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Working with TipRanks

stocks - New Portfolio

Performance Portfolio Details

Jason C.

stocks

Individual Investor

Ranked #73,605 out of 783,619 TipRanks' Investors

Success Rate

139 out of 197
profitable transactions

Average Return

12.53%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

16.78% QQQ

15.15% BRK.B

8.32% SPY

6.85% MSFT

5.72% TSM

47.18% Others

By Assets

60.08% Stocks

37.52% ETFs

2.41% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

39.92% General

17.56% Financial

17.27% Technology

8.98% Communication Services

6.91% Consumer Cyclical

9.35% Other

Portfolio Holdings

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To view investors' portfolios

MSFT

Microsoft

$414.99

$27.34

(6.18%)

Pre

1.17%

premium

28 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.09T

8.26%

CCL

Carnival

$28.49

$0.58

(2.08%)

Pre

0.04%

premium

12 Buy

3 Hold

1 Sell

Moderate Buy

premium

$35.69B

68.34%

XOM

Exxon Mobil

$109.57

$0.9

(0.83%)

Pre

0.48%

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$481.57B

6.58%

AXP

American Express

$318.95

$3.7

(1.17%)

Pre

0.31%

premium

8 Buy

11 Hold

1 Sell

Moderate Buy

premium

$224.68B

57.04%

TSM

TSMC

$208.15

$5.82

(2.88%)

Pre

0.5%

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$893.92B

74.33%

SPY < ETF >

SPDR S&P 500 ETF Trust

$605.04

$3.23

(0.54%)

Pre

0.47%

premium

4K Buy

3K Hold

292 Sell

Moderate Buy

premium

$633.29B

24.63%

QQQ < ETF >

Invesco QQQ Trust

$523.05

$2.22

(0.43%)

Pre

0.8%

premium

1K Buy

596 Hold

68 Sell

Moderate Buy

premium

$329.07B

24.91%

AMZN

Amazon

$234.64

$2.43

(1.03%)

Pre

0.87%

premium

49 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.47T

49.10%

PHO < ETF >

Invesco Water Resources ETF

$68.48

$0.76

(1.12%)

premium

113 Buy

63 Hold

6 Sell

Moderate Buy

premium

$2.21B

12.08%

DIS

Walt Disney

$113.43

$0.24

(0.21%)

Pre

0.68%

premium

18 Buy

5 Hold

0 Sell

Strong Buy

premium

$205.13B

18.09%

CVX

Chevron

$156.32

$0.63

(0.4%)

Pre

premium

16 Buy

3 Hold

0 Sell

Strong Buy

premium

$280.92B

3.71%

BRK.B

Berkshire Hathaway B

$472.35

$3.09

(0.66%)

Pre

0.1%

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.02T

21.21%

Morgan Stanley

$139.94

$1.23

(0.89%)

Pre

0.46%

premium

5 Buy

10 Hold

0 Sell

Moderate Buy

premium

$225.45B

58.31%

Goldman Sachs Group

$645.70

$8.32

(1.31%)

Pre

0.27%

premium

12 Buy

4 Hold

0 Sell

Strong Buy

premium

$200.46B

68.15%

Home Depot

$414.50

$1.08

(0.26%)

Pre

0.23%

premium

16 Buy

4 Hold

0 Sell

Strong Buy

premium

$411.75B

17.44%

Verizon

$39.47

$0.81

(2.01%)

Pre

0.15%

premium

6 Buy

9 Hold

0 Sell

Moderate Buy

premium

$166.15B

-5.16%

META

Meta Platforms

$687.00

$10.51

(1.55%)

Pre

0.57%

premium

42 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.73T

73.40%

GOOGL

Alphabet Class A

$200.87

$5.46

(2.79%)

Pre

0.41%

premium

23 Buy

7 Hold

0 Sell

Strong Buy

premium

$2.47T

29.02%

ACI

Albertsons Companies

$20.05

$0.03

(0.15%)

premium

6 Buy

4 Hold

0 Sell

Moderate Buy

premium

$11.62B

-5.66%

TLT < ETF >

iShares 20+ Year Treasury Bond ETF

$88.34

$0.33

(0.37%)

Pre

0.1%

premium

―

premium

$53.47B

-8.05%

NLY

Annaly Capital

$20.47

$0.71

(3.59%)

Pre

premium

7 Buy

3 Hold

0 Sell

Moderate Buy

premium

$11.47B

0.82%

URA < ETF >

Global X Uranium ETF

$28.92

$0.56

(1.97%)

Pre

0.62%

premium

76 Buy

19 Hold

2 Sell

Moderate Buy

premium

$3.44B

-4.62%

SHOP

Shopify

$119.18

$2.59

(2.22%)

Pre

0.3%

premium

20 Buy

13 Hold

2 Sell

Moderate Buy

premium

$153.92B

41.61%

NVDA

Nvidia

$124.65

$0.95

(0.77%)

Pre

1.12%

premium

37 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.05T

97.06%

XLE < ETF >

Energy Select Sector SPDR Fund

$90.16

$0.46

(0.51%)

Pre

0.18%

premium

248 Buy

114 Hold

5 Sell

Moderate Buy

premium

$33.46B

5.53%

QCOM

Qualcomm

$171.93

$0.22

(0.13%)

Pre

1.47%

premium

11 Buy

10 Hold

1 Sell

Moderate Buy

premium

$190.05B

17.63%

AGNC

AGNC Investment

$10.08

$0.25

(2.54%)

Pre

1.39%

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$8.93B

2.50%

BTC < ETF >

Grayscale Bitcoin Mini Trust (BTC)

$46.54

$0.31

(0.67%)

Pre

0.73%

premium

―

premium

$4.36B

59.70%

YMAG < ETF >

YieldMax Magnificent 7 Fund of Option Income ETFs

$18.55

$0.21

(1.14%)

Pre

0.43%

premium

―

premium

$363.95M

-5.90%

TWN < FUND >

Taiwan Fund Inc

$38.87

$0.75

(1.97%)

Pre

0.82%

premium

―

premium

$290.38M

5.42%

IBIT < ETF >

IShares Bitcoin Trust Registered

$59.72

$0.38

(0.64%)

Pre

0.69%

premium

―

premium

$59.90B

138.50%