New Portfolio - New Portfolio

Performance Portfolio Details

The Quad Invester

New Portfolio

Individual Investor

Ranked #295,348 out of 862,067 TipRanks' Investors

Success Rate

197 out of 342
profitable transactions

Average Return

14.94%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

12.45% AMZN

10.47% MSFT

9.78% CAT

7.78% JEPQ

5.06% NVDA

54.46% Others

By Assets

79.01% Stocks

20.02% ETFs

0.97% Cash

0.00% Funds

0.00% Cryptocurrency

0.00% Options

0.00% Other

By Sector

21.49% Technology

20.22% General

17.76% Consumer Cyclical

15.23% Industrials

7.76% Consumer Defensive

7.67% Financial

9.86% Other

Portfolio Holdings

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To view investors' portfolios

AMZN

$268.99

-1.35%

Pre:

-0.48%

45 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 132.99%

XYZ

$73.17

-2.24%

Pre:

-0.57%

26 Buy

3 Hold

1 Sell

Strong Buy

premium

▼ 56.24%

PLTR

$136.89

-0.66%

Pre:

-0.35%

13 Buy

4 Hold

2 Sell

Moderate Buy

premium

▲ 524.21%

GRWG

$1.40

-1.41%

Pre:

-1.43%

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

▼ 97.38%

UGI

$32.45

+0.4%

Pre:

+0.59%

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

▼ 0.62%

CAT

$926.79

+3.27%

Pre:

-1.49%

10 Buy

5 Hold

0 Sell

Moderate Buy

premium

▲ 295.77%

ARKF

$42.54

+0.66%

Pre:

-0.52%

527 Buy

134 Hold

11 Sell

Moderate Buy

premium

▼ 4.4%

ARKG

$29.94

-1.77%

Pre:

-0.63%

233 Buy

44 Hold

8 Sell

Moderate Buy

premium

▼ 67.01%

SMG

$60.03

-1.72%

Pre:

-0.05%

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

▼ 50.14%

MSFT

$412.66

-0.59%

Pre:

+0.36%

33 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 71.46%

SHOP

$102.54

-7.13%

Pre:

+0.4%

24 Buy

4 Hold

0 Sell

Strong Buy

premium

▲ 14.35%

MCD

$274.60

-0.42%

Pre:

+0.9%

15 Buy

11 Hold

0 Sell

Moderate Buy

premium

▲ 21.86%

$78.66

+0.31%

Pre:

+0.47%

15 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 38.04%

ABBV

$202.78

+0.61%

Pre:

+0.4%

15 Buy

5 Hold

0 Sell

Strong Buy

premium

▲ 48.16%

CGC

$1.12

+0.9%

Pre:

+0.47%

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

▼ 99.65%

CSCO

$98.72

+2.23%

Pre:

+0.98%

7 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 81.07%

DKNG

$24.51

-3.96%

Pre:

-0.12%

25 Buy

6 Hold

0 Sell

Strong Buy

premium

▼ 18.84%

$27.05

+0.33%

Pre:

+10.83%

―

premium

▼ 84.72%

IIPR

$56.49

-1.4%

Pre:

+0.09%

1 Buy

3 Hold

1 Sell

Hold

premium

▼ 47.98%

$143.36

-2.09%

Pre:

+0.43%

11 Buy

8 Hold

0 Sell

Moderate Buy

premium

▲ 4.09%

TTD

$21.52

-6.76%

Pre:

-0.05%

11 Buy

16 Hold

3 Sell

Moderate Buy

premium

▼ 61.73%

VYM

$155.81

+0.23%

Pre:

+0.06%

3K Buy

2K Hold

322 Sell

Moderate Buy

premium

▲ 89.03%

YOLO

$3.08

-1.35%

Pre:

+2.6%

―

premium

▼ 76.31%

NVDA

$219.44

+1.97%

Pre:

-0.5%

40 Buy

1 Hold

1 Sell

Strong Buy

premium

▲ 72.52%

PEP

$149.41

-3.37%

Pre:

+0.69%

5 Buy

7 Hold

0 Sell

Moderate Buy

premium

▼ 1.49%

JEPQ

$59.72

+0.18%

Pre:

-0.2%

1K Buy

497 Hold

44 Sell

Moderate Buy

premium

▲ 14.14%

$344.03

-0.72%

Pre:

+0.03%

7 Buy

8 Hold

1 Sell

Moderate Buy

premium

▲ 76.49%

$214.11

-0.59%

Pre:

+0.42%

12 Buy

5 Hold

0 Sell

Moderate Buy

premium

▲ 2.94%

MSTR

$195.94

+4.45%

Pre:

-2.52%

13 Buy

1 Hold

0 Sell

Strong Buy

premium

▼ 34.31%