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New Portfolio Aug 2024 - New Portfolio

Chuck Simon

New Portfolio Aug 2024
Individual Investor
Ranked #470,206 out of 783,334 TipRanks' Investors
Success Rate
33%
2 out of 6
profitable transactions
Average Return
-3.70%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
86.50% LGRRX
9.49% OPK
3.65% VSTS
0.35% REI
0.01% Others
By Assets
86.50% Funds
13.50% Stocks
0.00% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
86.50% General
9.49% Healthcare
3.65% Industrials
0.35% Energy

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
gdy5lvt
gdy5lvt
gdy5lvt
premium
gdy5lvt
premium
gdy5lvt
gdy5lvt
gdy5lvt
20c1m33f
20c1m33f
20c1m33f
premium
20c1m33f
premium
20c1m33f
20c1m33f
20c1m33f
l02yj186sq9
l02yj186sq9
l02yj186sq9
premium
l02yj186sq9
premium
l02yj186sq9
l02yj186sq9
l02yj186sq9
978bn3w53o5
978bn3w53o5
978bn3w53o5
premium
978bn3w53o5
premium
978bn3w53o5
978bn3w53o5
978bn3w53o5
ef42716e
ef42716e
ef42716e
premium
ef42716e
premium
ef42716e
ef42716e
ef42716e
fwcz2vns54
fwcz2vns54
fwcz2vns54
premium
fwcz2vns54
premium
fwcz2vns54
fwcz2vns54
fwcz2vns54
yvvygcb1
yvvygcb1
yvvygcb1
premium
yvvygcb1
premium
yvvygcb1
yvvygcb1
yvvygcb1
bj1czfl5hg5
bj1czfl5hg5
bj1czfl5hg5
premium
bj1czfl5hg5
premium
bj1czfl5hg5
bj1czfl5hg5
bj1czfl5hg5
1nq8m2
1nq8m2
1nq8m2
premium
1nq8m2
premium
1nq8m2
1nq8m2
1nq8m2
qcyknw9pukl
qcyknw9pukl
qcyknw9pukl
premium
qcyknw9pukl
premium
qcyknw9pukl
qcyknw9pukl
qcyknw9pukl
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LGRRX
LGRRX
< FUND >
Loomis Sayles Funds - Growth Fund Class A (Trust II)
$27.49
$0.29
(1.07%)
premium
31 Buy
6 Hold
1 Sell
Moderate Buy
premium
24.60%
OPK
Opko Health
$1.51
$0.01
(0.67%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.02B
48.51%
VSTS
Vestis Corporation
$15.84
$0.17
(1.08%)
premium
1 Buy
3 Hold
1 Sell
Hold
premium
$2.11B
-26.77%
REI
Ring Energy
$1.34
$0.04
(2.9%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$263.60M
-3.60%