New Portfolio - New Portfolio

Allan Avery

New Portfolio
Individual Investor
Ranked #148,781 out of 757,311 TipRanks' Investors
Success Rate
62%
36 out of 58
profitable transactions
Average Return
12.39%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
3.85% BABA
3.85% AMZN
3.85% GOOGL
3.85% CLSK
3.85% BRK.A
80.75% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
34.62% Financial
23.08% Consumer Cyclical
7.69% Technology
7.69% Energy
7.69% Real Estate
19.23% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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BABA
Alibaba
$88.49
$4.07
(4.82%)
Pre
0.96%
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$210.93B
-3.09%
AMZN
Amazon
$189.87
$3.44
(1.85%)
Pre
0.38%
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.99T
35.46%
GOOGL
Alphabet Class A
$162.14
$2.33
(1.46%)
Pre
0.1%
premium
27 Buy
9 Hold
0 Sell
Strong Buy
premium
$2.00T
15.77%
CLSK
Cleanspark
$9.03
$0.19
(2.15%)
Pre
1%
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.29B
102.29%
BRK.A
Berkshire Hathaway A
$687840.00
$981.01
(0.14%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$989.74B
23.41%
MSFT
Microsoft
$438.69
$7.88
(1.83%)
Pre
0.2%
premium
29 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.26T
31.08%
CP
Canadian Pacific Kansas City
$86.90
$0.86
(1%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$81.06B
9.69%
GEO
Geo Group
$12.49
$0.02
(0.16%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.74B
68.14%
HIFS
Hingham Institution For Savings
$259.80
$7.54
(2.99%)
premium
premium
$566.43M
36.09%
V
Visa
$285.24
$3.24
(1.12%)
Pre
0.06%
premium
24 Buy
5 Hold
0 Sell
Strong Buy
premium
$563.61B
18.44%
MA
Mastercard
$493.01
$1.75
(0.35%)
Pre
0.11%
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$455.46B
19.64%
ULTA
Ulta Beauty
$403.29
$0.57
(0.14%)
Pre
0.2%
premium
13 Buy
9 Hold
2 Sell
Moderate Buy
premium
$19.00B
-2.20%
BN
Brookfield Corporation
$52.20
$2.25
(4.5%)
Pre
0.19%
premium
4 Buy
0 Hold
1 Sell
Moderate Buy
premium
$78.70B
43.04%
TSE:ATD
Alimentation Couche-Tard Inc
C$75.89
C$0.51
(0.68%)
premium
10 Buy
1 Hold
0 Sell
Strong Buy
premium
C$71.94B
5.54%
COST
Costco
$900.74
$8.22
(0.92%)
Pre
<0.01%
premium
17 Buy
5 Hold
0 Sell
Strong Buy
premium
$399.33B
58.15%
TSE:MEQ
Mainstreet Equity
C$191.88
C$0.86
(0.45%)
premium
premium
C$1.79B
41.20%
CRM
Salesforce
$265.99
$13.56
(5.37%)
Pre
0.18%
premium
28 Buy
10 Hold
1 Sell
Moderate Buy
premium
$254.29B
17.03%
NFLX
Netflix
$704.32
$13.85
(2.01%)
Pre
0.44%
premium
25 Buy
12 Hold
1 Sell
Moderate Buy
premium
$302.27B
74.27%
SPGI
S&P Global
$524.22
$4.7
(0.9%)
Pre
0.39%
premium
16 Buy
0 Hold
0 Sell
Strong Buy
premium
$164.08B
33.45%
HHH
Howard Hughes Holdings
$77.48
$1.55
(2.04%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$3.89B
1.79%
TSE:NOA
North American Construction Group
C$25.33
C$0.26
(1.04%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
C$704.87M
-20.24%
TSE:BYD
Boyd Group Services
C$204.39
C$2.27
(1.1%)
premium
9 Buy
0 Hold
1 Sell
Strong Buy
premium
C$4.39B
-17.14%
TSE:VHI
Vitalhub
C$8.99
C$0.06
(0.67%)
premium
premium
C$441.10M
214.44%
TSE:TVK
TerraVest
C$100.00
C$0.6
(0.6%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
C$1.95B
157.25%
MKL
Markel
$1584.66
$15.27
(0.97%)
Pre
<0.01%
premium
1 Buy
2 Hold
1 Sell
Hold
premium
$20.51B
2.76%
TSE:EQB
Equitable Group
C$102.20
C$2.88
(2.9%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
C$3.92B
32.30%