tiprankstipranks

New Portfolio - New Portfolio

Chris Smith

New Portfolio
Individual Investor
Ranked #229,520 out of 783,845 TipRanks' Investors
Success Rate
66%
19 out of 29
profitable transactions
Average Return
14.19%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
21.53% VIGAX
20.00% FXAIX
15.80% VUG
14.48% CVX
9.90% PRWCX
18.29% Others
By Assets
51.42% Funds
28.02% Stocks
20.56% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
71.98% General
16.16% Energy
9.06% Consumer Cyclical
2.80% Healthcare

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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PRWCX
PRWCX
< FUND >
T. Rowe Price Capital Appreciation Fund
$35.75
$0.07
(0.2%)
premium
premium
3.77%
FXAIX
FXAIX
< FUND >
Fidelity 500 Index Fund
$209.87
$1.05
(0.5%)
premium
395 Buy
105 Hold
6 Sell
Moderate Buy
premium
23.18%
VIGAX
VIGAX
< FUND >
Vanguard Growth Index Fd Admiral Shs
$215.33
$0.84
(0.39%)
premium
157 Buy
23 Hold
1 Sell
Moderate Buy
premium
29.68%
AMZN
Amazon
$237.68
$3.04
(1.3%)
premium
40 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.47T
49.22%
CVX
Chevron
$149.19
$7.13
(4.56%)
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$280.92B
0.88%
GH
Guardant Health
$46.98
$2.96
(5.93%)
premium
18 Buy
0 Hold
0 Sell
Strong Buy
premium
$6.17B
114.23%
VUG
VUG
< ETF >
Vanguard Growth ETF
$418.35
$1.6
(0.38%)
premium
2K Buy
853 Hold
102 Sell
Moderate Buy
premium
$160.87B
30.11%
VTV
VTV
< ETF >
Vanguard Value ETF
$176.70
$1.07
(0.6%)
premium
3K Buy
2K Hold
178 Sell
Moderate Buy
premium
$135.95B
16.71%
FLCH
FLCH
< ETF >
Franklin FTSE China ETF
$19.00
$0.379
(1.95%)
premium
372 Buy
125 Hold
30 Sell
Moderate Buy
premium
$150.00M
33.20%
UNH
UnitedHealth
$542.49
$3.08
(0.56%)
premium
20 Buy
0 Hold
0 Sell
Strong Buy
premium
$502.08B
6.97%
OXY
Occidental Petroleum
$46.65
$2.27
(4.64%)
premium
7 Buy
13 Hold
2 Sell
Hold
premium
$45.90B
-18.61%