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New Portfolio Jun 2024 - New Portfolio

New Portfolio Jun 2024
Individual Investor
Ranked #414,031 out of 769,603 TipRanks' Investors
Success Rate
47%
22 out of 47
profitable transactions
Average Return
3.01%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
30.62% FXAIX
23.97% FFFFX
13.63% GLD
11.66% FSPSX
7.61% DODFX
12.51% Others
By Assets
84.23% Funds
13.63% ETFs
2.14% Stocks
0.00% Cryptocurrency
0.00% Cash
By Sector
98.96% General
1.04% Technology
0.00% Healthcare
0.00% Utilities
0.00% Consumer Cyclical

Portfolio Holdings

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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premium
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premium
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premium
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premium
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premium
35b1j49dslt
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58v885erhzo
58v885erhzo
58v885erhzo
premium
58v885erhzo
premium
58v885erhzo
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premium
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premium
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premium
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FSPSX
FSPSX
< FUND >
Fidelity International Index Fund
$49.46
$0.22
(0.45%)
premium
459 Buy
265 Hold
32 Sell
Moderate Buy
premium
6.92%
GLD
GLD
< ETF >
SPDR Gold Shares
$249.84
$3.18
(1.29%)
premium
premium
$75.22B
32.96%
WOOF
Petco Health and Wellness Company
$4.17
$0
(0%)
premium
3 Buy
6 Hold
1 Sell
Hold
premium
$1.14B
7.75%
NVDA
Nvidia
$141.95
$4.72
(3.22%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.48T
191.38%
FXAIX
FXAIX
< FUND >
Fidelity 500 Index Fund
$207.67
$0.72
(0.35%)
premium
394 Buy
105 Hold
7 Sell
Moderate Buy
premium
30.93%
NEP
Nextera Energy Partners
$16.78
$0.43
(2.63%)
premium
3 Buy
7 Hold
4 Sell
Hold
premium
$3.14B
-29.05%
VERX
Vertex
$53.83
$0.39
(0.73%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$8.40B
98.63%
LIF
Life360, Inc.
$40.95
$1.52
(3.58%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
AMINX
AMINX
< FUND >
Amana Income Fund Institutional Class
$68.10
$0.48
(0.71%)
premium
26 Buy
7 Hold
0 Sell
Moderate Buy
premium
13.01%
DODFX
DODFX
< FUND >
Dodge & Cox International Stock Fund
$52.49
$0
(0%)
premium
57 Buy
25 Hold
0 Sell
Moderate Buy
premium
9.22%
DODGX
DODGX
< FUND >
Dodge & Cox Stock Fund
$285.21
$1.94
(0.68%)
premium
60 Buy
19 Hold
0 Sell
Moderate Buy
premium
22.36%
FFFFX
FFFFX
< FUND >
Fidelity Freedom 2040
$12.07
$0.04
(0.33%)
premium
premium
19.82%
FCCN
Spectral Capital
$3.90
$0.08
(2.09%)
premium
premium
$265.17M
7122.22%
RDGL
Vivos
$0.09
$0.004
(3.95%)
premium
premium
$35.50M
66.67%
ETST
Earth Science Tech
$0.18
$0.049
(37.4%)
premium
premium
$54.65M
140.00%
AMZN
Amazon
$197.12
$1.26
(0.64%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.07T
34.36%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$595.51
$1.84
(0.31%)
premium
4K Buy
3K Hold
326 Sell
Moderate Buy
premium
$620.26B
30.47%