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New Portfolio - New Portfolio

Performance Portfolio Details

Lisa Cassidy

New Portfolio

Individual Investor

Ranked #435,846 out of 770,014 TipRanks' Investors

Success Rate

440 out of 1061
profitable transactions

Average Return

1.17%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

5.94% APP

4.51% VRT

4.45% RTX

4.22% HWM

4.13% RKLB

76.75% Others

By Assets

52.88% Cash

43.48% Stocks

2.76% ETFs

0.87% Cryptocurrency

0.00% Funds

By Sector

26.98% Industrials

21.43% Technology

17.11% Energy

7.23% Consumer Defensive

6.28% Basic Materials

20.97% Other

Portfolio Holdings

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To view investors' portfolios

GLW

Corning

$48.02

$0.24

(0.5%)

premium

7 Buy

2 Hold

0 Sell

Strong Buy

premium

$41.32B

71.13%

RIOT

Riot Platforms

$11.17

$0.89

(7.38%)

After

0.27%

premium

11 Buy

0 Hold

0 Sell

Strong Buy

premium

$4.01B

0.33%

UEC

Uranium Energy

$8.11

$0.03

(0.37%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$3.32B

25.46%

MARA

Marathon Digital Holdings

$24.97

$1.45

(5.49%)

After

0.8%

premium

3 Buy

5 Hold

1 Sell

Hold

premium

$8.50B

128.13%

RTX

$120.62

$1.97

(1.66%)

premium

5 Buy

10 Hold

0 Sell

Moderate Buy

premium

$157.93B

48.35%

FCX

Freeport-McMoRan

$43.50

$0.88

(1.98%)

After

0.23%

premium

10 Buy

3 Hold

0 Sell

Strong Buy

premium

$63.77B

20.47%

WMT

Walmart

$91.31

$1.805

(2.02%)

After

0.05%

premium

26 Buy

2 Hold

0 Sell

Strong Buy

premium

$719.42B

72.05%

HIVE

HIVE Digital Technologies

$3.67

$0.265

(6.74%)

After

1.23%

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$502.80M

33.67%

IMMR

Immersion

$8.92

$0.13

(1.44%)

premium

―

premium

$292.10M

38.17%

SAND

Sandstorm Gold

$5.82

(0%)

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.71B

20.75%

TRAK

ReposiTrak

$23.26

$0.66

(2.92%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$412.70M

133.95%

PRMB

Primo Brands

$28.26

$0.13

(0.46%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$10.66B

93.47%

SYM

Symbotic

$37.48

$0.01

(0.03%)

premium

11 Buy

2 Hold

1 Sell

Moderate Buy

premium

$21.96B

-24.59%

PLTR

Palantir Technologies

$65.76

$1.11

(1.72%)

After

0.06%

premium

3 Buy

7 Hold

6 Sell

Hold

premium

$147.27B

236.72%

RAMP

LiveRamp Holdings

$30.52

$0.435

(1.41%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.02B

-8.33%

EPD

Enterprise Products Partners

$32.85

$0.51

(1.58%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$70.10B

20.94%

INTC

Intel

$24.06

$0.81

(3.26%)

After

0.08%

premium

1 Buy

22 Hold

7 Sell

Hold

premium

$107.26B

-43.43%

SMR

NuScale Power

$26.35

$1.71

(6.09%)

After

0.49%

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$7.17B

891.52%

BTC-USD

Bitcoin

$90910.54

$2.81K

(3%)

premium

―

premium

$1.86T

150.36%

CMC

Commercial Metals Company

$62.16

$0.15

(0.24%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$7.10B

41.45%

BKR

Baker Hughes Company

$43.52

$0.03

(0.07%)

premium

17 Buy

1 Hold

1 Sell

Strong Buy

premium

$43.09B

28.50%

Permian Resources

$15.63

$0.045

(0.29%)

premium

14 Buy

1 Hold

0 Sell

Strong Buy

premium

$12.60B

19.33%

PBT

Permian Basin

$13.14

$0.31

(2.42%)

premium

―

premium

$597.99M

-29.97%

SOUN

SoundHound AI, Inc Class A

$7.61

$0.425

(5.29%)

After

0.72%

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$2.97B

271.76%

KTOS

Kratos Defense

$27.26

$0.85

(3.22%)

premium

6 Buy

3 Hold

0 Sell

Moderate Buy

premium

$3.99B

35.71%

ABR

Arbor Realty

$14.84

$0.08

(0.54%)

premium

2 Buy

2 Hold

2 Sell

Hold

premium

$2.78B

21.58%

TSLY < ETF >

YieldMax TSLA Option Income Strategy ETF

$15.36

$0.025

(0.16%)

After

0.29%

premium

―

premium

$982.98M

-31.57%

CCJ

Cameco

$58.62

$0.51

(0.88%)

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$25.00B

28.76%

OPRA

Opera

$19.81

$0.25

(1.25%)

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.77B

66.24%

RKLB

Rocket Lab USA

$25.45

$1.385

(5.76%)

After

0.02%

premium

7 Buy

5 Hold

0 Sell

Moderate Buy

premium

$12.03B

449.31%

NVDY < ETF >

YieldMax NVDA Option Income Strategy ETF

$24.96

$0.145

(0.58%)

premium

―

premium

$1.37B

15.78%

BWXT

BWX Technologies

$132.36

$1.97

(1.51%)

premium

6 Buy

1 Hold

1 Sell

Moderate Buy

premium

$11.92B

68.60%

HIMS

Hims & Hers Health

$30.67

$0.68

(2.17%)

After

0.16%

premium

4 Buy

7 Hold

1 Sell

Hold

premium

$6.85B

281.39%

GBTC

Grayscale Bitcoin

$72.20

$3.22

(4.27%)

After

0.15%

premium

―

premium

―

141.65%

IONQ

IonQ

$30.66

$0.22

(0.71%)

After

0.29%

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$6.68B

157.28%

CPNG

Coupang

$25.21

$0.21

(0.84%)

premium

7 Buy

2 Hold

0 Sell

Strong Buy

premium

$44.97B

53.75%

UDR

$45.95

$0.385

(0.84%)

premium

5 Buy

6 Hold

1 Sell

Moderate Buy

premium

$15.04B

36.64%

STM

STMicroelectronics

$25.57

$0.18

(0.7%)

After

0.55%

premium

5 Buy

2 Hold

0 Sell

Moderate Buy

premium

$22.91B

-43.57%

SPYV < ETF >

SPDR Portfolio S&P 500 Value ETF

$55.05

$0.01

(0.02%)

premium

3K Buy

2K Hold

280 Sell

Moderate Buy

premium

$25.25B

24.16%

AT&T

$23.08

$0.02

(0.09%)

After

0.13%

premium

9 Buy

4 Hold

0 Sell

Moderate Buy

premium

$165.75B

42.50%

QBTS

D-Wave Quantum

$2.70

$0.19

(6.57%)

After

2.59%

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$647.40M

236.05%

MPLX

$49.59

$0.5

(1.02%)

premium

7 Buy

2 Hold

1 Sell

Moderate Buy

premium

$50.01B

37.77%

LEU

Centrus Energy

$81.62

$1.55

(1.86%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.36B

62.19%

PAAS

Pan American Silver

$21.71

$0.025

(0.12%)

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$7.80B

46.65%

APP

AppLovin

$329.61

$10.02

(3.14%)

After

0.12%

premium

14 Buy

4 Hold

1 Sell

Moderate Buy

premium

$107.25B

709.29%

FSI

Flexible Solutions International

$3.96

$0.08

(1.98%)

premium

―

premium

$50.32M

152.50%

VRT

Vertiv Holdings

$131.69

$0.34

(0.26%)

After

0.05%

premium

11 Buy

0 Hold

0 Sell

Strong Buy

premium

$49.56B

209.35%

First Majestic Silver

$6.14

$0.065

(1.07%)

premium

2 Buy

3 Hold

0 Sell

Moderate Buy

premium

$1.81B

7.61%

Altria Group

$57.59

$0.84

(1.48%)

After

0.09%

premium

3 Buy

2 Hold

2 Sell

Hold

premium

$96.18B

36.84%

VNOM

Viper Energy

$54.26

$0.06

(0.11%)

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$10.21B

74.78%

CRDO

Credo Technology Group Holding Ltd

$46.66

$0.41

(0.87%)

premium

8 Buy

0 Hold

1 Sell

Strong Buy

premium

$7.82B

149.84%

CPRX

Catalyst Pharma

$21.91

$0.718

(3.39%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$2.53B

52.77%

NEM

Newmont Mining

$42.26

$0.2

(0.47%)

After

premium

7 Buy

6 Hold

0 Sell

Moderate Buy

premium

$48.34B

15.40%

HPQ

$39.09

$0.21

(0.53%)

After

2.02%

premium

3 Buy

9 Hold

1 Sell

Hold

premium

$37.87B

37.22%

$17.42

$0.46

(2.71%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$7.84B

32.91%

BWLP

BW LPG Ltd

$12.83

$0.28

(2.14%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.76B

-10.25%

BTU

Peabody Energy Comm

$24.08

$1.91

(7.35%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.16B

8.43%

HWM

Howmet Aerospace

$117.15

$1.31

(1.13%)

premium

15 Buy

3 Hold

0 Sell

Strong Buy

premium

$47.06B

121.62%

OPXS

Optex Systems Holdings

$8.91

$0.116

(1.32%)

premium

―

premium

$60.42M

108.05%

IBM

International Business Machines

$228.82

$2.69

(1.19%)

After

0.07%

premium

5 Buy

7 Hold

1 Sell

Moderate Buy

premium

$209.09B

43.68%