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Traditional IRA SAM2-RET - New Portfolio

Traditional IRA SAM2-RET
Individual Investor
Ranked #491,827 out of 783,334 TipRanks' Investors
Success Rate
39%
25 out of 64
profitable transactions
Average Return
-6.38%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
17.54% AVEFX
13.90% HDV
13.03% SCHD
8.76% WBAIX
7.01% WCPBX
39.76% Others
By Assets
40.19% Funds
33.49% ETFs
26.31% Stocks
0.00% Cryptocurrency
0.00% Cash
By Sector
73.69% General
9.05% Technology
6.27% Consumer Cyclical
3.97% Communication Services
2.45% Energy
4.57% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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CRWD
CrowdStrike Holdings
$396.87
$0.2
(0.05%)
premium
29 Buy
4 Hold
0 Sell
Strong Buy
premium
$100.66B
31.76%
MU
Micron
$92.50
$3.49
(3.92%)
premium
20 Buy
2 Hold
0 Sell
Strong Buy
premium
$98.33B
3.31%
LNG
Cheniere Energy
$230.20
$2.16
(0.95%)
premium
14 Buy
0 Hold
0 Sell
Strong Buy
premium
$50.81B
36.92%
GOOG
Alphabet Class C
$202.63
$5.45
(2.76%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.40T
28.83%
CGDV
CGDV
< ETF >
Capital Group Dividend Value ETF
$36.92
$0.38
(1.04%)
premium
658 Buy
240 Hold
25 Sell
Moderate Buy
premium
$13.26B
20.67%
AMZN
Amazon
$234.64
$2.43
(1.03%)
premium
49 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.50T
49.10%
NVDA
Nvidia
$124.65
$0.95
(0.77%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.16T
97.06%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.98
$0.03
(0.11%)
premium
411 Buy
414 Hold
69 Sell
Moderate Buy
premium
$68.89B
8.87%
WBAIX
WBAIX
< FUND >
Balanced Fund - Institutional Class
$17.13
$0.09
(0.52%)
premium
premium
1.66%
AVEFX
AVEFX
< FUND >
Ave Maria Bond Fund Class R
$12.16
$0.01
(0.08%)
premium
premium
3.49%
MRK
Merck & Company
$98.95
$0.67
(0.68%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$246.51B
-19.22%
HDV
HDV
< ETF >
iShares Core High Dividend ETF
$115.80
$1.33
(1.16%)
premium
470 Buy
355 Hold
33 Sell
Moderate Buy
premium
$10.98B
9.36%
WEFIX
WEFIX
< FUND >
Weitz Short Duration Income Fund - Institutional Class
$11.98
$0
(0%)
premium
premium
$744.72M
0.93%
WCPBX
WCPBX
< FUND >
Core Plus Income Fund Institutional Class
$9.56
$0
(0%)
premium
premium
$490.99M
-1.14%
VST
Vistra Energy
$176.30
$21.09
(13.59%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$50.91B
276.45%