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New Portfolio - New Portfolio

AS FAR AS YOU KNOW

New Portfolio
Individual Investor
Ranked #126,651 out of 781,348 TipRanks' Investors
Success Rate
68%
125 out of 185
profitable transactions
Average Return
5.71%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
24.92% GOOGL
23.58% BRK.B
16.82% WMT
10.47% NVDA
6.32% FELG
17.89% Others
By Assets
67.24% Stocks
15.86% Funds
11.29% Cash
5.61% ETFs
0.00% Cryptocurrency
By Sector
24.92% Communication Services
24.20% General
23.58% Financial
16.82% Consumer Defensive
10.47% Technology
0.00% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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BRK.B
Berkshire Hathaway B
$468.57
$0.62
(0.13%)
Pre
0.11%
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.01T
27.51%
UNH
UnitedHealth
$524.99
$15.23
(2.99%)
Pre
0.56%
premium
20 Buy
0 Hold
0 Sell
Strong Buy
premium
$483.14B
2.34%
AMZN
Amazon
$230.71
$4.77
(2.11%)
Pre
0.68%
premium
49 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.43T
45.45%
WMT
Walmart
$93.08
$1.14
(1.24%)
Pre
0.09%
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$747.75B
69.86%
FELG
FELG
< ETF >
Fidelity Enhanced Large Cap Growth ETF
$36.11
$0.24
(0.67%)
premium
2K Buy
956 Hold
124 Sell
Strong Buy
premium
$3.23B
32.12%
META
Meta Platforms
$616.46
$3.69
(0.6%)
Pre
0.85%
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.56T
60.50%
FIDSX
FIDSX
< FUND >
Fidelity Select Financial Services
$15.60
$0.14
(0.91%)
premium
49 Buy
15 Hold
1 Sell
Moderate Buy
premium
30.11%
NVDA
Nvidia
$140.83
$3.12
(2.27%)
Pre
2.65%
premium
36 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.45T
131.48%
JPM
JPMorgan Chase & Co.
$263.03
$3.87
(1.49%)
Pre
0.12%
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$740.52B
54.62%
GOOGL
Alphabet Class A
$198.05
$2.05
(1.05%)
Pre
0.01%
premium
24 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.43T
33.90%
FBCG
FBCG
< ETF >
Fidelity Blue Chip Growth ETF
$47.64
$0.35
(0.74%)
premium
3K Buy
1K Hold
111 Sell
Moderate Buy
premium
$3.96B
37.59%
BDAFX
BDAFX
< FUND >
Baron Durable Advantage Fund Retail Shares
$29.43
$0.42
(1.45%)
premium
62 Buy
6 Hold
0 Sell
Strong Buy
premium
26.68%
FCYIX
FCYIX
< FUND >
Fidelity Select Industrials
$43.76
$0.8
(1.86%)
premium
82 Buy
18 Hold
0 Sell
Strong Buy
premium
28.59%
VONG
VONG
< ETF >
Vanguard Russell 1000 Growth ETF
$105.48
$0.76
(0.73%)
Pre
0.69%
premium
4K Buy
2K Hold
227 Sell
Moderate Buy
premium
$26.03B
29.93%
FI
Fiserv
$208.98
$0.4
(0.19%)
Pre
0.03%
premium
21 Buy
4 Hold
0 Sell
Strong Buy
premium
$118.89B
50.03%
IBKR
Interactive Brokers
$192.83
$2.74
(1.44%)
Pre
4.86%
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$81.48B
111.67%
XLE
XLE
< ETF >
Energy Select Sector SPDR Fund
$93.48
$0.48
(0.51%)
Pre
0.14%
premium
244 Buy
108 Hold
5 Sell
Moderate Buy
premium
$35.82B
16.76%
FTEC
FTEC
< ETF >
Fidelity MSCI Information Technology Index ETF
$188.17
$1.41
(0.75%)
Pre
0.97%
premium
2K Buy
967 Hold
131 Sell
Moderate Buy
premium
$13.54B
24.98%
FBTC
FBTC
< ETF >
Fidelity Wise Origin Bitcoin Fund
$92.80
$1.14
(1.24%)
Pre
1.12%
premium
premium
$21.01B
160.55%
MSFT
Microsoft
$428.50
$0.53
(0.12%)
Pre
1.22%
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.19T
7.61%
JNJ
Johnson & Johnson
$148.15
$1.12
(0.76%)
Pre
1.06%
premium
4 Buy
7 Hold
0 Sell
Moderate Buy
premium
$356.69B
-8.81%
V
Visa
$323.63
$4.01
(1.25%)
Pre
0.11%
premium
20 Buy
3 Hold
0 Sell
Strong Buy
premium
$634.65B
19.33%