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Marzo 2023 - New Portfolio

Performance Portfolio Details

FD2021

Marzo 2023

Individual Investor

Ranked #72,095 out of 757,492 TipRanks' Investors

Success Rate

362 out of 578
profitable transactions

Average Return

21.41%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

25.64% GBTC

13.25% BX

10.58% KKR

6.30% AAPL

5.94% MSFT

38.29% Others

By Assets

90.93% Stocks

8.05% ETFs

1.02% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

43.54% Technology

35.94% Financial

9.07% General

4.91% Communication Services

4.60% Consumer Cyclical

1.94% Other

Portfolio Holdings

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To view investors' portfolios

VOO < ETF >

Vanguard S&P 500 ETF

$524.91

(1.74%)

Pre

0.2%

premium

4K Buy

3K Hold

296 Sell

Moderate Buy

premium

$515.98B

27.53%

BAC

Bank of America

$40.87

$1.25

(3.15%)

Pre

0.34%

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$317.13B

38.29%

BLK

BlackRock

$934.87

$12.16

(1.32%)

Pre

0.32%

premium

14 Buy

2 Hold

0 Sell

Strong Buy

premium

$138.48B

33.93%

Blackstone Group

$159.66

$4.73

(3.05%)

Pre

0.63%

premium

8 Buy

11 Hold

1 Sell

Moderate Buy

premium

$195.01B

39.78%

AMD

Advanced Micro Devices

$156.74

$8.45

(5.7%)

Pre

0.66%

premium

26 Buy

6 Hold

0 Sell

Strong Buy

premium

$253.68B

45.94%

AAPL

Apple

$228.87

$8.18

(3.71%)

Pre

0.63%

premium

24 Buy

8 Hold

1 Sell

Moderate Buy

premium

$3.48T

23.24%

GBTC

Grayscale Bitcoin

$50.38

$2.59

(5.42%)

Pre

0.34%

premium

―

premium

―

159.42%

COIN

Coinbase Global

$168.24

$5.6

(3.44%)

Pre

0.81%

premium

7 Buy

7 Hold

1 Sell

Moderate Buy

premium

$41.80B

108.17%

NVDA

Nvidia

$117.87

$4.5

(3.97%)

Pre

0.84%

premium

39 Buy

3 Hold

0 Sell

Strong Buy

premium

$2.89T

160.50%

MARA

Marathon Digital Holdings

$15.45

$0.11

(0.72%)

Pre

0.78%

premium

2 Buy

4 Hold

1 Sell

Hold

premium

$4.55B

60.46%

MSFT

Microsoft

$438.69

$7.88

(1.83%)

Pre

0.16%

premium

29 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.26T

31.08%

Morgan Stanley

$100.73

$1.43

(1.44%)

Pre

0.48%

premium

6 Buy

10 Hold

1 Sell

Moderate Buy

premium

$162.97B

12.19%

GTEK < ETF >

Goldman Sachs Future Tech Leaders Equity ETF

$29.95

$0.752

(2.57%)

premium

564 Buy

191 Hold

12 Sell

Moderate Buy

premium

$164.70M

25.37%

GOOGL

Alphabet Class A

$162.14

$2.33

(1.46%)

Pre

0.14%

premium

27 Buy

9 Hold

0 Sell

Strong Buy

premium

$2.00T

15.77%

KKR

KKR & Co

$132.80

$3.55

(2.75%)

Pre

0.15%

premium

14 Buy

2 Hold

0 Sell

Strong Buy

premium

$117.85B

103.77%

JPM

JPMorgan Chase & Co.

$210.48

$2.95

(1.42%)

Pre

<0.01%

premium

15 Buy

5 Hold

0 Sell

Strong Buy

premium

$598.85B

39.35%

AMZN

Amazon

$189.87

$3.44

(1.85%)

Pre

0.3%

premium

42 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.99T

35.46%

TSM

Taiwan Semiconductor Manufacturing

$176.22

$8.94

(5.34%)

Pre

0.73%

premium

7 Buy

0 Hold

0 Sell

Strong Buy

premium

$780.94B

89.72%

ASML

ASML Holding

$828.16

$40.32

(5.12%)

Pre

1.53%

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$328.39B

32.68%

ETH-USD

Ethereum

$2548.28

$116.959

(4.81%)

premium

―

premium

$307.18B

53.92%

BTC-USD

Bitcoin

$63537.18

$1.247K

(2%)

premium

―

premium

$1.26T

129.15%

IVV < ETF >

iShares Core S&P 500 ETF

$574.19

$9.68

(1.71%)

Pre

0.19%

premium

4K Buy

3K Hold

296 Sell

Moderate Buy

premium

$521.13B

29.73%

SPY < ETF >

SPDR S&P 500 ETF Trust

$570.98

$9.58

(1.71%)

Pre

0.5%

premium

4K Buy

3K Hold

296 Sell

Moderate Buy

premium

$557.72B

27.99%

TWLO

Twilio

$62.63

$2.13

(3.52%)

premium

8 Buy

9 Hold

1 Sell

Moderate Buy

premium

$10.06B

-0.26%

UPST

Upstart Holdings

$40.00

$1.69

(4.41%)

Pre

1.35%

premium

1 Buy

6 Hold

5 Sell

Moderate Sell

premium

$3.58B

34.28%

SFTBY

Softbank

$29.82

$0.74

(2.54%)

premium

―

premium

$86.52B

37.86%

ARM

ARM Holdings PLC ADR

$140.59

$2.23

(1.61%)

Pre

0.85%

premium

14 Buy

5 Hold

1 Sell

Moderate Buy

premium

$152.96B

150.79%

PLTR

Palantir Technologies

$36.83

$0.45

(1.24%)

Pre

2.47%

premium

4 Buy

5 Hold

6 Sell

Hold

premium

$82.48B

140.13%

ISRG

Intuitive Surgical

$490.01

$7.92

(1.64%)

Pre

0.12%

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$174.13B

60.88%

BBDC

Barings BDC

$9.96

$0.08

(0.81%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.05B

11.78%

SNPS

Synopsys

$514.12

$18.17

(3.66%)

Pre

0.22%

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$78.98B

7.81%

CDNS

Cadence Design

$280.35

$10.66

(3.95%)

Pre

0.12%

premium

7 Buy

0 Hold

0 Sell

Strong Buy

premium

$76.77B

14.00%

BTAI

Bioxcel Therapeutics

$0.66

$0.019

(2.98%)

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$26.74M

-78.28%

CRM

Salesforce

$265.99

$13.56

(5.37%)

Pre

0.36%

premium

28 Buy

10 Hold

1 Sell

Moderate Buy

premium

$254.29B

17.03%

SNOW

Snowflake

$114.02

$3.24

(2.92%)

Pre

0.5%

premium

23 Buy

10 Hold

0 Sell

Moderate Buy

premium

$38.22B

-30.65%

CTSH

Cognizant

$75.20

$0.15

(0.2%)

Pre

premium

2 Buy

12 Hold

0 Sell

Hold

premium

$37.27B

7.50%

TTE

TotalEnergies

$69.14

$1.1

(1.62%)

Pre

premium

3 Buy

3 Hold

0 Sell

Moderate Buy

premium

$163.08B

4.20%

MREO

Mereo Biopharma Group Plc

$4.28

$0.06

(1.42%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$658.11M

187.07%

SOFI

SoFi Technologies

$8.19

$0.08

(0.99%)

Pre

0.61%

premium

5 Buy

6 Hold

3 Sell

Hold

premium

$8.73B

-5.92%

BNTX

BioNTech SE

$112.51

$3.11

(2.69%)

Pre

0.65%

premium

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

$26.75B

4.70%

IGR < FUND >

CBRE Global Real Estate Income Fund

$6.47

$0.065

(0.99%)

premium

―

premium

$905.60M

34.51%

Citigroup

$63.02

$3.12

(5.21%)

Pre

0.03%

premium

11 Buy

7 Hold

0 Sell

Moderate Buy

premium

$120.23B

40.35%

CIB

Bancolombia

$32.22

$0.49

(1.54%)

premium

0 Buy

0 Hold

3 Sell

Strong Sell

premium

$8.12B

12.48%

CIG

Companhia Energetica Minas Gerais

$2.10

$0.01

(0.47%)

Pre

0.48%

premium

0 Buy

0 Hold

1 Sell

Moderate Sell

premium

$6.61B

2.29%

IEP

Icahn Enterprises

$13.12

$0.33

(2.45%)

Pre

0.08%

premium

―

premium

$6.24B

-35.59%

PFE

Pfizer

$29.66

$0.09

(0.3%)

Pre

0.07%

premium

7 Buy

11 Hold

0 Sell

Moderate Buy

premium

$168.07B

-12.47%

Realty Income

$60.70

$1.49

(2.4%)

Pre

0.16%

premium

5 Buy

6 Hold

0 Sell

Moderate Buy

premium

$52.86B

15.17%

SLB

Schlumberger

$42.75

$1.33

(3.21%)

Pre

0.37%

premium

13 Buy

1 Hold

0 Sell

Strong Buy

premium

$60.70B

-31.46%

SPYU < ETF >

MAX S&P 500 4X Leveraged ETN

$45.77

$2.86

(6.67%)

Pre

0.94%

premium

―

premium

$151.96M

72.33%

NVO

Novo Nordisk

$134.88

$2.82

(2.14%)

Pre

0.01%

premium

6 Buy

1 Hold

1 Sell

Moderate Buy

premium

$595.86B

41.20%

LLY

Eli Lilly & Co

$915.04

$10.07

(1.11%)

Pre

0.42%

premium

18 Buy

2 Hold

0 Sell

Strong Buy

premium

$869.68B

57.40%

IEMG < ETF >

iShares Core MSCI Emerging Markets ETF

$55.04

$1.1

(2.04%)

premium

―

premium

$79.56B

13.32%

GOOD

Gladstone Commercial

$16.16

$0.01

(0.06%)

Pre

0.8%

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$692.53M

24.59%

BTC < ETF >

Grayscale Bitcoin Mini Trust (BTC)

$5.61

$0.28

(5.25%)

Pre

0.36%

premium

―

premium

$1.99B

-7.93%

ETH < ETF >

Grayscale Ethereum Mini Trust (ETH)

$2.33

$0.15

(6.88%)

Pre

3.43%

premium

―

premium

$892.64M

-33.33%