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Open Fidelity Positions - New Portfolio

Sam F

Open Fidelity Positions
Individual Investor
Ranked #173,039 out of 775,923 TipRanks' Investors
Success Rate
61%
56 out of 92
profitable transactions
Average Return
9.24%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
11.90% BA
10.95% SOFI
6.96% WMT
6.85% LMT
6.47% GOOG
56.87% Others
By Assets
81.67% Stocks
14.30% ETFs
4.03% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
22.47% Industrials
14.90% General
10.95% Financial
10.81% Healthcare
10.57% Technology
30.30% 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
$90.66
$0.07
(0.08%)
premium
3 Buy
8 Hold
1 Sell
Hold
premium
$39.40B
-21.05%
GOOG
Alphabet Class C
$192.96
$3.26
(1.72%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.35T
35.20%
JNJ
Johnson & Johnson
$144.47
$0.89
(0.62%)
premium
5 Buy
10 Hold
0 Sell
Moderate Buy
premium
$347.83B
-7.07%
LMT
Lockheed Martin
$489.02
$9.36
(1.95%)
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$115.91B
9.10%
TGB
Taseko Mines
$1.98
$0.07
(3.66%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$607.12M
38.46%
WMT
Walmart
$92.24
$1.16
(1.24%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$741.00B
76.65%
XOM
Exxon Mobil
$105.87
$0.36
(0.34%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$465.31B
3.89%
SOFI
SoFi Technologies
$15.35
$0.32
(2.13%)
premium
5 Buy
5 Hold
3 Sell
Hold
premium
$16.66B
59.23%
SNOW
Snowflake
$166.29
$2.08
(1.27%)
premium
24 Buy
6 Hold
0 Sell
Strong Buy
premium
$54.89B
-15.02%
BA
Boeing
$177.35
$0.31
(0.18%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$132.58B
-31.90%
DELL
Dell Technologies
$115.77
$3.81
(3.4%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$81.09B
52.91%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$545.04
$6.1
(1.13%)
premium
4K Buy
3K Hold
332 Sell
Moderate Buy
premium
$574.46B
25.21%
APG
APi Group
$36.94
$0.34
(0.93%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$10.30B
7.63%
XLV
XLV
< ETF >
Health Care Select Sector SPDR Fund
$138.00
$1.72
(1.26%)
premium
544 Buy
326 Hold
36 Sell
Moderate Buy
premium
$36.50B
2.21%
VOOV
VOOV
< ETF >
Vanguard S&P 500 Value ETF
$186.32
$2.11
(1.15%)
premium
3K Buy
2K Hold
282 Sell
Moderate Buy
premium
$6.22B
11.58%
GLDM
GLDM
< ETF >
SPDR Gold MiniShares Trust
$51.98
$0.54
(1.05%)
premium
premium
$9.12B
27.68%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.29
$0.36
(1.34%)
premium
435 Buy
438 Hold
76 Sell
Moderate Buy
premium
$64.08B
7.94%
EXC
Exelon
$37.02
$0.17
(0.46%)
premium
2 Buy
6 Hold
0 Sell
Hold
premium
$37.20B
4.99%
LLY
Eli Lilly & Co
$767.76
$10.22
(1.35%)
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$728.85B
34.60%
DKNG
DraftKings
$40.35
$0.95
(2.41%)
premium
25 Buy
2 Hold
0 Sell
Strong Buy
premium
$35.53B
14.92%
NVDL
NVDL
< ETF >
GraniteShares 1.5x Long NVDA Daily ETF
$67.48
$4.11
(6.49%)
premium
premium
$4.91B
312.07%