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Open Fidelity Positions
- New Portfolio
Performance
Portfolio Details
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
Select Columns
20
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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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
< 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
< 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
< 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
< ETF >
SPDR Gold MiniShares Trust
$52.14
$0.1
(
0.19%
)
After
0.02%
premium
―
premium
$9.18B
34.15%
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%
20
Results | Showing
1
out of
1
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