tiprankstipranks

Schwab IRA - New Portfolio

Jim Huddy

Schwab IRA
Individual Investor
Ranked #48,979 out of 788,370 TipRanks' Investors
Success Rate
72%
59 out of 82
profitable transactions
Average Return
25.89%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
21.11% SPY
15.87% QQQ
10.99% AVGO
6.87% META
6.41% SOFI
38.75% Others
By Assets
54.68% Stocks
44.08% ETFs
1.12% Funds
0.12% Cash
0.00% Cryptocurrency
By Sector
45.25% General
20.21% Technology
9.74% Communication Services
8.29% Financial
6.45% Real Estate
10.04% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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META
Meta Platforms
$683.55
$11.29
(1.62%)
premium
44 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.73T
40.61%
MDT
Medtronic
$89.94
$2
(2.27%)
premium
8 Buy
9 Hold
1 Sell
Moderate Buy
premium
$115.33B
5.74%
MAIN
Main Street Capital
$62.27
$0.47
(0.75%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$5.49B
36.14%
AMZN
Amazon
$216.58
$6.3
(2.83%)
premium
47 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.30T
24.06%
AVB
AvalonBay
$218.92
$0.46
(0.21%)
premium
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$31.14B
24.81%
AVGO
Broadcom
$218.66
$8.08
(3.56%)
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.02T
68.67%
WMB
Williams Co
$57.44
$1.01
(1.73%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$70.02B
64.40%
EFC
Ellington Financial
$13.10
$0.02
(0.15%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.19B
8.35%
GNL
Global Net Lease
$7.25
$0.01
(0.14%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.67B
-4.23%
HD
Home Depot
$385.30
$9.34
(2.37%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$382.74B
3.76%
INTC
Intel
$24.87
$1.22
(4.68%)
premium
1 Buy
27 Hold
5 Sell
Hold
premium
$107.69B
-42.13%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.13
$0.58
(0.97%)
premium
1K Buy
568 Hold
50 Sell
Moderate Buy
premium
$39.83B
4.17%
FAX
FAX
< FUND >
Aberdeen Asia-Pacific Income Fund Inc
$15.71
$0.005
(0.03%)
premium
premium
$3.89B
-1.93%
ZM
Zoom Video Communications
$82.50
$0.95
(1.14%)
premium
9 Buy
17 Hold
0 Sell
Moderate Buy
premium
$25.29B
32.81%
CE
Celanese
$52.76
$0.15
(0.29%)
premium
4 Buy
10 Hold
2 Sell
Hold
premium
$5.77B
-64.68%
SVOL
SVOL
< ETF >
Simplify Volatility Premium ETF
$21.12
$0.43
(2%)
premium
premium
$1.15B
-7.81%
SOFI
SoFi Technologies
$14.67
$0.89
(5.72%)
premium
6 Buy
6 Hold
4 Sell
Hold
premium
$15.92B
79.78%
IWM
IWM
< ETF >
iShares Russell 2000 ETF
$217.80
$6.46
(2.88%)
premium
4K Buy
2K Hold
324 Sell
Hold
premium
$72.06B
12.44%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$526.08
$11.15
(2.08%)
premium
1K Buy
615 Hold
61 Sell
Moderate Buy
premium
$341.62B
20.45%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$599.94
$10.44
(1.71%)
premium
4K Buy
3K Hold
284 Sell
Moderate Buy
premium
$636.66B
18.13%
HASI
HASI
$28.04
$0.91
(3.14%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.34B
10.70%
PATH
UiPath
$13.43
$0.74
(5.22%)
premium
2 Buy
13 Hold
1 Sell
Hold
premium
$7.38B
-42.66%
TWLO
Twilio
$114.31
$3.69
(3.13%)
premium
15 Buy
6 Hold
2 Sell
Moderate Buy
premium
$17.53B
102.25%
TDOC
Teladoc
$11.51
$1.18
(9.3%)
premium
5 Buy
8 Hold
0 Sell
Moderate Buy
premium
$1.98B
-20.62%
RWT
Redwood
$6.44
$0.01
(0.16%)
premium
3 Buy
4 Hold
0 Sell
Moderate Buy
premium
$853.43M
4.54%
TECB
TECB
< ETF >
iShares U.S. Tech Breakthrough Multisector ETF
$54.91
$1.351
(2.4%)
premium
2K Buy
818 Hold
103 Sell
Moderate Buy
premium
$461.30M
17.58%
ATYR
aTyr Pharma
$4.32
$0.11
(2.48%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$362.63M
128.57%
U
Unity Software
$28.34
$0.34
(1.21%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$11.42B
-8.64%
ADPT
Adaptive Biotechnologies
$8.27
$0.06
(0.72%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.22B
113.14%
AMD
Advanced Micro Devices
$110.84
$3.33
(2.92%)
premium
25 Buy
11 Hold
1 Sell
Moderate Buy
premium
$179.61B
-39.05%
CRM
Salesforce
$309.80
$8.63
(2.71%)
premium
32 Buy
7 Hold
2 Sell
Moderate Buy
premium
$296.48B
5.50%
DAL
Delta Air Lines
$60.00
$3.75
(5.88%)
premium
14 Buy
0 Hold
0 Sell
Strong Buy
premium
$38.76B
43.81%
MASS
908 Devices
$2.53
$0.19
(6.99%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$88.10M
-64.42%
TLTW
TLTW
< ETF >
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
$23.89
$0.16
(0.67%)
premium
premium
$1.03B
-8.92%
SLDB
Solid Biosciences
$5.78
$0.22
(3.67%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$441.12M
-39.22%