New Portfolio - New Portfolio

Performance Portfolio Details

debbi berger

New Portfolio

Individual Investor

Ranked #41,271 out of 859,402 TipRanks' Investors

Success Rate

254 out of 391
profitable transactions

Average Return

69.77%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

8.54% SPY

7.22% NVDA

7.11% VST

5.39% IUSB

4.01% PANW

67.73% Others

By Assets

58.35% Stocks

31.00% ETFs

10.65% Funds

0.00% Cryptocurrency

0.00% Cash

0.00% Options

0.00% Other

By Sector

41.65% General

17.85% Technology

7.22% Utilities

7.11% Healthcare

6.80% Consumer Cyclical

6.06% Real Estate

13.32% Other

Portfolio Holdings

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premium

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premium

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premium

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premium

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premium

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To view investors' portfolios

JEPI

$57.59

-0.03%

Pre:

+0.24%

1K Buy

518 Hold

34 Sell

Moderate Buy

premium

▲ 5.07%

BEPC

$43.61

-0.11%

Pre:

+0.87%

1 Buy

1 Hold

1 Sell

Hold

premium

▲ 7.53%

ACI

$16.37

-1.39%

Pre:

8 Buy

2 Hold

1 Sell

Moderate Buy

premium

▲ 8.46%

SPHR

$133.09

+0.51%

Pre:

+0.31%

8 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 94.32%

AIO

$23.76

-0.38%

Pre:

―

premium

▲ 15.65%

$7.04

-1.81%

Pre:

+1.42%

0 Buy

6 Hold

0 Sell

Hold

premium

▼ 86.1%

PLTK

$3.57

+3.18%

Pre:

-0.56%

2 Buy

5 Hold

0 Sell

Moderate Buy

premium

▼ 87.37%

TBLA

$3.66

+1.67%

Pre:

+0.89%

3 Buy

1 Hold

0 Sell

Strong Buy

premium

▼ 58.17%

ABNB

$137.81

+0.22%

Pre:

+0.35%

14 Buy

12 Hold

1 Sell

Moderate Buy

premium

▼ 18.04%

JOET

$42.35

-0.33%

1K Buy

521 Hold

46 Sell

Moderate Buy

premium

▲ 29.96%

CURLF

$2.61

3 Buy

0 Hold

0 Sell

Strong Buy

premium

▼ 68.42%

LIN

$499.22

+0.26%

Pre:

-0.04%

13 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 101.66%

CHPT

$6.19

-0.8%

Pre:

+0.97%

0 Buy

6 Hold

1 Sell

Hold

premium

▼ 98.7%

NGTF

$0.03

-23.37%

―

premium

▼ 88.57%

KYSEF

$11.45

―

premium

▲ 43.12%

VST

$165.53

+1.59%

Pre:

+0.65%

10 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 726.04%

$46.75

+1.5%

Pre:

+0.32%

8 Buy

1 Hold

0 Sell

Strong Buy

premium

▼ 38.03%

KALA

$0.19

-3.87%

Pre:

+0.47%

―

premium

▼ 99.96%

MRBK

$20.38

-0.54%

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

▲ 137.25%

IFRA

$59.12

+0.05%

Pre:

+0.64%

667 Buy

396 Hold

51 Sell

Moderate Buy

premium

▲ 90.42%

DIVO

$45.83

+0.2%

Pre:

+0.26%

323 Buy

144 Hold

9 Sell

Moderate Buy

premium

▲ 22.42%

LVO

$4.38

+0.92%

Pre:

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

▼ 90.22%

VICI

$28.40

+0.96%

Pre:

6 Buy

5 Hold

0 Sell

Moderate Buy

premium

▼ 7.31%

ESTA

$64.51

-3.15%

6 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 253.09%

XYZ

$68.67

+1.03%

Pre:

+0.7%

25 Buy

2 Hold

1 Sell

Strong Buy

premium

▲ 12.3%

FLGT

$16.13

-0.25%

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

▼ 62.31%

VIXY

$28.29

-0.14%

Pre:

-0.64%

―

premium

▼ 98.24%

HACK

$77.77

+2.4%

Pre:

+1.05%

274 Buy

140 Hold

9 Sell

Moderate Buy

premium

▲ 61.9%

BFK

$10.09

+0.4%

―

premium

▼ 25.28%

BGY

$5.76

Pre:

―

premium

▼ 3.49%

BME

$39.68

-1.02%

Pre:

―

premium

▼ 10.58%

BST

$40.95

-0.1%

Pre:

+0.34%

―

premium

▲ 15.14%

EFT

$10.80

+0.28%

Pre:

―

premium

▼ 25.94%

PCQ

$8.71

―

premium

▼ 44.78%

PHD

$9.95

-0.1%

―

premium

▼ 11.08%

PMO

$10.47

+0.1%

Pre:

―

premium

▼ 15.3%

IYF

$124.28

-0.29%

Pre:

790 Buy

535 Hold

75 Sell

Moderate Buy

premium

▲ 87.77%

IUSB

$46.35

-0.15%

Pre:

―

premium

▼ 12.48%

BNDX

$48.09

-0.06%

Pre:

―

premium

▼ 13.42%

ICLN

$19.35

-0.92%

Pre:

+0.57%

―

premium

▼ 27.3%

PPH

$102.81

-0.51%

Pre:

+0.1%

171 Buy

85 Hold

9 Sell

Moderate Buy

premium

▲ 40.77%

XIFR

$10.14

-1.74%

Pre:

+0.39%

1 Buy

3 Hold

2 Sell

Hold

premium

▼ 83.57%

ETX

$18.54

-0.43%

―

premium

▼ 11.64%

ATNM

$1.25

-0.79%

Pre:

3 Buy

0 Hold

0 Sell

Strong Buy

premium

▼ 84.04%

PTY

$12.09

Pre:

―

premium

▼ 30.34%

DSL

$10.99

-0.9%

Pre:

―

premium

▼ 28.71%

$21.24

-0.09%

Pre:

0 Buy

3 Hold

2 Sell

Moderate Sell

premium

▲ 178.74%

CFG

$64.41

-1.2%

Pre:

+0.25%

15 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 63.57%

LNTH

$83.92

-0.02%

Pre:

+1.1%

6 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 523.48%

PYPL

$49.81

+0.48%

Pre:

+0.46%

5 Buy

21 Hold

4 Sell

Hold

premium

▼ 75.7%

ARKG

$29.84

-0.33%

Pre:

+0.54%

223 Buy

49 Hold

7 Sell

Moderate Buy

premium

▼ 71.08%

BSV

$78.38

-0.05%

Pre:

―

premium

▼ 3.42%

VEA

$68.63

-0.1%

Pre:

-0.04%

6K Buy

4K Hold

797 Sell

Hold

premium

▲ 74.94%

KHC

$22.59

+2.64%

Pre:

+0.49%

0 Buy

13 Hold

4 Sell

Hold

premium

▼ 26.12%

WING

$186.05

-2.8%

Pre:

-0.08%

19 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 28.07%

$900.00

+0.06%

Pre:

+0.47%

6 Buy

5 Hold

1 Sell

Moderate Buy

premium

▲ 350.3%

VRTX

$435.65

-1.37%

Pre:

>-0.01%

21 Buy

4 Hold

0 Sell

Strong Buy

premium

▲ 98.49%

WMT

$124.82

+0.05%

Pre:

+0.04%

28 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 155.52%

DIS

$103.90

+0.83%

Pre:

-0.34%

18 Buy

3 Hold

0 Sell

Strong Buy

premium

▼ 45.04%

BTA

$9.72

-0.1%

―

premium

▼ 29.98%

LAND

$10.32

-0.67%

Pre:

+0.68%

0 Buy

4 Hold

0 Sell

Hold

premium

▼ 37.36%

XLI

$170.33

-0.5%

Pre:

+0.32%

625 Buy

354 Hold

40 Sell

Moderate Buy

premium

▲ 69.79%

XLK

$152.02

+1.14%

Pre:

+0.78%

960 Buy

389 Hold

45 Sell

Moderate Buy

premium

▲ 157.4%

MPT

$5.20

+4%

Pre:

2 Buy

2 Hold

1 Sell

Hold

premium

▼ 75.07%

ABBV

$208.99

+0.27%

Pre:

-0.05%

14 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 138.2%

HASI

$40.07

-0.87%

Pre:

+0.7%

9 Buy

2 Hold

0 Sell

Strong Buy

premium

▼ 15.67%

BXMT

$19.78

-1.69%

Pre:

4 Buy

1 Hold

0 Sell

Strong Buy

premium

▼ 32.12%

BRK.B

$475.12

+0.22%

Pre:

+0.04%

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

▲ 117.8%

SQM

$95.31

+8.78%

Pre:

-0.64%

4 Buy

2 Hold

1 Sell

Moderate Buy

premium

▲ 81.55%

SWKS

$58.70

+1.33%

Pre:

+0.49%

2 Buy

13 Hold

1 Sell

Hold

premium

▼ 63.1%

SBUX

$98.36

+0.02%

Pre:

-0.11%

14 Buy

12 Hold

2 Sell

Moderate Buy

premium

▲ 16.39%

LUV

$40.63

-2.57%

Pre:

+1.21%

9 Buy

6 Hold

3 Sell

Moderate Buy

premium

▼ 34.11%

CRM

$181.22

+2.04%

Pre:

+2.31%

28 Buy

8 Hold

1 Sell

Moderate Buy

premium

▼ 21.14%

SAP

$177.41

+2.61%

Pre:

+4.64%

6 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 33.94%

UTG

$42.25

+1.03%

Pre:

-0.52%

―

premium

▲ 49.78%

$64.64

+1.06%

Pre:

+0.05%

5 Buy

9 Hold

0 Sell

Moderate Buy

premium

▲ 12.73%

ISD

$13.33

-0.3%

Pre:

―

premium

▼ 5.89%

QCOM

$134.47

+1.07%

Pre:

-0.14%

8 Buy

16 Hold

3 Sell

Hold

premium

▼ 4.42%

PLD

$142.17

+1.72%

Pre:

+0.06%

9 Buy

4 Hold

0 Sell

Moderate Buy

premium

▲ 36.7%

$143.11

-0.19%

Pre:

+0.22%

11 Buy

9 Hold

0 Sell

Moderate Buy

premium

▲ 4.18%

PFG

$93.98

-0.74%

Pre:

+0.6%

1 Buy

6 Hold

1 Sell

Hold

premium

▲ 82.3%

PLUG

$2.86

-2.39%

Pre:

+1.75%

4 Buy

8 Hold

2 Sell

Hold

premium

▼ 88.26%

UPS

$105.06

+1.44%

Pre:

+0.13%

10 Buy

8 Hold

2 Sell

Moderate Buy

premium

▼ 35.75%

UNP

$251.07

+1.23%

Pre:

+0.37%

12 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 20.18%

TGT

$123.91

+0.85%

Pre:

-0.26%

11 Buy

13 Hold

2 Sell

Moderate Buy

premium

▼ 26.79%

THC

$192.00

-0.81%

Pre:

+0.9%

13 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 145.56%

AXON

$393.08

-2.26%

Pre:

+1.25%

13 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 363.05%

EMR

$140.37

-0.02%

Pre:

+0.14%

7 Buy

8 Hold

1 Sell

Moderate Buy

premium

▲ 47.06%

LLY

$903.99

-0.11%

Pre:

+1.93%

17 Buy

2 Hold

1 Sell

Strong Buy

premium

▲ 347.89%

$18.87

+0.86%

Pre:

+0.32%

10 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 96.26%

XPO

$222.12

+5.61%

Pre:

+0.82%

14 Buy

3 Hold

1 Sell

Moderate Buy

premium

▲ 157.42%

DVN

$45.78

+1.22%

Pre:

-0.97%

15 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 170.24%

$123.47

+1.57%

Pre:

+0.29%

9 Buy

8 Hold

1 Sell

Moderate Buy

premium

▼ 42.68%

ETB

$15.27

-0.39%

Pre:

―

premium

▼ 5.82%

EXG

$9.26

-0.54%

Pre:

―

premium

▼ 0.14%

ETJ

$8.49

-0.12%

Pre:

―

premium

▼ 0.02%

$13.24

-1.27%

Pre:

+0.91%

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

▼ 20.07%

DHI

$143.35

-0.59%

Pre:

+0.5%

3 Buy

8 Hold

2 Sell

Hold

premium

▲ 83.81%

CCI

$86.87

+1.45%

Pre:

+0.38%

8 Buy

6 Hold

0 Sell

Moderate Buy

premium

▼ 45.49%

BIP

$36.25

-2.08%

Pre:

+2.65%

5 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 31.67%