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New Portfolio - New Portfolio

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

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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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
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
VRP
< ETF >
Invesco Variable Rate Preferred ETF
$24.38
$0.03
(0.12%)
After
0.12%
premium
premium
$1.83B
8.93%
FELG
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
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
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
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
PSK
< ETF >
SPDR ICE Preferred Securities ETF
$34.36
$0.23
(0.66%)
premium
premium
$920.05M
5.58%
BDAFX
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
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
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
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
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
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
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
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
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
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
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%