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Traditional IRA SAM2-RET - New Portfolio

Traditional IRA SAM2-RET
Individual Investor
Ranked #472,884 out of 793,704 TipRanks' Investors
Success Rate
38%
24 out of 64
profitable transactions
Average Return
-7.36%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
18.32% AVEFX
14.81% HDV
13.34% SCHD
8.93% WBAIX
7.28% WCPBX
37.32% Others
By Assets
41.65% Funds
34.78% ETFs
23.57% Stocks
0.00% Cryptocurrency
0.00% Cash
By Sector
76.43% General
8.51% Technology
5.55% Consumer Cyclical
3.32% Communication Services
2.50% Energy
3.68% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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ma9vjgkq7lf
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q9a3lq08
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premium
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premium
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k7n8wlet20n
k7n8wlet20n
k7n8wlet20n
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k7n8wlet20n
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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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premium
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premium
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it4uc6n983
premium
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premium
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$357.11
$9.45
(2.58%)
After
0.56%
premium
31 Buy
3 Hold
0 Sell
Strong Buy
premium
$90.86B
15.25%
$88.44
$2.72
(2.98%)
After
0.42%
premium
21 Buy
3 Hold
0 Sell
Strong Buy
premium
$101.88B
-22.67%
$226.23
$0.56
(0.25%)
After
0%
premium
14 Buy
0 Hold
0 Sell
Strong Buy
premium
$50.73B
40.62%
$156.06
$8.02
(4.89%)
After
0.05%
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$1.99T
10.00%
CGDV
CGDV
< ETF >
$35.47
$0.64
(1.77%)
After
1.21%
premium
715 Buy
243 Hold
21 Sell
Moderate Buy
premium
$14.66B
11.11%
$192.72
$8.64
(4.29%)
After
0.18%
premium
45 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.13T
11.63%
$109.67
$1.76
(1.58%)
After
0.54%
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.72T
23.32%
SCHD
SCHD
< ETF >
$27.58
$0.17
(0.61%)
After
0.07%
premium
453 Buy
458 Hold
69 Sell
Moderate Buy
premium
$70.35B
3.25%
WBAIX
WBAIX
< FUND >
$16.91
$0.01
(0.06%)
premium
premium
-2.08%
AVEFX
AVEFX
< FUND >
$12.30
$0.01
(0.08%)
premium
premium
3.62%
$89.23
$1.63
(1.86%)
After
0.03%
premium
11 Buy
6 Hold
0 Sell
Moderate Buy
premium
$221.28B
-33.61%
HDV
HDV
< ETF >
$119.48
$0.06
(0.05%)
After
0.75%
premium
521 Buy
388 Hold
35 Sell
Moderate Buy
premium
$11.12B
8.46%
WEFIX
WEFIX
< FUND >
$12.01
$0
(0%)
premium
premium
$746.58M
1.18%
WCPBX
WCPBX
< FUND >
$9.62
$0.01
(0.1%)
premium
premium
$494.07M
-0.10%
$119.05
$0.26
(0.22%)
After
0.69%
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$40.58B
71.30%