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Open Fidelity Positions - New Portfolio

Sam F

Open Fidelity Positions
Individual Investor
Ranked #87,692 out of 770,014 TipRanks' Investors
Success Rate
71%
55 out of 77
profitable transactions
Average Return
12.99%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
11.40% SOFI
11.09% BA
8.01% LMT
7.82% DELL
7.56% WMT
54.12% Others
By Assets
83.27% Stocks
12.76% ETFs
3.97% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
23.25% Industrials
20.56% Technology
13.29% General
11.40% Financial
9.31% Healthcare
22.18% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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CCI
Crown Castle
$106.30
$0.22
(0.21%)
After
0%
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$46.10B
2.41%
GOOG
Alphabet Class C
$170.62
$1.19
(0.7%)
After
0.11%
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.06T
22.58%
JNJ
Johnson & Johnson
$154.52
$0.02
(0.01%)
After
0.05%
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$375.06B
2.15%
KVUE
Kenvue, Inc.
$24.12
$0.12
(0.5%)
After
0.04%
premium
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
$46.47B
18.91%
LMT
Lockheed Martin
$521.45
$0.44
(0.08%)
After
0.07%
premium
9 Buy
7 Hold
0 Sell
Moderate Buy
premium
$123.71B
15.46%
TGB
Taseko Mines
$1.98
$0.08
(3.88%)
After
0.6%
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$617.89M
71.67%
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%
XOM
Exxon Mobil
$117.97
$2
(1.67%)
After
0.12%
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$527.28B
14.73%
SOFI
SoFi Technologies
$15.49
$0.21
(1.34%)
After
0.13%
premium
5 Buy
7 Hold
2 Sell
Hold
premium
$17.04B
128.86%
SNOW
Snowflake
$171.28
$0.14
(0.08%)
After
0.14%
premium
24 Buy
6 Hold
0 Sell
Strong Buy
premium
$57.46B
0.15%
BA
Boeing
$150.76
$2.34
(1.53%)
After
0.04%
premium
15 Buy
6 Hold
2 Sell
Moderate Buy
premium
$114.45B
-30.41%
DELL
Dell Technologies
$141.74
$2.42
(1.68%)
After
10.01%
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$105.02B
93.80%
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%
APG
APi Group
$37.63
$0.62
(1.62%)
After
0.03%
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$10.66B
27.58%
XLV
XLV
< ETF >
Health Care Select Sector SPDR Fund
$146.17
$0.78
(0.54%)
After
0.01%
premium
539 Buy
318 Hold
33 Sell
Moderate Buy
premium
$38.75B
10.63%
VOOV
VOOV
< ETF >
Vanguard S&P 500 Value ETF
$198.45
$0.07
(0.04%)
After
0.09%
premium
3K Buy
2K Hold
280 Sell
Moderate Buy
premium
$5.41B
24.18%
GLDM
GLDM
< ETF >
SPDR Gold MiniShares Trust
$52.14
$0.1
(0.19%)
After
0.02%
premium
premium
$9.18B
34.15%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$29.45
$0.06
(0.2%)
After
0.07%
premium
428 Buy
434 Hold
68 Sell
Moderate Buy
premium
$65.66B
23.25%
EXC
Exelon
$39.49
$0.36
(0.92%)
After
0.03%
premium
4 Buy
7 Hold
0 Sell
Moderate Buy
premium
$39.32B
-0.15%
LLY
Eli Lilly & Co
$789.32
$34.32
(4.55%)
After
>0.01%
premium
17 Buy
1 Hold
0 Sell
Strong Buy
premium
$716.73B
25.60%