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Roth Contributory IRA - New Portfolio

Investor Coleman

Roth Contributory IRA
Individual Investor
Ranked #211,376 out of 769,291 TipRanks' Investors
Success Rate
66%
42 out of 64
profitable transactions
Average Return
2.37%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
26.49% VZ
17.39% IUSB
14.62% SFY
6.02% APLE
5.94% KO
29.54% Others
By Assets
67.55% Stocks
31.80% ETFs
0.65% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
32.00% General
30.41% Communication Services
10.78% Real Estate
9.23% Energy
8.34% Consumer Cyclical
9.23% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
79pyreftz
79pyreftz
79pyreftz
premium
79pyreftz
premium
79pyreftz
79pyreftz
79pyreftz
5ro5dxtxtg
5ro5dxtxtg
5ro5dxtxtg
premium
5ro5dxtxtg
premium
5ro5dxtxtg
5ro5dxtxtg
5ro5dxtxtg
z89cie
z89cie
z89cie
premium
z89cie
premium
z89cie
z89cie
z89cie
wxpvuoeyq6k
wxpvuoeyq6k
wxpvuoeyq6k
premium
wxpvuoeyq6k
premium
wxpvuoeyq6k
wxpvuoeyq6k
wxpvuoeyq6k
ekv82pn64n9
ekv82pn64n9
ekv82pn64n9
premium
ekv82pn64n9
premium
ekv82pn64n9
ekv82pn64n9
ekv82pn64n9
s7yp8blky0
s7yp8blky0
s7yp8blky0
premium
s7yp8blky0
premium
s7yp8blky0
s7yp8blky0
s7yp8blky0
xkbhb7q485
xkbhb7q485
xkbhb7q485
premium
xkbhb7q485
premium
xkbhb7q485
xkbhb7q485
xkbhb7q485
ez0vo4lqyvn
ez0vo4lqyvn
ez0vo4lqyvn
premium
ez0vo4lqyvn
premium
ez0vo4lqyvn
ez0vo4lqyvn
ez0vo4lqyvn
xd1b20k3vw9
xd1b20k3vw9
xd1b20k3vw9
premium
xd1b20k3vw9
premium
xd1b20k3vw9
xd1b20k3vw9
xd1b20k3vw9
wd1ow9ufd
wd1ow9ufd
wd1ow9ufd
premium
wd1ow9ufd
premium
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wd1ow9ufd
wd1ow9ufd
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GM
General Motors
$58.53
$2.85
(5.12%)
premium
10 Buy
6 Hold
2 Sell
Moderate Buy
premium
$61.23B
98.15%
SBUX
Starbucks
$102.50
$2.44
(2.44%)
premium
15 Buy
6 Hold
4 Sell
Moderate Buy
premium
$113.45B
-3.27%
CVX
Chevron
$162.36
$0.73
(0.45%)
premium
10 Buy
4 Hold
0 Sell
Moderate Buy
premium
$290.46B
11.99%
KO
Coca-Cola
$63.92
$0.16
(0.25%)
premium
11 Buy
4 Hold
0 Sell
Moderate Buy
premium
$274.67B
9.14%
SIRI
Sirius XM Holdings
$26.22
$0.45
(1.75%)
premium
5 Buy
4 Hold
5 Sell
Hold
premium
$8.74B
-47.41%
APLE
Apple Hospitality REIT
$16.11
$0.37
(2.35%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.78B
-3.96%
OXY
Occidental Petroleum
$51.93
$0.39
(0.76%)
premium
6 Buy
12 Hold
1 Sell
Moderate Buy
premium
$48.36B
-14.40%
SFY
SFY
< ETF >
SoFi Select 500 ETF
$110.95
$0.04
(0.04%)
premium
5K Buy
3K Hold
299 Sell
Moderate Buy
premium
$975.57M
37.28%
IUSB
IUSB
< ETF >
iShares Core Total USD Bond Market ETF
$45.61
$0.02
(0.04%)
premium
premium
$31.58B
2.68%
VZ
Verizon
$43.15
$0.65
(1.53%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$178.91B
13.79%
VICI
VICI Properties
$32.23
$0.14
(0.43%)
premium
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$34.12B
13.14%
NVDA
Nvidia
$141.95
$4.72
(3.22%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.59T
201.07%