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SAM2-NR ****2708 - New Portfolio

SAM2-NR ****2708
Individual Investor
Ranked #489,317 out of 781,066 TipRanks' Investors
Success Rate
50%
23 out of 46
profitable transactions
Average Return
-0.78%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
19.60% PRWCX
15.50% JABAX
10.76% AMCPX
10.54% AWSHX
8.83% QQQ
34.77% Others
By Assets
77.04% Funds
17.56% ETFs
5.40% Stocks
0.00% Cryptocurrency
0.00% Cash
By Sector
94.60% General
2.69% Communication Services
1.46% Technology
1.25% Financial

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
93adgov
93adgov
93adgov
premium
93adgov
premium
93adgov
93adgov
93adgov
35n7kpv7er
35n7kpv7er
35n7kpv7er
premium
35n7kpv7er
premium
35n7kpv7er
35n7kpv7er
35n7kpv7er
1gcc65eyqyq
1gcc65eyqyq
1gcc65eyqyq
premium
1gcc65eyqyq
premium
1gcc65eyqyq
1gcc65eyqyq
1gcc65eyqyq
wm5avymar7o
wm5avymar7o
wm5avymar7o
premium
wm5avymar7o
premium
wm5avymar7o
wm5avymar7o
wm5avymar7o
8n6nebupm14
8n6nebupm14
8n6nebupm14
premium
8n6nebupm14
premium
8n6nebupm14
8n6nebupm14
8n6nebupm14
uaihpdmivn
uaihpdmivn
uaihpdmivn
premium
uaihpdmivn
premium
uaihpdmivn
uaihpdmivn
uaihpdmivn
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uu2erlisxa
uu2erlisxa
premium
uu2erlisxa
premium
uu2erlisxa
uu2erlisxa
uu2erlisxa
y4dvogiz3tb
y4dvogiz3tb
y4dvogiz3tb
premium
y4dvogiz3tb
premium
y4dvogiz3tb
y4dvogiz3tb
y4dvogiz3tb
55y2xxy3ah5
55y2xxy3ah5
55y2xxy3ah5
premium
55y2xxy3ah5
premium
55y2xxy3ah5
55y2xxy3ah5
55y2xxy3ah5
nvin61dz5s
nvin61dz5s
nvin61dz5s
premium
nvin61dz5s
premium
nvin61dz5s
nvin61dz5s
nvin61dz5s
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V
Visa
$319.62
$2.37
(0.75%)
premium
20 Buy
3 Hold
0 Sell
Strong Buy
premium
$622.14B
18.32%
MSFT
Microsoft
$429.03
$4.45
(1.05%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.16T
9.01%
AVEFX
AVEFX
< FUND >
Ave Maria Bond Fund Class R
$12.20
$0.03
(0.25%)
premium
premium
4.45%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.99
$0.16
(0.57%)
premium
430 Buy
422 Hold
69 Sell
Moderate Buy
premium
$67.47B
10.91%
ABALX
ABALX
< FUND >
American Balanced Fund, Class A Shs
$35.01
$0.22
(0.63%)
premium
321 Buy
3K Hold
4 Sell
Strong Buy
premium
10.09%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$521.74
$8.66
(1.69%)
premium
3K Buy
1K Hold
142 Sell
Strong Buy
premium
$322.41B
24.23%
WBAIX
WBAIX
< FUND >
Balanced Fund - Institutional Class
$17.06
$0.03
(0.18%)
premium
54 Buy
179 Hold
0 Sell
Strong Buy
premium
3.27%
AMCPX
AMCPX
< FUND >
AMCAP Fund, Class A Shares A
$43.62
$0.37
(0.86%)
premium
156 Buy
19 Hold
1 Sell
Moderate Buy
premium
14.22%
AWSHX
AWSHX
< FUND >
Washington Mutual Invs Fd Cl A Shs
$63.01
$0.49
(0.78%)
premium
154 Buy
40 Hold
3 Sell
Moderate Buy
premium
10.58%
JABAX
JABAX
< FUND >
Janus Henderson Balanced Fund - T Shares
$46.14
$0.25
(0.54%)
premium
126 Buy
718 Hold
0 Sell
Strong Buy
premium
8.13%
PRWCX
PRWCX
< FUND >
T. Rowe Price Capital Appreciation Fund
$35.25
$0.13
(0.37%)
premium
232 Buy
177 Hold
0 Sell
Strong Buy
premium
4.31%
NFLX
Netflix
$858.10
$15.73
(1.87%)
premium
23 Buy
8 Hold
2 Sell
Moderate Buy
premium
$360.08B
75.37%