stocks - New Portfolio

Jason C.

stocks
Individual Investor
Ranked #101,875 out of 757,673 TipRanks' Investors
Success Rate
66%
110 out of 167
profitable transactions
Average Return
7.20%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
20.55% BRK.B
9.33% QQQ
7.15% PHO
6.74% TSM
6.38% TLT
49.85% Others
By Assets
72.97% Stocks
27.03% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
27.03% General
26.36% Financial
18.24% Technology
11.37% Consumer Cyclical
6.72% Energy
10.28% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AAPL
Apple
$228.20
$0.67
(0.29%)
premium
24 Buy
8 Hold
1 Sell
Moderate Buy
premium
$3.47T
31.20%
MSFT
Microsoft
$435.27
$3.42
(0.78%)
premium
29 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.24T
36.22%
CCL
Carnival
$19.00
$0.24
(1.28%)
premium
13 Buy
2 Hold
1 Sell
Strong Buy
premium
$23.78B
31.49%
BAC
Bank of America
$40.27
$0.6
(1.47%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$312.48B
43.56%
XOM
Exxon Mobil
$115.27
$0.73
(0.63%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$512.12B
0.44%
AXP
American Express
$268.99
$0.24
(0.09%)
premium
6 Buy
10 Hold
1 Sell
Moderate Buy
premium
$191.23B
73.87%
TSM
Taiwan Semiconductor Manufacturing
$174.08
$2.14
(1.21%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$788.98B
103.94%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$482.44
$0.92
(0.19%)
premium
1K Buy
615 Hold
62 Sell
Moderate Buy
premium
$282.57B
35.07%
AMZN
Amazon
$191.60
$1.73
(0.91%)
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.01T
48.15%
PHO
PHO
< ETF >
Invesco Water Resources ETF
$69.30
$0.84
(1.2%)
premium
107 Buy
73 Hold
7 Sell
Moderate Buy
premium
$2.36B
30.39%
DIS
Walt Disney
$93.75
$0.3
(0.32%)
premium
18 Buy
4 Hold
0 Sell
Strong Buy
premium
$170.02B
13.32%
AMD
Advanced Micro Devices
$155.95
$0.79
(0.5%)
premium
26 Buy
6 Hold
0 Sell
Strong Buy
premium
$252.40B
62.26%
CVX
Chevron
$145.68
$0.69
(0.48%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$266.44B
-11.81%
BRK.B
Berkshire Hathaway B
$455.31
$4.4
(0.96%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$982.61B
25.33%
MS
Morgan Stanley
$102.47
$1.74
(1.73%)
premium
6 Buy
10 Hold
1 Sell
Moderate Buy
premium
$165.78B
20.72%
GS
Goldman Sachs Group
$498.43
$5.4
(1.07%)
premium
13 Buy
4 Hold
0 Sell
Strong Buy
premium
$157.40B
50.93%
HD
Home Depot
$389.86
$0.48
(0.12%)
premium
19 Buy
4 Hold
0 Sell
Strong Buy
premium
$387.25B
27.09%
VZ
Verizon
$44.33
$0.39
(0.89%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$186.61B
33.16%
META
Meta Platforms
$561.35
$2.25
(0.4%)
premium
41 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.42T
89.82%
GOOGL
Alphabet Class A
$163.59
$1.45
(0.89%)
premium
27 Buy
9 Hold
0 Sell
Strong Buy
premium
$2.02T
25.41%
ACI
Albertsons Companies
$18.67
$0.11
(0.59%)
premium
1 Buy
6 Hold
0 Sell
Hold
premium
$10.81B
-19.42%
SNOW
Snowflake
$110.27
$3.75
(3.29%)
premium
23 Buy
10 Hold
0 Sell
Moderate Buy
premium
$36.96B
-26.01%
TLT
TLT
< ETF >
iShares 20+ Year Treasury Bond ETF
$98.88
$0.38
(0.38%)
premium
premium
$62.30B
9.02%
NLY
Annaly Capital
$20.88
$0.08
(0.38%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$10.46B
5.78%
URA
URA
< ETF >
Global X Uranium ETF
$27.18
$1.08
(4.14%)
premium
90 Buy
20 Hold
1 Sell
Moderate Buy
premium
$2.96B
5.06%
TSLA
Tesla
$238.25
$5.67
(2.32%)
premium
12 Buy
16 Hold
8 Sell
Hold
premium
$761.12B
-6.82%
SHOP
Shopify
$78.72
$0.04
(0.05%)
premium
23 Buy
11 Hold
0 Sell
Moderate Buy
premium
$101.42B
46.59%
GLD
GLD
< ETF >
SPDR Gold Shares
$242.21
$3.04
(1.27%)
premium
premium
$72.47B
34.33%
SCHL
Scholastic
$31.40
$0.61
(1.91%)
premium
premium
$887.54M
-19.38%
PLTR
Palantir Technologies
$37.20
$0.37
(1%)
premium
4 Buy
5 Hold
6 Sell
Hold
premium
$83.31B
163.07%
TDG
Transdigm Group
$1408.03
$18.18
(1.31%)
premium
11 Buy
6 Hold
0 Sell
Moderate Buy
premium
$79.01B
67.06%
XLE
XLE
< ETF >
Energy Select Sector SPDR Fund
$88.76
$0.2
(0.22%)
premium
214 Buy
113 Hold
7 Sell
Moderate Buy
premium
$35.87B
-0.22%
QCOM
Qualcomm
$168.92
$5
(2.87%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$188.18B
56.46%
AGNC
AGNC Investment
$10.49
$0.07
(0.66%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$8.21B
7.26%
NVDY
NVDY
< ETF >
YieldMax NVDA Option Income Strategy ETF
$22.97
$0.24
(1.03%)
premium
premium
$1.02B
9.64%
GBTC
Grayscale Bitcoin
$50.03
$0.35
(0.69%)
premium
premium
163.31%
BTC
BTC
< ETF >
Grayscale Bitcoin Mini Trust (BTC)
$5.58
$0.03
(0.53%)
premium
premium
$2.00B
-3.09%
SPOT
Spotify Technology SA
$365.17
$4.95
(1.37%)
premium
23 Buy
6 Hold
1 Sell
Moderate Buy
premium
$71.57B
137.03%