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New Portfolio Jun 2024 - New Portfolio

New Portfolio Jun 2024
Individual Investor
Ranked #427,009 out of 775,923 TipRanks' Investors
Success Rate
40%
19 out of 47
profitable transactions
Average Return
2.39%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
31.25% FXAIX
24.30% FFFFX
13.60% GLD
11.48% FSPSX
7.42% DODFX
11.95% Others
By Assets
84.21% Funds
13.60% ETFs
2.19% Stocks
0.00% Cryptocurrency
0.00% Cash
By Sector
98.94% General
1.06% 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
$47.27
$1.46
(3%)
premium
456 Buy
267 Hold
33 Sell
Moderate Buy
premium
0.90%
GLD
GLD
< ETF >
SPDR Gold Shares
$242.10
$2.5
(1.04%)
premium
premium
$73.12B
27.24%
WOOF
Petco Health and Wellness Company
$3.96
$0.03
(0.76%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$1.09B
32.00%
NVDA
Nvidia
$134.70
$4.02
(3.08%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.30T
175.86%
FXAIX
FXAIX
< FUND >
Fidelity 500 Index Fund
$205.83
$1.51
(0.74%)
premium
397 Buy
102 Hold
7 Sell
Moderate Buy
premium
25.01%
NEP
Nextera Energy Partners
$17.61
$0.11
(0.63%)
premium
4 Buy
8 Hold
3 Sell
Hold
premium
$3.29B
-41.98%
VERX
Vertex
$53.53
$0.06
(0.11%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$8.35B
98.70%
LIF
Life360, Inc.
$40.73
$1.33
(3.16%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
AMINX
AMINX
< FUND >
Amana Income Fund Institutional Class
$63.72
$0.46
(0.73%)
premium
29 Buy
4 Hold
0 Sell
Moderate Buy
premium
8.37%
DODFX
DODFX
< FUND >
Dodge & Cox International Stock Fund
$49.70
$0.16
(0.32%)
premium
58 Buy
23 Hold
0 Sell
Moderate Buy
premium
2.12%
DODGX
DODGX
< FUND >
Dodge & Cox Stock Fund
$257.67
$3.29
(1.29%)
premium
66 Buy
15 Hold
0 Sell
Moderate Buy
premium
6.25%
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< FUND >
Fidelity Freedom 2040
$11.88
$0.07
(0.59%)
premium
premium
12.61%
FCCN
Spectral Capital
$4.94
$0.238
(5.05%)
premium
premium
$354.41M
10877.78%
RDGL
Vivos
$0.09
$0.008
(10%)
premium
premium
$36.75M
25.71%
ETST
Earth Science Tech
$0.11
$0.001
(0.9%)
premium
premium
$33.40M
83.33%
AMZN
Amazon
$224.92
$1.63
(0.73%)
premium
46 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.37T
46.60%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$591.15
$7.016
(1.2%)
premium
4K Buy
3K Hold
332 Sell
Moderate Buy
premium
$618.16B
24.81%