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SWM Strategy #3DT
- New Portfolio
Performance
Portfolio Details
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
Select Columns
13
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
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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%
13
Results | Showing
1
out of
1
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