tiprankstipranks

stocks - New Portfolio

Jason C.

stocks
Individual Investor
Ranked #126,977 out of 789,725 TipRanks' Investors
Success Rate
64%
128 out of 201
profitable transactions
Average Return
10.25%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
28.74% BRK.B
11.42% MSFT
8.65% TSM
8.63% PHO
7.47% TLT
35.09% Others
By Assets
77.69% Stocks
22.31% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
32.72% Financial
23.03% Technology
22.31% General
8.62% Energy
5.72% Consumer Defensive
7.60% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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MSFT
Microsoft
$388.49
$8.5
(2.14%)
After
0.28%
premium
28 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.95T
-4.45%
CCL
Carnival
$23.26
$0.67
(2.8%)
After
0.21%
premium
12 Buy
4 Hold
1 Sell
Moderate Buy
premium
$30.97B
49.56%
XOM
Exxon Mobil
$107.76
$3.57
(3.21%)
After
0.15%
premium
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
$483.08B
5.19%
AXP
American Express
$295.49
$5.47
(1.82%)
After
0.18%
premium
9 Buy
12 Hold
1 Sell
Moderate Buy
premium
$211.43B
37.01%
TSM
TSMC
$172.97
$7.56
(4.19%)
After
0.88%
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$819.70B
34.82%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$583.77
$10.41
(1.75%)
After
0.24%
premium
4K Buy
3K Hold
297 Sell
Moderate Buy
premium
$624.13B
15.98%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$497.05
$11.12
(2.19%)
After
0.29%
premium
1K Buy
609 Hold
65 Sell
Moderate Buy
premium
$318.57B
14.45%
AMZN
Amazon
$205.02
$7.26
(3.42%)
After
0.13%
premium
47 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.25T
19.11%
PHO
PHO
< ETF >
Invesco Water Resources ETF
$66.55
$0.68
(1.01%)
After
0.83%
premium
115 Buy
74 Hold
7 Sell
Moderate Buy
premium
$2.17B
3.72%
DIS
Walt Disney
$112.79
$1.01
(0.89%)
After
0.04%
premium
15 Buy
5 Hold
0 Sell
Strong Buy
premium
$205.73B
1.65%
CVX
Chevron
$153.09
$5.53
(3.49%)
After
0.08%
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$279.27B
3.80%
BRK.B
Berkshire Hathaway B
$510.08
$3.75
(0.73%)
After
0.06%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.11T
26.21%
MS
Morgan Stanley
$129.13
$3.98
(2.99%)
After
0.66%
premium
5 Buy
9 Hold
0 Sell
Moderate Buy
premium
$214.69B
53.92%
GS
Goldman Sachs Group
$605.26
$17.03
(2.74%)
After
0.16%
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$194.18B
60.34%
HD
Home Depot
$389.69
$6.91
(1.74%)
After
0.08%
premium
18 Buy
4 Hold
1 Sell
Moderate Buy
premium
$393.97B
3.16%
VZ
Verizon
$43.87
$0.77
(1.79%)
After
0.14%
premium
6 Buy
10 Hold
0 Sell
Moderate Buy
premium
$181.44B
7.21%
META
Meta Platforms
$655.05
$13.15
(1.97%)
After
0.27%
premium
44 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.69T
33.03%
GOOGL
Alphabet Class A
$167.01
$3.27
(1.92%)
After
0.44%
premium
26 Buy
11 Hold
0 Sell
Moderate Buy
premium
$2.09T
24.16%
ACI
Albertsons Companies
$20.69
$0.35
(1.66%)
After
1.45%
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$12.19B
3.90%
TLT
TLT
< ETF >
iShares 20+ Year Treasury Bond ETF
$92.57
$0.43
(0.47%)
After
0.02%
premium
premium
$52.62B
-1.76%
NLY
Annaly Capital
$21.64
$0.32
(1.46%)
After
0.09%
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$12.70B
13.84%
URA
URA
< ETF >
Global X Uranium ETF
$23.49
$1.31
(5.28%)
After
1.19%
premium
premium
$3.00B
-10.47%
SHOP
Shopify
$106.58
$5.42
(4.84%)
After
0.25%
premium
21 Buy
13 Hold
0 Sell
Moderate Buy
premium
$145.36B
46.23%
NVDA
Nvidia
$114.06
$10.86
(8.69%)
After
0.43%
premium
38 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.05T
51.82%
XLE
XLE
< ETF >
Energy Select Sector SPDR Fund
$87.82
$3.18
(3.49%)
After
0.09%
premium
239 Buy
106 Hold
6 Sell
Moderate Buy
premium
$32.46B
5.56%
QCOM
Qualcomm
$153.62
$3.55
(2.26%)
After
0.79%
premium
11 Buy
9 Hold
1 Sell
Moderate Buy
premium
$173.83B
-3.63%
AGNC
AGNC Investment
$10.29
$0.14
(1.34%)
After
0.19%
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$9.55B
8.87%
BTC
BTC
< ETF >
Grayscale Bitcoin Mini Trust (BTC)
$38.10
$0.77
(2.06%)
After
0.5%
premium
premium
$3.32B
28.95%
YMAG
YMAG
< ETF >
YieldMax Magnificent 7 Fund of Option Income ETFs
$16.32
$0.46
(2.74%)
After
0.18%
premium
premium
$338.18M
-19.09%
TWN
TWN
< FUND >
Taiwan Fund Inc
$36.11
$1.13
(3.03%)
After
0%
premium
premium
$278.20M
-6.70%
IBIT
IBIT
< ETF >
IShares Bitcoin Trust Registered
$48.90
$1
(2.09%)
After
0.37%
premium
premium
$47.88B
23.93%