2023 Portfolio - New Portfolio

REECE H

2023 Portfolio
Individual Investor
Ranked #77,528 out of 748,626 TipRanks' Investors
Success Rate
65%
92 out of 142
profitable transactions
Average Return
10.84%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
0.75% NIO
0.75% CHPT
0.75% DKNG
0.75% PYPL
0.75% BYND
96.25% Others
By Assets
80.00% Cash
76.25% Stocks
-18.50% ETFs
-18.50% Cryptocurrency
-19.25% Funds
By Sector
15.79% Financial
14.29% Consumer Cyclical
12.03% Technology
11.28% Healthcare
9.77% Communication Services
36.84% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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toup1or8yn
toup1or8yn
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toup1or8yn
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toup1or8yn
toup1or8yn
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oceecq557j
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kr685z1ar
kr685z1ar
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kr685z1ar
72x3ci6tn0v
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NIO
Nio
$4.43
$0.16
(3.75%)
premium
5 Buy
4 Hold
1 Sell
Moderate Buy
premium
$8.85B
-67.58%
CHPT
ChargePoint Holdings
$2.19
$0.16
(7.88%)
premium
6 Buy
5 Hold
0 Sell
Moderate Buy
premium
$863.37M
-75.30%
DKNG
DraftKings
$36.30
$0.52
(1.45%)
premium
25 Buy
2 Hold
0 Sell
Strong Buy
premium
$31.40B
13.55%
PYPL
PayPal Holdings
$58.29
$1.07
(1.87%)
premium
14 Buy
17 Hold
0 Sell
Moderate Buy
premium
$59.85B
-22.07%
BYND
Beyond Meat
$6.25
$0.31
(5.22%)
premium
0 Buy
2 Hold
5 Sell
Moderate Sell
premium
$385.42M
-61.12%
AAPL
Apple
$217.96
$0.47
(0.22%)
premium
25 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.34T
12.41%
V
Visa
$259.46
$5.72
(2.25%)
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$501.61B
7.85%
TSLA
Tesla
$219.80
$0.45
(0.2%)
premium
10 Buy
15 Hold
7 Sell
Hold
premium
$703.62B
-16.68%
KO
Coca-Cola
$67.05
$0.98
(1.48%)
premium
14 Buy
6 Hold
0 Sell
Moderate Buy
premium
$284.63B
8.15%
OTLY
Oatly Group
$0.97
$0.021
(2.23%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$567.03M
-56.22%
AMZN
Amazon
$182.50
$2.65
(1.47%)
premium
44 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.87T
40.34%
MSFT
Microsoft
$425.27
$6.87
(1.64%)
premium
28 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.11T
24.84%
META
Meta Platforms
$465.70
$12.29
(2.71%)
premium
23 Buy
2 Hold
2 Sell
Strong Buy
premium
$1.15T
52.17%
GOOGL
Alphabet Class A
$167.00
$0.28
(0.17%)
premium
32 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.08T
29.55%
BTC-USD
Bitcoin
$67930.57
$1.008K
(1.51%)
premium
premium
$1.32T
129.32%
ETH-USD
Ethereum
$3258.34
$10.072
(0.31%)
premium
premium
$392.91B
74.15%
PEP
PepsiCo
$172.75
$1.73
(1.01%)
premium
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$234.91B
-8.01%
DOW
Dow Inc
$52.86
$0.01
(0.02%)
premium
3 Buy
11 Hold
0 Sell
Hold
premium
$37.16B
3.59%
MCD
McDonald's
$252.00
$0.54
(0.21%)
premium
19 Buy
8 Hold
0 Sell
Moderate Buy
premium
$181.22B
-11.76%
SBUX
Starbucks
$74.05
$0.73
(1%)
premium
9 Buy
18 Hold
0 Sell
Moderate Buy
premium
$83.05B
-26.15%
BMO
Bank Of Montreal
$87.33
$0.35
(0.4%)
premium
6 Buy
5 Hold
0 Sell
Moderate Buy
premium
$63.16B
-2.18%
RY
Royal Bank Of Canada
$110.67
$1.08
(0.99%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$154.93B
15.96%
NFLX
Netflix
$631.37
$2.72
(0.43%)
premium
23 Buy
12 Hold
1 Sell
Moderate Buy
premium
$272.13B
50.02%
NDAQ
Nasdaq
$66.96
$0.3
(0.45%)
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$38.78B
34.22%
SHOP
Shopify
$59.94
$0.5
(0.84%)
premium
20 Buy
12 Hold
0 Sell
Moderate Buy
premium
$76.70B
-8.10%
NVDA
Nvidia
$113.06
$0.78
(0.69%)
premium
37 Buy
4 Hold
0 Sell
Strong Buy
premium
$2.76T
147.09%
BA
Boeing
$186.89
$2.54
(1.38%)
premium
16 Buy
5 Hold
1 Sell
Moderate Buy
premium
$113.46B
-20.81%
BIDU
Baidu
$88.98
$1.19
(1.36%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$31.90B
-41.30%
PLTR
Palantir Technologies
$27.18
$0.55
(2.07%)
premium
3 Buy
5 Hold
6 Sell
Hold
premium
$59.30B
64.89%
CBEAX
CBEAX
< FUND >
Wells Fargo C&B Large Cap Value Fund Class A
$13.21
$0.12
(0.92%)
premium
premium
1.31%
DE:JNJ
Johnson & Johnson
€148.30
€1.526
(1.04%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
€353.84B
-5.21%
ABBV
AbbVie
$185.16
$2.99
(1.64%)
premium
12 Buy
3 Hold
0 Sell
Strong Buy
premium
$321.69B
33.34%
CSCO
Cisco Systems
$47.88
$0.64
(1.35%)
premium
6 Buy
12 Hold
0 Sell
Moderate Buy
premium
$190.32B
-8.38%
MO
Altria Group
$50.43
$0.63
(1.27%)
premium
2 Buy
2 Hold
2 Sell
Hold
premium
$85.54B
19.51%
DE:VODJ
Vodafone
€7.90
€0.1
(1.25%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
€22.71B
2.32%
BABA
Alibaba
$76.53
$1.13
(1.5%)
premium
13 Buy
3 Hold
0 Sell
Strong Buy
premium
$161.00B
-19.67%
AI
C3ai
$27.73
$0.89
(3.32%)
premium
4 Buy
5 Hold
2 Sell
Hold
premium
$3.35B
-34.88%
IBM
International Business Machines
$191.75
$0.23
(0.12%)
premium
6 Buy
5 Hold
1 Sell
Moderate Buy
premium
$176.35B
41.88%
TXG
10x Genomics
$20.22
$0.3
(1.51%)
premium
5 Buy
7 Hold
1 Sell
Moderate Buy
premium
$2.38B
-67.20%
$127.16
$23.77
(22.99%)
premium
6 Buy
3 Hold
1 Sell
Moderate Buy
premium
$57.21B
15.86%
AMD
Advanced Micro Devices
$139.99
$1.67
(1.21%)
premium
30 Buy
5 Hold
0 Sell
Strong Buy
premium
$223.57B
25.64%
AFL
AFLAC
$94.82
$0.7
(0.74%)
premium
2 Buy
7 Hold
0 Sell
Hold
premium
$53.48B
32.34%
AGNC
AGNC Investment
$10.05
$0.18
(1.82%)
premium
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$7.56B
9.79%
ADC
Agree Realty
$68.73
$0.83
(1.22%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$6.83B
3.36%
NLY
Annaly Capital
$19.86
$0.22
(1.12%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$9.83B
7.91%
ADM
Archer Daniels Midland
$63.98
$0.66
(1.04%)
premium
0 Buy
8 Hold
1 Sell
Hold
premium
$31.31B
-24.98%
ARCC
Ares Capital
$20.95
$0.18
(0.87%)
premium
7 Buy
3 Hold
0 Sell
Moderate Buy
premium
$12.69B
15.26%
T
AT&T
$19.01
$0.18
(0.94%)
premium
11 Buy
6 Hold
0 Sell
Moderate Buy
premium
$137.60B
41.31%
ADP
Automatic Data Processing
$252.67
$3.09
(1.24%)
premium
2 Buy
6 Hold
1 Sell
Hold
premium
$102.15B
0.72%
BNS
Bank Of Nova Scotia
$45.84
$0.29
(0.64%)
premium
0 Buy
8 Hold
1 Sell
Hold
premium
$56.05B
-2.23%
BEAM
Beam Therapeutics
$33.14
$0.97
(3.02%)
premium
6 Buy
5 Hold
0 Sell
Moderate Buy
premium
$2.65B
0.19%
BDX
Becton Dickinson
$237.30
$4.52
(1.94%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$67.27B
-16.40%
SQ
Block
$60.18
$1.4
(2.27%)
premium
25 Buy
4 Hold
1 Sell
Strong Buy
premium
$38.00B
-20.45%
BNPQY
BNP Paribas
$35.18
$0.18
(0.51%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$79.21B
14.44%
BP
BP
$35.25
$0.07
(0.2%)
premium
4 Buy
5 Hold
0 Sell
Moderate Buy
premium
$95.22B
-0.54%
GB:BATS
British American Tobacco
2731.00p
16p
(0.59%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
£60.02B
13.43%
BEPC
Brookfield Renewable
$28.46
$0.36
(1.28%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$10.51B
-7.11%
CNQ
Canadian Natural
$34.42
$0.01
(0.03%)
premium
2 Buy
7 Hold
0 Sell
Hold
premium
$73.57B
20.05%
CSWC
Capital Southwest
$26.00
$0.34
(1.33%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$1.18B
34.13%
CAH
Cardinal Health
$98.35
$1.44
(1.49%)
premium
5 Buy
8 Hold
1 Sell
Moderate Buy
premium
$23.60B
7.18%
CAT
Caterpillar
$350.48
$6.18
(1.79%)
premium
4 Buy
4 Hold
0 Sell
Moderate Buy
premium
$168.38B
35.64%
CVX
Chevron
$157.84
$0.3
(0.19%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$290.34B
1.72%
CB
Chubb
$270.06
$8.45
(3.23%)
premium
8 Buy
6 Hold
1 Sell
Moderate Buy
premium
$106.23B
28.94%
COIN
Coinbase Global
$242.93
$11.41
(4.93%)
premium
8 Buy
8 Hold
2 Sell
Moderate Buy
premium
$56.85B
132.10%
CRSP
Crispr Therapeutics AG
$57.92
$0.35
(0.61%)
premium
9 Buy
6 Hold
2 Sell
Moderate Buy
premium
$4.89B
0.51%
DRI
Darden Restaurants
$142.27
$0.37
(0.26%)
premium
14 Buy
7 Hold
1 Sell
Moderate Buy
premium
$16.87B
-12.99%
ECL
Ecolab
$245.24
$1.58
(0.65%)
premium
5 Buy
9 Hold
0 Sell
Moderate Buy
premium
$69.58B
30.34%
EMR
Emerson Electric Company
$116.84
$2.25
(1.96%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$65.56B
26.65%
EXAS
Exact Sciences
$45.30
$3.06
(6.33%)
premium
14 Buy
0 Hold
0 Sell
Strong Buy
premium
$8.92B
-49.60%
XOM
Exxon Mobil
$117.33
$0.1
(0.09%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$526.78B
15.32%
FRT
Federal Realty
$109.55
$2.49
(2.33%)
premium
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$8.95B
8.60%
FL
Foot Locker
$26.46
$0.43
(1.65%)
premium
2 Buy
11 Hold
3 Sell
Hold
premium
$2.47B
2.76%
BEN
Franklin Resources
$23.08
$0.56
(2.37%)
premium
0 Buy
6 Hold
5 Sell
Moderate Sell
premium
$12.44B
-14.44%
GD
General Dynamics
$290.40
$0.58
(0.2%)
premium
13 Buy
4 Hold
0 Sell
Strong Buy
premium
$79.95B
33.41%
DNA
Ginkgo Bioworks Holdings
$0.37
$0.034
(9.98%)
premium
0 Buy
1 Hold
4 Sell
Strong Sell
premium
$751.31M
-86.12%
HD
Home Depot
$359.51
$6.22
(1.76%)
premium
18 Buy
7 Hold
2 Sell
Moderate Buy
premium
$350.33B
10.01%
ITW
Illinois Tool Works
$247.49
$3.66
(1.5%)
premium
3 Buy
5 Hold
3 Sell
Hold
premium
$72.76B
-2.35%
INTC
Intel
$31.35
$0.25
(0.8%)
premium
3 Buy
13 Hold
1 Sell
Hold
premium
$132.39B
-8.23%
NTLA
Intellia Therapeutics
$26.50
$0.08
(0.3%)
premium
15 Buy
4 Hold
0 Sell
Strong Buy
premium
$2.55B
-37.06%
JHG
Janus Henderson Group
$36.55
$0.29
(0.8%)
premium
1 Buy
3 Hold
1 Sell
Hold
premium
$5.82B
31.47%
JPM
JPMorgan Chase & Co.
$212.24
$3.57
(1.71%)
premium
15 Buy
6 Hold
0 Sell
Moderate Buy
premium
$599.23B
35.60%
KHC
Kraft Heinz
$33.36
$0.07
(0.21%)
premium
7 Buy
7 Hold
1 Sell
Moderate Buy
premium
$40.42B
-4.09%
KMB
Kimberly Clark
$141.81
$0.74
(0.52%)
premium
6 Buy
7 Hold
2 Sell
Moderate Buy
premium
$47.51B
11.08%
LOW
Lowe's
$238.87
$4.1
(1.75%)
premium
10 Buy
11 Hold
0 Sell
Moderate Buy
premium
$133.78B
2.38%
LTC
LTC Properties
$38.15
$0.38
(1.01%)
premium
0 Buy
5 Hold
1 Sell
Hold
premium
$1.64B
14.04%
LUMN
Lumen Technologies
$1.77
$0.13
(7.93%)
premium
0 Buy
1 Hold
3 Sell
Moderate Sell
premium
$1.66B
-4.09%
M
Macy's
$16.57
$0.11
(0.67%)
premium
4 Buy
6 Hold
1 Sell
Moderate Buy
premium
$4.55B
5.31%
MAIN
Main Street Capital
$50.99
$0.39
(0.77%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$4.34B
31.43%
MPW
Medical Properties
$5.31
$0.11
(2.12%)
premium
0 Buy
6 Hold
1 Sell
Hold
premium
$3.12B
-45.26%
MDT
Medtronic
$78.70
$0.24
(0.31%)
premium
6 Buy
6 Hold
2 Sell
Moderate Buy
premium
$100.61B
-10.21%
NYCB
NY Community
$11.22
$0.61
(5.75%)
premium
1 Buy
9 Hold
0 Sell
Hold
premium
$3.73B
-70.16%
NKE
Nike
$72.56
$1.15
(1.61%)
premium
14 Buy
16 Hold
2 Sell
Moderate Buy
premium
$107.79B
-33.73%
NUE
Nucor
$160.89
$3.87
(2.46%)
premium
5 Buy
5 Hold
0 Sell
Moderate Buy
premium
$37.65B
-5.86%
PACB
Pacific Biosciences
$2.13
$0.23
(12.07%)
premium
3 Buy
4 Hold
0 Sell
Moderate Buy
premium
$518.84M
-85.58%
PD
PagerDuty
$21.05
$0.09
(0.43%)
premium
6 Buy
7 Hold
0 Sell
Moderate Buy
premium
$2.00B
-16.59%
PTON
Peloton Interactive
$3.60
$0.15
(4.35%)
premium
3 Buy
15 Hold
2 Sell
Hold
premium
$1.28B
-60.62%
PFE
Pfizer
$30.77
$1.01
(3.39%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$171.02B
-14.36%
PM
Philip Morris
$113.36
$0.16
(0.14%)
premium
7 Buy
0 Hold
1 Sell
Strong Buy
premium
$175.98B
21.68%
GB:STHS
STHS
< ETF >
PIMCO US Short-Term High Yield Corp Bond Index UCITS ETF
887.50p
0.1p
(0.01%)
premium
premium
2.20%
PPG
PPG Industries
$127.55
$1.61
(1.28%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$29.38B
-12.18%