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Traditional IRA SAM2-RET - New Portfolio

Traditional IRA SAM2-RET
Individual Investor
Ranked #510,191 out of 770,014 TipRanks' Investors
Success Rate
51%
26 out of 51
profitable transactions
Average Return
-2.56%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
17.76% AVEFX
14.32% HDV
13.54% SCHD
8.80% WBAIX
7.01% WCPBX
38.57% Others
By Assets
40.38% Funds
34.38% ETFs
25.25% Stocks
0.00% Cryptocurrency
0.00% Cash
By Sector
74.75% General
9.58% Technology
5.53% Consumer Cyclical
3.33% Communication Services
2.36% Energy
4.44% 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
$364.30
$0.62
(0.17%)
After
1.94%
premium
34 Buy
6 Hold
0 Sell
Strong Buy
premium
$89.15B
72.64%
MU
Micron
$101.80
$2.68
(2.57%)
After
0.03%
premium
23 Buy
1 Hold
1 Sell
Strong Buy
premium
$115.84B
35.92%
LNG
Cheniere Energy
$221.90
$3.68
(1.69%)
After
0%
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$48.96B
21.77%
GOOG
Alphabet Class C
$170.62
$1.19
(0.7%)
After
0.07%
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.06T
22.58%
CGDV
CGDV
< ETF >
Capital Group Dividend Value ETF
$36.91
$0.05
(0.14%)
After
1.54%
premium
653 Buy
293 Hold
39 Sell
Moderate Buy
premium
$11.85B
31.78%
AMZN
Amazon
$207.86
$6.41
(3.18%)
After
0.08%
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.12T
37.28%
NVDA
Nvidia
$136.92
$0.9
(0.66%)
After
0.16%
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.33T
184.70%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$29.45
$0.06
(0.2%)
After
0.03%
premium
428 Buy
434 Hold
68 Sell
Moderate Buy
premium
$65.66B
23.25%
WBAIX
WBAIX
< FUND >
Balanced Fund - Institutional Class
$17.96
$0.11
(0.62%)
premium
premium
8.71%
AVEFX
AVEFX
< FUND >
Ave Maria Bond Fund Class R
$12.42
$0.03
(0.24%)
premium
premium
8.28%
MRK
Merck & Company
$101.62
$0.46
(0.45%)
After
0.2%
premium
16 Buy
5 Hold
0 Sell
Strong Buy
premium
$255.90B
-0.70%
HDV
HDV
< ETF >
iShares Core High Dividend ETF
$120.95
$0.31
(0.26%)
After
0.37%
premium
432 Buy
362 Hold
47 Sell
Moderate Buy
premium
$11.22B
22.63%
WEFIX
WEFIX
< FUND >
Weitz Short Duration Income Fund - Institutional Class
$11.98
$0.02
(0.17%)
premium
premium
$744.72M
1.96%
WCPBX
WCPBX
< FUND >
Core Plus Income Fund Institutional Class
$9.68
$0.08
(0.83%)
premium
premium
$497.15M
2.54%
VST
Vistra Energy
$162.66
$8.52
(5.53%)
After
0.41%
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$52.44B
342.17%