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Ed - IRA -2053 - New Portfolio

Ed - IRA -2053
Individual Investor
Ranked #110,777 out of 769,632 TipRanks' Investors
Success Rate
72%
36 out of 50
profitable transactions
Average Return
16.78%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
15.07% APP
9.83% CAVA
9.19% ANET
8.91% AMZN
7.19% NOW
49.81% Others
By Assets
84.66% Stocks
11.01% Cash
2.50% Funds
1.82% ETFs
0.00% Cryptocurrency
By Sector
56.57% Technology
25.60% Consumer Cyclical
6.32% Communication Services
4.86% General
3.74% Healthcare
2.91% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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premium
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premium
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premium
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premium
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ukoues
ukoues
ukoues
premium
ukoues
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ukoues
ukoues
ukoues
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CAVA
CAVA Group, Inc.
$145.00
$0.2
(0.14%)
premium
5 Buy
8 Hold
0 Sell
Moderate Buy
premium
$16.61B
334.39%
AAPL
Apple
$229.87
$1.35
(0.59%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.47T
21.00%
ANET
Arista Networks
$406.48
$1.51
(0.37%)
premium
10 Buy
3 Hold
0 Sell
Strong Buy
premium
$128.02B
86.13%
AMZN
Amazon
$197.12
$1.26
(0.64%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.07T
34.33%
META
Meta Platforms
$559.14
$3.95
(0.7%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.41T
63.73%
MSFT
Microsoft
$417.00
$4.13
(1%)
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.10T
10.48%
UTG
UTG
< FUND >
Reaves Utility Income Fund
$34.58
$0.19
(0.55%)
premium
premium
$2.73B
31.08%
NOW
ServiceNow
$1060.60
$13.55
(1.29%)
premium
26 Buy
2 Hold
1 Sell
Strong Buy
premium
$218.48B
57.38%
MNDY
Monday.com
$284.59
$8.33
(3.02%)
premium
16 Buy
4 Hold
0 Sell
Strong Buy
premium
$14.19B
62.58%
NVDA
Nvidia
$141.95
$4.72
(3.22%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.48T
197.12%
NEE
NextEra Energy
$76.00
$0.845
(1.1%)
premium
8 Buy
5 Hold
1 Sell
Moderate Buy
premium
$156.29B
32.06%
COST
Costco
$964.01
$8.36
(0.87%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$427.13B
63.02%
CMG
Chipotle
$62.01
$2.03
(3.38%)
premium
13 Buy
7 Hold
0 Sell
Moderate Buy
premium
$84.49B
39.68%
TLT
TLT
< ETF >
iShares 20+ Year Treasury Bond ETF
$90.39
$0.05
(0.06%)
premium
premium
$57.55B
0.66%
GE
GE Aerospace
$181.15
$2.45
(1.37%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$196.06B
51.00%
DVA
DaVita
$165.51
$1.37
(0.83%)
premium
0 Buy
3 Hold
1 Sell
Hold
premium
$13.57B
66.74%
APP
AppLovin
$333.31
$15.07
(4.74%)
premium
14 Buy
4 Hold
1 Sell
Moderate Buy
premium
$111.86B
749.41%