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Roth Dividends - New Portfolio

JRC Cruz

Roth Dividends
Individual Investor
Ranked #206,485 out of 862,844 TipRanks' Investors
Success Rate
66%
368 out of 554
profitable transactions
Average Return
10.58%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
46.02% VOO
32.86% SCHD
7.51% HAE
5.69% SGOV
0.95% UNH
6.97% Others
By Assets
85.40% ETFs
14.60% Stocks
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
0.00% Options
0.00% Other
By Sector
85.40% General
9.74% Healthcare
2.75% Technology
0.86% Industrials
0.72% Financial
0.53% Consumer Cyclical

Portfolio Holdings

Name
Price
% Change
Analyst Consensus
Analyst Price Target
Smart Score
Holding Gain
Alerts
qing17l1
qing17l1
qing17l1
qing17l1
premium
premium
qing17l1
qing17l1
b7e47arrqfc
b7e47arrqfc
b7e47arrqfc
b7e47arrqfc
premium
premium
b7e47arrqfc
b7e47arrqfc
3hkugvlxaor
3hkugvlxaor
3hkugvlxaor
3hkugvlxaor
premium
premium
3hkugvlxaor
3hkugvlxaor
g149zgp6mxr
g149zgp6mxr
g149zgp6mxr
g149zgp6mxr
premium
premium
g149zgp6mxr
g149zgp6mxr
u7ih9sv0
u7ih9sv0
u7ih9sv0
u7ih9sv0
premium
premium
u7ih9sv0
u7ih9sv0
6icbx0whuqt
6icbx0whuqt
6icbx0whuqt
6icbx0whuqt
premium
premium
6icbx0whuqt
6icbx0whuqt
04rhf61xy
04rhf61xy
04rhf61xy
04rhf61xy
premium
premium
04rhf61xy
04rhf61xy
ghuwp8vuq5w
ghuwp8vuq5w
ghuwp8vuq5w
ghuwp8vuq5w
premium
premium
ghuwp8vuq5w
ghuwp8vuq5w
snoo04fxkn
snoo04fxkn
snoo04fxkn
snoo04fxkn
premium
premium
snoo04fxkn
snoo04fxkn
othdzz
othdzz
othdzz
othdzz
premium
premium
othdzz
othdzz
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$31.72
-0.25%
441 Buy
462 Hold
66 Sell
Moderate Buy
premium
premium
▲ 20.27%
$679.44
-1.21%
5K Buy
3K Hold
283 Sell
Moderate Buy
premium
premium
▲ 44.25%
$83.11
-2.25%
premium
premium
▲ 8.11%
$173.51
+3.54%
27 Buy
8 Hold
1 Sell
Moderate Buy
premium
premium
▼ 11.03%
$421.92
+3.05%
33 Buy
2 Hold
0 Sell
Strong Buy
premium
premium
▲ 4.61%
$100.55
+0.03%
premium
premium
▲ 0.12%
$219.30
+0.43%
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
premium
▼ 6.97%
$41.88
-0.33%
14 Buy
12 Hold
0 Sell
Moderate Buy
premium
premium
▼ 30.82%
$325.75
+1%
21 Buy
2 Hold
0 Sell
Strong Buy
premium
premium
▲ 1.8%
$393.85
-1.31%
18 Buy
4 Hold
1 Sell
Moderate Buy
premium
premium
▲ 33.08%
$300.23
+0.68%
18 Buy
10 Hold
1 Sell
Moderate Buy
premium
premium
▲ 14.26%
$111.38
-1.79%
14 Buy
7 Hold
0 Sell
Moderate Buy
premium
premium
▼ 4.92%
$888.31
-3.47%
10 Buy
5 Hold
0 Sell
Moderate Buy
premium
premium
▲ 20.57%
$326.31
-2.22%
10 Buy
13 Hold
1 Sell
Moderate Buy
premium
premium
▼ 10.4%
$56.29
-1.45%
4 Buy
3 Hold
0 Sell
Moderate Buy
premium
premium
▼ 14.03%