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Fundamentals Baker - New Portfolio

Alexander Daly

Fundamentals Baker
Individual Investor
Ranked #13,227 out of 728,988 TipRanks' Investors
Success Rate
77%
46 out of 60
profitable transactions
Average Return
51.01%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
95.42% NVDA
1.14% PK
0.94% MSFT
0.73% AFRM
0.40% BA
1.37% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
97.09% Technology
1.15% Real Estate
0.80% Industrials
0.53% Financial
0.38% Consumer Cyclical
0.05% 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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CWBC
Community West Bancshares
$18.10
$0.29
(1.58%)
$24.67
(36.30% Upside)
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$347.02M
5.49%
CRS
Carpenter Technology
$78.04
$1.34
(1.69%)
$87.50
(12.12% Upside)
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$3.92B
65.03%
PK
Park Hotels & Resorts
$16.15
$0.02
(0.12%)
$20.89
(29.35% Upside)
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.40B
53.63%
SRI
Stoneridge
$15.61
$0.26
(1.69%)
$27.50
(76.17% Upside)
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$422.95M
-19.88%
SMBC
Southern Missouri Bancorp
$41.63
$1.56
(3.89%)
$52.50
(26.11% Upside)
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$455.62M
16.43%
TCBK
Trico Bancshares
$33.58
$1.51
(4.71%)
$42.00
(25.07% Upside)
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$1.07B
-14.11%
SFST
Southern First Bancshares
$29.00
$1.74
(6.38%)
$44.00
(51.72% Upside)
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$222.34M
-8.37%
WTBA
West Bancorporation
$16.91
$0.65
(4%)
$21.00
(24.19% Upside)
0 Buy
1 Hold
0 Sell
Hold
premium
$271.95M
-3.77%
UNTY
Unity Bancorp
$26.91
$0.515
(1.95%)
$34.50
(28.21% Upside)
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$267.67M
18.86%
CCL
Carnival
$14.12
$0.06
(0.42%)
$22.75
(61.12% Upside)
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$17.82B
43.49%