Traditional IRA SAM2-RET - New Portfolio

Traditional IRA SAM2-RET
Individual Investor
Ranked #389,300 out of 766,394 TipRanks' Investors
Success Rate
52%
23 out of 44
profitable transactions
Average Return
1.15%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
17.72% AVEFX
14.03% HDV
13.36% SCHD
8.84% WBAIX
7.26% NVDA
38.79% Others
By Assets
40.40% Funds
33.89% ETFs
25.71% Stocks
0.00% Cryptocurrency
0.00% Cash
By Sector
74.29% General
10.12% Technology
5.59% Consumer Cyclical
3.60% Communication Services
2.28% Energy
4.12% 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
$343.50
$1.08
(0.32%)
premium
34 Buy
6 Hold
0 Sell
Strong Buy
premium
$83.94B
74.43%
MU
Micron
$104.10
$4.55
(4.19%)
premium
23 Buy
1 Hold
1 Sell
Strong Buy
premium
$120.46B
44.17%
LNG
Cheniere Energy
$214.08
$0.8
(0.37%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$48.21B
25.21%
GOOG
Alphabet Class C
$183.32
$1.35
(0.74%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.22T
35.74%
CGDV
CGDV
< ETF >
Capital Group Dividend Value ETF
$36.65
$0.33
(0.89%)
premium
655 Buy
272 Hold
33 Sell
Moderate Buy
premium
$12.01B
36.31%
AMZN
Amazon
$208.91
$2.07
(1%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.17T
44.08%
NVDA
Nvidia
$148.29
$3.03
(2.09%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.56T
200.53%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.91
$0.25
(0.86%)
premium
413 Buy
421 Hold
72 Sell
Moderate Buy
premium
$65.80B
25.95%
WBAIX
WBAIX
< FUND >
Balanced Fund - Institutional Class
$17.95
$0.01
(0.06%)
premium
premium
11.49%
AVEFX
AVEFX
< FUND >
Ave Maria Bond Fund Class R
$12.33
$0
(0%)
premium
premium
8.92%
MRK
Merck & Company
$98.58
$2.15
(2.13%)
premium
16 Buy
4 Hold
0 Sell
Strong Buy
premium
$254.81B
-0.65%
HDV
HDV
< ETF >
iShares Core High Dividend ETF
$117.93
$0.84
(0.71%)
premium
425 Buy
357 Hold
52 Sell
Moderate Buy
premium
$11.29B
24.91%
WEFIX
WEFIX
< FUND >
Weitz Short Duration Income Fund - Institutional Class
$11.96
$0.01
(0.08%)
premium
premium
$743.47M
2.13%
WCPBX
WCPBX
< FUND >
Core Plus Income Fund Institutional Class
$9.65
$0.02
(0.21%)
premium
premium
$495.61M
3.76%
VST
Vistra Energy
$142.16
$3.64
(2.5%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$49.60B
322.85%