New Portfolio Aug 2025 - New Portfolio

Performance Portfolio Details

Moshe Simon

New Portfolio Aug 2025

Individual Investor

Ranked #212,917 out of 858,971 TipRanks' Investors

Success Rate

46 out of 71
profitable transactions

Average Return

14.38%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

5.47% GOOGL

4.72% META

4.52% IVV

4.52% SPTM

4.43% SCHB

76.34% Others

By Assets

52.20% ETFs

47.80% Stocks

0.00% Funds

0.00% Cryptocurrency

0.00% Cash

0.00% Options

0.00% Other

By Sector

52.20% General

22.05% Technology

11.72% Communication Services

4.84% Consumer Cyclical

3.73% Healthcare

2.53% Financial

2.92% Other

Portfolio Holdings

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To view investors' portfolios

AAPL

$258.83

-0.14%

After:

-0.06%

14 Buy

8 Hold

1 Sell

Moderate Buy

premium

▲ 12.19%

MSFT

$393.11

+2.27%

After:

+0.09%

35 Buy

3 Hold

0 Sell

Strong Buy

premium

▼ 22.95%

NFLX

$106.28

+3.02%

After:

-0.12%

30 Buy

10 Hold

0 Sell

Strong Buy

premium

▼ 11.95%

NOW

$87.79

-1.43%

After:

+0.35%

30 Buy

4 Hold

1 Sell

Strong Buy

premium

▼ 50.29%

NSIT

$73.78

-0.12%

After:

-1.06%

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

▼ 43.86%

NVDA

$196.51

+3.8%

After:

-0.28%

41 Buy

1 Hold

1 Sell

Strong Buy

premium

▲ 11.7%

ODFL

$210.41

+1.34%

After:

>-0.01%

6 Buy

12 Hold

2 Sell

Hold

premium

▲ 36.35%

ORCL

$163.00

+4.74%

After:

+0.25%

27 Buy

6 Hold

0 Sell

Strong Buy

premium

▼ 31.41%

PLTR

$135.70

+2.52%

After:

-0.08%

14 Buy

5 Hold

2 Sell

Moderate Buy

premium

▼ 14.55%

PLUS

$83.01

-1.5%

After:

+0.8%

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

▲ 15.05%

QCOM

$132.84

+1.22%

After:

+0.07%

9 Buy

15 Hold

3 Sell

Hold

premium

▼ 15.06%

SCHA

$31.43

+0.7%

After:

+0.19%

6K Buy

3K Hold

450 Sell

Moderate Buy

premium

▲ 19.05%

SCHB

$26.82

+1.17%

After:

-0.14%

12K Buy

7K Hold

796 Sell

Moderate Buy

premium

▲ 8.85%

SCHM

$33.10

+0.64%

After:

3K Buy

2K Hold

196 Sell

Moderate Buy

premium

▲ 14.61%

META

$662.49

+4.41%

After:

+0.66%

39 Buy

6 Hold

0 Sell

Strong Buy

premium

▼ 11.72%

SNPS

$418.80

+0.25%

After:

+0.03%

9 Buy

4 Hold

0 Sell

Moderate Buy

premium

▼ 31.67%

SONY

$20.95

-0.48%

After:

-0.38%

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

▼ 25.81%

SPTM

$84.40

+1.14%

After:

-5.39%

9K Buy

5K Hold

623 Sell

Moderate Buy

premium

▲ 8.92%

SPYG

$107.95

+2.08%

After:

2K Buy

612 Hold

42 Sell

Moderate Buy

premium

▲ 9.34%

SPYV

$58.28

+0.21%

After:

+0.23%

4K Buy

2K Hold

286 Sell

Moderate Buy

premium

▲ 7.81%

TSLA

$364.20

+3.34%

After:

+0.12%

13 Buy

11 Hold

6 Sell

Hold

premium

▲ 10.97%

TSM

$379.89

+2.79%

After:

+0.4%

6 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 61.72%

$278.24

+0.76%

After:

-0.35%

6K Buy

4K Hold

509 Sell

Moderate Buy

premium

▲ 13.22%

VEEV

$159.09

+0.4%

After:

-0.25%

14 Buy

7 Hold

1 Sell

Moderate Buy

premium

▼ 43.6%

$301.91

+0.67%

After:

+0.04%

2K Buy

1K Hold

162 Sell

Moderate Buy

premium

▲ 5.55%

VOO

$638.35

+1.21%

After:

+0.01%

5K Buy

3K Hold

298 Sell

Moderate Buy

premium

▲ 8.6%

VTI

$342.65

+1.18%

After:

<+0.01%

14K Buy

7K Hold

846 Sell

Moderate Buy

premium

▲ 8.91%

VUG

$476.72

+2%

After:

+0.03%

2K Buy

728 Hold

60 Sell

Moderate Buy

premium

▲ 4.66%

$319.22

+1.23%

After:

-0.13%

5K Buy

2K Hold

234 Sell

Moderate Buy

premium

▲ 8.2%

SNX

$204.71

-0.91%

After:

+0.21%

6 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 39.53%

XLK

$147.94

+1.6%

After:

-0.02%

957 Buy

390 Hold

45 Sell

Moderate Buy

premium

▲ 12.96%

MCK

$862.79

-0.21%

After:

-0.32%

9 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 26.68%

IVV

$697.69

+1.18%

After:

>-0.01%

5K Buy

3K Hold

297 Sell

Moderate Buy

premium

▲ 8.66%

ACN

$190.37

-0.82%

After:

+0.33%

16 Buy

6 Hold

0 Sell

Moderate Buy

premium

▼ 24.86%

ADBE

$235.72

-1.83%

After:

-0.09%

9 Buy

14 Hold

3 Sell

Hold

premium

▼ 34.42%

AMAT

$395.64

-0.02%

After:

+0.03%

25 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 144.45%

AMD

$255.07

+3.34%

After:

-0.77%

20 Buy

8 Hold

0 Sell

Moderate Buy

premium

▲ 52.72%

AMZN

$249.02

+3.81%

After:

-0.18%

43 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 9.14%

ARCB

$110.16

+1.47%

After:

6 Buy

5 Hold

0 Sell

Moderate Buy

premium

▲ 51.49%

AXP

$326.96

+0.97%

After:

-0.25%

7 Buy

9 Hold

1 Sell

Moderate Buy

premium

▲ 7.12%

CAH

$214.95

+0.36%

After:

-0.07%

10 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 44.31%

CDW

$130.04

-1.4%

After:

+1.21%

3 Buy

4 Hold

0 Sell

Moderate Buy

premium

▼ 22.2%

COR

$319.90

+0.24%

After:

8 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 8.42%

COST

$974.80

-0.62%

After:

+0.09%

16 Buy

6 Hold

1 Sell

Moderate Buy

premium

▼ 0.51%

CRM

$171.31

-0.87%

After:

+0.06%

28 Buy

8 Hold

1 Sell

Moderate Buy

premium

▼ 29.87%

CROX

$101.20

+0.98%

After:

-0.08%

4 Buy

7 Hold

1 Sell

Hold

premium

▲ 22.06%

LRCX

$272.41

+1.9%

After:

-0.07%

23 Buy

4 Hold

0 Sell

Strong Buy

premium

▲ 173.89%

CRWD

$398.49

-0.93%

After:

-0.14%

28 Buy

8 Hold

0 Sell

Strong Buy

premium

▼ 4.38%

CWBHF

$0.63

+2.04%

―

premium

▲ 594.44%

DELL

$184.51

-2.78%

After:

+0.23%

11 Buy

3 Hold

1 Sell

Moderate Buy

premium

▲ 36.45%

DOCU

$44.63

-1.74%

After:

+0.43%

3 Buy

11 Hold

1 Sell

Hold

premium

▼ 37.08%

FTEC

$229.60

+1.5%

After:

+0.04%

2K Buy

875 Hold

91 Sell

Moderate Buy

premium

▲ 12.03%

GOOGL

$332.91

+3.61%

After:

-0.05%

25 Buy

5 Hold

0 Sell

Strong Buy

premium

▲ 66.04%

$909.63

+2.11%

After:

-0.09%

5 Buy

5 Hold

1 Sell

Moderate Buy

premium

▲ 26.62%

GTBIF

$6.76

+0.3%

5 Buy

0 Hold

0 Sell

Strong Buy

premium

▼ 21.03%

HPQ

$18.99

-1.25%

After:

+0.47%

0 Buy

6 Hold

5 Sell

Moderate Sell

premium

▼ 29.84%

IBM

$240.27

+1.03%

After:

+0.3%

11 Buy

6 Hold

0 Sell

Moderate Buy

premium

▲ 0.02%

IIPR

$51.18

+0.99%

After:

1 Buy

3 Hold

1 Sell

Hold

premium

▼ 2.94%

INTU

$366.80

-0.71%

After:

<+0.01%

19 Buy

4 Hold

0 Sell

Strong Buy

premium

▼ 47.97%

ITOT

$152.08

+1.16%

After:

-0.05%

13K Buy

7K Hold

817 Sell

Moderate Buy

premium

▲ 8.95%

IUSG

$170.80

+2.02%

After:

-0.03%

3K Buy

1K Hold

99 Sell

Moderate Buy

premium

▲ 9.7%

CURLF

$2.42

+0.83%

3 Buy

0 Hold

0 Sell

Strong Buy

premium

▼ 14.22%

$82.40

-0.48%

After:

+0.49%

12 Buy

6 Hold

1 Sell

Moderate Buy

premium

▲ 14.19%

IUSV

$105.45

+0.21%

After:

-0.19%

5K Buy

3K Hold

395 Sell

Moderate Buy

premium

▲ 7.99%

SCHG

$31.51

+1.81%

After:

-0.03%

2K Buy

845 Hold

74 Sell

Moderate Buy

premium

▲ 4.03%

VGT

$770.04

+1.55%

After:

>-0.01%

2K Buy

960 Hold

108 Sell

Moderate Buy

premium

▲ 10.93%

ISRG

$467.22

+1.8%

After:

+0.06%

14 Buy

5 Hold

0 Sell

Moderate Buy

premium

▼ 1.88%

TCNNF

$6.43

+2.06%

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

▼ 19.42%

IWF

$460.57

+1.8%

After:

4K Buy

2K Hold

172 Sell

Moderate Buy

premium

▲ 3.44%

FICO

$1007.28

+0.64%

After:

+0.27%

10 Buy

3 Hold

0 Sell

Strong Buy

premium

▼ 28.86%

NVAX

$8.39

+3.45%

After:

-0.36%

3 Buy

1 Hold

2 Sell

Hold

premium

▲ 13.38%