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New Portfolio - New Portfolio

New Portfolio
Individual Investor
Ranked #247,120 out of 729,985 TipRanks' Investors
Success Rate
36%
8 out of 22
profitable transactions
Average Return
30.50%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
27.39% AMZN
22.71% META
8.69% GOOG
7.43% FXNAX
7.38% MSFT
26.40% Others
By Assets
81.67% Stocks
10.93% Funds
7.40% ETFs
0.00% Cryptocurrency
0.00% Cash
By Sector
36.67% Communication Services
27.39% Consumer Cyclical
18.33% General
8.63% Technology
6.19% Real Estate
2.79% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ZM
Zoom Video Communications
$61.65
$0.03
(0.05%)
$78.05
(26.60% Upside)
7 Buy
16 Hold
1 Sell
Hold
premium
$18.95B
-6.35%
UATXX
UATXX
< FUND >
USAA Investment Trust Treasury Money Market Fund
premium
FXNAX
FXNAX
< FUND >
Fidelity U.S. Bond Index Fund
$10.03
$0.01
(0.1%)
premium
-3.74%
BRLIX
BRLIX
< FUND >
Bridgeway Blue Chip Fund
$9.81
$0
(0%)
premium
0.00%
GOOG
Alphabet Class C
$161.10
$1.18
(0.74%)
$168.64
(4.68% Upside)
10 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.98T
49.77%
DIS
Walt Disney
$113.92
$0.21
(0.18%)
$128.93
(13.18% Upside)
24 Buy
3 Hold
1 Sell
Strong Buy
premium
$208.58B
14.44%
LQD
LQD
< ETF >
iShares iBoxx $ Investment Grade Corporate Bond ETF
$105.04
$0.41
(0.39%)
premium
$28.20B
0.52%
BNDX
BNDX
< ETF >
Vanguard Total International Bond ETF
$48.37
$0.21
(0.43%)
premium
$53.58B
4.91%
META
Meta Platforms
$493.50
$2.6
(0.52%)
$554.27
(12.31% Upside)
39 Buy
2 Hold
1 Sell
Strong Buy
premium
$1.26T
133.39%
DUK
Duke Energy
$98.96
$0.76
(0.77%)
$99.80
(0.85% Upside)
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$75.76B
3.78%