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SAM2-NR ****2708 - New Portfolio

SAM2-NR ****2708
Individual Investor
Ranked #489,317 out of 781,066 TipRanks' Investors
Success Rate
50%
23 out of 46
profitable transactions
Average Return
-0.78%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
19.61% PRWCX
15.48% JABAX
10.71% AMCPX
10.50% AWSHX
8.87% QQQ
34.83% Others
By Assets
76.95% Funds
17.63% ETFs
5.42% Stocks
0.00% Cryptocurrency
0.00% Cash
By Sector
94.58% General
2.70% Communication Services
1.47% Technology
1.26% Financial

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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V
Visa
$319.62
$2.37
(0.75%)
premium
20 Buy
3 Hold
0 Sell
Strong Buy
premium
$622.14B
18.32%
MSFT
Microsoft
$429.03
$4.45
(1.05%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.16T
9.01%
AVEFX
AVEFX
< FUND >
Ave Maria Bond Fund Class R
$12.17
$0.03
(0.25%)
premium
premium
4.45%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.99
$0.16
(0.57%)
premium
430 Buy
422 Hold
69 Sell
Moderate Buy
premium
$67.47B
10.91%
ABALX
ABALX
< FUND >
American Balanced Fund, Class A Shs
$34.79
$0.1
(0.29%)
premium
321 Buy
3K Hold
4 Sell
Strong Buy
premium
10.09%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$521.74
$8.66
(1.69%)
premium
3K Buy
1K Hold
142 Sell
Strong Buy
premium
$322.41B
24.23%
WBAIX
WBAIX
< FUND >
Balanced Fund - Institutional Class
$17.03
$0.05
(0.29%)
premium
54 Buy
179 Hold
0 Sell
Strong Buy
premium
3.27%
AMCPX
AMCPX
< FUND >
AMCAP Fund, Class A Shares A
$43.25
$0.05
(0.12%)
premium
156 Buy
19 Hold
1 Sell
Moderate Buy
premium
14.22%
AWSHX
AWSHX
< FUND >
Washington Mutual Invs Fd Cl A Shs
$62.52
$0.22
(0.35%)
premium
154 Buy
40 Hold
3 Sell
Moderate Buy
premium
10.58%
JABAX
JABAX
< FUND >
Janus Henderson Balanced Fund - T Shares
$45.89
$0
(0%)
premium
126 Buy
718 Hold
0 Sell
Strong Buy
premium
8.13%
PRWCX
PRWCX
< FUND >
T. Rowe Price Capital Appreciation Fund
$35.12
$0.02
(0.06%)
premium
232 Buy
177 Hold
0 Sell
Strong Buy
premium
4.31%
NFLX
Netflix
$858.10
$15.73
(1.87%)
premium
23 Buy
8 Hold
2 Sell
Moderate Buy
premium
$360.08B
75.37%