SAM2-NR ****2708 - New Portfolio

SAM2-NR ****2708
Individual Investor
Ranked #603,473 out of 766,394 TipRanks' Investors
Success Rate
66%
19 out of 29
profitable transactions
Average Return
-13.60%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
19.55% PRWCX
15.54% JABAX
10.73% AMCPX
10.51% AWSHX
8.90% SCHD
34.77% Others
By Assets
76.96% Funds
19.68% ETFs
3.36% Stocks
0.00% Cryptocurrency
0.00% Cash
By Sector
96.64% General
1.43% Technology
1.21% Financial
0.72% Consumer Cyclical

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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CROX
Crocs
$101.98
$0.87
(0.85%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$5.99B
29.06%
V
Visa
$309.85
$0.48
(0.15%)
premium
22 Buy
4 Hold
0 Sell
Strong Buy
premium
$593.51B
26.78%
MSFT
Microsoft
$423.03
$5.02
(1.2%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
13.08%
AVEFX
AVEFX
< FUND >
Ave Maria Bond Fund Class R
$12.33
$0
(0%)
premium
premium
8.92%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.91
$0.25
(0.86%)
premium
413 Buy
421 Hold
72 Sell
Moderate Buy
premium
$65.80B
25.95%
ABALX
ABALX
< FUND >
American Balanced Fund, Class A Shs
$36.90
$0.06
(0.16%)
premium
premium
22.55%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$512.91
$0.93
(0.18%)
premium
1K Buy
625 Hold
71 Sell
Moderate Buy
premium
$312.54B
36.30%
WBAIX
WBAIX
< FUND >
Balanced Fund - Institutional Class
$17.95
$0.01
(0.06%)
premium
premium
11.49%
AMCPX
AMCPX
< FUND >
AMCAP Fund, Class A Shares A
$46.29
$0.19
(0.41%)
premium
155 Buy
21 Hold
0 Sell
Moderate Buy
premium
30.69%
AWSHX
AWSHX
< FUND >
Washington Mutual Invs Fd Cl A Shs
$65.91
$0.05
(0.08%)
premium
152 Buy
37 Hold
3 Sell
Moderate Buy
premium
21.52%
JABAX
JABAX
< FUND >
Janus Henderson Balanced Fund - T Shares
$48.84
$0.06
(0.12%)
premium
premium
22.68%
PRWCX
PRWCX
< FUND >
T. Rowe Price Capital Appreciation Fund
$38.93
$0.01
(0.03%)
premium
premium
18.36%
HDV
HDV
< ETF >
iShares Core High Dividend ETF
$117.93
$0.84
(0.71%)
premium
425 Buy
357 Hold
52 Sell
Moderate Buy
premium
$11.29B
24.91%