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Trad. IRA - New Portfolio

BJAMINZ

Trad. IRA
Individual Investor
Ranked #213,137 out of 770,014 TipRanks' Investors
Success Rate
64%
28 out of 44
profitable transactions
Average Return
11.89%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
29.84% SCHD
14.10% AMZN
11.74% ESGU
10.08% SBUX
9.88% WMT
24.36% Others
By Assets
49.72% Stocks
40.51% ETFs
7.20% Funds
2.57% Cash
0.00% Cryptocurrency
By Sector
48.97% General
26.86% Consumer Defensive
24.18% Consumer Cyclical

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
17dvds10cns
17dvds10cns
17dvds10cns
premium
17dvds10cns
premium
17dvds10cns
17dvds10cns
17dvds10cns
jongv3ek
jongv3ek
jongv3ek
premium
jongv3ek
premium
jongv3ek
jongv3ek
jongv3ek
9gjqs7w6z
9gjqs7w6z
9gjqs7w6z
premium
9gjqs7w6z
premium
9gjqs7w6z
9gjqs7w6z
9gjqs7w6z
xeyt73g2hoe
xeyt73g2hoe
xeyt73g2hoe
premium
xeyt73g2hoe
premium
xeyt73g2hoe
xeyt73g2hoe
xeyt73g2hoe
rq9m1p0w
rq9m1p0w
rq9m1p0w
premium
rq9m1p0w
premium
rq9m1p0w
rq9m1p0w
rq9m1p0w
x2q3puvdyao
x2q3puvdyao
x2q3puvdyao
premium
x2q3puvdyao
premium
x2q3puvdyao
x2q3puvdyao
x2q3puvdyao
u149a6zxt
u149a6zxt
u149a6zxt
premium
u149a6zxt
premium
u149a6zxt
u149a6zxt
u149a6zxt
696dax248
696dax248
696dax248
premium
696dax248
premium
696dax248
696dax248
696dax248
e7ru684v28m
e7ru684v28m
e7ru684v28m
premium
e7ru684v28m
premium
e7ru684v28m
e7ru684v28m
e7ru684v28m
5tlu3ng59cr
5tlu3ng59cr
5tlu3ng59cr
premium
5tlu3ng59cr
premium
5tlu3ng59cr
5tlu3ng59cr
5tlu3ng59cr
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AMZN
Amazon
$201.45
$4.33
(2.2%)
Pre
0.42%
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.12T
37.28%
SBUX
Starbucks
$101.84
$0.66
(0.64%)
Pre
0.02%
premium
15 Buy
6 Hold
4 Sell
Moderate Buy
premium
$115.47B
-0.91%
WMT
Walmart
$89.50
$0.94
(1.04%)
Pre
0%
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$719.42B
73.86%
ESGU
ESGU
< ETF >
iShares ESG Aware MSCI USA ETF
$131.75
$0.52
(0.4%)
Pre
0%
premium
3K Buy
2K Hold
173 Sell
Moderate Buy
premium
$14.08B
31.31%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$29.51
$0.16
(0.55%)
Pre
0%
premium
428 Buy
434 Hold
68 Sell
Moderate Buy
premium
$65.66B
23.25%
SWSSX
SWSSX
< FUND >
Schwab Small-Cap Index Fund-Select Shares
$39.66
$0.58
(1.48%)
premium
1K Buy
662 Hold
52 Sell
Moderate Buy
premium
$7.23B
35.40%
UTZ
UTZ Brands
$17.17
$0.07
(0.41%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.42B
28.23%
HNST
Honest Company
$8.57
$0.42
(5.15%)
Pre
0.7%
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$865.24M
312.66%
SWISX
SWISX
< FUND >
Schwab International Index Fund - Select Shares
$23.76
$0.13
(0.55%)
premium
453 Buy
256 Hold
33 Sell
Moderate Buy
premium
$9.35B
7.56%