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Working with TipRanks

Marzo 2023 - New Portfolio

Performance Portfolio Details

FD2021

Marzo 2023

Individual Investor

Ranked #63,777 out of 783,619 TipRanks' Investors

Success Rate

373 out of 593
profitable transactions

Average Return

32.45%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

33.02% GBTC

11.51% BX

10.38% KKR

5.32% JPM

5.10% AAPL

34.67% Others

By Assets

90.89% Stocks

8.48% ETFs

0.64% Funds

0.00% Cryptocurrency

0.00% Cash

By Sector

46.34% Technology

34.01% Financial

9.11% General

4.75% Communication Services

4.44% Consumer Cyclical

1.36% Other

Portfolio Holdings

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To view investors' portfolios

VOO < ETF >

Vanguard S&P 500 ETF

$556.30

$2.89

(0.52%)

Pre

0.48%

premium

4K Buy

3K Hold

292 Sell

Moderate Buy

premium

$620.41B

24.69%

BAC

Bank of America

$46.72

$0.03

(0.06%)

Pre

0.32%

premium

18 Buy

2 Hold

0 Sell

Strong Buy

premium

$355.58B

37.46%

BLK

BlackRock

$1071.52

$18.91

(1.8%)

Pre

0.21%

premium

13 Buy

2 Hold

0 Sell

Strong Buy

premium

$165.96B

35.94%

Blackstone Group

$177.78

$7.6

(4.1%)

Pre

0.91%

premium

4 Buy

7 Hold

0 Sell

Moderate Buy

premium

$215.34B

42.85%

AMD

Advanced Micro Devices

$118.86

$1.51

(1.29%)

Pre

0.5%

premium

14 Buy

8 Hold

1 Sell

Moderate Buy

premium

$192.89B

-31.80%

AAPL

Apple

$237.59

$1.77

(0.74%)

Pre

3.45%

premium

18 Buy

8 Hold

4 Sell

Moderate Buy

premium

$3.57T

27.29%

GBTC

Grayscale Bitcoin

$83.18

$0.6

(0.73%)

Pre

0.13%

premium

―

premium

―

118.95%

COIN

Coinbase Global

$301.30

$10.3

(3.54%)

Pre

0.27%

premium

8 Buy

9 Hold

0 Sell

Moderate Buy

premium

$75.43B

122.44%

QCOM

Qualcomm

$171.93

$0.22

(0.13%)

Pre

1.48%

premium

11 Buy

10 Hold

1 Sell

Moderate Buy

premium

$190.05B

17.63%

NUE

Nucor

$128.68

$1.81

(1.43%)

Pre

0.68%

premium

5 Buy

4 Hold

0 Sell

Moderate Buy

premium

$30.22B

-31.16%

NVDA

Nvidia

$124.65

$0.95

(0.77%)

Pre

1.32%

premium

37 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.05T

97.06%

MARA

Marathon Digital Holdings

$19.18

$0.76

(4.13%)

Pre

0.36%

premium

4 Buy

8 Hold

0 Sell

Moderate Buy

premium

$6.51B

1.71%

MSFT

Microsoft

$414.99

$27.34

(6.18%)

Pre

1.16%

premium

28 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.09T

8.26%

Morgan Stanley

$139.94

$1.23

(0.89%)

Pre

0.37%

premium

5 Buy

10 Hold

0 Sell

Moderate Buy

premium

$225.45B

60.41%

GTEK < ETF >

Goldman Sachs Future Tech Leaders Equity ETF

$34.21

$0.262

(0.77%)

premium

552 Buy

170 Hold

13 Sell

Moderate Buy

premium

$168.24M

21.02%

GOOGL

Alphabet Class A

$200.87

$5.46

(2.79%)

Pre

0.37%

premium

23 Buy

7 Hold

0 Sell

Strong Buy

premium

$2.47T

29.02%

KKR

KKR & Co

$166.87

$0.57

(0.34%)

Pre

1.2%

premium

10 Buy

3 Hold

0 Sell

Strong Buy

premium

$148.22B

92.73%

JPM

JPMorgan Chase & Co.

$268.23

$1.65

(0.62%)

Pre

0.18%

premium

12 Buy

7 Hold

1 Sell

Moderate Buy

premium

$755.16B

53.84%

AMZN

Amazon

$234.64

$2.43

(1.03%)

Pre

0.86%

premium

49 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.47T

49.10%

TSM

TSMC

$208.15

$5.82

(2.88%)

Pre

0.89%

premium

5 Buy

1 Hold

0 Sell

Strong Buy

premium

$893.92B

74.33%

ASML

ASML Holding

$736.99

$24.34

(3.42%)

Pre

1.93%

premium

5 Buy

0 Hold

0 Sell

Strong Buy

premium

$284.62B

-17.90%

ETH-USD

Ethereum

$3316.50

$68.73

(2.12%)

premium

―

premium

$393.78B

38.00%

BTC-USD

Bitcoin

$104686.00

$72.46

(0.07%)

premium

―

premium

$2.07T

147.14%

IVV < ETF >

iShares Core S&P 500 ETF

$607.94

$3.03

(0.5%)

Pre

0.47%

premium

4K Buy

3K Hold

290 Sell

Moderate Buy

premium

$598.82B

22.63%

SPY < ETF >

SPDR S&P 500 ETF Trust

$605.04

$3.23

(0.54%)

Pre

0.48%

premium

4K Buy

3K Hold

292 Sell

Moderate Buy

premium

$633.29B

24.63%

TWLO

Twilio

$148.35

$2.25

(1.54%)

Pre

0.84%

premium

16 Buy

6 Hold

2 Sell

Moderate Buy

premium

$22.75B

99.64%

UPST

Upstart Holdings

$67.32

$1.25

(1.89%)

Pre

0.25%

premium

5 Buy

6 Hold

4 Sell

Hold

premium

$6.14B

96.81%

SFTBY

Softbank

$30.69

$0.71

(2.37%)

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$88.28B

38.80%

ARM

ARM Holdings PLC ADR

$153.23

$5.63

(3.81%)

Pre

0.92%

premium

14 Buy

3 Hold

1 Sell

Moderate Buy

premium

$161.04B

105.09%

PLTR

Palantir Technologies

$81.22

$1.46

(1.83%)

Pre

0.36%

premium

2 Buy

9 Hold

6 Sell

Hold

premium

$185.02B

376.46%

ISRG

Intuitive Surgical

$580.18

$7.47

(1.3%)

Pre

0.81%

premium

16 Buy

5 Hold

0 Sell

Strong Buy

premium

$206.65B

53.40%

BBDC

Barings BDC

$10.07

$0.13

(1.31%)

Pre

0.99%

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$1.06B

12.14%

SNPS

Synopsys

$526.36

$13.65

(2.66%)

Pre

0.69%

premium

11 Buy

1 Hold

0 Sell

Strong Buy

premium

$81.36B

-5.61%

CDNS

Cadence Design

$297.76

$7.88

(2.72%)

Pre

0.51%

premium

7 Buy

0 Hold

0 Sell

Strong Buy

premium

$81.66B

0.49%

BTAI

Bioxcel Therapeutics

$0.32

$0.007

(2.18%)

Pre

1.21%

premium

2 Buy

1 Hold

1 Sell

Hold

premium

$16.03M

-90.00%

CRM

Salesforce

$343.57

$10.43

(2.95%)

Pre

1.2%

premium

32 Buy

7 Hold

2 Sell

Moderate Buy

premium

$328.80B

22.23%

SNOW

Snowflake

$179.29

$3.59

(1.96%)

Pre

2.15%

premium

28 Buy

4 Hold

0 Sell

Strong Buy

premium

$59.18B

-11.33%

CTSH

Cognizant

$82.76

$1.57

(1.93%)

Pre

0.04%

premium

3 Buy

3 Hold

0 Sell

Moderate Buy

premium

$41.03B

7.31%

TTE

TotalEnergies

$58.73

$0.55

(0.95%)

Pre

0.05%

premium

2 Buy

4 Hold

0 Sell

Moderate Buy

premium

$133.06B

-9.89%

MREO

Mereo Biopharma Group Plc

$2.93

(0%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$453.37M

-22.69%

SOFI

SoFi Technologies

$16.44

$0.45

(2.81%)

Pre

0.12%

premium

6 Buy

6 Hold

3 Sell

Hold

premium

$17.84B

90.36%

BNTX

BioNTech SE

$120.88

$0.28

(0.23%)

Pre

1.35%

premium

13 Buy

3 Hold

0 Sell

Strong Buy

premium

$28.98B

27.56%

IGR < FUND >

CBRE Global Real Estate Income Fund

$5.17

$0.03

(0.58%)

Pre

2.32%

premium

―

premium

$723.64M

-1.72%

Citigroup

$81.86

$1.23

(1.53%)

Pre

0.42%

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$153.66B

43.55%

CIB

Bancolombia

$39.84

$0.46

(1.14%)

Pre

0.9%

premium

1 Buy

0 Hold

1 Sell

Hold

premium

$9.98B

26.64%

CIG

Companhia Energetica Minas Gerais

$1.86

$0.06

(3.33%)

Pre

1.08%

premium

0 Buy

1 Hold

0 Sell

Hold

premium

$6.00B

6.10%

IEP

Icahn Enterprises

$9.74

$0.115

(1.17%)

Pre

1.03%

premium

―

premium

$4.91B

-46.63%

PFE

Pfizer

$26.91

$0.29

(1.09%)

Pre

0.15%

premium

7 Buy

10 Hold

1 Sell

Moderate Buy

premium

$152.50B

-0.63%

Realty Income

$54.32

$0.26

(0.48%)

Pre

0.13%

premium

4 Buy

9 Hold

0 Sell

Moderate Buy

premium

$47.54B

-0.13%

SLB

Schlumberger

$41.02

$0.08

(0.2%)

Pre

0.32%

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$57.46B

-15.77%

SPYU < ETF >

MAX S&P 500 4X Leveraged ETN

$51.41

$1.03

(2.04%)

Pre

1.73%

premium

―

premium

$179.86M

57.24%

NVO

Novo Nordisk

$85.34

$1.31

(1.56%)

Pre

0.28%

premium

5 Buy

2 Hold

1 Sell

Moderate Buy

premium

$372.71B

-25.62%

LLY

Eli Lilly & Co

$823.23

$19.15

(2.38%)

Pre

0.67%

premium

17 Buy

2 Hold

0 Sell

Strong Buy

premium

$781.51B

24.67%

IEMG < ETF >

iShares Core MSCI Emerging Markets ETF

$53.63

$0.83

(1.57%)

Pre

premium

―

premium

$78.60B

8.48%

GOOD

Gladstone Commercial

$16.13

$0.09

(0.56%)

Pre

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$713.57M

25.82%

BTC < ETF >

Grayscale Bitcoin Mini Trust (BTC)

$46.54

$0.31

(0.67%)

Pre

0.17%

premium

―

premium

$4.36B

59.70%

ETH < ETF >

Grayscale Ethereum Mini Trust (ETH)

$30.49

$0.9

(3.04%)

Pre

3.05%

premium

―

premium

$1.46B

-9.51%

IBM

International Business Machines

$258.27

$29.64

(12.96%)

Pre

0.05%

premium

5 Buy

6 Hold

1 Sell

Moderate Buy

premium

$238.81B

40.62%

ALL

Allstate

$193.83

$3.02

(1.58%)

Pre

1.5%

premium

9 Buy

1 Hold

1 Sell

Moderate Buy

premium

$51.33B

24.85%