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Open Fidelity Positions - New Portfolio

Sam F

Open Fidelity Positions
Individual Investor
Ranked #74,894 out of 781,348 TipRanks' Investors
Success Rate
71%
70 out of 99
profitable transactions
Average Return
12.21%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
11.07% BA
6.61% WMT
6.58% LMT
6.37% GOOG
5.93% JNJ
63.44% Others
By Assets
82.97% Stocks
13.22% ETFs
3.81% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
21.28% Industrials
14.19% Technology
13.74% General
10.11% Healthcare
6.73% Consumer Cyclical
33.94% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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CCI
Crown Castle
$88.65
$2.05
(2.26%)
premium
1 Buy
3 Hold
1 Sell
Hold
premium
$39.42B
-16.61%
GOOG
Alphabet Class C
$200.43
$0.8
(0.4%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.43T
33.51%
JNJ
Johnson & Johnson
$144.65
$3.5
(2.36%)
premium
4 Buy
7 Hold
0 Sell
Moderate Buy
premium
$356.69B
-8.81%
LMT
Lockheed Martin
$497.95
$8.34
(1.65%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$120.01B
10.36%
TGB
Taseko Mines
$2.00
$0.01
(0.5%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$607.21M
57.03%
WMT
Walmart
$92.71
$0.37
(0.4%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$747.75B
71.96%
XOM
Exxon Mobil
$111.05
$0.42
(0.38%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$489.92B
15.13%
SOFI
SoFi Technologies
$17.51
$0.39
(2.18%)
premium
6 Buy
5 Hold
4 Sell
Hold
premium
$19.42B
120.29%
SNOW
Snowflake
$177.01
$3.48
(2.01%)
premium
28 Buy
4 Hold
0 Sell
Strong Buy
premium
$57.28B
-11.56%
BA
Boeing
$175.33
$0.23
(0.13%)
premium
15 Buy
5 Hold
1 Sell
Moderate Buy
premium
$131.35B
-20.40%
DELL
Dell Technologies
$115.71
$4.605
(4.14%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$78.27B
37.48%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$558.24
$3.78
(0.68%)
premium
8K Buy
5K Hold
604 Sell
Strong Buy
premium
$611.74B
23.67%
APG
APi Group
$38.30
$0.06
(0.16%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$10.79B
18.69%
XLV
XLV
< ETF >
Health Care Select Sector SPDR Fund
$142.50
$0
(0%)
premium
1K Buy
608 Hold
58 Sell
Strong Buy
premium
$37.46B
0.08%
VOOV
VOOV
< ETF >
Vanguard S&P 500 Value ETF
$188.88
$0.26
(0.14%)
premium
6K Buy
4K Hold
488 Sell
Strong Buy
premium
$5.31B
12.93%
ANF
Abercrombie Fitch
$129.16
$2.88
(2.28%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$6.36B
20.64%
GLDM
GLDM
< ETF >
SPDR Gold MiniShares Trust
$54.58
$0.24
(0.44%)
premium
premium
$9.71B
35.58%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.99
$0.23
(0.82%)
premium
840 Buy
832 Hold
134 Sell
Strong Buy
premium
$67.85B
10.07%
EXC
Exelon
$39.42
$1.02
(2.52%)
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$40.64B
16.01%
LLY
Eli Lilly & Co
$753.80
$11.45
(1.54%)
premium
15 Buy
2 Hold
0 Sell
Strong Buy
premium
$704.72B
17.67%
DKNG
DraftKings
$41.85
$0.34
(0.82%)
premium
24 Buy
2 Hold
0 Sell
Strong Buy
premium
$36.56B
9.41%
AMD
Advanced Micro Devices
$123.80
$1.52
(1.24%)
premium
21 Buy
10 Hold
1 Sell
Moderate Buy
premium
$198.44B
-27.29%