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Cap 1(-0924) -8435 - New Portfolio

Troy Carlson

Cap 1(-0924) -8435
Individual Investor
Ranked #471,596 out of 731,863 TipRanks' Investors
Success Rate
54%
31 out of 57
profitable transactions
Average Return
-3.46%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
24.43% AMZN
20.90% GOOGL
14.40% VGT
13.98% HTGC
7.06% META
19.23% Others
By Assets
79.19% Stocks
20.81% ETFs
<0.01% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
27.96% Communication Services
24.43% Consumer Cyclical
20.81% General
13.98% Financial
6.56% Real Estate
6.26% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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ACM
Aecom Technology
$94.72
$0.49
(0.52%)
$106.22
(12.14% Upside)
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$12.82B
17.47%
HTGC
Hercules Capital
$19.43
$0.13
(0.67%)
$19.83
(2.06% Upside)
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.13B
68.71%
BXMT
Blackstone Mortgage
$17.99
$0.01
(0.06%)
$19.58
(8.84% Upside)
2 Buy
5 Hold
0 Sell
Moderate Buy
premium
$3.12B
16.81%
META
Meta Platforms
$451.96
$10.28
(2.33%)
$525.18
(16.20% Upside)
38 Buy
3 Hold
2 Sell
Strong Buy
premium
$1.12T
86.54%
NLY
Annaly Capital
$19.35
$0.28
(1.47%)
$20.59
(6.41% Upside)
6 Buy
2 Hold
0 Sell
Strong Buy
premium
$9.54B
18.86%
SMG
Scotts Miracle-Gro Company
$70.54
$1.87
(2.72%)
$75.40
(6.89% Upside)
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$3.89B
15.37%
VGT
VGT
< ETF >
Vanguard Information Technology ETF
$509.46
$13.4
(2.7%)
$585.20
(14.87% Upside)
2K Buy
1K Hold
132 Sell
Moderate Buy
premium
$61.82B
32.34%
GOOGL
Alphabet Class A
$167.24
$0.62
(0.37%)
$194.83
(16.50% Upside)
31 Buy
5 Hold
0 Sell
Strong Buy
premium
$2.07T
58.07%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$511.29
$6.26
(1.24%)
$573.29
(12.13% Upside)
4K Buy
3K Hold
315 Sell
Moderate Buy
premium
$498.15B
25.57%
AMZN
Amazon
$186.21
$1.49
(0.81%)
$219.50
(17.88% Upside)
41 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.92T
77.61%