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SAM2-NR ****2708 - New Portfolio

SAM2-NR ****2708
Individual Investor
Ranked #613,497 out of 770,014 TipRanks' Investors
Success Rate
68%
23 out of 34
profitable transactions
Average Return
-13.10%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
19.51% PRWCX
15.49% JABAX
10.63% AMCPX
10.48% AWSHX
9.07% SCHD
34.82% Others
By Assets
76.76% Funds
19.84% ETFs
3.40% Stocks
0.00% Cryptocurrency
0.00% Cash
By Sector
96.60% General
1.45% Technology
1.22% Financial
0.73% Consumer Cyclical

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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CROX
Crocs
$104.06
$4.47
(4.12%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$6.33B
14.74%
V
Visa
$311.82
$1.37
(0.44%)
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$613.77B
23.16%
MSFT
Microsoft
$427.99
$9.2
(2.2%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
10.96%
AVEFX
AVEFX
< FUND >
Ave Maria Bond Fund Class R
$12.42
$0.03
(0.24%)
premium
premium
8.28%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$29.45
$0.06
(0.2%)
premium
428 Buy
434 Hold
68 Sell
Moderate Buy
premium
$65.66B
23.25%
ABALX
ABALX
< FUND >
American Balanced Fund, Class A Shs
$36.76
$0.23
(0.63%)
premium
premium
18.41%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$509.31
$2.72
(0.54%)
premium
1K Buy
628 Hold
73 Sell
Moderate Buy
premium
$310.27B
29.97%
WBAIX
WBAIX
< FUND >
Balanced Fund - Institutional Class
$17.96
$0.11
(0.62%)
premium
premium
9.38%
AMCPX
AMCPX
< FUND >
AMCAP Fund, Class A Shares A
$45.87
$0.42
(0.92%)
premium
155 Buy
21 Hold
0 Sell
Moderate Buy
premium
24.48%
AWSHX
AWSHX
< FUND >
Washington Mutual Invs Fd Cl A Shs
$65.75
$0.36
(0.55%)
premium
151 Buy
38 Hold
3 Sell
Moderate Buy
premium
17.87%
JABAX
JABAX
< FUND >
Janus Henderson Balanced Fund - T Shares
$48.70
$0.24
(0.5%)
premium
premium
18.77%
PRWCX
PRWCX
< FUND >
T. Rowe Price Capital Appreciation Fund
$38.84
$0.18
(0.47%)
premium
premium
14.58%
HDV
HDV
< ETF >
iShares Core High Dividend ETF
$120.95
$0.31
(0.26%)
premium
432 Buy
362 Hold
47 Sell
Moderate Buy
premium
$11.22B
22.63%