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New Portfolio Jun 2024 - New Portfolio

New Portfolio Jun 2024
Individual Investor
Ranked #407,835 out of 769,002 TipRanks' Investors
Success Rate
47%
22 out of 47
profitable transactions
Average Return
2.71%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
30.65% FXAIX
24.00% FFFFX
13.52% GLD
11.67% FSPSX
7.65% DODFX
12.51% Others
By Assets
84.30% Funds
13.52% ETFs
2.18% Stocks
0.00% Cryptocurrency
0.00% Cash
By Sector
98.96% General
1.04% 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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FSPSX
FSPSX
< FUND >
Fidelity International Index Fund
$49.24
$0.03
(0.06%)
premium
461 Buy
263 Hold
32 Sell
Moderate Buy
premium
7.30%
GLD
GLD
< ETF >
SPDR Gold Shares
$246.66
$2.04
(0.83%)
premium
premium
$73.09B
31.24%
WOOF
Petco Health and Wellness Company
$4.17
$0.2
(5.04%)
premium
3 Buy
6 Hold
1 Sell
Hold
premium
$1.11B
2.06%
NVDA
Nvidia
$146.67
$0.78
(0.53%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.61T
192.11%
FXAIX
FXAIX
< FUND >
Fidelity 500 Index Fund
$206.95
$1.13
(0.55%)
premium
396 Buy
103 Hold
7 Sell
Moderate Buy
premium
30.38%
NEP
Nextera Energy Partners
$16.35
$0.27
(1.68%)
premium
3 Buy
7 Hold
4 Sell
Hold
premium
$2.97B
-32.06%
VERX
Vertex
$53.44
$1.13
(2.16%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$7.99B
93.03%
LIF
Life360, Inc.
$42.47
$0.24
(0.57%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
AMINX
AMINX
< FUND >
Amana Income Fund Institutional Class
$67.62
$0.42
(0.63%)
premium
27 Buy
6 Hold
0 Sell
Moderate Buy
premium
12.28%
DODFX
DODFX
< FUND >
Dodge & Cox International Stock Fund
$52.49
$0.01
(0.02%)
premium
58 Buy
24 Hold
0 Sell
Moderate Buy
premium
10.25%
DODGX
DODGX
< FUND >
Dodge & Cox Stock Fund
$283.27
$1.66
(0.59%)
premium
60 Buy
19 Hold
0 Sell
Moderate Buy
premium
21.80%
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FFFFX
< FUND >
Fidelity Freedom 2040
$12.03
$0.05
(0.42%)
premium
premium
19.44%
FCCN
Spectral Capital
$3.82
$0.38
(9.05%)
premium
premium
$299.91M
7677.78%
RDGL
Vivos
$0.09
$0.001
(1.55%)
premium
premium
$39.57M
71.15%
ETST
Earth Science Tech
$0.13
$0.029
(18.13%)
premium
premium
$48.58M
113.33%
AMZN
Amazon
$198.38
$4.5
(2.22%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.15T
40.99%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$593.67
$3.17
(0.54%)
premium
4K Buy
3K Hold
326 Sell
Moderate Buy
premium
$627.39B
29.77%