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New Portfolio - New Portfolio

Renu

New Portfolio
Individual Investor
Ranked #294,168 out of 769,291 TipRanks' Investors
Success Rate
50%
32 out of 64
profitable transactions
Average Return
15.29%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
27.27% AAPL
22.92% NVDA
15.08% MSFT
7.76% TSLA
6.14% FXAIX
20.83% Others
By Assets
93.86% Stocks
6.14% Funds
0.00% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
65.27% Technology
12.24% Consumer Cyclical
6.20% Healthcare
6.14% General
4.98% Financial
5.18% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AAPL
Apple
$229.46
$0.935
(0.41%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.45T
19.45%
MSFT
Microsoft
$412.85
$0.02
(>0.01%)
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.07T
9.27%
TSLA
Tesla
$342.71
$3.07
(0.9%)
premium
11 Buy
14 Hold
9 Sell
Hold
premium
$1.09T
41.80%
AMZN
Amazon
$197.08
$1.3
(0.66%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.09T
35.22%
GOOGL
Alphabet Class A
$165.62
$2.01
(1.2%)
premium
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$2.06T
21.04%
PFE
Pfizer
$25.58
$0.45
(1.79%)
premium
7 Buy
12 Hold
1 Sell
Moderate Buy
premium
$142.41B
-17.69%
EYPT
EyePoint Pharmaceuticals
$8.68
$0.33
(3.95%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$569.90M
39.17%
JPM
JPMorgan Chase & Co.
$247.53
$2.77
(1.13%)
premium
10 Buy
6 Hold
1 Sell
Moderate Buy
premium
$689.08B
57.03%
FXAIX
FXAIX
< FUND >
Fidelity 500 Index Fund
$206.95
$1.13
(0.55%)
premium
396 Buy
103 Hold
7 Sell
Moderate Buy
premium
30.38%
JNJ
Johnson & Johnson
$156.95
$1.45
(0.93%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$374.39B
3.10%
NVDA
Nvidia
$143.41
$3.26
(2.22%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.59T
201.07%
CMPS
COMPASS Pathways
$4.44
$0.01
(0.22%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$304.47M
-26.45%
BAC
Bank of America
$46.80
$0.34
(0.73%)
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$356.48B
55.29%
CRSP
Crispr Therapeutics AG
$46.90
$0.61
(1.32%)
premium
9 Buy
6 Hold
2 Sell
Moderate Buy
premium
$3.95B
-30.06%
WMT
Walmart
$89.89
$1.505
(1.7%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$710.50B
67.81%
PRAX
Praxis Precision Medicines
$72.78
$0.285
(0.39%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.36B
359.06%
FBALX
FBALX
< FUND >
Fidelity Balanced Fund
$30.29
$0.1
(0.33%)
premium
premium
16.07%