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New Portfolio
- New Portfolio
Performance
Portfolio Details
AS FAR AS YOU KNOW
New Portfolio
Individual Investor
Ranked #118,462 out of 770,014 TipRanks' Investors
Success Rate
68%
117 out of 172
profitable transactions
Average Return
5.92%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
20.13%
VOO
13.46%
BRK.B
11.89%
GOOGL
11.14%
GSAKX
9.22%
WMT
34.16%
Others
By Assets
48.51%
Stocks
24.87%
ETFs
19.98%
Funds
6.64%
Cash
0.00%
Cryptocurrency
By Sector
48.04%
General
13.46%
Financial
11.89%
Communication Services
11.22%
Technology
9.22%
Consumer Defensive
6.17%
Other
Portfolio Holdings
Select Columns
34
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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BRK.B
Berkshire Hathaway B
$478.56
$1.13
(
0.24%
)
After
0.03%
premium
1
Buy
1
Hold
0
Sell
Moderate Buy
premium
$1.03T
31.64%
OCUL
Ocular Therapeutix
$9.75
$0.66
(
7.26%
)
After
0%
premium
6
Buy
0
Hold
0
Sell
Strong Buy
premium
$1.43B
305.80%
VKTX
Viking Therapeutics
$53.42
$1.43
(
2.75%
)
After
0.15%
premium
12
Buy
0
Hold
0
Sell
Strong Buy
premium
$5.79B
323.37%
WMT
Walmart
$91.31
$1.81
(
2.02%
)
After
0.11%
premium
26
Buy
2
Hold
0
Sell
Strong Buy
premium
$719.42B
72.05%
VOO
< ETF >
Vanguard S&P 500 ETF
$552.31
$3.08
(
0.56%
)
After
0.08%
premium
4K
Buy
3K
Hold
328
Sell
Moderate Buy
premium
$579.35B
31.09%
VRP
< ETF >
Invesco Variable Rate Preferred ETF
$24.38
$0.03
(
0.12%
)
After
0.12%
premium
―
premium
$1.83B
8.93%
FELG
< ETF >
Fidelity Enhanced Large Cap Growth ETF
$34.89
$0.35
(
1.01%
)
After
0.97%
premium
1K
Buy
495
Hold
60
Sell
Moderate Buy
premium
$3.02B
36.85%
META
Meta Platforms
$573.54
$8.43
(
1.49%
)
After
<0.01%
premium
40
Buy
3
Hold
1
Sell
Strong Buy
premium
$1.43T
67.08%
GSAKX
< FUND >
Goldman Sachs International Equity Income Fund - Class A Shares
$17.04
$0.07
(
0.41%
)
premium
29
Buy
11
Hold
0
Sell
Moderate Buy
premium
―
11.66%
FIDSX
< FUND >
Fidelity Select Financial Services
$16.67
$0.2
(
1.21%
)
premium
51
Buy
13
Hold
1
Sell
Moderate Buy
premium
―
51.96%
NVDA
Nvidia
$136.92
$0.9
(
0.66%
)
After
0.2%
premium
40
Buy
4
Hold
0
Sell
Strong Buy
premium
$3.33T
184.70%
GOOGL
Alphabet Class A
$169.12
$1.47
(
0.88%
)
After
0.05%
premium
27
Buy
7
Hold
0
Sell
Strong Buy
premium
$2.06T
22.65%
ZETA
Zeta Global Holdings Corp
$20.04
$1.23
(
5.78%
)
After
0.65%
premium
11
Buy
3
Hold
0
Sell
Strong Buy
premium
$5.05B
158.13%
FBCG
< ETF >
Fidelity Blue Chip Growth ETF
$45.86
$0.27
(
0.59%
)
After
1.16%
premium
3K
Buy
1K
Hold
110
Sell
Moderate Buy
premium
$2.66B
44.09%
PSK
< ETF >
SPDR ICE Preferred Securities ETF
$34.36
$0.23
(
0.66%
)
premium
―
premium
$920.05M
5.58%
BDAFX
< FUND >
Baron Durable Advantage Fund Retail Shares
$28.21
$0.14
(
0.5%
)
premium
29
Buy
3
Hold
0
Sell
Moderate Buy
premium
―
31.88%
XLY
< ETF >
Consumer Discretionary Select Sector SPDR Fund
$221.13
$0.8
(
0.36%
)
After
0.24%
premium
534
Buy
318
Hold
43
Sell
Moderate Buy
premium
$22.50B
29.43%
FCYIX
< FUND >
Fidelity Select Industrials
$46.24
$0.26
(
0.57%
)
premium
41
Buy
10
Hold
0
Sell
Moderate Buy
premium
―
39.08%
AGNC
AGNC Investment
$9.64
$0.11
(
1.13%
)
After
0.21%
premium
7
Buy
4
Hold
0
Sell
Moderate Buy
premium
$8.63B
11.94%
VNQ
< ETF >
Vanguard Real Estate ETF
$97.97
$0.39
(
0.4%
)
After
0.12%
premium
484
Buy
505
Hold
53
Sell
Moderate Buy
premium
$36.61B
20.22%
USXF
< ETF >
iShares ESG Advanced MSCI USA ETF
$52.00
$0.06
(
0.12%
)
After
0%
premium
3K
Buy
2K
Hold
220
Sell
Moderate Buy
premium
$1.34B
38.95%
VONG
< ETF >
Vanguard Russell 1000 Growth ETF
$102.45
$0.9
(
0.89%
)
After
0.37%
premium
4K
Buy
2K
Hold
238
Sell
Moderate Buy
premium
$24.20B
35.56%
FI
Fiserv
$222.45
$0.69
(
0.31%
)
After
2.23%
premium
19
Buy
5
Hold
0
Sell
Strong Buy
premium
$126.16B
76.28%
TVTX
Travere Therapeutics
$19.06
$0.88
(
4.84%
)
After
0%
premium
13
Buy
2
Hold
0
Sell
Strong Buy
premium
$1.58B
208.66%
IBKR
Interactive Brokers
$192.95
$1.97
(
1.03%
)
After
0.1%
premium
6
Buy
0
Hold
0
Sell
Strong Buy
premium
$80.69B
133.47%
VST
Vistra Energy
$162.66
$8.52
(
5.53%
)
After
0.41%
premium
9
Buy
0
Hold
0
Sell
Strong Buy
premium
$52.44B
342.17%
XLE
< ETF >
Energy Select Sector SPDR Fund
$95.22
$0.13
(
0.14%
)
After
0.05%
premium
234
Buy
112
Hold
9
Sell
Moderate Buy
premium
$38.74B
14.94%
VRNA
Verona Pharma
$39.84
$0.16
(
0.4%
)
After
0.03%
premium
7
Buy
0
Hold
0
Sell
Strong Buy
premium
$3.25B
178.65%
FTEC
< ETF >
Fidelity MSCI Information Technology Index ETF
$185.51
$0.6
(
0.32%
)
After
>0.01%
premium
2K
Buy
971
Hold
126
Sell
Moderate Buy
premium
$12.75B
35.23%
GMF
< ETF >
SPDR S&P Emerging Asia Pacific ETF
$116.19
$0.748
(
0.64%
)
After
0.01%
premium
―
premium
$357.94M
17.20%
SPEM
< ETF >
SPDR Portfolio Emerging Markets ETF
$39.12
$0.2
(
0.51%
)
After
0.28%
premium
―
premium
$9.99B
13.49%
TECX
Tectonic Therapeutic
$47.84
$0.205
(
0.43%
)
After
0%
premium
5
Buy
0
Hold
0
Sell
Strong Buy
premium
$708.72M
217.72%
XLI
< ETF >
Industrial Select Sector SPDR Fund
$143.71
$0.17
(
0.12%
)
After
0.2%
premium
536
Buy
398
Hold
53
Sell
Moderate Buy
premium
$21.78B
34.91%
SOUN
SoundHound AI, Inc Class A
$7.61
$0.42
(
5.23%
)
After
0.92%
premium
3
Buy
2
Hold
0
Sell
Moderate Buy
premium
$2.97B
271.76%
34
Results | Showing
1
out of
1
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