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Roth IRA - New Portfolio

ZACHARY

Roth IRA
Individual Investor
Ranked #345,411 out of 849,613 TipRanks' Investors
Success Rate
59%
209 out of 355
profitable transactions
Average Return
5.11%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
7.19% MSFT
6.24% CMG
4.69% PANW
4.67% NFLX
4.55% PG
72.66% Others
By Assets
68.69% Stocks
21.27% Cash
10.04% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Options
0.00% Other
By Sector
19.85% Technology
13.74% Healthcare
12.75% General
12.72% Consumer Defensive
10.52% Communication Services
9.97% Consumer Cyclical
20.45% Other

Portfolio Holdings

Name
Price
% Change
Analyst Consensus
Analyst Price Target
Smart Score
Holding Gain
Alerts
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premium
premium
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89ave4jggom
89ave4jggom
premium
premium
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89ave4jggom
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premium
premium
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premium
premium
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2aitdbq0zuj
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s4n08mybnt
premium
premium
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premium
premium
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premium
premium
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premium
premium
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by0gh479jaf
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premium
premium
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premium
premium
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$19.87
+0.71%
premium
premium
▲ 17.11%
$52.85
-0.7%
premium
premium
▲ 13.05%
$39.96
-0.99%
18 Buy
7 Hold
0 Sell
Moderate Buy
premium
premium
▼ 7.26%
$17.35
-0.63%
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
premium
▲ 27.13%
$328.30
+0.17%
22 Buy
3 Hold
0 Sell
Strong Buy
premium
premium
▼ 0.83%
$186.23
-0.44%
39 Buy
1 Hold
1 Sell
Strong Buy
premium
premium
▲ 4.63%
$239.12
+0.39%
46 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
▲ 7.34%
$459.86
+0.7%
32 Buy
2 Hold
0 Sell
Strong Buy
premium
premium
▼ 6.21%
$17.25
+0.12%
premium
premium
▼ 5.29%
$34.14
-0.64%
premium
premium
▲ 22.06%
$27.82
-1.87%
7 Buy
12 Hold
3 Sell
Hold
premium
premium
▼ 8.66%
$144.53
-0.07%
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
premium
▼ 6.98%
$124.65
-0.5%
7 Buy
5 Hold
0 Sell
Moderate Buy
premium
premium
▼ 10.18%
$221.23
+0.62%
15 Buy
5 Hold
0 Sell
Strong Buy
premium
premium
▲ 5.63%
$38.91
-1.14%
4 Buy
9 Hold
0 Sell
Moderate Buy
premium
premium
▼ 2.43%
$93.87
-0.97%
1 Buy
0 Hold
1 Sell
Hold
premium
premium
▲ 0.72%
$187.66
-0.04%
28 Buy
5 Hold
1 Sell
Strong Buy
premium
premium
▼ 0.82%
$88.00
-0.06%
26 Buy
9 Hold
2 Sell
Moderate Buy
premium
premium
▼ 21.55%
$27.41
-2.04%
premium
premium
▲ 15.24%
$25.69
+0.37%
premium
premium
▲ 7.71%
$5.62
+0.9%
premium
premium
▼ 3.84%
$963.61
+0.72%
19 Buy
4 Hold
1 Sell
Strong Buy
premium
premium
▲ 3.09%
$233.59
-0.95%
6 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
▼ 9.92%
$23.45
+0.17%
4 Buy
0 Hold
0 Sell
Strong Buy
premium
premium
▲ 6.22%
$202.37
-0.57%
6 Buy
8 Hold
1 Sell
Moderate Buy
premium
premium
▼ 3.83%
$88.07
-2.18%
22 Buy
0 Hold
0 Sell
Strong Buy
premium
premium
▼ 7.18%
$31.63
+1.31%
11 Buy
3 Hold
0 Sell
Strong Buy
premium
premium
▲ 12.48%
$33.04
+1.19%
1 Buy
1 Hold
1 Sell
Hold
premium
premium
▼ 1.53%
$36.92
-0.57%
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
premium
▼ 2.93%
$535.00
-1.17%
16 Buy
4 Hold
0 Sell
Strong Buy
premium
premium
▼ 1.2%