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SAM2-NR ****2708
- New Portfolio
Performance
Portfolio Details
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
Select Columns
12
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
93adgov
93adgov
93adgov
premium
93adgov
premium
93adgov
93adgov
93adgov
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35n7kpv7er
35n7kpv7er
premium
35n7kpv7er
premium
35n7kpv7er
35n7kpv7er
35n7kpv7er
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1gcc65eyqyq
1gcc65eyqyq
premium
1gcc65eyqyq
premium
1gcc65eyqyq
1gcc65eyqyq
1gcc65eyqyq
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wm5avymar7o
wm5avymar7o
premium
wm5avymar7o
premium
wm5avymar7o
wm5avymar7o
wm5avymar7o
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8n6nebupm14
8n6nebupm14
premium
8n6nebupm14
premium
8n6nebupm14
8n6nebupm14
8n6nebupm14
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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
< FUND >
Ave Maria Bond Fund Class R
$12.20
$0.03
(
0.25%
)
premium
―
premium
―
4.45%
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
< 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
< 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
< FUND >
Balanced Fund - Institutional Class
$17.06
$0.03
(
0.18%
)
premium
54
Buy
179
Hold
0
Sell
Strong Buy
premium
―
3.27%
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
< 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
< 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
< 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%
12
Results | Showing
1
out of
1
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