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New Portfolio
- New Portfolio
Performance
Portfolio Details
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
Select Columns
22
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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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
< 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
< 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
< 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
< 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
< FUND >
Fidelity Select Industrials
$43.76
$0.8
(
1.86%
)
premium
82
Buy
18
Hold
0
Sell
Strong Buy
premium
―
28.59%
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
< 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
< 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
< 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%
22
Results | Showing
1
out of
1
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