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New Portfolio Jun 2024
- New Portfolio
Performance
Portfolio Details
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
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
$49.78
$0.04
(
0.08%
)
premium
456
Buy
256
Hold
24
Sell
Moderate Buy
premium
―
5.04%
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
< 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
< 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
< 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
< FUND >
Dodge & Cox Stock Fund
$272.40
$0.44
(
0.16%
)
premium
68
Buy
13
Hold
0
Sell
Moderate Buy
premium
―
9.97%
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
< 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%
17
Results | Showing
1
out of
1
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