Individual - New Portfolio

2215F904

Individual
Individual Investor
Ranked #472,960 out of 767,315 TipRanks' Investors
Success Rate
49%
29 out of 59
profitable transactions
Average Return
-1.05%
Average return
per transaction
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Allocation

Top Stocks
28.39% PRWAX
16.69% RCL
12.15% UNH
10.39% RITM
7.66% BPTRX
24.72% Others
By Assets
62.67% Stocks
35.33% Funds
2.00% Cash
0.00% ETFs
0.00% Cryptocurrency
By Sector
36.05% General
18.30% Healthcare
18.01% Consumer Cyclical
10.39% Real Estate
6.97% Financial
10.27% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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WU
Western Union
$10.70
$0.08
(0.75%)
premium
1 Buy
4 Hold
3 Sell
Hold
premium
$3.58B
-11.20%
PAYS
PaySign
$3.61
$0.069
(1.88%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$206.16M
48.39%
PLTK
Playtika Holding
$8.43
$0.05
(0.59%)
premium
5 Buy
5 Hold
1 Sell
Moderate Buy
premium
$3.19B
4.05%
UBER
Uber Technologies
$71.99
$0.83
(1.17%)
premium
34 Buy
2 Hold
0 Sell
Strong Buy
premium
$150.28B
32.46%
RITM
Rithm Capital
$10.81
$0.07
(0.65%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.58B
6.55%
QNCX
Quince Therapeutics
$1.69
$0.1
(6.29%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$72.70M
77.26%
NVTS
Navitas Semiconductor
$1.85
$0.065
(3.63%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$351.18M
-68.72%
ACMR
ACM Research
$18.72
$0.13
(0.7%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.17B
8.36%
VZ
Verizon
$40.93
$0.21
(0.51%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$170.07B
14.66%
MAIN
Main Street Capital
$52.48
$0.245
(0.47%)
premium
0 Buy
4 Hold
0 Sell
Hold
premium
$4.61B
28.11%
HMC
Honda Motor Company
$25.87
$0.01
(0.04%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$43.15B
-19.71%
OCTO
Eightco Holdings
$1.80
$0.22
(10.89%)
premium
premium
$3.98M
-20.00%
PRWAX
PRWAX
< FUND >
T. Rowe Price All-Cap Opportunities Fund
$81.77
$0.02
(0.02%)
premium
89 Buy
8 Hold
1 Sell
Moderate Buy
premium
28.70%
NMTRQ
9 Meters Biopharma
<$0.01
$0
(0%)
premium
premium
$14.00
0.00%
WFC
Wells Fargo
$72.93
$0.16
(0.22%)
premium
12 Buy
9 Hold
0 Sell
Moderate Buy
premium
$241.72B
72.93%
PTN
Palatin Technologies
$1.06
$0.13
(10.92%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$23.46M
-38.02%
BSM
Black Stone Minerals
$15.26
$0.11
(0.73%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$3.17B
-12.68%
BPTRX
BPTRX
< FUND >
Baron Partners Fund
$184.63
$1.01
(0.55%)
premium
13 Buy
4 Hold
1 Sell
Moderate Buy
premium
29.82%
BBIO
BridgeBio Pharma
$25.09
$0.295
(1.19%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$4.63B
-15.91%
RCL
Royal Caribbean
$234.27
$0.02
(<0.01%)
premium
10 Buy
3 Hold
0 Sell
Strong Buy
premium
$63.84B
127.85%
UNH
UnitedHealth
$597.47
$8.4
(1.39%)
premium
18 Buy
1 Hold
0 Sell
Strong Buy
premium
$565.67B
12.10%
XOS
Xos
$4.36
$0.84
(16.15%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$41.14M
-59.59%