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New Portfolio - New Portfolio

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

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
$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
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
VRP
< ETF >
Invesco Variable Rate Preferred ETF
$24.35
$0.025
(0.1%)
premium
premium
$1.82B
8.64%
FELG
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
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
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
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
PSK
< ETF >
SPDR ICE Preferred Securities ETF
$34.41
$0.31
(0.91%)
premium
premium
$910.73M
5.54%
BDAFX
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
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
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
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
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
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
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
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
GMF
< ETF >
SPDR S&P Emerging Asia Pacific ETF
$116.93
$0.485
(0.41%)
premium
premium
$360.16M
17.57%
SPEM
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
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%