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New Portfolio Jun 2024 - New Portfolio

New Portfolio Jun 2024
Individual Investor
Ranked #420,631 out of 783,334 TipRanks' Investors
Success Rate
43%
20 out of 47
profitable transactions
Average Return
9.34%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
30.85% FXAIX
23.63% FFFFX
14.04% GLD
11.71% FSPSX
7.53% DODFX
12.24% Others
By Assets
83.58% Funds
14.04% ETFs
2.38% Stocks
0.00% Cryptocurrency
0.00% Cash
By Sector
98.90% General
1.10% Technology
0.00% Healthcare
0.00% Utilities
0.00% Consumer Cyclical

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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yv5tod3x7ol
yv5tod3x7ol
premium
yv5tod3x7ol
premium
yv5tod3x7ol
yv5tod3x7ol
yv5tod3x7ol
dd7x3l85et8
dd7x3l85et8
dd7x3l85et8
premium
dd7x3l85et8
premium
dd7x3l85et8
dd7x3l85et8
dd7x3l85et8
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premium
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premium
qzxxj5
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qzxxj5
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o4jhsch3
premium
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premium
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o4jhsch3
o4jhsch3
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gw2omwsfpm
gw2omwsfpm
premium
gw2omwsfpm
premium
gw2omwsfpm
gw2omwsfpm
gw2omwsfpm
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m5wb4jwlv5
m5wb4jwlv5
premium
m5wb4jwlv5
premium
m5wb4jwlv5
m5wb4jwlv5
m5wb4jwlv5
4i49n3z0hbp
4i49n3z0hbp
4i49n3z0hbp
premium
4i49n3z0hbp
premium
4i49n3z0hbp
4i49n3z0hbp
4i49n3z0hbp
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6xpenpi7nfo
6xpenpi7nfo
premium
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premium
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6xpenpi7nfo
6xpenpi7nfo
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bv1e9d3cln6
bv1e9d3cln6
premium
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premium
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bv1e9d3cln6
bv1e9d3cln6
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p28cgsjnit
p28cgsjnit
premium
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premium
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FSPSX
FSPSX
< FUND >
Fidelity International Index Fund
$49.78
$0.04
(0.08%)
premium
456 Buy
256 Hold
24 Sell
Moderate Buy
premium
5.04%
GLD
GLD
< ETF >
SPDR Gold Shares
$258.05
$3.85
(1.51%)
premium
premium
$75.90B
34.79%
WOOF
Petco Health and Wellness Company
$3.62
$0.02
(0.56%)
premium
2 Buy
4 Hold
1 Sell
Hold
premium
$1.05B
42.86%
NVDA
Nvidia
$124.65
$0.95
(0.77%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.16T
97.06%
FXAIX
FXAIX
< FUND >
Fidelity 500 Index Fund
$209.81
$0.99
(0.47%)
premium
396 Buy
105 Hold
5 Sell
Moderate Buy
premium
22.68%
NEP
Nextera Energy Partners
$10.44
$0.05
(0.48%)
premium
3 Buy
8 Hold
0 Sell
Moderate Buy
premium
$2.21B
-65.08%
VERX
Vertex
$57.20
$0.88
(1.52%)
premium
9 Buy
3 Hold
0 Sell
Strong Buy
premium
$9.19B
132.04%
LIF
Life360, Inc.
$47.70
$0.36
(0.76%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.47B
AMINX
AMINX
< FUND >
Amana Income Fund Institutional Class
$64.65
$0.2
(0.31%)
premium
26 Buy
6 Hold
0 Sell
Moderate Buy
premium
5.43%
DODFX
DODFX
< FUND >
Dodge & Cox International Stock Fund
$52.08
$0.02
(0.04%)
premium
58 Buy
23 Hold
0 Sell
Moderate Buy
premium
8.23%
DODGX
DODGX
< FUND >
Dodge & Cox Stock Fund
$272.40
$0.44
(0.16%)
premium
68 Buy
13 Hold
0 Sell
Moderate Buy
premium
9.97%
FFFFX
FFFFX
< FUND >
Fidelity Freedom 2040
$11.93
$0.02
(0.17%)
premium
premium
12.55%
FCCN
Spectral Capital
$9.61
$0.405
(4.4%)
premium
premium
$555.81M
30566.67%
RDGL
Vivos
$0.12
$0.001
(0.84%)
premium
premium
$51.84M
98.33%
ETST
Earth Science Tech
$0.19
$0.033
(14.82%)
premium
premium
$65.28M
189.47%
AMZN
Amazon
$234.64
$2.43
(1.03%)
premium
49 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.50T
49.10%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$605.04
$3.23
(0.54%)
premium
4K Buy
3K Hold
292 Sell
Moderate Buy
premium
$630.78B
22.60%