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Roth IRA - New Portfolio

ZACHARY

Roth IRA
Individual Investor
Ranked #343,089 out of 859,402 TipRanks' Investors
Success Rate
60%
248 out of 416
profitable transactions
Average Return
4.24%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
7.09% SCHB
6.61% MSFT
6.27% VBK
5.97% AMZN
5.10% SCHF
68.96% Others
By Assets
63.70% Stocks
33.06% ETFs
3.23% Cash
0.00% Funds
0.00% Cryptocurrency
0.00% Options
0.00% Other
By Sector
34.17% General
21.99% Technology
18.79% Healthcare
10.15% Consumer Cyclical
9.75% Financial
5.15% Consumer Defensive

Portfolio Holdings

Name
Price
% Change
Analyst Consensus
Analyst Price Target
Smart Score
Holding Gain
Alerts
5ponzciyx4w
5ponzciyx4w
5ponzciyx4w
5ponzciyx4w
premium
premium
5ponzciyx4w
5ponzciyx4w
6rgtzv1usrs
6rgtzv1usrs
6rgtzv1usrs
6rgtzv1usrs
premium
premium
6rgtzv1usrs
6rgtzv1usrs
qd8acox
qd8acox
qd8acox
qd8acox
premium
premium
qd8acox
qd8acox
2h43loo
2h43loo
2h43loo
2h43loo
premium
premium
2h43loo
2h43loo
hjsukz0n58d
hjsukz0n58d
hjsukz0n58d
hjsukz0n58d
premium
premium
hjsukz0n58d
hjsukz0n58d
avtr3bq
avtr3bq
avtr3bq
avtr3bq
premium
premium
avtr3bq
avtr3bq
o2d2kxtsgnm
o2d2kxtsgnm
o2d2kxtsgnm
o2d2kxtsgnm
premium
premium
o2d2kxtsgnm
o2d2kxtsgnm
ghgk86msfg
ghgk86msfg
ghgk86msfg
ghgk86msfg
premium
premium
ghgk86msfg
ghgk86msfg
a1jdc4ucz4q
a1jdc4ucz4q
a1jdc4ucz4q
a1jdc4ucz4q
premium
premium
a1jdc4ucz4q
a1jdc4ucz4q
i45sdedhbrp
i45sdedhbrp
i45sdedhbrp
i45sdedhbrp
premium
premium
i45sdedhbrp
i45sdedhbrp
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$19.79
-0.85%
Pre:
-1.16%
premium
premium
▲ 14.9%
$50.00
+0.04%
Pre:
0%
premium
premium
▲ 6.95%
$309.95
+1.31%
Pre:
+0.51%
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
premium
▲ 2.99%
$35.08
-0.48%
Pre:
+0.06%
21 Buy
6 Hold
0 Sell
Strong Buy
premium
premium
▼ 18.59%
$315.10
-0.26%
Pre:
+0.44%
24 Buy
2 Hold
0 Sell
Strong Buy
premium
premium
▼ 4.61%
$198.35
-0.26%
Pre:
+0.31%
41 Buy
1 Hold
1 Sell
Strong Buy
premium
premium
▲ 11.44%
$249.70
+0.48%
Pre:
+0.43%
42 Buy
3 Hold
0 Sell
Strong Buy
premium
premium
▲ 17.5%
$420.26
+2.2%
Pre:
+1.49%
35 Buy
3 Hold
0 Sell
Strong Buy
premium
premium
▼ 11.43%
$35.39
+0.08%
Pre:
+0.32%
premium
premium
▲ 16.88%
$143.11
-0.19%
Pre:
+0.06%
11 Buy
9 Hold
0 Sell
Moderate Buy
premium
premium
▼ 6.52%
$119.04
-1.42%
Pre:
0%
7 Buy
6 Hold
0 Sell
Moderate Buy
premium
premium
▼ 12.33%
$166.97
+1.74%
Pre:
+1.5%
29 Buy
2 Hold
0 Sell
Strong Buy
premium
premium
▼ 6.77%
$181.22
+2.04%
Pre:
+2.94%
28 Buy
8 Hold
1 Sell
Moderate Buy
premium
premium
▼ 7.59%
$28.20
-0.46%
Pre:
0%
premium
premium
▲ 18.56%
$30.31
-0.23%
premium
premium
▲ 27.09%
$987.21
+0.25%
Pre:
0%
16 Buy
6 Hold
1 Sell
Moderate Buy
premium
premium
▲ 5.61%
$177.41
+2.61%
Pre:
+4.55%
6 Buy
2 Hold
0 Sell
Strong Buy
premium
premium
▼ 23.55%
$203.47
+1.11%
Pre:
-0.03%
8 Buy
8 Hold
1 Sell
Moderate Buy
premium
premium
▼ 2.77%
$63.42
-1.84%
Pre:
+0.44%
23 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
▼ 27.47%
$458.08
-2.19%
Pre:
+0.66%
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
premium
▼ 27.43%
$95.47
-6%
Pre:
+0.08%
16 Buy
3 Hold
0 Sell
Strong Buy
premium
premium
▼ 10.91%
$316.40
+0.75%
Pre:
+0.7%
18 Buy
5 Hold
0 Sell
Strong Buy
premium
premium
▲ 8.21%
$387.11
-0.67%
Pre:
+1.65%
19 Buy
4 Hold
0 Sell
Strong Buy
premium
premium
▼ 10.64%
$27.09
+0.3%
Pre:
+0.37%
12K Buy
7K Hold
800 Sell
Moderate Buy
premium
premium
▲ 3.36%
$329.58
+0.37%
Pre:
0%
3K Buy
2K Hold
168 Sell
Moderate Buy
premium
premium
▲ 5.36%
$26.51
+0.04%
Pre:
+0.3%
4K Buy
3K Hold
545 Sell
Hold
premium
premium
▲ 2.6%
$68.63
-0.1%
Pre:
+0.52%
6K Buy
4K Hold
797 Sell
Hold
premium
premium
▲ 1.19%
$115.71
+0.5%
Pre:
+0.32%
1K Buy
1K Hold
163 Sell
Hold
premium
premium
▲ 3.88%