%

RKLB

Rocket Lab USA

$28.53

$0.34

(1.18%)

premium

7 Buy

5 Hold

0 Sell

Moderate Buy

premium

$14.49B

479.72%

DOC

Healthpeak Properties

$20.51

$0.3

(1.48%)

premium

6 Buy

2 Hold

0 Sell

Strong Buy

premium

$14.74B

8.54%

WATT

Energous

$0.45

$0.009

(1.98%)

premium

―

premium

$14.56M

-74.79%

FFIE

Faraday Future Intelligent Electric

$1.25

$0.12

(8.76%)

premium

―

premium

$61.20M

-91.92%

BBAI

BigBearai Holdings

$4.12

$0.48

(13.19%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$930.75M

112.86%

SXC

Suncoke Energy

$9.64

$0.32

(3.21%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$834.20M

-4.05%

SBLK

Star Bulk Carriers

$15.56

$0.29

(1.9%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.77B

-29.76%

KLG

WK Kellogg Co

$17.00

$0.48

(2.91%)

premium

0 Buy

3 Hold

3 Sell

Moderate Sell

premium

$1.41B

23.75%

SOFI

SoFi Technologies

$16.44

$0.45

(2.81%)

premium

6 Buy

6 Hold

3 Sell

Hold

premium

$17.55B

90.36%

SPHD < ETF >

Invesco S&P 500 High Dividend Low Volatility ETF

$48.91

$0.19

(0.39%)

premium

316 Buy

289 Hold

23 Sell

Moderate Buy

premium

$3.40B

15.39%

UPST

Upstart Holdings

$67.32

$1.25

(1.89%)

premium

5 Buy

6 Hold

4 Sell

Hold

premium

$6.07B

96.81%

AT&T

$24.02

$0.21

(0.87%)

premium

18 Buy

4 Hold

0 Sell

Strong Buy

premium

$175.08B

38.22%

CSWC

Capital Southwest

$22.32

$0.34

(1.55%)

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$1.07B

-14.34%

AAPU < ETF >

Direxion Daily AAPL Bull 1.5X Shares

$33.39

$0.46

(1.36%)

premium

―

premium

$169.06M

29.10%

GLAD

Gladstone Capital

$29.69

$0.49

(1.68%)

premium

―

premium

$676.37M

34.81%

URA < ETF >

Global X Uranium ETF

$28.92

$0.56

(1.97%)

premium

76 Buy

20 Hold

2 Sell

Moderate Buy

premium

$3.36B

-7.17%

DVN

Devon Energy

$35.05

$0.02

(0.06%)

premium

15 Buy

7 Hold

0 Sell

Moderate Buy

premium

$22.91B

-19.04%

SLB

Schlumberger

$41.02

$0.08

(0.2%)

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$57.88B

-17.04%

REM < ETF >

iShares Mortgage Real Estate ETF

$22.31

$0.49

(2.25%)

premium

68 Buy

48 Hold

5 Sell

Moderate Buy

premium

$585.41M

-6.47%