Roth Contributory IRA - New Portfolio

Alan Begane

Roth Contributory IRA
Individual Investor
Ranked #135,320 out of 757,311 TipRanks' Investors
Success Rate
55%
102 out of 184
profitable transactions
Average Return
17.45%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
15.67% AAPL
12.89% AMZN
6.25% VRT
6.04% SCHD
5.52% CARR
53.63% Others
By Assets
89.61% Stocks
9.54% ETFs
0.84% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
24.04% Healthcare
19.16% Technology
14.47% Industrials
12.89% Consumer Cyclical
11.95% Financial
17.48% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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OBDC
Blue Owl Capital
$14.94
$0.15
(1.01%)
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
$5.77B
6.33%
ARC
ARC Document Solutions
$3.37
$0.01
(0.3%)
premium
premium
$146.18M
4.00%
EVLV
Evolv Technologies Holdings
$4.29
$0.16
(3.87%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$650.68M
-25.05%
VIST
Vista Oil & Gas SAB de CV
$47.70
$0.76
(1.62%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$4.39B
73.08%
VKTX
Viking Therapeutics
$68.16
$3.71
(5.76%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$7.14B
367.03%
CRBP
Corbus Pharmaceuticals
$51.70
$2.37
(4.8%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$594.13M
613.89%
BRSP
BrightSpire Capital
$6.19
$0.1
(1.64%)
premium
1 Buy
2 Hold
1 Sell
Hold
premium
$795.53M
-10.96%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$84.87
$0.73
(0.87%)
premium
403 Buy
456 Hold
67 Sell
Moderate Buy
premium
$60.72B
14.59%
AMZN
Amazon
$189.87
$3.44
(1.85%)
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.96T
35.46%
AAPL
Apple
$228.87
$8.18
(3.71%)
premium
24 Buy
8 Hold
1 Sell
Moderate Buy
premium
$3.36T
23.24%
SOXQ
SOXQ
< ETF >
Invesco PHLX Semiconductor ETF
$39.99
$1.66
(4.33%)
premium
342 Buy
151 Hold
20 Sell
Moderate Buy
premium
$483.01M
40.87%
ALLY
Ally Financial
$34.96
$0.91
(2.67%)
premium
7 Buy
6 Hold
1 Sell
Moderate Buy
premium
$10.37B
19.94%
CUZ
Cousins Properties
$29.41
$0.27
(0.93%)
premium
7 Buy
2 Hold
0 Sell
Strong Buy
premium
$4.43B
29.92%
ARDX
Ardelyx
$5.99
$0.09
(1.53%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.39B
47.13%
CARR
Carrier Global
$80.57
$2.38
(3.04%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$70.59B
45.20%
BITQ
BITQ
< ETF >
Bitwise Crypto Industry Innovators ETF
$12.43
$0.23
(1.89%)
premium
211 Buy
55 Hold
4 Sell
Moderate Buy
premium
$117.37M
70.87%
WULF
TeraWulf Inc
$4.46
$0.4
(9.85%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.55B
153.75%
LBPH
Longboard Pharmaceuticals
$33.40
$4.09
(13.95%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.14B
402.74%
MARA
Marathon Digital Holdings
$15.45
$0.11
(0.72%)
premium
2 Buy
4 Hold
1 Sell
Hold
premium
$4.52B
60.46%
VRT
Vertiv Holdings
$92.06
$4.4
(5.02%)
premium
8 Buy
0 Hold
0 Sell
Strong Buy
premium
$32.89B
130.32%
KVUE
Kenvue, Inc.
$22.90
$0.29
(1.25%)
premium
5 Buy
4 Hold
1 Sell
Moderate Buy
premium
$44.41B
10.11%
VERI
Veritone
$3.86
$0.24
(6.63%)
premium
premium
$137.85M
47.15%
BSEM
BioStem Technologies
$10.04
$0.275
(2.82%)
premium
premium
$158.37M
275.38%
VIGL
Vigil Neuroscience Inc
$3.43
$0.04
(1.15%)
premium
6 Buy
0 Hold
1 Sell
Moderate Buy
premium
$137.58M
-47.98%
SCPH
scPharmaceuticals
$5.26
$0.17
(3.13%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$271.66M
-25.51%
ABCL
AbCellera Biologics
$2.74
$0.01
(0.36%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$810.33M
-45.87%
EXEL
Exelixis
$26.83
$0.01
(0.04%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$7.65B
25.21%
WOLF
Wolfspeed
$8.81
$0.47
(5.64%)
premium
4 Buy
10 Hold
1 Sell
Hold
premium
$1.06B
-79.64%