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New Portfolio Jun 2024
- New Portfolio
Performance
Portfolio Details
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
Select Columns
17
Results | Showing
1
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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
$49.24
$0.03
(
0.06%
)
premium
461
Buy
263
Hold
32
Sell
Moderate Buy
premium
―
7.30%
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
< 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
< 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
< 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
< FUND >
Dodge & Cox Stock Fund
$283.27
$1.66
(
0.59%
)
premium
60
Buy
19
Hold
0
Sell
Moderate Buy
premium
―
21.80%
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
< 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%
17
Results | Showing
1
out of
1
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