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my portfolio - New Portfolio

TA

my portfolio
Individual Investor
Ranked #180,378 out of 770,014 TipRanks' Investors
Success Rate
58%
92 out of 159
profitable transactions
Average Return
13.66%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
20.36% SHV
12.62% NVDA
7.75% IAU
6.67% AAPL
6.19% AMZN
46.41% Others
By Assets
51.76% Stocks
37.41% ETFs
8.44% Cash
2.39% Funds
0.00% Cryptocurrency
By Sector
43.47% General
20.02% Technology
9.19% Financial
7.72% Communication Services
7.12% Energy
12.48% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
7xdul7
7xdul7
7xdul7
premium
7xdul7
premium
7xdul7
7xdul7
7xdul7
srroesmuuyr
srroesmuuyr
srroesmuuyr
premium
srroesmuuyr
premium
srroesmuuyr
srroesmuuyr
srroesmuuyr
gxja1ho1o5t
gxja1ho1o5t
gxja1ho1o5t
premium
gxja1ho1o5t
premium
gxja1ho1o5t
gxja1ho1o5t
gxja1ho1o5t
3odw8vwbb7
3odw8vwbb7
3odw8vwbb7
premium
3odw8vwbb7
premium
3odw8vwbb7
3odw8vwbb7
3odw8vwbb7
f1018rbxu
f1018rbxu
f1018rbxu
premium
f1018rbxu
premium
f1018rbxu
f1018rbxu
f1018rbxu
gzma92hupps
gzma92hupps
gzma92hupps
premium
gzma92hupps
premium
gzma92hupps
gzma92hupps
gzma92hupps
de4cori
de4cori
de4cori
premium
de4cori
premium
de4cori
de4cori
de4cori
o4oo5vpk85
o4oo5vpk85
o4oo5vpk85
premium
o4oo5vpk85
premium
o4oo5vpk85
o4oo5vpk85
o4oo5vpk85
b3dipdzyvyq
b3dipdzyvyq
b3dipdzyvyq
premium
b3dipdzyvyq
premium
b3dipdzyvyq
b3dipdzyvyq
b3dipdzyvyq
uta07x3q9rr
uta07x3q9rr
uta07x3q9rr
premium
uta07x3q9rr
premium
uta07x3q9rr
uta07x3q9rr
uta07x3q9rr
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NVDA
Nvidia
$136.92
$0.9
(0.66%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.33T
184.70%
AMZN
Amazon
$207.86
$6.41
(3.18%)
premium
45 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.12T
37.28%
AAPL
Apple
$235.06
$2.19
(0.94%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.52T
22.58%
META
Meta Platforms
$573.54
$8.43
(1.49%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.43T
67.08%
GSL
Global Ship Lease
$21.58
$0.25
(1.15%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$769.73M
21.07%
PR
Permian Resources
$15.64
$0.04
(0.26%)
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$12.60B
19.33%
GOOGL
Alphabet Class A
$169.12
$1.47
(0.88%)
premium
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.06T
22.65%
XLE
XLE
< ETF >
Energy Select Sector SPDR Fund
$95.22
$0.13
(0.14%)
premium
234 Buy
112 Hold
9 Sell
Moderate Buy
premium
$38.74B
14.94%
VBR
VBR
< ETF >
Vanguard Small Cap Value ETF
$216.18
$1.12
(0.52%)
premium
2K Buy
2K Hold
348 Sell
Hold
premium
$32.67B
30.68%
XAR
XAR
< ETF >
SPDR S&P Aerospace & Defense ETF
$174.44
$1.95
(1.13%)
premium
176 Buy
104 Hold
11 Sell
Moderate Buy
premium
$2.66B
36.55%
FANG
Diamondback
$175.97
$3.58
(1.99%)
premium
19 Buy
3 Hold
0 Sell
Strong Buy
premium
$52.43B
16.11%
SMCI
Super Micro Computer
$34.43
$3.98
(10.36%)
premium
2 Buy
6 Hold
2 Sell
Hold
premium
$22.49B
34.46%
ET
Energy Transfer
$19.20
$0.23
(1.21%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$64.95B
38.27%
IAU
IAU
< ETF >
iShares Gold Trust
$49.69
$0.1
(0.2%)
premium
premium
$33.64B
33.93%
SLV
SLV
< ETF >
iShares Silver Trust
$27.80
$0.17
(0.62%)
premium
premium
$14.78B
26.20%
TMO
Thermo Fisher
$512.98
$1.22
(0.24%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$196.68B
4.77%
V
Visa
$311.82
$1.37
(0.44%)
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$613.77B
23.16%
MA
Mastercard
$528.48
$1.88
(0.36%)
premium
21 Buy
4 Hold
0 Sell
Strong Buy
premium
$483.33B
27.66%
SHV
SHV
< ETF >
iShares Short Treasury Bond ETF
$110.44
$0.015
(0.01%)
premium
premium
$18.68B
-0.08%
BRK.B
Berkshire Hathaway B
$478.56
$1.13
(0.24%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.03T
31.64%
JPM
JPMorgan Chase & Co.
$249.97
$0.32
(0.13%)
premium
10 Buy
6 Hold
1 Sell
Moderate Buy
premium
$704.65B
63.01%
IQV
IQVIA Holdings
$201.23
$2.79
(1.37%)
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$37.03B
-3.77%
CWGIX
CWGIX
< FUND >
American Funds Capital World Growth & Income Fund Class A Shares
$68.56
$0.37
(0.54%)
premium
243 Buy
93 Hold
2 Sell
Moderate Buy
premium
17.96%
AIVSX
AIVSX
< FUND >
American Funds Investment Co of America A
$62.63
$0.37
(0.59%)
premium
171 Buy
38 Hold
1 Sell
Moderate Buy
premium
26.45%
NEWFX
NEWFX
< FUND >
American Funds New World Fund A
$81.22
$0.44
(0.54%)
premium
premium
10.52%
SMCWX
SMCWX
< FUND >
American Funds SMALLCAP World A
$71.75
$1.1
(1.56%)
premium
438 Buy
359 Hold
14 Sell
Moderate Buy
premium
18.03%
BTC-USD
Bitcoin
$92315.44
$2.574K
(2.71%)
premium
premium
$1.86T
150.36%