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SWM Strategy #3DT - New Portfolio

Shep Fargotstein

SWM Strategy #3DT
Individual Investor
Ranked #90,209 out of 789,725 TipRanks' Investors
Success Rate
49%
306 out of 624
profitable transactions
Average Return
46.48%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
20.11% NVDA
8.60% META
8.35% NVMI
6.93% AMZN
6.77% MSFT
49.24% Others
By Assets
97.72% Stocks
2.28% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
70.63% Technology
8.60% Communication Services
8.31% Industrials
6.93% Consumer Cyclical
2.33% Financial
3.19% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
s2wu8nxinel
premium
s2wu8nxinel
s2wu8nxinel
s2wu8nxinel
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kghk4dwc25
premium
kghk4dwc25
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kghk4dwc25
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un9fngacbkm
un9fngacbkm
premium
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premium
un9fngacbkm
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2n1j9natftl
2n1j9natftl
premium
2n1j9natftl
premium
2n1j9natftl
2n1j9natftl
2n1j9natftl
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1x6lhr8txh
1x6lhr8txh
premium
1x6lhr8txh
premium
1x6lhr8txh
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1x6lhr8txh
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premium
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premium
ov5t1e2g8f
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ov5t1e2g8f
9kqwqths74s
9kqwqths74s
9kqwqths74s
premium
9kqwqths74s
premium
9kqwqths74s
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9kqwqths74s
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premium
f76asjwc2a
premium
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f76asjwc2a
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premium
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premium
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premium
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premium
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INTU
Intuit
$601.09
$12.75
(2.08%)
premium
18 Buy
3 Hold
1 Sell
Strong Buy
premium
$171.61B
-7.90%
NET
Cloudflare
$142.91
$2.39
(1.64%)
premium
11 Buy
13 Hold
1 Sell
Moderate Buy
premium
$50.14B
45.42%
NOW
ServiceNow
$910.31
$19.45
(2.09%)
premium
28 Buy
4 Hold
1 Sell
Strong Buy
premium
$191.53B
20.18%
NVDA
Nvidia
$114.06
$10.86
(8.69%)
premium
38 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.05T
51.82%
AMZN
Amazon
$205.02
$7.26
(3.42%)
premium
47 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.25T
19.11%
META
Meta Platforms
$655.05
$13.15
(1.97%)
premium
44 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.69T
34.13%
CRM
Salesforce
$293.06
$4.79
(1.61%)
premium
32 Buy
7 Hold
2 Sell
Moderate Buy
premium
$285.04B
-6.00%
MSFT
Microsoft
$388.49
$8.5
(2.14%)
premium
28 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.95T
-4.45%
TSM
TSMC
$172.97
$7.56
(4.19%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$819.70B
34.82%
PANW
Palo Alto Networks
$183.68
$6.75
(3.54%)
premium
27 Buy
6 Hold
1 Sell
Strong Buy
premium
$126.08B
25.95%
NVMI
Nova
$228.06
$11.115
(4.65%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$7.00B
30.23%
AMAT
Applied Materials
$152.13
$5.94
(3.76%)
premium
16 Buy
6 Hold
1 Sell
Moderate Buy
premium
$128.42B
-24.82%
ARM
ARM Holdings PLC ADR
$121.10
$10.59
(8.04%)
premium
17 Buy
4 Hold
1 Sell
Moderate Buy
premium
$138.80B
-7.01%
VRT
Vertiv Holdings
$85.41
$9.76
(10.26%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$36.24B
34.86%
AVGO
Broadcom
$187.37
$12.06
(6.05%)
premium
24 Buy
2 Hold
0 Sell
Strong Buy
premium
$934.80B
42.53%
BWXT
BWX Technologies
$101.50
$2.47
(2.38%)
premium
3 Buy
1 Hold
1 Sell
Moderate Buy
premium
$9.51B
1.55%
CCJ
Cameco
$41.11
$2.93
(6.65%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$19.21B
4.93%
GEV
GE Vernova Inc.
$315.98
$19.2
(5.73%)
premium
18 Buy
3 Hold
0 Sell
Strong Buy
premium
$92.48B
OKLO
Oklo Inc
$29.38
$4.01
(12.01%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$4.08B
214.11%
FTNT
Fortinet
$106.54
$1.47
(1.36%)
premium
9 Buy
19 Hold
2 Sell
Hold
premium
$83.06B
53.34%
SYM
Symbotic
$21.05
$1.65
(7.27%)
premium
8 Buy
4 Hold
1 Sell
Moderate Buy
premium
$13.36B
-44.54%