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Retire Acct 9-15-24 - New Portfolio

Chuck W.

Retire Acct 9-15-24
Individual Investor
Ranked #93,374 out of 788,374 TipRanks' Investors
Success Rate
71%
180 out of 253
profitable transactions
Average Return
5.61%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
17.15% NVDA
16.44% AMZN
12.36% BXSL
10.41% SCHD
9.58% MO
34.06% Others
By Assets
77.00% Stocks
19.90% ETFs
3.10% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
23.00% General
18.66% Technology
16.44% Consumer Cyclical
12.36% Financial
9.58% Consumer Defensive
19.96% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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FGRTX
FGRTX
< FUND >
Fidelity Mega Cap Stock Fund
$26.61
$0.53
(1.95%)
premium
91 Buy
14 Hold
1 Sell
Moderate Buy
premium
19.43%
BXSL
Blackstone Secured Lending Fund
$34.26
$0.2
(0.58%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$7.67B
15.98%
NVDA
Nvidia
$134.43
$5.68
(4.05%)
premium
30 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.29T
70.56%
AMZN
Amazon
$216.58
$6.3
(2.83%)
premium
47 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.30T
23.77%
AGNC
AGNC Investment
$10.54
$0.01
(0.09%)
premium
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
$9.46B
10.83%
FFRHX
FFRHX
< FUND >
Fidelity Floating Rate High Income
$9.26
$0.01
(0.11%)
premium
premium
-0.54%
DHX
DHI Group
$2.62
$0.1
(3.68%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$128.18M
10.08%
MSTY
MSTY
< ETF >
YieldMax MSTR Option Income Strategy ETF
$23.27
$1.59
(6.4%)
premium
premium
$2.29B
7.73%
MO
Altria Group
$55.05
$0.72
(1.33%)
premium
3 Buy
3 Hold
1 Sell
Moderate Buy
premium
$93.30B
33.84%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.21
$0.11
(0.39%)
premium
425 Buy
424 Hold
67 Sell
Moderate Buy
premium
$69.54B
8.65%
ABBV
AbbVie
$202.08
$1.2
(0.6%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$356.74B
13.47%
GRPN
Groupon
$12.38
$0.6
(4.62%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$492.33M
-30.49%
XAR
XAR
< ETF >
SPDR S&P Aerospace & Defense ETF
$162.69
$4.9
(2.92%)
premium
169 Buy
106 Hold
11 Sell
Moderate Buy
premium
$2.79B
20.91%
CTAS
Cintas
$204.43
$1.5
(0.73%)
premium
4 Buy
5 Hold
1 Sell
Moderate Buy
premium
$82.50B
29.16%
USAU
US Gold
$8.51
$0.4
(4.49%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$104.87M
151.78%
XLC
XLC
< ETF >
Communication Services Select Sector SPDR Fund
$103.02
$1.43
(1.37%)
premium
262 Buy
115 Hold
7 Sell
Moderate Buy
premium
$22.52B
29.23%
VPU
VPU
< ETF >
Vanguard Utilities ETF
$173.28
$0.05
(0.03%)
premium
243 Buy
218 Hold
27 Sell
Moderate Buy
premium
$6.84B
29.50%
GDX
GDX
< ETF >
VanEck Gold Miners ETF
$40.80
$1.44
(3.41%)
premium
237 Buy
105 Hold
18 Sell
Moderate Buy
premium
$14.23B
53.04%