Roth IRA - New Portfolio

Performance Portfolio Details

ZACHARY

Roth IRA

Individual Investor

Ranked #352,329 out of 861,598 TipRanks' Investors

Success Rate

252 out of 419
profitable transactions

Average Return

4.29%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

7.72% SCHB

7.18% MSFT

6.87% VBK

6.79% AMZN

5.45% PANW

65.99% Others

By Assets

57.18% Stocks

32.88% ETFs

9.94% Cash

0.00% Funds

0.00% Cryptocurrency

0.00% Options

0.00% Other

By Sector

36.51% General

24.26% Technology

15.74% Healthcare

10.84% Consumer Cyclical

10.18% Financial

2.47% Consumer Defensive

Portfolio Holdings

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To view investors' portfolios

UAE

$19.49

-1.37%

Pre:

+0.56%

―

premium

▲ 13.15%

INDA

$49.82

-0.42%

Pre:

-0.14%

―

premium

▲ 6.57%

JPM

$306.27

-2.74%

Pre:

+0.38%

9 Buy

6 Hold

0 Sell

Moderate Buy

premium

▲ 2.25%

CMG

$33.27

+1.62%

Pre:

+0.03%

18 Buy

6 Hold

0 Sell

Strong Buy

premium

▼ 22.79%

$321.28

+0.78%

Pre:

+0.32%

21 Buy

2 Hold

0 Sell

Strong Buy

premium

▼ 2.74%

NVDA

$211.50

+1.77%

Pre:

+0.96%

40 Buy

1 Hold

1 Sell

Strong Buy

premium

▲ 18.83%

AMZN

$271.17

-1.39%

Pre:

+0.21%

45 Buy

1 Hold

0 Sell

Strong Buy

premium

▲ 27.6%

MSFT

$420.77

+1.65%

Pre:

<+0.01%

33 Buy

2 Hold

0 Sell

Strong Buy

premium

▼ 11.33%

SCHE

$36.61

-0.89%

―

premium

▲ 20.91%

PANW

$196.53

+7%

Pre:

-0.37%

30 Buy

2 Hold

0 Sell

Strong Buy

premium

▲ 9.74%

CRM

$186.34

+2.84%

Pre:

-1.84%

28 Buy

8 Hold

1 Sell

Moderate Buy

premium

▼ 4.95%

AFK

$28.14

-0.18%

―

premium

▲ 18.31%

FLLA

$29.13

-1.49%

―

premium

▲ 22.14%

COST

$1012.06

+1.64%

Pre:

-0.1%

15 Buy

6 Hold

1 Sell

Moderate Buy

premium

▲ 8.27%

SAP

$174.71

+0.91%

Pre:

+0.33%

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

▼ 24.71%

PGR

$195.75

-0.53%

Pre:

+0.06%

7 Buy

8 Hold

1 Sell

Moderate Buy

premium

▼ 6.46%

BSX

$56.57

+1.02%

Pre:

+0.02%

26 Buy

1 Hold

0 Sell

Strong Buy

premium

▼ 31.21%

ISRG

$453.49

+0.39%

Pre:

+0.53%

14 Buy

5 Hold

0 Sell

Moderate Buy

premium

▼ 28.15%

ABT

$87.01

+0.82%

Pre:

+0.86%

16 Buy

4 Hold

0 Sell

Strong Buy

premium

▼ 18.81%

UNH

$369.74

+0.67%

Pre:

-0.26%

18 Buy

4 Hold

1 Sell

Moderate Buy

premium

▲ 26.45%

INTU

$406.78

+4.69%

Pre:

-1.17%

19 Buy

4 Hold

0 Sell

Strong Buy

premium

▼ 6.07%

SCHB

$28.21

-0.46%

Pre:

-0.28%

12K Buy

7K Hold

801 Sell

Moderate Buy

premium

▲ 7.63%

VBK

$341.31

-1.71%

Pre:

+0.26%

3K Buy

2K Hold

176 Sell

Moderate Buy

premium

▲ 9.11%

SCHF

$26.91

-1.68%

Pre:

+1.04%

4K Buy

2K Hold

497 Sell

Hold

premium

▲ 4.15%

VEA

$69.67

-1.69%

Pre:

+1.09%

6K Buy

4K Hold

737 Sell

Hold

premium

▲ 2.72%

AVUV

$119.18

-1.01%

Pre:

+0.69%

1K Buy

1K Hold

166 Sell

Hold

premium

▲ 7%