New Portfolio - New Portfolio

AS FAR AS YOU KNOW

New Portfolio
Individual Investor
Ranked #74,963 out of 749,106 TipRanks' Investors
Success Rate
69%
80 out of 116
profitable transactions
Average Return
5.08%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
40.25% LLY
21.84% COST
21.65% BRK.B
16.25% AVGO
<0.01% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
40.25% Healthcare
21.84% Consumer Cyclical
21.65% Financial
16.25% Technology
0.00% General
0.00% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
0pre2hbbzky
0pre2hbbzky
0pre2hbbzky
premium
0pre2hbbzky
premium
0pre2hbbzky
0pre2hbbzky
0pre2hbbzky
6vvofvphkza
6vvofvphkza
6vvofvphkza
premium
6vvofvphkza
premium
6vvofvphkza
6vvofvphkza
6vvofvphkza
mx6e0q9bm2n
mx6e0q9bm2n
mx6e0q9bm2n
premium
mx6e0q9bm2n
premium
mx6e0q9bm2n
mx6e0q9bm2n
mx6e0q9bm2n
yxhgqw01
yxhgqw01
yxhgqw01
premium
yxhgqw01
premium
yxhgqw01
yxhgqw01
yxhgqw01
uy7l2u7259
uy7l2u7259
uy7l2u7259
premium
uy7l2u7259
premium
uy7l2u7259
uy7l2u7259
uy7l2u7259
m3y5ve7236
m3y5ve7236
m3y5ve7236
premium
m3y5ve7236
premium
m3y5ve7236
m3y5ve7236
m3y5ve7236
ddck120its7
ddck120its7
ddck120its7
premium
ddck120its7
premium
ddck120its7
ddck120its7
ddck120its7
perermskrxb
perermskrxb
perermskrxb
premium
perermskrxb
premium
perermskrxb
perermskrxb
perermskrxb
b2eq81
b2eq81
b2eq81
premium
b2eq81
premium
b2eq81
b2eq81
b2eq81
nfm549lhw3d
nfm549lhw3d
nfm549lhw3d
premium
nfm549lhw3d
premium
nfm549lhw3d
nfm549lhw3d
nfm549lhw3d
To view investors' portfolios
Sign Up For Free
AVGO
Broadcom
$143.52
$6.7
(4.46%)
After
1.64%
premium
23 Buy
1 Hold
0 Sell
Strong Buy
premium
$699.26B
66.95%
COST
Costco
$810.03
$5.53
(0.68%)
After
0%
premium
19 Buy
6 Hold
0 Sell
Strong Buy
premium
$361.57B
44.78%
LLY
Eli Lilly & Co
$790.21
$17.58
(2.18%)
After
0.12%
premium
16 Buy
4 Hold
0 Sell
Strong Buy
premium
$767.73B
76.19%
BRK.B
Berkshire Hathaway B
$441.26
$2.95
(0.67%)
After
<0.01%
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$944.98B
25.30%
WMT
Walmart
$69.19
$0.43
(0.62%)
After
0.09%
premium
28 Buy
3 Hold
0 Sell
Strong Buy
premium
$559.99B
30.61%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$498.08
$2.62
(0.52%)
After
0.38%
premium
4K Buy
3K Hold
292 Sell
Moderate Buy
premium
$481.64B
19.02%
VRP
VRP
< ETF >
Invesco Variable Rate Preferred ETF
$23.96
$0
(0%)
premium
premium
$1.73B
5.46%
FELG
FELG
< ETF >
Fidelity Enhanced Large Cap Growth ETF
$30.73
$0.46
(1.47%)
After
0.07%
premium
1K Buy
544 Hold
62 Sell
Moderate Buy
premium
$2.61B
23.73%
FMILX
FMILX
< FUND >
Fidelity New Millennium Fund
$56.18
$0.02
(0.04%)
premium
140 Buy
11 Hold
0 Sell
Moderate Buy
premium
19.13%
GSAKX
GSAKX
< FUND >
Goldman Sachs International Equity Income Fund - Class A Shares
$16.98
$0.05
(0.29%)
premium
24 Buy
13 Hold
0 Sell
Moderate Buy
premium
8.91%
FSHCX
FSHCX
< FUND >
Health Care Services Portfolio
$131.22
$0.06
(0.05%)
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
0.57%
FIDSX
FIDSX
< FUND >
Fidelity Select Financial Services
$13.89
$0.1
(0.71%)
premium
50 Buy
15 Hold
1 Sell
Moderate Buy
premium
26.04%
FXAIX
FXAIX
< FUND >
Fidelity 500 Index Fund
$189.83
$0.16
(0.08%)
premium
399 Buy
98 Hold
9 Sell
Moderate Buy
premium
19.02%
FSPTX
FSPTX
< FUND >
Fidelity Select Technology
$34.22
$0.02
(0.06%)
premium
39 Buy
10 Hold
0 Sell
Moderate Buy
premium
24.71%
FPHAX
FPHAX
< FUND >
Fidelity Select Pharmaceuticals
$29.73
$0.04
(0.13%)
premium
52 Buy
7 Hold
1 Sell
Strong Buy
premium
27.71%
NVDA
Nvidia
$103.73
$7.86
(7.04%)
After
2.67%
premium
37 Buy
4 Hold
0 Sell
Strong Buy
premium
$2.75T
138.69%
AAPL
Apple
$218.80
$0.56
(0.26%)
After
0.69%
premium
25 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.35T
11.44%
GOOGL
Alphabet Class A
$170.29
$0.76
(0.45%)
After
1.17%
premium
30 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.10T
27.87%
SPMO
SPMO
< ETF >
Invesco S&P 500 Momentum ETF
$83.25
$1.26
(1.49%)
After
1.33%
premium
1K Buy
403 Hold
32 Sell
Moderate Buy
premium
$2.08B
48.46%
FBCG
FBCG
< ETF >
Fidelity Blue Chip Growth ETF
$39.80
$0.62
(1.53%)
After
0.25%
premium
2K Buy
946 Hold
83 Sell
Moderate Buy
premium
$1.92B
29.22%
PSK
PSK
< ETF >
SPDR ICE Preferred Securities ETF
$33.94
$0
(0%)
After
0%
premium
premium
$815.06M
0.50%
BDAFX
BDAFX
< FUND >
Baron Durable Advantage Fund Retail Shares
$25.82
$0.01
(0.04%)
premium
29 Buy
3 Hold
0 Sell
Moderate Buy
premium
25.64%
FFLC
FFLC
< ETF >
Fidelity Fundamental Large Cap Core ETF
$42.86
$0.28
(0.65%)
premium
1K Buy
450 Hold
41 Sell
Moderate Buy
premium
$374.44M
25.07%
ISCV
ISCV
< ETF >
iShares Morningstar Small Cap Value ETF
$63.54
$0.441
(0.7%)
After
<0.01%
premium
3K Buy
2K Hold
397 Sell
Hold
premium
$434.66M
9.08%