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SWM Strategy #3DT - New Portfolio

Shep Fargotstein

SWM Strategy #3DT
Individual Investor
Ranked #81,269 out of 770,014 TipRanks' Investors
Success Rate
50%
305 out of 610
profitable transactions
Average Return
50.38%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
23.11% NVDA
9.11% CRM
8.81% AMZN
8.29% MSFT
8.23% META
42.45% Others
By Assets
99.98% Stocks
0.02% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
71.79% Technology
11.16% Industrials
8.81% Consumer Cyclical
8.23% Communication Services

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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INTU
Intuit
$638.83
$4.21
(0.66%)
After
<0.01%
premium
17 Buy
3 Hold
0 Sell
Strong Buy
premium
$177.72B
12.51%
NVDA
Nvidia
$136.92
$0.9
(0.66%)
After
0.13%
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.33T
184.70%
SMR
NuScale Power
$26.34
$1.72
(6.13%)
After
0.15%
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$7.17B
891.52%
AMZN
Amazon
$207.86
$6.41
(3.18%)
After
0.03%
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.12T
37.28%
META
Meta Platforms
$573.54
$8.43
(1.49%)
After
0.03%
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.43T
67.08%
CRM
Salesforce
$343.18
$4.07
(1.2%)
After
0.54%
premium
34 Buy
8 Hold
1 Sell
Strong Buy
premium
$324.19B
51.13%
MSFT
Microsoft
$427.99
$9.2
(2.2%)
After
0.35%
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
10.96%
TSM
Taiwan Semiconductor Manufacturing
$183.84
$1.24
(0.67%)
After
0.11%
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$821.92B
89.19%
NVMI
Nova
$174.53
$1.57
(0.89%)
After
0%
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$5.14B
40.98%
AMAT
Applied Materials
$173.20
$1.35
(0.77%)
After
<0.01%
premium
13 Buy
7 Hold
0 Sell
Moderate Buy
premium
$143.90B
16.32%
ASML
ASML Holding
$671.97
$12.5
(1.83%)
After
0.03%
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$268.13B
-0.97%
ARM
ARM Holdings PLC ADR
$136.72
$2.96
(2.12%)
After
0.06%
premium
16 Buy
4 Hold
1 Sell
Moderate Buy
premium
$146.80B
118.66%
VRT
Vertiv Holdings
$131.74
$0.29
(0.22%)
After
0.17%
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$49.56B
209.35%