Awesome - New Portfolio

Performance Portfolio Details

James Smith

Awesome

Individual Investor

Ranked #349,377 out of 801,893 TipRanks' Investors

Success Rate

347 out of 651
profitable transactions

Average Return

2.68%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

86.43% BRK.A

3.54% META

2.58% MSFT

1.45% LLY

0.91% ASML

5.09% Others

By Assets

99.70% Stocks

0.17% ETFs

0.12% Cash

0.00% Funds

0.00% Cryptocurrency

By Sector

87.29% Financial

3.93% Technology

3.68% Communication Services

3.16% Healthcare

0.60% Industrials

1.34% Other

Portfolio Holdings

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To view investors' portfolios

AAPL

$201.70

+0.42%

Pre:

+0.15%

17 Buy

8 Hold

4 Sell

Moderate Buy

premium

▼ 18.71%

AMZN

$206.65

+0.8%

Pre:

+0.04%

47 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 17.64%

BABA

$114.75

+0.8%

Pre:

+0.78%

12 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 44.27%

GOOG

$170.37

-1.43%

Pre:

-1.76%

16 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 4.41%

MSFT

$461.97

+0.35%

Pre:

-0.04%

30 Buy

5 Hold

0 Sell

Strong Buy

premium

▲ 3.29%

NVDA

$137.38

+1.67%

Pre:

+0.53%

36 Buy

4 Hold

1 Sell

Strong Buy

premium

▲ 3.23%

QQQ

$523.21

+0.79%

Pre:

-0.07%

1K Buy

629 Hold

80 Sell

Moderate Buy

premium

▲ 10.28%

SPY

$592.71

+0.56%

Pre:

-0.17%

4K Buy

3K Hold

301 Sell

Moderate Buy

premium

▲ 3.37%

TSLA

$342.69

-1.09%

Pre:

+0.36%

16 Buy

10 Hold

11 Sell

Hold

premium

▲ 39.89%

META

$670.90

+3.62%

Pre:

-0.13%

41 Buy

3 Hold

1 Sell

Strong Buy

premium

▲ 18.27%

GOOGL

$169.03

-1.58%

Pre:

-1.83%

29 Buy

9 Hold

0 Sell

Strong Buy

premium

▼ 10.95%

BTC-USD

$105387.00

-0.47%

―

premium

▲ 82.06%

ETH-USD

$2613.02

+0.21%

―

premium

▲ 1.28%

CAT

$344.67

-0.97%

Pre:

+0.03%

8 Buy

7 Hold

0 Sell

Moderate Buy

premium

▼ 1.01%

TGT

$93.32

-0.73%

Pre:

+0.17%

11 Buy

21 Hold

2 Sell

Moderate Buy

premium

▼ 31.13%

TOL

$103.31

-0.9%

Pre:

>-0.01%

8 Buy

4 Hold

1 Sell

Moderate Buy

premium

▼ 28.7%

USDC-USD

$1.00

>-0.01%

―

premium

▲ 0.08%

CMPR

$43.70

-1.27%

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

▼ 52.15%

ADP

$325.80

+0.08%

Pre:

-0.37%

2 Buy

6 Hold

0 Sell

Hold

premium

▲ 9.79%

AMGN

$288.47

+0.1%

Pre:

-0.52%

10 Buy

10 Hold

1 Sell

Moderate Buy

premium

▼ 11.76%

EIX

$55.43

-0.4%

Pre:

-1.32%

5 Buy

2 Hold

1 Sell

Moderate Buy

premium

▼ 35.1%

QCOM

$146.63

+0.98%

Pre:

-0.23%

8 Buy

8 Hold

1 Sell

Moderate Buy

premium

▼ 13.49%

PDD

$96.44

-0.07%

Pre:

+0.59%

11 Buy

8 Hold

2 Sell

Moderate Buy

premium

▲ 0.55%

BLK

$978.07

-0.19%

Pre:

-0.36%

9 Buy

2 Hold

0 Sell

Strong Buy

premium

▼ 7.43%

PTON

$6.60

-7.04%

Pre:

+0.15%

5 Buy

8 Hold

0 Sell

Moderate Buy

premium

▲ 44.26%

TPZ

C$25.36

+0.83%

6 Buy

0 Hold

0 Sell

Strong Buy

premium

▼ 4.3%

BNE

C$3.56

-1.11%

―

premium

▼ 21.76%

EOG

$111.34

+2.55%

Pre:

-0.84%

13 Buy

11 Hold

0 Sell

Moderate Buy

premium

▼ 14.58%

BRK.A

$754740.00

-0.35%

1 Buy

3 Hold

0 Sell

Hold

premium

▲ 7.43%

MRK

$76.25

-0.77%

Pre:

-0.3%

9 Buy

7 Hold

0 Sell

Moderate Buy

premium

▼ 34.42%

XLV

$132.72

+0.06%

Pre:

-0.02%

561 Buy

334 Hold

17 Sell

Moderate Buy

premium

▼ 14.58%

CEP

$43.22

+7.17%

Pre:

+3.89%

―

premium

▲ 331.77%

YXT

$0.92

-4.17%

Pre:

―

premium

▼ 89.3%

WOK

$0.89

-1.11%

Pre:

-4.96%

―

premium

▼ 76.03%

BOX

$38.11

+0.77%

Pre:

+0.76%

7 Buy

2 Hold

1 Sell

Moderate Buy

premium

▲ 32.97%

$68.20

-0.04%

Pre:

-0.16%

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

▲ 29.36%

LYB

$54.44

-1.23%

Pre:

+0.09%

3 Buy

12 Hold

1 Sell

Hold

premium

▼ 44.28%

$68.38

+1.62%

11 Buy

0 Hold

0 Sell

Strong Buy

premium

▼ 14.14%

CASH

$15.07

-0.33%

―

premium

▲ 16.33%

CFLSF

$0.10

―

premium

▲ 900%

CASH

C$50.01

+0.01%

―

premium

▼ 0.32%

CASH

€0.82

-1.21%

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

▲ 52.52%

CASH

$77.30

-0.96%

Pre:

-0.34%

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

▲ 16.7%

ALIZY

$40.28

+1.74%

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

▲ 30.44%

CRM

$261.62

-1.41%

Pre:

+0.05%

31 Buy

9 Hold

3 Sell

Moderate Buy

premium

▼ 0.98%

WDAY

$247.75

+0.02%

Pre:

-0.33%

21 Buy

9 Hold

0 Sell

Moderate Buy

premium

▼ 6.4%

BMO

$107.86

+0.48%

Pre:

4 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 29.41%

WDS

$14.51

+1.26%

Pre:

-0.14%

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

▼ 20.8%

FIVE

$117.51

+0.81%

Pre:

+1.69%

6 Buy

13 Hold

1 Sell

Hold

premium

▲ 48.86%

NUVL

$77.18

+3.44%

Pre:

-0.65%

6 Buy

0 Hold

0 Sell

Strong Buy

premium

▼ 8.85%

XOM

$103.05

+0.73%

Pre:

+0.07%

9 Buy

6 Hold

0 Sell

Moderate Buy

premium

▼ 15.7%

NXDCF

$8.91

-3.36%

9 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 0.39%

TCTZF

$63.80

+2.57%

13 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 37.44%

LLY

$747.12

+1.28%

Pre:

-0.19%

17 Buy

1 Hold

1 Sell

Strong Buy

premium

▼ 11.05%

ADBE

$403.40

-2.82%

Pre:

-0.12%

21 Buy

8 Hold

0 Sell

Moderate Buy

premium

▼ 28.03%

AVGO

$248.71

+2.74%

Pre:

+0.49%

26 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 57.23%

UNH

$304.72

+0.93%

Pre:

+0.22%

19 Buy

6 Hold

1 Sell

Moderate Buy

premium

▼ 32.9%

JNJ

$155.40

+0.12%

Pre:

-0.32%

7 Buy

8 Hold

0 Sell

Moderate Buy

premium

▼ 5.2%

ASML

$746.53

+1.32%

Pre:

-2.17%

3 Buy

0 Hold

0 Sell

Strong Buy

premium

▼ 17.89%

QUBSF

$6.78

+8.52%

3 Buy

0 Hold

0 Sell

Strong Buy

premium

▲ 62.65%

NVO

$72.83

+1.86%

Pre:

-0.92%

3 Buy

4 Hold

1 Sell

Hold

premium

▼ 45.84%

XLB

$86.85

+0.59%

Pre:

-0.29%

201 Buy

123 Hold

11 Sell

Moderate Buy

premium

▼ 6.36%

IHI

$61.60

-0.47%

Pre:

340 Buy

151 Hold

11 Sell

Moderate Buy

premium

▲ 5.68%

SCHH

$21.29

Pre:

+0.23%

521 Buy

412 Hold

49 Sell

Moderate Buy

premium

▼ 5.17%

VIS

$268.93

-0.17%

Pre:

2K Buy

1K Hold

144 Sell

Moderate Buy

premium

▲ 8.32%

UBER

$83.64

-0.62%

Pre:

+0.29%

29 Buy

4 Hold

0 Sell

Strong Buy

premium

▲ 16.41%

UNP

$218.89

-1.25%

Pre:

-0.41%

14 Buy

6 Hold

1 Sell

Moderate Buy

premium

▼ 13.37%

DLTR

$91.24

+1.09%

Pre:

+3.4%

5 Buy

11 Hold

1 Sell

Hold

premium

▼ 3.41%

$182.75

+1.2%

Pre:

+0.13%

9 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 38.33%

BRFS

$3.56

+1.42%

Pre:

+1.12%

0 Buy

1 Hold

0 Sell

Hold

premium

▼ 22.44%

TRMD

$16.75

+4.82%

Pre:

-0.66%

3 Buy

0 Hold

1 Sell

Moderate Buy

premium

▼ 54.88%

UKC

€0.15

+2.1%

―

premium

▲ 19.67%

CCV

AU$0.28

-3.51%

―

premium

▲ 25%

RNA

$33.17

+7.07%

Pre:

+1.39%

10 Buy

0 Hold

0 Sell

Strong Buy

premium

▼ 23.97%

CFN0

€0.01

+7.69%

―

premium

▼ 73.58%

0510

HK$0.21

+3.86%

―

premium

▲ 34.37%

PCCYF

$0.83

-2.71%

6 Buy

1 Hold

1 Sell

Moderate Buy

premium

▼ 8.33%

ENVA

$92.91

+0.26%

6 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 12.21%

BRK.B

$502.81

-0.23%

Pre:

-0.35%

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

▲ 9.81%

HEI.A

$236.11

+0.11%

―

premium

▲ 20.87%

JPM

$264.66

+0.25%

Pre:

-0.46%

14 Buy

7 Hold

0 Sell

Moderate Buy

premium

▲ 19.6%

SHW

$355.44

-0.94%

Pre:

+0.49%

8 Buy

4 Hold

1 Sell

Moderate Buy

premium

▼ 1.73%

VNQ

$89.44

+0.13%

Pre:

-0.01%

587 Buy

462 Hold

58 Sell

Moderate Buy

premium

▼ 5.07%

FRT

$95.44

-0.04%

Pre:

+0.59%

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

▼ 12.14%

FPI

$11.46

+1.24%

Pre:

+1.92%

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

▲ 12.91%

RCRRF

$61.22

+2.16%

3 Buy

0 Hold

0 Sell

Strong Buy

premium

▼ 1.63%

PYPL

$70.93

+0.92%

Pre:

-0.25%

13 Buy

16 Hold

3 Sell

Moderate Buy

premium

▼ 2.07%

TKO

$159.55

+1.1%

Pre:

+0.28%

11 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 34.95%

SRDX

$29.47

+1.55%

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

▼ 25.64%

VGT

$611.88

+0.91%

Pre:

+0.41%

2K Buy

994 Hold

132 Sell

Moderate Buy

premium

▲ 6.6%

AMD

$114.63

+3.52%

Pre:

+0.06%

22 Buy

10 Hold

0 Sell

Moderate Buy

premium

▼ 32.95%

ORCL

$166.57

+0.63%

Pre:

-0.61%

15 Buy

14 Hold

0 Sell

Moderate Buy

premium

▲ 17.89%

$127.87

+0.96%

Pre:

9 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 5.23%

INTU

$764.99

+1.53%

Pre:

-0.34%

21 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 21.38%

IBM

$263.90

+1.87%

Pre:

-0.33%

8 Buy

5 Hold

2 Sell

Moderate Buy

premium

▲ 15.25%

ABT

$133.57

>-0.01%

Pre:

-0.42%

18 Buy

3 Hold

0 Sell

Strong Buy

premium

▲ 16.4%

TSM

$194.84

+0.79%

Pre:

-0.25%

7 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 13.48%

$293.18

+6.34%

Pre:

+0.19%

30 Buy

8 Hold

0 Sell

Strong Buy

premium

▲ 46.6%

ALNY

$306.09

+0.5%

Pre:

19 Buy

4 Hold

0 Sell

Strong Buy

premium

▲ 12.21%

TENB

$32.20

-0.06%

12 Buy

7 Hold

0 Sell

Moderate Buy

premium

▼ 22%