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SWM Strategy #3DT - New Portfolio

Shep Fargotstein

SWM Strategy #3DT
Individual Investor
Ranked #73,620 out of 769,002 TipRanks' Investors
Success Rate
50%
302 out of 610
profitable transactions
Average Return
52.95%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
24.21% NVDA
8.72% CRM
8.57% VRT
8.23% AMZN
8.13% TSM
42.14% Others
By Assets
99.98% Stocks
0.02% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
72.21% Technology
11.66% Industrials
8.23% Consumer Cyclical
7.91% Communication Services

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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3xxtbm3b2h
3xxtbm3b2h
premium
3xxtbm3b2h
premium
3xxtbm3b2h
3xxtbm3b2h
3xxtbm3b2h
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lyzqdohxzfd
lyzqdohxzfd
premium
lyzqdohxzfd
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lyzqdohxzfd
lyzqdohxzfd
lyzqdohxzfd
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tnb0gya5vlb
tnb0gya5vlb
premium
tnb0gya5vlb
premium
tnb0gya5vlb
tnb0gya5vlb
tnb0gya5vlb
8r6hmp
8r6hmp
8r6hmp
premium
8r6hmp
premium
8r6hmp
8r6hmp
8r6hmp
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o65oup6q8b
o65oup6q8b
premium
o65oup6q8b
premium
o65oup6q8b
o65oup6q8b
o65oup6q8b
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shqnl6xmn6o
shqnl6xmn6o
premium
shqnl6xmn6o
premium
shqnl6xmn6o
shqnl6xmn6o
shqnl6xmn6o
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pwqza667zv
pwqza667zv
premium
pwqza667zv
premium
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pwqza667zv
pwqza667zv
em0550qsks
em0550qsks
em0550qsks
premium
em0550qsks
premium
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em0550qsks
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6h5ij0oalfd
6h5ij0oalfd
premium
6h5ij0oalfd
premium
6h5ij0oalfd
6h5ij0oalfd
6h5ij0oalfd
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qv2k6byy7
qv2k6byy7
premium
qv2k6byy7
premium
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INTU
Intuit
$678.70
$28.1
(4.32%)
premium
18 Buy
3 Hold
0 Sell
Strong Buy
premium
$180.45B
15.73%
NVDA
Nvidia
$146.67
$0.78
(0.53%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.61T
192.11%
SMR
NuScale Power
$27.67
$1.93
(7.5%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$6.90B
937.90%
AMZN
Amazon
$198.38
$4.5
(2.22%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.15T
40.99%
META
Meta Platforms
$563.09
$2.43
(0.43%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.42T
67.82%
CRM
Salesforce
$335.78
$10.08
(3.09%)
premium
34 Buy
8 Hold
1 Sell
Strong Buy
premium
$309.20B
45.19%
MSFT
Microsoft
$412.87
$1.79
(0.43%)
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.11T
11.37%
TSM
Taiwan Semiconductor Manufacturing
$191.24
$2.88
(1.53%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$827.92B
91.40%
NVMI
Nova
$179.72
$5.54
(3.18%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$5.16B
41.76%
AMAT
Applied Materials
$175.75
$5.66
(3.33%)
premium
13 Buy
7 Hold
0 Sell
Moderate Buy
premium
$139.58B
14.23%
ASML
ASML Holding
$672.16
$13.73
(2.09%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$259.18B
-3.80%
ARM
ARM Holdings PLC ADR
$133.14
$0.56
(0.42%)
premium
14 Buy
4 Hold
1 Sell
Moderate Buy
premium
$139.85B
127.92%
VRT
Vertiv Holdings
$141.49
$3.95
(2.87%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$52.90B
222.64%