RF Portfolio - New Portfolio

RF Portfolio
Individual Investor
Ranked #88,731 out of 767,938 TipRanks' Investors
Success Rate
58%
33 out of 57
profitable transactions
Average Return
44.03%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
41.46% VFINX
20.81% GOOG
6.49% SHOP
6.31% NVDA
5.83% FIGFX
19.10% Others
By Assets
50.41% Funds
49.59% Stocks
0.00% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
50.41% General
20.81% Communication Services
17.85% Technology
4.66% Healthcare
3.02% Energy
3.24% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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premium
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GOOG
Alphabet Class C
$173.89
$3.46
(1.95%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.12T
30.04%
SHEL
Shell
$65.47
$0.368
(0.57%)
premium
3 Buy
4 Hold
0 Sell
Moderate Buy
premium
$198.54B
1.84%
SHOP
Shopify
$108.49
$0.59
(0.54%)
premium
18 Buy
12 Hold
2 Sell
Moderate Buy
premium
$140.08B
61.25%
TTD
Trade Desk
$118.15
$7.73
(6.14%)
premium
21 Buy
3 Hold
2 Sell
Moderate Buy
premium
$58.32B
84.98%
VFINX
VFINX
< FUND >
Vanguard Index Trust 500 Index Fund
$542.53
$7.19
(1.31%)
premium
397 Buy
99 Hold
8 Sell
Moderate Buy
premium
32.07%
FBNDX
FBNDX
< FUND >
Fidelity Investment Grade Bond Fund
$7.13
$0
(0%)
premium
premium
2.89%
FIGFX
FIGFX
< FUND >
Fidelity International Growth Fund
$20.20
$0.27
(1.32%)
premium
49 Buy
20 Hold
2 Sell
Moderate Buy
premium
13.74%
NVDA
Nvidia
$141.98
$4.78
(3.26%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.48T
200.20%
UPST
Upstart Holdings
$68.36
$0.975
(1.45%)
premium
3 Buy
7 Hold
3 Sell
Hold
premium
$6.24B
159.17%
CRWD
CrowdStrike Holdings
$336.75
$7.61
(2.21%)
premium
34 Buy
6 Hold
0 Sell
Strong Buy
premium
$82.55B
68.56%
ETSY
Etsy
$49.63
$1.41
(2.76%)
premium
7 Buy
11 Hold
4 Sell
Hold
premium
$5.58B
-27.24%
SMCI
Super Micro Computer
$18.58
$0.57
(3.16%)
premium
3 Buy
6 Hold
2 Sell
Hold
premium
$10.88B
-36.51%
PFE
Pfizer
$24.80
$1.22
(4.69%)
premium
7 Buy
12 Hold
1 Sell
Moderate Buy
premium
$140.54B
-12.60%