New Portfolio - New Portfolio

Performance Portfolio Details

The Quad Invester

New Portfolio

Individual Investor

Ranked #273,942 out of 859,402 TipRanks' Investors

Success Rate

200 out of 339
profitable transactions

Average Return

12.26%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

12.56% AMZN

10.55% MSFT

9.45% CAT

8.04% JEPQ

4.76% BMNR

54.64% Others

By Assets

80.81% Stocks

18.16% ETFs

1.02% Cash

0.00% Funds

0.00% Cryptocurrency

0.00% Options

0.00% Other

By Sector

21.15% Technology

18.39% Consumer Cyclical

18.35% General

15.35% Industrials

8.23% Consumer Defensive

7.57% Financial

10.97% Other

Portfolio Holdings

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To view investors' portfolios

AMZN

$250.56

+0.34%

After:

+0.04%

42 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 117.38%

XYZ

$71.26

+3.77%

After:

-0.35%

25 Buy

2 Hold

1 Sell

Strong Buy

premium

▼ 57.38%

PLTR

$146.39

+2.54%

After:

+0.11%

14 Buy

5 Hold

2 Sell

Moderate Buy

premium

▲ 567.53%

GRWG

$1.12

+2.75%

After:

-0.89%

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

▼ 97.9%

UGI

$36.78

-1%

After:

+0.6%

―

premium

▲ 12.64%

CAT

$794.65

+2.85%

After:

+0.06%

11 Buy

5 Hold

1 Sell

Moderate Buy

premium

▲ 246.71%

ARKF

$43.57

+1.97%

After:

-0.57%

511 Buy

126 Hold

12 Sell

Moderate Buy

premium

▼ 2.09%

ARKG

$30.79

+3.18%

After:

+0.1%

223 Buy

49 Hold

7 Sell

Moderate Buy

premium

▼ 66.07%

SMG

$66.04

+5.77%

After:

>-0.01%

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

▼ 45.15%

MSFT

$422.79

+0.6%

After:

-0.06%

35 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 75.67%

SHOP

$131.15

+3.32%

After:

+0.22%

29 Buy

5 Hold

0 Sell

Strong Buy

premium

▲ 46.25%

MCD

$311.36

+1.43%

After:

+0.05%

15 Buy

10 Hold

0 Sell

Moderate Buy

premium

▲ 38.17%

$75.74

+0.74%

After:

+0.05%

14 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 32.91%

ABBV

$208.38

-0.29%

After:

+0.35%

14 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 52.25%

CGC

$1.14

-0.87%

After:

+0.88%

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

▼ 99.64%

CSCO

$86.25

+2.07%

After:

+0.07%

10 Buy

4 Hold

0 Sell

Moderate Buy

premium

▲ 58.2%

DKNG

$22.82

-3.88%

After:

-0.04%

25 Buy

6 Hold

0 Sell

Strong Buy

premium

▼ 24.44%

$25.24

+0.44%

After:

+3.05%

―

premium

▼ 85.74%

IIPR

$52.94

+1.83%

After:

+0.11%

1 Buy

3 Hold

1 Sell

Hold

premium

▼ 51.24%

$146.93

+2.67%

After:

-0.09%

11 Buy

9 Hold

0 Sell

Moderate Buy

premium

▲ 6.68%

TTD

$22.47

-1.27%

After:

+0.31%

13 Buy

14 Hold

3 Sell

Moderate Buy

premium

▼ 60.04%

VYM

$155.11

+0.83%

After:

-0.07%

3K Buy

2K Hold

313 Sell

Moderate Buy

premium

▲ 88.18%

YOLO

$2.92

After:

+3.08%

―

premium

▼ 77.54%

NVDA

$201.68

+1.68%

After:

-0.36%

41 Buy

1 Hold

1 Sell

Strong Buy

premium

▲ 65.53%

PEP

$157.67

-0.45%

After:

-0.06%

7 Buy

8 Hold

0 Sell

Moderate Buy

premium

▲ 3.95%

JEPQ

$58.66

+0.22%

After:

1K Buy

507 Hold

51 Sell

Moderate Buy

premium

▲ 12.11%

$336.29

+0.41%

After:

-0.1%

6 Buy

8 Hold

0 Sell

Moderate Buy

premium

▲ 72.52%

$223.95

-0.06%

After:

+0.21%

14 Buy

6 Hold

0 Sell

Moderate Buy

premium

▲ 7.67%

MSTR

$166.52

+11.8%

After:

+0.1%

12 Buy

0 Hold

0 Sell

Strong Buy

premium

▼ 44.18%