Trad. IRA - New Portfolio

BJAMINZ

Trad. IRA
Individual Investor
Ranked #229,732 out of 767,315 TipRanks' Investors
Success Rate
64%
28 out of 44
profitable transactions
Average Return
8.04%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
30.22% SCHD
15.34% AMZN
12.07% ESGU
10.13% SBUX
9.74% WMT
22.50% Others
By Assets
48.93% Stocks
41.17% ETFs
7.24% Funds
2.65% Cash
0.00% Cryptocurrency
By Sector
49.73% General
25.47% Consumer Cyclical
24.79% Consumer Defensive

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AMZN
Amazon
$212.41
$1.69
(0.79%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.20T
46.84%
SBUX
Starbucks
$99.31
$0.49
(0.49%)
premium
14 Buy
6 Hold
5 Sell
Moderate Buy
premium
$111.96B
-5.49%
WMT
Walmart
$85.59
$0.09
(0.11%)
premium
28 Buy
1 Hold
0 Sell
Strong Buy
premium
$683.17B
53.00%
ESGU
ESGU
< ETF >
iShares ESG Aware MSCI USA ETF
$131.20
$0.27
(0.21%)
premium
3K Buy
2K Hold
174 Sell
Moderate Buy
premium
$14.15B
33.39%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.93
$0.08
(0.28%)
premium
424 Buy
430 Hold
73 Sell
Moderate Buy
premium
$66.07B
22.50%
SWSSX
SWSSX
< FUND >
Schwab Small-Cap Index Fund-Select Shares
$38.45
$0.37
(0.95%)
premium
1K Buy
657 Hold
56 Sell
Moderate Buy
premium
$7.01B
31.54%
UTZ
UTZ Brands
$17.00
$0.43
(2.6%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.45B
28.15%
HNST
Honest Company
$6.31
$0.3
(4.99%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$480.39M
300.67%
SWISX
SWISX
< FUND >
Schwab International Index Fund - Select Shares
$23.56
$0.17
(0.72%)
premium
465 Buy
244 Hold
33 Sell
Moderate Buy
premium
$9.27B
8.57%