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AA Portfolio May 2022 - New Portfolio

AA Portfolio May 2022
Individual Investor
Ranked #196,377 out of 775,923 TipRanks' Investors
Success Rate
70%
23 out of 33
profitable transactions
Average Return
8.59%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
18.20% AMZN
16.49% FLCSX
9.63% FSCSX
8.64% FSCRX
8.54% HSFNX
38.50% Others
By Assets
81.48% Funds
18.52% Stocks
0.00% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
81.48% General
18.41% Consumer Cyclical
0.11% 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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premium
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CHPT
ChargePoint Holdings
$1.24
$0.1
(8.77%)
premium
1 Buy
7 Hold
1 Sell
Hold
premium
$548.50M
-49.18%
XLE
XLE
< ETF >
Energy Select Sector SPDR Fund
$84.14
$0.82
(0.98%)
premium
238 Buy
118 Hold
6 Sell
Moderate Buy
premium
$32.92B
-0.99%
LCLAX
LCLAX
< FUND >
ClearBridge Select Fund Cl A
$54.59
$0.82
(1.53%)
premium
66 Buy
8 Hold
0 Sell
Moderate Buy
premium
22.87%
HSFNX
HSFNX
< FUND >
Hennessy Small Cap Financial Fd Inv Cl
$27.50
$0.38
(1.4%)
premium
21 Buy
13 Hold
1 Sell
Moderate Buy
premium
$79.32M
5.57%
FSRPX
FSRPX
< FUND >
Fidelity Select Retailing Pt
$22.07
$0.21
(0.96%)
premium
38 Buy
7 Hold
0 Sell
Strong Buy
premium
17.77%
FSCSX
FSCSX
< FUND >
Software and IT Services Portfolio
$28.27
$2.06
(6.79%)
premium
42 Buy
9 Hold
0 Sell
Moderate Buy
premium
1.95%
FSCRX
FSCRX
< FUND >
Fidelity Small Cap Discovery Fund
$24.06
$1.13
(4.49%)
premium
91 Buy
26 Hold
0 Sell
Moderate Buy
premium
-8.93%
FOCPX
FOCPX
< FUND >
Fidelity OTC Pt
$21.74
$0.26
(1.21%)
premium
112 Buy
24 Hold
0 Sell
Moderate Buy
premium
19.06%
FLCSX
FLCSX
< FUND >
Fidelity Large Cap Stock Fund
$54.79
$0.3
(0.54%)
premium
150 Buy
23 Hold
3 Sell
Moderate Buy
premium
21.95%
FDSVX
FDSVX
< FUND >
Fidelity Growth Discovery Fund
$64.44
$0.96
(1.51%)
premium
111 Buy
13 Hold
1 Sell
Strong Buy
premium
20.22%
FCNTX
FCNTX
< FUND >
Fidelity Contra Fund
$21.21
$0.16
(0.76%)
premium
264 Buy
42 Hold
0 Sell
Moderate Buy
premium
32.23%
BGSAX
BGSAX
< FUND >
BlackRock Science and Technology Opportunities Portf Investor A
$66.83
$0.79
(1.2%)
premium
57 Buy
6 Hold
0 Sell
Strong Buy
premium
31.53%
AMZN
Amazon
$224.92
$1.63
(0.73%)
premium
46 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.37T
46.20%
INVZ
Innoviz Technologies
$1.15
$0.1
(9.52%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$193.98M
-55.60%
TOP
Zhong Yang Financial Group Ltd.
$1.32
$0.04
(3.13%)
premium
premium
$48.86M
-66.75%
PEV
Phoenix Motor Inc.
$0.28
$0.009
(3.27%)
premium
premium
$10.70M
-74.64%
GOOG
Alphabet Class C
$192.96
$3.26
(1.72%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.35T
36.08%