tiprankstipranks

Strategic Investment - New Portfolio

Joe Lino

Strategic Investment
Individual Investor
Ranked #338,445 out of 730,199 TipRanks' Investors
Success Rate
39%
309 out of 792
profitable transactions
Average Return
-3.25%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
22.28% AVGO
14.22% NVDA
7.60% META
6.97% BRK.B
6.87% MSFT
42.06% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
70.79% Technology
13.00% Communication Services
6.97% Financial
5.92% Consumer Cyclical
3.32% Industrials

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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BRK.B
Berkshire Hathaway B
$404.91
$1.04
(0.26%)
After
0.1%
$443.00
(9.41% Upside)
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$882.62B
25.16%
DDOG
Datadog
$125.25
$1.82
(1.43%)
After
6.19%
$148.44
(18.51% Upside)
23 Buy
10 Hold
0 Sell
Moderate Buy
premium
$41.96B
102.70%
AVGO
Broadcom
$1294.42
$37.6
(2.99%)
After
0.67%
$1,572.68
(21.50% Upside)
20 Buy
3 Hold
0 Sell
Strong Buy
premium
$578.90B
106.05%
CRWD
CrowdStrike Holdings
$298.02
$0.4
(0.13%)
After
1.47%
$396.16
(32.93% Upside)
37 Buy
1 Hold
0 Sell
Strong Buy
premium
$72.48B
129.79%
GOOG
Alphabet Class C
$157.95
$3.15
(1.96%)
After
11.14%
$168.64
(6.77% Upside)
10 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.98T
54.00%
HON
Honeywell International
$193.02
$1.77
(0.91%)
After
0.33%
$225.33
(16.74% Upside)
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$127.93B
2.33%
META
Meta Platforms
$441.38
$52.12
(10.56%)
After
0.74%
$531.07
(20.32% Upside)
39 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.26T
138.03%
MSFT
Microsoft
$399.04
$10.02
(2.45%)
After
4.7%
$477.41
(19.64% Upside)
32 Buy
1 Hold
1 Sell
Strong Buy
premium
$3.03T
49.74%
CRM
Salesforce
$273.14
$3.05
(1.1%)
After
1.04%
$339.81
(24.41% Upside)
28 Buy
10 Hold
0 Sell
Moderate Buy
premium
$268.38B
45.04%
TSLA
Tesla
$170.18
$8.05
(4.97%)
After
1.29%
$174.86
(2.75% Upside)
8 Buy
18 Hold
8 Sell
Hold
premium
$461.38B
0.91%