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New Portfolio Jun 2024
- New Portfolio
Performance
Portfolio Details
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
Select Columns
17
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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FSPSX
< FUND >
Fidelity International Index Fund
$47.27
$1.46
(
3%
)
premium
456
Buy
267
Hold
33
Sell
Moderate Buy
premium
―
0.90%
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
< 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
< 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
< 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
< FUND >
Dodge & Cox Stock Fund
$257.67
$3.29
(
1.29%
)
premium
66
Buy
15
Hold
0
Sell
Moderate Buy
premium
―
6.25%
FFFFX
< 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
< 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%
17
Results | Showing
1
out of
1
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