AA Portfolio May 2022 - New Portfolio

AA Portfolio May 2022
Individual Investor
Ranked #165,796 out of 760,352 TipRanks' Investors
Success Rate
73%
24 out of 33
profitable transactions
Average Return
5.96%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
17.08% FLCSX
15.73% AMZN
9.87% FSCRX
9.74% FSCSX
8.66% HSFNX
38.92% Others
By Assets
83.86% Funds
16.14% Stocks
0.00% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
83.86% General
15.98% Consumer Cyclical
0.17% Financial
0.00% Communication Services

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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CHPT
ChargePoint Holdings
$1.31
$0.06
(4.38%)
premium
5 Buy
5 Hold
2 Sell
Hold
premium
$599.90M
-69.49%
XLE
XLE
< ETF >
Energy Select Sector SPDR Fund
$92.24
$0.62
(0.68%)
premium
230 Buy
112 Hold
9 Sell
Moderate Buy
premium
$38.36B
3.29%
LCLAX
LCLAX
< FUND >
ClearBridge Select Fund Cl A
$51.44
$0.6
(1.18%)
premium
67 Buy
8 Hold
0 Sell
Moderate Buy
premium
30.59%
HSFNX
HSFNX
< FUND >
Hennessy Small Cap Financial Fd Inv Cl
$26.76
$0.29
(1.1%)
premium
21 Buy
13 Hold
1 Sell
Moderate Buy
premium
$77.18M
24.81%
FSRPX
FSRPX
< FUND >
Fidelity Select Retailing Pt
$20.49
$0.11
(0.54%)
premium
40 Buy
8 Hold
0 Sell
Strong Buy
premium
16.68%
FSCSX
FSCSX
< FUND >
Software and IT Services Portfolio
$27.46
$0.29
(1.07%)
premium
43 Buy
12 Hold
0 Sell
Moderate Buy
premium
6.93%
FSCRX
FSCRX
< FUND >
Fidelity Small Cap Discovery Fund
$26.37
$0.15
(0.57%)
premium
91 Buy
25 Hold
1 Sell
Moderate Buy
premium
10.52%
FOCPX
FOCPX
< FUND >
Fidelity OTC Pt
$20.58
$0.1
(0.49%)
premium
113 Buy
23 Hold
0 Sell
Moderate Buy
premium
24.65%
FLCSX
FLCSX
< FUND >
Fidelity Large Cap Stock Fund
$54.47
$0.23
(0.42%)
premium
141 Buy
33 Hold
2 Sell
Moderate Buy
premium
28.83%
FDSVX
FDSVX
< FUND >
Fidelity Growth Discovery Fund
$62.90
$0.42
(0.67%)
premium
110 Buy
19 Hold
1 Sell
Strong Buy
premium
29.10%
FCNTX
FCNTX
< FUND >
Fidelity Contra Fund
$21.38
$0.1
(0.47%)
premium
264 Buy
40 Hold
1 Sell
Moderate Buy
premium
40.01%
BGSAX
BGSAX
< FUND >
BlackRock Science and Technology Opportunities Portf Investor A
$66.63
$0.62
(0.94%)
premium
57 Buy
5 Hold
0 Sell
Strong Buy
premium
48.07%
AMZN
Amazon
$186.65
$1.48
(0.8%)
premium
44 Buy
2 Hold
0 Sell
Strong Buy
premium
$1.92T
43.01%
INVZ
Innoviz Technologies
$0.78
$0.023
(2.83%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$135.46M
-55.54%
TOP
Zhong Yang Financial Group Ltd.
$1.98
$0.11
(5.26%)
premium
premium
$79.58M
-54.27%
PEV
Phoenix Motor Inc.
$0.85
$0.126
(17.39%)
premium
premium
$26.06M
-50.07%
GOOG
Alphabet Class C
$163.18
$0.12
(0.07%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$2.03T
17.14%