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Fundamentals Baker - New Portfolio

Alexander Daly

Fundamentals Baker
Individual Investor
Ranked #7,989 out of 781,066 TipRanks' Investors
Success Rate
84%
53 out of 63
profitable transactions
Average Return
89.49%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
96.93% NVDA
0.77% AFRM
0.57% MSFT
0.54% PK
0.34% CCL
0.85% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
98.27% Technology
0.55% Real Estate
0.45% Industrials
0.36% Financial
0.36% Consumer Cyclical
0.01% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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CWBC
Community West Bancshares
$18.90
$0.22
(1.18%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$353.90M
-6.48%
CRS
Carpenter Technology
$206.58
$5.85
(2.91%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$10.01B
213.43%
PK
Park Hotels & Resorts
$13.62
$0.02
(0.15%)
premium
4 Buy
6 Hold
0 Sell
Moderate Buy
premium
$2.81B
-14.88%
SRI
Stoneridge
$5.85
$0.03
(0.52%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$161.14M
-65.30%
SMBC
Southern Missouri Bancorp
$56.41
$0.68
(1.22%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$628.48M
18.33%
TCBK
Trico Bancshares
$42.95
$0.25
(0.59%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.41B
9.62%
SFST
Southern First Bancshares
$36.98
$0.78
(2.15%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$295.39M
2.92%
WTBA
West Bancorporation
$21.34
$0.26
(1.23%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$354.83M
9.32%
UNTY
Unity Bancorp
$47.15
$0.9
(1.95%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$461.85M
67.02%
CCL
Carnival
$25.85
$0.8
(3.19%)
premium
11 Buy
3 Hold
1 Sell
Moderate Buy
premium
$31.35B
49.59%
SAVEQ
Spirit Airlines
$0.50
$0.019
(3.96%)
premium
0 Buy
1 Hold
4 Sell
Strong Sell
premium
$52.57M
-91.25%
SBFG
SB Financial Group
$20.29
$0.04
(0.2%)
premium
premium
$134.70M
33.05%
FMNB
Farmers National Banc Oh
$13.31
$0.05
(0.38%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$498.41M
0.60%
EADSY
Airbus SE
$41.30
$0.94
(2.33%)
premium
0 Buy
0 Hold
1 Sell
Moderate Sell
premium
$128.35B
1.72%
MBWM
Mercantile Bank
$44.21
$0.45
(1.03%)
premium
premium
$706.37M
14.30%
MGPI
MGP Ingredients
$36.05
$0.14
(0.39%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$788.34M
-59.29%
AROW
Arrow Financial
$27.39
$0.11
(0.4%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$456.64M
6.12%
MATV
Mativ Holdings
$9.56
$0.11
(1.14%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$525.43M
-24.61%
SHBI
Shore Bancshares
$15.49
$0.12
(0.78%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$512.23M
19.34%
RBCAA
Republic Bancorp
$68.43
$0.94
(1.39%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$1.17B
35.77%
SRCE
1St Source
$57.85
$0.35
(0.61%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$1.41B
14.04%
FBNC
First Bancorp
$44.14
$0.65
(1.49%)
premium
premium
$1.80B
31.09%
WSR
Whitestone REIT
$13.41
$0.17
(1.25%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$687.78M
7.11%
FLIC
The First Of Long Island
$11.80
$0.09
(0.77%)
premium
premium
$264.01M
-3.83%
AFRM
Affirm Holdings
$57.99
$0.01
(0.02%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$18.22B
44.47%
FRME
First Merchants
$40.27
$0.32
(0.8%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$2.34B
15.78%
IBCP
Independent Bank
$34.42
$0.45
(1.29%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$728.58M
36.80%
CAC
Camden National
$44.05
$0.16
(0.36%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$740.74M
22.87%
CRAI
Cra International
$182.75
$0.17
(0.09%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.24B
71.97%
THFF
First Financial Indiana
$46.44
$0.28
(0.61%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$545.07M
16.62%
MSFT
Microsoft
$429.03
$4.45
(1.05%)
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.16T
8.93%
INDB
Independent Bank
$67.04
$3.12
(4.88%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$2.71B
9.85%
BA
Boeing
$171.09
$2.16
(1.28%)
premium
15 Buy
5 Hold
1 Sell
Moderate Buy
premium
$126.39B
-19.15%
DIN
Dine Brands Global
$26.64
$0.05
(0.19%)
premium
1 Buy
6 Hold
0 Sell
Hold
premium
$406.93M
-40.23%
NKSH
National Bankshares
$29.14
$0.79
(2.79%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$180.33M
-10.91%
SMP
Standard Motor Products
$31.21
$0.21
(0.67%)
premium
premium
$682.50M
-21.62%
GBCI
Glacier Bancorp
$51.19
$0.98
(1.95%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$5.69B
29.27%
HFWA
Heritage Financial
$24.55
$0.24
(0.99%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$830.27M
20.88%
FBIZ
First Business Financial
$45.95
$0.53
(1.17%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$376.76M
23.19%
CCNE
Cnb Financial
$24.31
$0.32
(1.33%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$503.49M
15.32%
AFG
American Financial Group
$135.13
$2.62
(1.9%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$11.56B
14.58%
NVDA
Nvidia
$137.71
$4.14
(3.1%)
premium
36 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.27T
141.14%
BHRB
Burke & Herbert Bank & Company
$62.18
$0.97
(1.58%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$916.17M
8.80%
PFS
Provident Financial Services
$19.32
$0.08
(0.42%)
premium
4 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.51B
16.18%
WTFC
Wintrust Financial
$135.05
$1.6
(1.2%)
premium
10 Buy
1 Hold
0 Sell
Strong Buy
premium
$8.87B
41.19%