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Growth Fund - New Portfolio

Tony Herrera

Growth Fund
Individual Investor
Ranked #75,896 out of 732,094 TipRanks' Investors
Success Rate
61%
60 out of 98
profitable transactions
Average Return
14.42%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
29.24% SWPPX
12.81% SWISX
9.89% SWSSX
6.23% MSFT
5.82% HD
36.01% Others
By Assets
51.93% Funds
38.56% Stocks
9.49% ETFs
0.01% Cash
0.00% Cryptocurrency
By Sector
61.44% General
16.45% Technology
13.45% Consumer Cyclical
8.66% Energy

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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SWPPX
SWPPX
< FUND >
Schwab S&P 500 Index Fund- Select Shares
$78.93
$0.99
(1.27%)
$89.78
(13.75% Upside)
395 Buy
98 Hold
8 Sell
Moderate Buy
premium
25.81%
AAPL
Apple
$181.71
$1.67
(0.91%)
After
0.09%
$205.09
(12.87% Upside)
19 Buy
12 Hold
1 Sell
Moderate Buy
premium
$2.83T
6.26%
SWSSX
SWSSX
< FUND >
Schwab Small-Cap Index Fund-Select Shares
$32.79
$0.32
(0.99%)
$41.07
(25.26% Upside)
1K Buy
657 Hold
58 Sell
Moderate Buy
premium
17.91%
SWISX
SWISX
< FUND >
Schwab International Index Fund - Select Shares
$23.63
$0.23
(0.98%)
$26.10
(10.44% Upside)
342 Buy
414 Hold
29 Sell
Moderate Buy
premium
6.78%
MSFT
Microsoft
$413.54
$6.88
(1.69%)
After
0.07%
$489.56
(18.38% Upside)
31 Buy
1 Hold
1 Sell
Strong Buy
premium
$3.02T
32.83%
TSLA
Tesla
$184.76
$3.57
(1.97%)
After
0.04%
$173.29
(-6.21% Downside)
8 Buy
15 Hold
9 Sell
Hold
premium
$577.85B
5.47%
HD
Home Depot
$342.29
$0.56
(0.16%)
After
0.09%
$388.00
(13.35% Upside)
20 Buy
5 Hold
2 Sell
Moderate Buy
premium
$339.77B
22.24%
HOV
Hovnanian Enterprises
$163.32
$5.5
(3.48%)
After
0%
premium
$965.90M
104.83%
SM
SM Energy
$50.72
$0.59
(1.18%)
After
1.42%
$51.89
(2.31% Upside)
6 Buy
3 Hold
0 Sell
Moderate Buy
premium
$5.80B
92.96%
LPG
Dorian LPG
$42.00
$0.89
(2.08%)
After
0.35%
premium
$1.74B
112.01%