Fundamentally Sound Portfolio - New Portfolio

Performance Portfolio Details

Trey

Fundamentally Sound Portfolio

Individual Investor

Ranked #23,632 out of 859,402 TipRanks' Investors

Success Rate

41 out of 53
profitable transactions

Average Return

115.42%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

16.14% GOOGL

12.07% AMZN

11.97% MU

11.43% NVDA

6.28% AAPL

42.11% Others

By Assets

100.00% Stocks

0.00% ETFs

0.00% Funds

0.00% Cryptocurrency

0.00% Cash

0.00% Options

0.00% Other

By Sector

35.65% Technology

19.60% Financial

18.11% Communication Services

16.71% Consumer Cyclical

4.74% Healthcare

2.63% Consumer Defensive

2.56% Other

Portfolio Holdings

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To view investors' portfolios

$8.88

+2.54%

0 Buy

1 Hold

1 Sell

Moderate Sell

premium

▼ 70.28%

BMY

$59.88

+1.56%

7 Buy

12 Hold

1 Sell

Moderate Buy

premium

▲ 0.92%

$136.19

+1%

7 Buy

5 Hold

0 Sell

Moderate Buy

premium

▲ 251.82%

CTAS

$180.25

+1.54%

7 Buy

4 Hold

1 Sell

Moderate Buy

premium

▲ 190.59%

NVDA

$200.65

+1.16%

41 Buy

1 Hold

1 Sell

Strong Buy

premium

▲ 1,134.77%

PFE

$27.36

+0.53%

9 Buy

12 Hold

2 Sell

Moderate Buy

premium

▼ 21.74%

LULU

$167.88

+3.04%

1 Buy

19 Hold

0 Sell

Hold

premium

▼ 46.36%

MSFT

$427.89

+1.82%

35 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 160.92%

$460.10

+0.63%

25 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 927.85%

AON

$335.12

-0.07%

12 Buy

3 Hold

1 Sell

Moderate Buy

premium

▲ 27.97%

ADP

$200.47

+0.04%

3 Buy

7 Hold

3 Sell

Hold

premium

▲ 54.96%

DAR

$56.75

-5.98%

9 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 0.8%

BRK.B

$477.50

+0.5%

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

▲ 159.07%

$132.53

+2.47%

14 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 189.3%

DLTR

$105.13

+5.2%

8 Buy

5 Hold

6 Sell

Hold

premium

▲ 13.27%

BAC

$54.27

+1.42%

14 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 150.29%

BABA

$143.00

+3.18%

14 Buy

2 Hold

0 Sell

Strong Buy

premium

▼ 35.67%

UNM

$80.16

+1.49%

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

▲ 362.55%

MRK

$117.06

+1.39%

13 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 60.77%

AAPL

$270.14

+2.56%

15 Buy

8 Hold

1 Sell

Moderate Buy

premium

▲ 58.64%

ADBE

$250.96

+1.13%

9 Buy

14 Hold

3 Sell

Hold

premium

▼ 49.5%

AMZN

$255.11

+2.17%

42 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 167.69%

$125.79

+1.88%

9 Buy

8 Hold

1 Sell

Moderate Buy

premium

▼ 35.35%

ESNT

$62.40

+2.5%

2 Buy

4 Hold

0 Sell

Moderate Buy

premium

▲ 54.43%

TXN

$228.92

+2.61%

12 Buy

10 Hold

3 Sell

Moderate Buy

premium

▲ 112.3%

$318.75

+1.16%

24 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 56.22%

GOOGL

$337.57

+0.46%

26 Buy

5 Hold

0 Sell

Strong Buy

premium

▲ 159.89%

BUD

$76.44

+1.37%

5 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 10.22%

CCL

$30.09

+10.18%

14 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 60.14%

PYPL

$51.00

+2.39%

5 Buy

21 Hold

4 Sell

Hold

premium

▼ 78.48%

VIPS

$15.82

+3.4%

3 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 45.61%

ROKU

$116.28

+3.94%

17 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 11.39%

TCEHY

$67.32

+2.15%

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

▲ 0.38%

NKE

$46.22

+1.14%

13 Buy

11 Hold

0 Sell

Moderate Buy

premium

▼ 51.15%

JNJ

$234.33

-0.09%

11 Buy

6 Hold

0 Sell

Moderate Buy

premium

▲ 61.77%

COF

$209.55

+4.4%

16 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 6.25%

TSLA

$402.19

+3.42%

13 Buy

11 Hold

6 Sell

Hold

premium

▲ 22.11%

CNC

$39.00

4 Buy

8 Hold

2 Sell

Hold

premium

▲ 38.74%

UNH

$322.80

+2.02%

18 Buy

5 Hold

0 Sell

Strong Buy

premium

▲ 14.26%