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Top Stocks Portfolio Creation and Analysis

A detailed conversation about creating a portfolio of the top stocks from 2021 and 2022, including market cap data and backtesting results.

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Aurora

Hello. Would you like to create a new portfolio?

User

What are the 100 best stocks in the market in 2021? Also show their market cap as of March 1st 2022

Aurora

Here’s a summary of the top stocks from 2021 along with their market capitalizations as of March 1, 2022. The stocks are ranked based on their ratings from the GPT-Stock Report, which is a subjective measure and may not reflect the absolute best or worst investments. Always consider multiple factors when making investment decisions.

Top Stocks of 2021

Symbol Company Name Rating Market Cap (USD) Date
BRK-A Berkshire Hathaway Inc - Class A 5.0 715,742,305,665 2022-02-28
AAPL Apple Inc 4.5 2,755,461,630,720 2022-02-28
OC Owens Corning 4.5 9,364,351,100 2022-02-28
STLD Steel Dynamics Inc 4.5 14,288,921,000 2022-02-28
ODFL Old Dominion Freight Line Inc 4.5 36,241,362,220 2022-02-28
CHKP Check Point Software Technologies Ltd 4.5 18,877,864,000 2022-02-28
HOLX Hologic Inc 4.5 18,139,524,920 2022-02-28
WFG West Fraser Timber Co. Ltd 4.5 10,872,664,330 2022-02-28
TER Teradyne Inc 4.5 19,193,720,480 2022-02-28
TROW T. Rowe Price Group Inc 4.5 32,511,544,000 2022-02-28
CODX Co-Diagnostics Inc 4.5 167,859,871 2022-02-28
SWBI Smith & Wesson Brands Inc 4.5 848,831,610 2022-02-28
TXN Texas Instruments Inc 4.5 156,900,770,000 2022-02-28
SPGI S&P Global Inc 4.5 90,506,130,000 2022-02-28
X United States Steel Corp 4.5 7,351,461,750 2022-02-28
TPG TPG Inc - Class A 4.5 2,430,630,275 2022-02-28
SNA Snap-on Inc 4.5 11,307,684,000 2022-02-28
VRTX Vertex Pharmaceuticals Inc 4.5 59,316,637,520 2022-02-28
EOG EOG Resources Inc 4.5 66,768,520,000 2022-02-28
REGN Regeneron Pharmaceuticals Inc 4.5 65,669,832,000 2022-02-28
USLM United States Lime & Minerals Inc 4.5 664,984,740 2022-02-28
META Meta Platforms Inc - Class A 4.5 593,838,420,000 2022-02-28
INVA Innoviva Inc 4.5 1,334,288,180 2022-02-28
OVID Ovid Therapeutics Inc 4.5 231,061,217 2022-02-28
MSFT Microsoft Corporation 4.5 2,250,359,160,093 2022-02-28
DHIL Diamond Hill Investment Group Inc - Class A 4.5 614,897,400 2022-02-28
DMLP Dorchester Minerals LP 4.5 870,621,580 2022-02-28
NVEC NVE Corp 4.5 276,460,870 2022-02-28
SD Sandridge Energy Inc New 4.5 489,034,490 2022-02-28
VICI VICI Properties Inc 4.5 20,925,001,987 2022-02-28
WY Weyerhaeuser Company 4.5 29,121,897,600 2022-02-28
GNTX Gentex Corp 4.5 7,078,084,136 2022-02-28
MRNA Moderna Inc 4.5 62,054,400,000 2022-02-28
WOR Worthington Enterprises Inc 4.5 2,836,354,662 2022-02-28
SCCO Southern Copper Corporation 4.5 53,645,409,000 2022-02-28
GOOG Alphabet Inc - Class C 4.5 1,796,081,932,400 2022-02-28
RIO Rio Tinto plc 4.5 512,373,032,000 2022-02-28
NUE Nucor Corp 4.5 38,236,926,200 2022-02-28
SCVL Shoe Carnival Inc 4.0 821,145,600 2022-02-28
ETD Ethan Allen Interiors Inc 4.0 658,276,538 2022-02-28
NOC Northrop Grumman Corp 4.0 70,095,833,476 2022-02-28
SITE SiteOne Landscape Supply Inc 4.0 7,698,159,076 2022-02-28
HNNA Hennessy Advisors Inc 4.0 74,457,279 2022-02-28
CRVL Corvel Corp 4.0 2,828,882,100 2022-02-28
PRI Primerica Inc 4.0 5,138,578,290 2022-02-28
MERC Mercer International Inc 4.0 882,914,690 2022-02-28
FFIV F5 Inc 4.0 12,156,647,100 2022-02-28
THRM Gentherm Inc - Class A 4.0 2,521,190,280 2022-02-28
CBT Cabot Corp 4.0 4,140,856,000 2022-02-28
AIZ Assurant Inc 4.0 10,034,326,579 2022-02-28
LQDT Liquidity Services Inc 4.0 577,056,736 2022-02-28
CSCO Cisco Systems Inc 4.0 235,126,320,000 2022-02-28
CRSP CRISPR Therapeutics AG 4.0 4,681,827,332 2022-02-28
SKX Skechers U S A Inc - Class A 4.0 7,165,293,300 2022-02-28
IDCC Interdigital Inc 4.0 1,980,077,540 2022-02-28
FNLC First Bancorp Inc (ME) 4.0 326,977,937 2022-02-28
DOCS Doximity Inc - Class A 4.0 11,556,622,200 2022-02-28
NEWT NewtekOne Inc 4.0 615,143,890 2022-02-28
BK Bank Of New York Mellon Corp 4.0 43,892,389,498 2022-02-28
GROW U.S. Global Investors Inc - Class A 4.0 84,422,471 2022-02-28
NKE Nike Inc - Class B 4.0 215,612,450,000 2022-02-28
SNV Synovus Financial Corp 4.0 7,650,887,400 2022-02-28
ALGN Align Technology Inc 4.0 40,356,239,840 2022-02-28
ZTS Zoetis Inc - Class A 4.0 91,790,100,000 2022-02-28
MTSI MACOM Technology Solutions Holdings Inc 4.0 4,127,029,498 2022-02-28
AIG American International Group Inc 4.0 52,223,344,706 2022-02-28
ANET Arista Networks Inc 4.0 37,734,074,880 2022-02-28
CCRD CoreCard Corporation - Class A 4.0 280,216,824 2022-02-28
FRME First Merchants Corp 4.0 2,345,889,224 2022-02-28
CHUY Chuy's Holdings Inc 4.0 642,070,236 2022-02-28
NXPI NXP Semiconductors NV 4.0 50,503,857,040 2022-02-28
TRU TransUnion 4.0 17,389,616,000 2022-02-28
LULU Lululemon Athletica Inc 4.0 41,491,098,960 2022-02-28
ZDGE Zedge Inc - Class B 4.0 95,458,480 2022-02-28
PWOD Penns Woods Bancorp Inc 4.0 174,304,944 2022-02-28
LOAN Manhattan Bridge Capital Inc 4.0 67,130,479 2022-02-28
PUBM PubMatic Inc - Class A 4.0 1,547,124,862 2022-02-28
BEN Franklin Resources Inc 4.0 14,534,997,000 2022-02-28
RM Regional Management Corp 4.0 489,944,850 2022-02-28
WTS Watts Water Technologies Inc - Class A 4.0 4,851,115,000 2022-02-28
SLP Simulations Plus Inc 4.0 786,407,918 2022-02-28
WHG Westwood Holdings Group Inc 4.0 130,534,136 2022-02-28
MXL MaxLinear Inc 4.0 4,708,919,250 2022-02-28
BRKR Bruker Corp 4.0 10,654,018,000 2022-02-28
WABC Westamerica Bancorporation 4.0 1,593,691,120 2022-02-28
AMR Alpha Metallurgical Resources Inc 4.0 N/A 2022-02-28
BYD Boyd Gaming Corp 4.0 8,093,899,300 2022-02-28
FANG Diamondback Energy Inc 4.0 24,999,828,700 2022-02-28
BTU Peabody Energy Corp New 4.0 1,992,366,000 2022-02-28
INTC Intel Corp 4.0 193,995,900,000 2022-02-28
SMID Smith-Midland Corp 4.0 123,859,620 2022-02-28
PHM PulteGroup Inc 4.0 12,819,580,020 2022-02-28
ATKR Atkore Inc 4.0 4,739,889,420 2022-02-28
AYI Acuity Brands Inc 4.0 6,401,187,000 2022-02-28
SCHW Charles Schwab Corp 4.0 159,798,320,000 2022-02-28
A Agilent Technologies Inc 4.0 39,238,360,000 2022-02-28
CRC California Resources Corporation - New 4.0 3,364,368,000 2022-02-28
TSCO Tractor Supply Company 4.0 23,164,401,720 2022-02-28
BKU BankUnited Inc 4.0 3,842,334,951 2022-02-28
IBKR Interactive Brokers Group Inc - Class A 4.0 6,497,676,488 2022-02-28

Observations

  1. Berkshire Hathaway Inc - Class A stands out with the highest rating of 5.0 and a substantial market cap of over $715 billion.
  2. Apple Inc leads in market capitalization at approximately $2.76 trillion, reflecting its dominant position in the tech industry.
  3. Meta Platforms Inc also shows a significant market cap of $593.84 billion, indicating its strong presence in social media and technology.
  4. The majority of stocks listed have a rating of 4.0 or 4.5, suggesting a generally positive outlook from analysts.

Important Note

When determining the "best" or "worst" stocks, this summary is based on the ratings provided by the GPT-Stock Report. These ratings are subjective and should be used as a starting point for further research. There is no definitive "best" or "worst" stock, as investment decisions should consider various factors including market conditions, company performance, and individual investment goals.

Please remember to double-check all financial data and observations generated by AI. While I strive for accuracy, it's always best to verify information from reliable sources before making any financial decisions.

User

Create a portfolio called Top Stocks of 2021. Initial value is $10k. Strategy should be to buy and hold.

For the strategies, you should find the top 5 stocks by rating. In the case of a tie, use market cap (descending) to break the tie.

Aurora

For the portfolio named "Top Stocks of 2021," we will implement a buy-and-hold strategy for the top 5 stocks based on their ratings. In the case of a tie, we will use market capitalization as the tiebreaker. The selected stocks are as follows:

  1. Berkshire Hathaway Inc - Class A (BRK-A) - Rating: 5.0, Market Cap: $715 billion
  2. Apple Inc (AAPL) - Rating: 4.5, Market Cap: $2.76 trillion
  3. Meta Platforms Inc - Class A (META) - Rating: 4.5, Market Cap: $593.84 billion
  4. Texas Instruments Inc (TXN) - Rating: 4.5, Market Cap: $156.9 billion
  5. Microsoft Corporation (MSFT) - Rating: 4.5, Market Cap: $2.25 trillion
    This portfolio aims to capitalize on the long-term growth potential of these high-rated stocks by holding them over time.
    Here’s the portfolio setup:
    This portfolio is designed to provide exposure to some of the best-performing stocks in 2021, focusing on their potential for long-term appreciation.

User

Backtest this portfolio from March 1st 2022 to March 1st 2023

User

What are the 100 best stocks in the market in 2022? Also show their market cap as of March 1st 2023

Aurora

Here’s a summary of the top stocks from 2022 along with their market capitalizations as of March 1, 2023. The stocks are ranked based on their ratings from the GPT-Stock Report, which is a subjective measure and may not reflect the absolute best or worst investments. Always consider multiple factors when making investment decisions.

Top Stocks of 2022

Symbol Company Name Rating Market Cap (USD) Date
ODFL Old Dominion Freight Line Inc 4.5 38,112,736,755 2023-02-28
WTM White Mountains Insurance Group Ltd 4.5 3,717,031,070 2023-02-28
PLAB Photronics Inc 4.5 1,072,952,280 2023-02-28
CEIX Consol Energy Inc 4.5 1,906,826,804 2023-02-28
CTRA Coterra Energy Inc 4.5 9,973,511,108 2023-02-28
SU Suncor Energy Inc 4.5 49,996,800,000 2023-02-28
PSA Public Storage 4.5 52,542,687,286 2023-02-28
TSM Taiwan Semiconductor Manufacturing 4.5 451,527,606,000 2023-02-28
KLIC Kulicke & Soffa Industries Inc 4.5 3,040,818,300 2023-02-28
SNA Snap-on Inc 4.5 13,229,776,000 2023-02-28
RDN Radian Group Inc 4.5 3,380,921,950 2023-02-28
RHI Robert Half Inc 4.5 8,624,727,600 2023-02-28
ABNB Airbnb Inc - Class A 4.5 78,159,520,000 2023-02-28
GOOG Alphabet Inc - Class C 4.5 1,205,775,357,387 2023-02-28
AMAT Applied Materials Inc 4.5 98,146,750,000 2023-02-28
SD Sandridge Energy Inc New 4.5 536,868,230 2023-02-28
ATKR Atkore Inc 4.5 6,152,959,512 2023-02-28
XOM Exxon Mobil Corp 4.5 453,512,135,897 2023-02-28
CORT Corcept Therapeutics Inc 4.5 2,213,999,870 2023-02-28
BSM Black Stone Minerals L.P. 4.5 3,255,890,100 2023-02-28
ESNT Essent Group Ltd 4.5 4,604,454,750 2023-02-28
EOG EOG Resources Inc 4.5 65,664,620,000 2023-02-28
SEIC SEI Investments Company 4.5 8,220,208,750 2023-02-28
NTES NetEase Inc 4.5 260,042,374,524 2023-02-28
DMLP Dorchester Minerals LP 4.5 1,182,225,699 2023-02-28
CIVI Civitas Resources Inc New 4.5 5,628,326,227 2023-02-28
DIOD Diodes Inc 4.5 4,156,307,700 2023-02-28
UFPI UFP Industries Inc 4.5 5,349,215,635 2023-02-28
CVX Chevron Corp 4.5 306,535,986,054 2023-02-28
PHM PulteGroup Inc 4.5 14,175,110,950 2023-02-28
V Visa Inc - Class A 4.5 417,226,180,000 2023-02-28
UTMD Utah Medical Products Inc 4.5 332,956,455 2023-02-28
DVN Devon Energy Corp 4.5 36,503,840,000 2023-02-28
ULTA Ulta Beauty Inc 4.5 26,263,731,200 2023-02-28
DHIL Diamond Hill Investment Group Inc - Class A 4.5 525,625,792 2023-02-28
UTHR United Therapeutics Corp 4.5 11,194,820,000 2023-02-28
ARCH Arch Resources Inc - Class A 4.5 2,696,349,600 2023-02-28
QCOM Qualcomm Inc 4.5 138,600,660,000 2023-02-28
NVR NVR Inc 4.5 17,000,051,320 2023-02-28
ON ON Semiconductor Corp 4.5 33,456,602,000 2023-02-28
OCUP Ocuphire Pharma Inc 4.5 71,786,682 2023-02-28
CPRX Catalyst Pharmaceuticals Inc 4.5 1,576,641,409 2023-02-28
BLK Blackrock Inc 4.5 103,439,260,189 2023-02-28
MSFT Microsoft Corporation 4.5 1,858,428,420,000 2023-02-28
NUE Nucor Corp 4.5 42,764,510,880 2023-02-28
CGNX Cognex Corp 4.5 8,222,959,940 2023-02-28
WSO Watsco Inc - Class A 4.5 11,803,301,103 2023-02-28
MTSI MACOM Technology Solutions Holdings Inc 4.5 4,830,767,740 2023-02-28
STLD Steel Dynamics Inc 4.5 22,032,173,660 2023-02-28
DHR Danaher Corp 4.5 180,325,605,000 2023-02-28
ACN Accenture plc - Class A 4.5 167,332,949,924 2023-02-28
BTU Peabody Energy Corp New 4.5 3,928,470,000 2023-02-28
REGN Regeneron Pharmaceuticals Inc 4.5 81,364,940,000 2023-02-28
RGR Sturm Ruger & Co. Inc 4.5 1,028,398,490 2023-02-28
NRP Natural Resource Partners LP 4.5 707,340,025 2023-02-28
LRCX Lam Research Corp 4.5 66,106,108,180 2023-02-28
CVCO Cavco Industries Inc 4.5 2,528,111,025 2023-02-28
SMLR Semler Scientific Inc 4.5 147,210,932 2023-02-28
DDS Dillard's Inc - Class A 4.5 6,094,611,000 2023-02-28
BLDR Builders Firstsource Inc 4.5 13,730,968,800 2023-02-28
MRNA Moderna Inc 4.5 53,441,850,000 2023-02-28
RS Reliance Steel & Aluminum Company 4.5 14,556,138,880 2023-02-28
AAPL Apple Inc 4.5 2,342,746,297,430 2023-02-28
AMR Alpha Metallurgical Resources Inc 4.5 2,670,972,329 2023-02-28
PFE Pfizer Inc 4.5 227,800,550,000 2023-02-28
CF CF Industries Holdings Inc 4.5 16,885,974,000 2023-02-28
VRTX Vertex Pharmaceuticals Inc 4.5 74,575,501,000 2023-02-28
COP Conoco Phillips 4.5 128,079,277,950 2023-02-28
OXY Occidental Petroleum Corp 4.5 53,037,792,000 2023-02-28
AEIS Advanced Energy Industries Inc 4.0 3,481,657,400 2023-02-28
CUBE CubeSmart 4.0 10,573,830,770 2023-02-28
BXP Boston Properties Inc 4.0 10,264,251,920 2023-02-28
CBOE Cboe Global Markets Inc 4.0 13,399,254,000 2023-02-28
DINO HF Sinclair Corp 4.0 9,754,390,841 2023-02-28
CLF Cleveland-Cliffs Inc 4.0 11,320,433,402 2023-02-28
TK Teekay Corp 4.0 630,435,955 2023-02-28
DAR Darling Ingredients Inc 4.0 10,160,339,490 2023-02-28
OPHC Optimumbank Holdings Inc 4.0 26,803,296 2023-02-28
LAMR Lamar Advertising Co - Class A 4.0 10,615,744,468 2023-02-28
KLAC KLA Corp 4.0 53,807,086,020 2023-02-28
WNC Wabash National Corp 4.0 1,314,213,600 2023-02-28
DVAX Dynavax Technologies Corp 4.0 1,037,755,900 2023-02-28
CRL Charles River Laboratories International Inc 4.0 11,157,825,800 2023-02-28
BAC Bank Of America Corp 4.0 277,428,690,000 2023-02-28
ADSK Autodesk Inc 4.0 43,115,730,000 2023-02-28
ST Sensata Technologies Holding Plc 4.0 7,720,480,620 2023-02-28
CTS CTS Corp 4.0 1,378,037,580 2023-02-28
CODA Coda Octopus Group Inc 4.0 76,480,265 2023-02-28
PH Parker-Hannifin Corp 4.0 45,186,336,954 2023-02-28
BYD Boyd Gaming Corp 4.0 7,017,301,590 2023-02-28
ERIE Erie Indemnity Co. - Class A 4.0 12,308,459,537 2023-02-28
SBSI Southside Bancshares Inc 4.0 1,218,108,240 2023-02-28
AME Ametek Inc 4.0 32,717,064,080 2023-02-28
PLUS ePlus Inc 4.0 1,440,488,640 2023-02-28
FCBC First Community Bankshares Inc 4.0 506,678,403 2023-02-28
AVD American Vanguard Corp 4.0 609,696,180 2023-02-28
EEFT Euronet Worldwide Inc 4.0 5,398,293,511 2023-02-28
RMD Resmed Inc 4.0 31,095,870,000 2023-02-28
ITOS ITeos Therapeutics Inc 4.0 630,038,970 2023-02-28
FELE Franklin Electric Co. Inc 4.0 4,469,422,510 2023-02-28

Observations

  1. Diverse Industries: The list includes companies from various sectors, such as technology (e.g., AAPL, GOOG), energy (e.g., XOM, EOG), and finance (e.g., BAC).

  2. High Market Caps: Notably, Alphabet Inc - Class C (GOOG) and Apple Inc (AAPL) have exceptionally high market capitalizations, indicating their strong positions in the market.

  3. Consistent Ratings: Many stocks received a rating of 4.5, suggesting a generally positive outlook from analysts. This indicates a strong performance expectation for these companies.

Important Note

When determining the "best" or "worst" stocks, this summary is based on the ratings provided by the GPT-Stock Report. These ratings are subjective and should be used as a starting point for further research. There is no definitive "best" or "worst" stock, as investment decisions should consider various factors including market conditions, company performance, and individual investment goals.

Please remember to double-check all financial data and observations generated by AI. While I strive for accuracy, it's always best to verify information from reliable sources before making any financial decisions.

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