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Open Fidelity Positions - New Portfolio

Sam F

Open Fidelity Positions
Individual Investor
Ranked #110,290 out of 788,370 TipRanks' Investors
Success Rate
67%
76 out of 113
profitable transactions
Average Return
8.89%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.80% LMT
8.60% GOOG
7.63% VOO
6.67% JNJ
6.33% ANF
61.97% Others
By Assets
74.61% Stocks
15.43% ETFs
9.96% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
20.34% Technology
17.14% General
13.51% Industrials
11.50% Healthcare
8.60% Communication Services
28.91% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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CCI
Crown Castle
$92.19
$0.96
(1.05%)
premium
3 Buy
4 Hold
1 Sell
Hold
premium
$39.65B
-14.62%
GOOG
Alphabet Class C
$181.58
$5.06
(2.71%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$2.26T
24.95%
JNJ
Johnson & Johnson
$162.30
$2.62
(1.64%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$384.45B
1.15%
LMT
Lockheed Martin
$440.72
$4.43
(1.02%)
premium
7 Buy
9 Hold
0 Sell
Moderate Buy
premium
$102.70B
2.76%
TGB
Taseko Mines
$2.05
$0.19
(8.48%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$680.06M
38.51%
XOM
Exxon Mobil
$110.69
$1.31
(1.17%)
premium
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
$485.98B
5.66%
SOFI
SoFi Technologies
$14.67
$0.89
(5.72%)
premium
6 Buy
6 Hold
4 Sell
Hold
premium
$16.88B
79.78%
SNOW
Snowflake
$177.89
$7.07
(3.82%)
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$61.06B
-21.15%
MARA
Marathon Digital Holdings
$14.66
$1.29
(8.09%)
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
$5.41B
-40.31%
DELL
Dell Technologies
$117.60
$2.29
(1.91%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$84.13B
33.96%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$551.75
$9.55
(1.7%)
premium
4K Buy
3K Hold
286 Sell
Moderate Buy
premium
$635.52B
20.30%
APG
APi Group
$39.79
$1.09
(2.67%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$11.50B
13.33%
XLV
XLV
< ETF >
Health Care Select Sector SPDR Fund
$146.43
$0.79
(0.54%)
premium
530 Buy
309 Hold
18 Sell
Moderate Buy
premium
$37.05B
0.04%
VOOV
VOOV
< ETF >
Vanguard S&P 500 Value ETF
$189.98
$1.87
(0.97%)
premium
3K Buy
2K Hold
229 Sell
Moderate Buy
premium
$5.44B
10.83%
ANF
Abercrombie Fitch
$100.11
$3.04
(2.95%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$5.20B
-17.41%
GLDM
GLDM
< ETF >
SPDR Gold MiniShares Trust
$58.14
$0.05
(0.09%)
premium
premium
$10.80B
44.84%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.21
$0.11
(0.39%)
premium
425 Buy
426 Hold
67 Sell
Moderate Buy
premium
$69.12B
9.20%
LLY
Eli Lilly & Co
$873.68
$0.56
(0.06%)
premium
16 Buy
1 Hold
0 Sell
Strong Buy
premium
$827.87B
13.52%
AMD
Advanced Micro Devices
$110.84
$3.33
(2.92%)
premium
25 Buy
11 Hold
1 Sell
Moderate Buy
premium
$185.01B
-39.05%
MSTR
Strategy
$299.69
$24.23
(7.48%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$83.63B
320.23%
EIX
Edison International
$52.17
$0.27
(0.52%)
premium
8 Buy
3 Hold
1 Sell
Moderate Buy
premium
$20.09B
-22.62%