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Traditional IRA SAM2-RET
- New Portfolio
Performance
Portfolio Details
Traditional IRA SAM2-RET
Individual Investor
Ranked #503,616 out of 799,891 TipRanks' Investors
Success Rate
41%
26 out of 64
profitable transactions
Average Return
-6.32%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
17.99%
AVEFX
14.26%
HDV
12.59%
SCHD
8.90%
WBAIX
7.11%
WCPBX
39.15%
Others
By Assets
41.01%
Funds
33.59%
ETFs
25.40%
Stocks
0.00%
Cryptocurrency
0.00%
Cash
By Sector
74.60%
General
10.04%
Technology
5.60%
Consumer Cyclical
3.35%
Communication Services
2.53%
Energy
3.89%
Other
Portfolio Holdings
Select Columns
15
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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CRWD
$442.25
$2.1
(
0.47%
)
premium
33
Buy
4
Hold
0
Sell
Strong Buy
premium
$110.68B
27.41%
MU
$98.10
$0.55
(
0.56%
)
premium
21
Buy
3
Hold
0
Sell
Strong Buy
premium
$110.25B
-23.53%
LNG
$232.95
$0.26
(
0.11%
)
premium
14
Buy
1
Hold
0
Sell
Strong Buy
premium
$51.72B
45.94%
GOOG
$165.32
$2.55
(
1.52%
)
premium
16
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.03T
-5.93%
CGDV
< ETF >
$37.22
$0.09
(
0.24%
)
premium
741
Buy
255
Hold
25
Sell
Moderate Buy
premium
$16.35B
12.18%
AMZN
$204.07
$2.09
(
1.01%
)
premium
47
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.19T
12.32%
NVDA
$134.38
$1.19
(
0.88%
)
premium
34
Buy
5
Hold
1
Sell
Strong Buy
premium
$3.31T
43.04%
SCHD
< ETF >
$26.48
$0.1
(
0.38%
)
premium
428
Buy
460
Hold
77
Sell
Moderate Buy
premium
$68.64B
0.15%
WBAIX
< FUND >
$17.08
$0.03
(
0.18%
)
premium
―
premium
―
-0.64%
AVEFX
< FUND >
$12.25
$0.02
(
0.16%
)
premium
―
premium
―
3.02%
MRK
$77.97
$0.74
(
0.96%
)
premium
9
Buy
7
Hold
0
Sell
Moderate Buy
premium
$193.93B
-41.04%
HDV
< ETF >
$116.66
$0.2
(
0.17%
)
premium
490
Buy
370
Hold
42
Sell
Moderate Buy
premium
$11.08B
4.80%
WEFIX
< FUND >
$12.01
$0
(
0%
)
premium
―
premium
$747.20M
1.35%
WCPBX
< FUND >
$9.53
$0.01
(
0.1%
)
premium
―
premium
$496.12M
0.00%
VST
$157.03
$0.29
(
0.18%
)
premium
7
Buy
2
Hold
0
Sell
Strong Buy
premium
$53.38B
71.91%
15
Results | Showing
1
out of
1
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