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Roth Dividends
- New Portfolio
Performance
Portfolio Details
JRC Cruz
Roth Dividends
Individual Investor
Ranked #102,948 out of 809,728 TipRanks' Investors
Success Rate
71%
270 out of 380
profitable transactions
Average Return
8.76%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
55.97%
VOO
28.72%
SCHD
3.70%
MSFT
3.14%
BAC
3.05%
AMZN
5.42%
Others
By Assets
84.70%
ETFs
15.30%
Stocks
0.00%
Funds
0.00%
Cryptocurrency
0.00%
Cash
0.00%
Options
By Sector
84.70%
General
6.17%
Technology
6.08%
Financial
3.05%
Consumer Cyclical
Portfolio Holdings
Select Columns
7
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
% Change
Analyst Consensus
Analyst Price Target
Smart Score
Holding Gain
Alerts
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BAC
$47.77
+0.61%
Pre:
+0.44%
15
Buy
3
Hold
0
Sell
Strong Buy
premium
premium
▲ 2.87%
5
5
SCHD
$27.24
+1.08%
Pre:
-0.11%
418
Buy
478
Hold
75
Sell
Moderate Buy
premium
premium
▲ 5.43%
VOO
$577.95
0%
Pre:
+0.39%
4K
Buy
3K
Hold
295
Sell
Moderate Buy
premium
premium
▲ 23.77%
CRM
$263.59
+0.5%
Pre:
+0.27%
33
Buy
9
Hold
2
Sell
Moderate Buy
premium
premium
▼ 25.49%
5
5
BRK.B
$478.13
+0.78%
Pre:
+0.52%
1
Buy
0
Hold
0
Sell
Moderate Buy
premium
premium
▲ 1.68%
2
2
MSFT
$505.27
-0.94%
Pre:
+0.13%
31
Buy
3
Hold
0
Sell
Strong Buy
premium
premium
▲ 23.63%
5
5
AMZN
$227.47
-0.8%
Pre:
+0.37%
44
Buy
1
Hold
0
Sell
Strong Buy
premium
premium
▲ 5.68%
5
5
7
Results | Showing
1
out of
1
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