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New Portfolio
- New Portfolio
Performance
Portfolio Details
AS FAR AS YOU KNOW
New Portfolio
Individual Investor
Ranked #139,774 out of 769,291 TipRanks' Investors
Success Rate
66%
112 out of 171
profitable transactions
Average Return
5.78%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
19.92%
VOO
13.31%
BRK.B
11.81%
GOOGL
11.08%
GSAKX
8.95%
WMT
34.93%
Others
By Assets
48.91%
Stocks
24.66%
ETFs
19.78%
Funds
6.66%
Cash
0.00%
Cryptocurrency
By Sector
47.61%
General
13.31%
Financial
12.12%
Technology
11.81%
Communication Services
8.95%
Consumer Defensive
6.21%
Other
Portfolio Holdings
Select Columns
34
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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premium
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bai6ivco
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premium
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bai6ivco
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bai6ivco
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BRK.B
Berkshire Hathaway B
$472.06
$3.23
(
0.69%
)
Pre
0.16%
premium
1
Buy
1
Hold
0
Sell
Moderate Buy
premium
$1.02T
29.58%
OCUL
Ocular Therapeutix
$8.52
$0.26
(
2.96%
)
premium
6
Buy
0
Hold
0
Sell
Strong Buy
premium
$1.34B
282.06%
VKTX
Viking Therapeutics
$51.63
$0.1
(
0.19%
)
Pre
3.04%
premium
12
Buy
0
Hold
0
Sell
Strong Buy
premium
$5.75B
346.63%
WMT
Walmart
$88.39
$1.21
(
1.39%
)
Pre
0.32%
premium
26
Buy
2
Hold
0
Sell
Strong Buy
premium
$710.50B
67.81%
VOO
< ETF >
Vanguard S&P 500 ETF
$545.64
$2.74
(
0.5%
)
Pre
0.02%
premium
4K
Buy
3K
Hold
326
Sell
Moderate Buy
premium
$573.83B
29.84%
VRP
< ETF >
Invesco Variable Rate Preferred ETF
$24.35
$0.025
(
0.1%
)
premium
―
premium
$1.82B
8.64%
FELG
< ETF >
Fidelity Enhanced Large Cap Growth ETF
$34.52
$0.09
(
0.26%
)
premium
1K
Buy
499
Hold
60
Sell
Moderate Buy
premium
$3.00B
36.75%
META
Meta Platforms
$563.09
$2.43
(
0.43%
)
Pre
0.22%
premium
40
Buy
3
Hold
1
Sell
Strong Buy
premium
$1.42T
67.82%
GSAKX
< FUND >
Goldman Sachs International Equity Income Fund - Class A Shares
$16.92
$0.07
(
0.42%
)
premium
30
Buy
10
Hold
0
Sell
Moderate Buy
premium
―
10.85%
FIDSX
< FUND >
Fidelity Select Financial Services
$16.27
$0.2
(
1.24%
)
premium
52
Buy
12
Hold
1
Sell
Moderate Buy
premium
―
48.72%
NVDA
Nvidia
$146.67
$0.78
(
0.53%
)
Pre
0.57%
premium
40
Buy
4
Hold
0
Sell
Strong Buy
premium
$3.59T
201.07%
GOOGL
Alphabet Class A
$167.63
$8.35
(
4.74%
)
Pre
0.87%
premium
27
Buy
7
Hold
0
Sell
Strong Buy
premium
$2.06T
28.48%
ZETA
Zeta Global Holdings Corp
$21.72
$1.39
(
6.01%
)
Pre
3.31%
premium
11
Buy
3
Hold
0
Sell
Strong Buy
premium
$5.16B
170.93%
FBCG
< ETF >
Fidelity Blue Chip Growth ETF
$45.37
$0.03
(
0.07%
)
premium
3K
Buy
1K
Hold
110
Sell
Moderate Buy
premium
$2.63B
43.17%
PSK
< ETF >
SPDR ICE Preferred Securities ETF
$34.41
$0.31
(
0.91%
)
premium
―
premium
$910.73M
5.54%
BDAFX
< FUND >
Baron Durable Advantage Fund Retail Shares
$28.04
$0.14
(
0.5%
)
premium
29
Buy
3
Hold
0
Sell
Moderate Buy
premium
―
31.05%
XLY
< ETF >
Consumer Discretionary Select Sector SPDR Fund
$215.00
$0.38
(
0.18%
)
Pre
0.21%
premium
530
Buy
319
Hold
43
Sell
Moderate Buy
premium
$22.34B
27.69%
FCYIX
< FUND >
Fidelity Select Industrials
$45.36
$0.53
(
1.18%
)
premium
41
Buy
10
Hold
0
Sell
Moderate Buy
premium
―
35.64%
AGNC
AGNC Investment
$9.70
$0.05
(
0.52%
)
Pre
0.1%
premium
7
Buy
4
Hold
0
Sell
Moderate Buy
premium
$8.59B
10.35%
VNQ
< ETF >
Vanguard Real Estate ETF
$95.52
$0.7
(
0.74%
)
Pre
0.45%
premium
485
Buy
503
Hold
55
Sell
Moderate Buy
premium
$36.44B
19.23%
USXF
< ETF >
iShares ESG Advanced MSCI USA ETF
$51.87
$0.65
(
1.27%
)
premium
3K
Buy
2K
Hold
218
Sell
Moderate Buy
premium
$1.31B
38.80%
VONG
< ETF >
Vanguard Russell 1000 Growth ETF
$101.32
$0.16
(
0.16%
)
Pre
0.03%
premium
4K
Buy
2K
Hold
236
Sell
Moderate Buy
premium
$24.11B
34.99%
FI
Fiserv
$217.41
$0.53
(
0.24%
)
Pre
0.4%
premium
19
Buy
5
Hold
0
Sell
Strong Buy
premium
$123.69B
73.73%
TVTX
Travere Therapeutics
$18.26
$0.4
(
2.24%
)
premium
13
Buy
2
Hold
0
Sell
Strong Buy
premium
$1.59B
212.24%
BHVN
Biohaven Ltd.
$45.19
$1.64
(
3.5%
)
Pre
0.02%
premium
12
Buy
0
Hold
0
Sell
Strong Buy
premium
$4.57B
58.58%
IBKR
Interactive Brokers
$191.71
$3.85
(
2.05%
)
Pre
0.61%
premium
6
Buy
0
Hold
0
Sell
Strong Buy
premium
$81.00B
132.93%
VST
Vistra Energy
$166.61
$11.98
(
7.75%
)
Pre
1.43%
premium
9
Buy
0
Hold
0
Sell
Strong Buy
premium
$56.69B
344.21%
XLE
< ETF >
Energy Select Sector SPDR Fund
$97.12
$0.78
(
0.81%
)
Pre
0.08%
premium
232
Buy
111
Hold
9
Sell
Moderate Buy
premium
$38.44B
13.90%
VRNA
Verona Pharma
$37.86
$0.99
(
2.55%
)
Pre
2.88%
premium
7
Buy
0
Hold
0
Sell
Strong Buy
premium
$3.10B
176.51%
FTEC
< ETF >
Fidelity MSCI Information Technology Index ETF
$184.25
$2
(
1.1%
)
Pre
0.15%
premium
2K
Buy
978
Hold
125
Sell
Moderate Buy
premium
$12.75B
33.21%
GMF
< ETF >
SPDR S&P Emerging Asia Pacific ETF
$116.93
$0.485
(
0.41%
)
premium
―
premium
$360.16M
17.57%
SPEM
< ETF >
SPDR Portfolio Emerging Markets ETF
$39.31
$0.15
(
0.38%
)
Pre
1.04%
premium
―
premium
$10.06B
13.46%
TECX
Tectonic Therapeutic
$44.89
$0.86
(
1.95%
)
Pre
1.92%
premium
5
Buy
0
Hold
0
Sell
Strong Buy
premium
$662.25M
188.91%
XLI
< ETF >
Industrial Select Sector SPDR Fund
$140.69
$1.74
(
1.25%
)
Pre
0.15%
premium
536
Buy
392
Hold
53
Sell
Moderate Buy
premium
$21.32B
30.99%
34
Results | Showing
1
out of
1
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