tiprankstipranks

New Portfolio - New Portfolio

Sam Carson

New Portfolio
Individual Investor
Ranked #137,287 out of 729,985 TipRanks' Investors
Success Rate
68%
15 out of 22
profitable transactions
Average Return
11.82%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
31.93% VTWAX
23.40% VDIGX
18.61% VTMFX
6.14% MRK
4.75% PRGSX
15.17% Others
By Assets
70.24% Funds
20.25% Cash
7.82% Stocks
1.69% ETFs
0.00% Cryptocurrency
By Sector
90.19% General
6.54% Healthcare
1.81% Technology
0.98% Consumer Cyclical
0.48% Communication Services

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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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%
MRK
Merck & Company
$127.00
$0.12
(0.09%)
$135.44
(6.65% Upside)
17 Buy
2 Hold
1 Sell
Strong Buy
premium
$321.34B
12.43%
PFE
Pfizer
$26.27
$0.05
(0.19%)
$31.57
(20.18% Upside)
7 Buy
10 Hold
0 Sell
Moderate Buy
premium
$148.62B
-30.66%
MSFT
Microsoft
$409.06
$1.49
(0.37%)
$477.41
(16.71% Upside)
32 Buy
1 Hold
1 Sell
Strong Buy
premium
$3.03T
45.83%
AAPL
Apple
$169.02
$2.12
(1.27%)
$200.71
(18.75% Upside)
17 Buy
11 Hold
2 Sell
Moderate Buy
premium
$2.58T
1.49%
AMZN
Amazon
$176.59
$2.95
(1.64%)
$213.31
(20.79% Upside)
42 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.87T
69.04%
PRGSX
PRGSX
< FUND >
T. Rowe Price Global Stock Fund
$61.81
$1.14
(1.88%)
$70.73
(14.43% Upside)
60 Buy
14 Hold
1 Sell
Moderate Buy
premium
24.32%
VDIGX
VDIGX
< FUND >
Vanguard Specialized Portfolios, Vanguard Dividend Growth Fund
$37.90
$0.25
(0.66%)
$42.33
(11.69% Upside)
36 Buy
6 Hold
0 Sell
Moderate Buy
premium
8.70%
VFWAX
VFWAX
< FUND >
Vanguard FTSE All-World ex-US Index Fd Admiral
$35.67
$0.34
(0.96%)
premium
8.96%
TRBCX
TRBCX
< FUND >
T. Rowe Price Blue Chip Growth Fund, Inc.
$165.23
$3
(1.85%)
$190.96
(15.57% Upside)
71 Buy
9 Hold
0 Sell
Strong Buy
premium
36.90%