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2023 Portfolio - New Portfolio

Performance Portfolio Details

REECE H

2023 Portfolio

Individual Investor

Ranked #97,455 out of 737,516 TipRanks' Investors

Success Rate

88 out of 142
profitable transactions

Average Return

8.58%

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

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To view investors' portfolios

NIO

Nio

$5.39

$0.005

(0.09%)

After

0.46%

premium

8 Buy

9 Hold

1 Sell

Moderate Buy

premium

$10.08B

-28.29%

CHPT

ChargePoint Holdings

$1.69

$0.07

(3.98%)

After

premium

6 Buy

5 Hold

1 Sell

Moderate Buy

premium

$748.51M

-81.80%

DKNG

DraftKings

$35.12

$0.7

(1.95%)

premium

25 Buy

1 Hold

0 Sell

Strong Buy

premium

$31.14B

53.47%

PYPL

PayPal Holdings

$63.00

$0.49

(0.78%)

After

0.13%

premium

13 Buy

15 Hold

0 Sell

Moderate Buy

premium

$65.39B

0.84%

BYND

Beyond Meat

$7.58

$0.235

(3.2%)

premium

0 Buy

2 Hold

6 Sell

Moderate Sell

premium

$476.90M

-27.59%

AAPL

Apple

$192.42

$1.13

(0.59%)

After

0.07%

premium

22 Buy

11 Hold

1 Sell

Moderate Buy

premium

$2.93T

8.50%

Visa

$272.47

$1.17

(0.43%)

After

0.17%

premium

21 Buy

4 Hold

0 Sell

Strong Buy

premium

$542.87B

23.69%

TSLA

Tesla

$178.05

$0.74

(0.41%)

After

0.04%

premium

9 Buy

14 Hold

9 Sell

Hold

premium

$570.20B

-12.33%

Coca-Cola

$62.96

$0.99

(1.6%)

After

premium

12 Buy

3 Hold

0 Sell

Strong Buy

premium

$266.96B

7.18%

OTLY

Oatly Group

$1.08

$0.015

(1.4%)

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$636.45M

-32.28%

AMZN

Amazon

$176.49

$2.83

(1.58%)

After

0.12%

premium

43 Buy

0 Hold

0 Sell

Strong Buy

premium

$1.87T

48.71%

MSFT

Microsoft

$415.31

$0.64

(0.15%)

After

0.12%

premium

32 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.08T

27.26%

META

Meta Platforms

$467.22

$0.17

(0.04%)

After

0.13%

premium

37 Buy

3 Hold

2 Sell

Strong Buy

premium

$1.18T

76.62%

GOOGL

Alphabet Class A

$172.47

$0.36

(0.21%)

After

0.02%

premium

32 Buy

5 Hold

0 Sell

Strong Buy

premium

$2.14T

40.07%

BTC-USD

Bitcoin

$67621.11

$853.313

(1.25%)

premium

―

premium

$1.35T

0.00%

ETH-USD

Ethereum

$3777.00

$39.238

(1.05%)

premium

―

premium

$449.48B

0.00%

PEP

PepsiCo

$172.88

$2.4

(1.41%)

After

0.07%

premium

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

$234.37B

-3.74%

DOW

Dow Inc

$57.61

$0.92

(1.62%)

premium

5 Buy

8 Hold

0 Sell

Moderate Buy

premium

$40.36B

22.31%

MCD

McDonald's

$259.03

$6.96

(2.76%)

After

0.05%

premium

19 Buy

10 Hold

0 Sell

Moderate Buy

premium

$181.74B

-9.59%

SBUX

Starbucks

$80.27

$1.51

(1.92%)

After

0.34%

premium

7 Buy

18 Hold

0 Sell

Moderate Buy

premium

$89.21B

-17.35%

BMO

Bank Of Montreal

$89.13

$1.5

(1.71%)

premium

6 Buy

3 Hold

0 Sell

Moderate Buy

premium

$63.51B

9.57%

Royal Bank Of Canada

$109.29

$0.89

(0.82%)

premium

6 Buy

2 Hold

0 Sell

Strong Buy

premium

$152.56B

26.49%

NFLX

Netflix

$641.85

$5.81

(0.9%)

After

0.18%

premium

23 Buy

12 Hold

1 Sell

Moderate Buy

premium

$279.12B

63.87%

NDAQ

Nasdaq

$59.03

$0.02

(0.03%)

premium

9 Buy

4 Hold

1 Sell

Moderate Buy

premium

$34.04B

8.43%

SHOP

Shopify

$59.16

$0.62

(1.06%)

After

0.02%

premium

16 Buy

13 Hold

0 Sell

Moderate Buy

premium

$75.32B

2.36%

NVDA

Nvidia

$1095.31

$9.69

(0.88%)

After

<0.01%

premium

37 Buy

3 Hold

0 Sell

Strong Buy

premium

$2.72T

192.16%

Boeing

$177.86

$5.11

(2.96%)

premium

17 Buy

7 Hold

2 Sell

Moderate Buy

premium

$106.05B

-16.02%

BIDU

Baidu

$97.20

$1.71

(1.73%)

After

0.11%

premium

16 Buy

3 Hold

0 Sell

Strong Buy

premium

$35.21B

-19.49%

PLTR

Palantir Technologies

$21.67

$0.06

(0.28%)

After

0.05%

premium

2 Buy

7 Hold

3 Sell

Hold

premium

$48.39B

42.35%

CBEAX < FUND >

Wells Fargo C&B Large Cap Value Fund Class A

$12.51

$0.05

(0.4%)

premium

―

premium

―

22.44%

JNJ

Johnson & Johnson

€134.40

€0.455

(0.34%)

premium

8 Buy

7 Hold

0 Sell

Moderate Buy

premium

€323.13B

-3.37%

ABBV

AbbVie

$161.23

$4.92

(3.15%)

After

0.37%

premium

12 Buy

3 Hold

0 Sell

Strong Buy

premium

$276.02B

17.90%

CSCO

Cisco Systems

$46.52

$0.4

(0.87%)

premium

6 Buy

11 Hold

0 Sell

Moderate Buy

premium

$185.81B

-4.25%

Altria Group

$46.27

$0.83

(1.83%)

After

0.02%

premium

3 Buy

3 Hold

2 Sell

Hold

premium

$78.05B

11.76%

VODJ

Vodafone

€8.30

€0

(0%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

€23.70B

10.50%

BABA

Alibaba

$78.37

$1.26

(1.58%)

After

0.1%

premium

14 Buy

3 Hold

0 Sell

Strong Buy

premium

$177.27B

1.41%

C3ai

$29.58

$1.01

(3.54%)

After

0.2%

premium

4 Buy

5 Hold

3 Sell

Hold

premium

$3.49B

-28.59%

IBM

International Business Machines

$166.93

$1.3

(0.78%)

After

0.04%

premium

5 Buy

7 Hold

2 Sell

Hold

premium

$152.15B

34.29%

TXG

10x Genomics

$22.43

$0.015

(0.07%)

premium

7 Buy

3 Hold

1 Sell

Moderate Buy

premium

$2.68B

-57.28%

MMM

$100.20

(2.04%)

After

0.09%

premium

4 Buy

6 Hold

1 Sell

Moderate Buy

premium

$54.34B

32.85%

AMD

Advanced Micro Devices

$167.04

$0.29

(0.17%)

After

0.29%

premium

29 Buy

6 Hold

0 Sell

Strong Buy

premium

$269.52B

39.70%

AFL

AFLAC

$89.91

$1.93

(2.19%)

premium

2 Buy

6 Hold

1 Sell

Hold

premium

$49.99B

40.18%

AGNC

AGNC Investment

$9.60

$0.125

(1.32%)

premium

7 Buy

2 Hold

0 Sell

Strong Buy

premium

$7.06B

20.18%

ADC

Agree Realty

$60.77

$0.76

(1.27%)

premium

9 Buy

2 Hold

0 Sell

Strong Buy

premium

$6.06B

-2.19%

NLY

Annaly Capital

$19.71

$0.27

(1.39%)

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$9.73B

17.53%

ADM

Archer Daniels Midland

$62.44

$2.3

(3.82%)

premium

0 Buy

8 Hold

1 Sell

Hold

premium

$29.74B

-12.37%

ARCC

Ares Capital

$21.57

$0.145

(0.68%)

premium

7 Buy

2 Hold

0 Sell

Strong Buy

premium

$13.16B

26.00%

AT&T

$18.23

$0.615

(3.49%)

After

0.19%

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$126.34B

20.03%

ADP

Automatic Data Processing

$244.94

$4.035

(1.67%)

After

0.2%

premium

2 Buy

4 Hold

2 Sell

Hold

premium

$98.60B

17.51%

BNS

Bank Of Nova Scotia

$47.34

$0.485

(1.03%)

premium

0 Buy

6 Hold

1 Sell

Hold

premium

$57.61B

3.51%

BEAM

Beam Therapeutics

$23.82

$0.27

(1.12%)

premium

5 Buy

4 Hold

0 Sell

Moderate Buy

premium

$1.98B

-24.48%

BDX

Becton Dickinson

$231.92

$5.14

(2.27%)

premium

7 Buy

2 Hold

0 Sell

Strong Buy

premium

$65.54B

-4.76%

Block

$64.07

$0.95

(1.46%)

After

0.16%

premium

25 Buy

6 Hold

1 Sell

Strong Buy

premium

$40.12B

7.67%

BNPQY

BNP Paribas

$36.86

$0.04

(0.11%)

premium

2 Buy

1 Hold

0 Sell

Moderate Buy

premium

$82.88B

34.03%

$37.58

$0.65

(1.76%)

premium

5 Buy

3 Hold

0 Sell

Moderate Buy

premium

$102.00B

14.90%

BATS

British American Tobacco

2423.00p

33p

(1.38%)

premium

6 Buy

2 Hold

0 Sell

Strong Buy

premium

£52.96B

-0.29%

BEPC

Brookfield Renewable

$31.55

$0.555

(1.79%)

premium

1 Buy

2 Hold

0 Sell

Moderate Buy

premium

$11.73B

-2.94%

CNQ

Canadian Natural

$76.83

$1.05

(1.39%)

premium

6 Buy

8 Hold

0 Sell

Moderate Buy

premium

$80.86B

45.88%

CSWC

Capital Southwest

$25.56

$0.22

(0.87%)

premium

0 Buy

2 Hold

0 Sell

Hold

premium

$1.14B

54.30%

CAH

Cardinal Health

$99.30

$1.585

(1.62%)

premium

5 Buy

6 Hold

1 Sell

Moderate Buy

premium

$23.80B

21.20%

CAT

Caterpillar

$338.84

$0.41

(0.12%)

After

0.19%

premium

8 Buy

6 Hold

1 Sell

Moderate Buy

premium

$165.91B

67.94%

CVX

Chevron

$162.38

$4.12

(2.6%)

After

0.02%

premium

12 Buy

3 Hold

0 Sell

Strong Buy

premium

$291.67B

9.46%

Chubb

$270.95

$5.8

(2.19%)

premium

5 Buy

9 Hold

0 Sell

Moderate Buy

premium

$107.67B

44.98%

COIN

Coinbase Global

$226.09

$8.67

(3.69%)

After

0.04%

premium

9 Buy

10 Hold

2 Sell

Moderate Buy

premium

$57.65B

280.47%

CRSP

Crispr Therapeutics AG

$53.75

$0.31

(0.57%)

premium

10 Buy

5 Hold

1 Sell

Moderate Buy

premium

$4.59B

-15.58%

DRI

Darden Restaurants

$150.39

$2.34

(1.58%)

premium

14 Buy

4 Hold

0 Sell

Strong Buy

premium

$17.67B

-3.40%

ECL

Ecolab

$232.27

$3.57

(1.56%)

premium

6 Buy

10 Hold

0 Sell

Moderate Buy

premium

$65.31B

40.14%

EMR

Emerson Electric Company

$112.14

$1.24

(1.12%)

premium

13 Buy

3 Hold

0 Sell

Strong Buy

premium

$63.45B

45.79%

EXAS

Exact Sciences

$45.49

$0.24

(0.53%)

premium

13 Buy

0 Hold

0 Sell

Strong Buy

premium

$8.35B

-44.53%

XOM

Exxon Mobil

$117.32

$3.33

(2.92%)

After

0.05%

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$511.35B

15.49%

FRT

Federal Realty

$100.96

$2.12

(2.14%)

premium

8 Buy

3 Hold

0 Sell

Moderate Buy

premium

$8.26B

17.08%

Foot Locker

$27.75

$1.86

(7.18%)

After

0.25%

premium

3 Buy

11 Hold

4 Sell

Hold

premium

$2.45B

5.89%

BEN

Franklin Resources

$23.61

$0.555

(2.41%)

premium

0 Buy

5 Hold

4 Sell

Moderate Sell

premium

$12.13B

0.52%

General Dynamics

$299.90

$3.82

(1.29%)

premium

14 Buy

4 Hold

0 Sell

Strong Buy

premium

$81.23B

48.29%

DNA

Ginkgo Bioworks Holdings

$0.52

$0.035

(6.35%)

premium

1 Buy

1 Hold

3 Sell

Moderate Sell

premium

$1.24B

-64.56%

Home Depot

$335.00

$5.82

(1.77%)

After

0.15%

premium

18 Buy

9 Hold

2 Sell

Moderate Buy

premium

$326.42B

19.19%

ITW

Illinois Tool Works

$242.75

$4.95

(2.08%)

premium

3 Buy

5 Hold

4 Sell

Hold

premium

$70.96B

11.13%

INTC

Intel

$30.88

$0.69

(2.29%)

After

0.1%

premium

3 Buy

26 Hold

3 Sell

Hold

premium

$128.52B

-2.64%

NTLA

Intellia Therapeutics

$21.38

$0.72

(3.26%)

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$2.13B

-40.69%

JHG

Janus Henderson Group

$33.50

$0.34

(1.03%)

premium

1 Buy

3 Hold

2 Sell

Hold

premium

$5.32B

33.33%

JPM

JPMorgan Chase & Co.

$203.00

$3.67

(1.84%)

After

0.21%

premium

18 Buy

5 Hold

0 Sell

Strong Buy

premium

$572.41B

50.78%

KHC

Kraft Heinz

$35.38

$0.73

(2.11%)

premium

7 Buy

6 Hold

1 Sell

Moderate Buy

premium

$42.08B

-5.15%

KMB

Kimberly Clark

$133.39

$3.72

(2.87%)

premium

3 Buy

7 Hold

3 Sell

Hold

premium

$43.66B

0.27%

LOW

Lowe's

$221.16

$5.705

(2.65%)

After

0.05%

premium

10 Buy

13 Hold

0 Sell

Moderate Buy

premium

$123.28B

9.33%

LTC

LTC Properties

$34.44

$0.415

(1.22%)

premium

0 Buy

4 Hold

1 Sell

Hold

premium

$1.48B

13.63%

LUMN

Lumen Technologies

$1.29

$0.005

(0.39%)

After

0.39%

premium

0 Buy

1 Hold

2 Sell

Moderate Sell

premium

$1.30B

-35.35%

Macy's

$19.49

$0.35

(1.83%)

After

0.05%

premium

3 Buy

5 Hold

1 Sell

Hold

premium

$5.29B

46.78%

MAIN

Main Street Capital

$48.99

$0.52

(1.07%)

premium

1 Buy

3 Hold

0 Sell

Hold

premium

$4.15B

33.89%

MPW

Medical Properties

$5.36

$0.36

(7.2%)

After

0.37%

premium

1 Buy

4 Hold

2 Sell

Hold

premium

$3.00B

-31.97%

MDT

Medtronic

$81.39

$0.79

(0.98%)

premium

8 Buy

6 Hold

2 Sell

Moderate Buy

premium

$107.02B

0.65%

NYCB

NY Community

$3.29

$0.015

(0.45%)

After

0.46%

premium

1 Buy

12 Hold

1 Sell

Hold

premium

$2.72B

-66.46%

NKE

Nike

$95.06

$1.61

(1.72%)

After

0.43%

premium

16 Buy

11 Hold

1 Sell

Moderate Buy

premium

$141.06B

-10.01%

NUE

Nucor

$168.93

$2.26

(1.36%)

After

0.01%

premium

3 Buy

4 Hold

0 Sell

Moderate Buy

premium

$39.96B

27.77%

PACB

Pacific Biosciences

$1.79

$0.145

(7.47%)

premium

4 Buy

6 Hold

0 Sell

Moderate Buy

premium

$528.37M

-84.33%

PagerDuty

$18.97

$1.02

(5.68%)

premium

5 Buy

5 Hold

0 Sell

Moderate Buy

premium

$1.72B

-34.03%

PTON

Peloton Interactive

$3.64

$0.17

(4.9%)

After

1.37%

premium

3 Buy

12 Hold

2 Sell

Hold

premium

$1.29B

-52.34%

PFE

Pfizer

$28.68

$0.48

(1.7%)

After

0.1%

premium

7 Buy

10 Hold

0 Sell

Moderate Buy

premium

$159.80B

-21.69%

Philip Morris

$101.42

$2.01

(2.02%)

premium

6 Buy

2 Hold

1 Sell

Moderate Buy

premium

$154.54B

16.66%

STHS < ETF >

PIMCO US Short-Term High Yield Corp Bond Index UCITS ETF

―

premium

―

premium

―

9.35%

PPG

PPG Industries

$131.48

$2.36

(1.83%)

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

$30.28B

0.25%