Roth - New Portfolio

Seth Cohen

Roth
Individual Investor
Ranked #482,103 out of 757,311 TipRanks' Investors
Success Rate
59%
24 out of 41
profitable transactions
Average Return
-0.46%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
9.05% CRWD
8.06% VUG
8.06% VOO
7.42% QQQ
7.03% VTI
60.38% Others
By Assets
55.15% Stocks
44.85% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
44.85% General
37.59% Technology
10.64% Consumer Cyclical
3.11% Consumer Defensive
1.96% Industrials
1.85% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AAPL
Apple
$228.87
$8.18
(3.71%)
premium
24 Buy
8 Hold
1 Sell
Moderate Buy
premium
$3.36T
23.24%
VZ
Verizon
$43.94
$0.06
(0.14%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$184.71B
31.38%
VXUS
VXUS
< ETF >
Vanguard Total International Stock ETF
$63.80
$1.22
(1.95%)
premium
premium
$76.52B
13.49%
VUG
VUG
< ETF >
Vanguard Growth ETF
$382.04
$9.15
(2.45%)
premium
2K Buy
1K Hold
99 Sell
Moderate Buy
premium
$136.75B
31.71%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$282.05
$4.7
(1.69%)
premium
12K Buy
8K Hold
924 Sell
Moderate Buy
premium
$431.52B
25.79%
VT
VT
< ETF >
Vanguard Total World Stock ETF
$118.76
$2.07
(1.77%)
premium
premium
$39.58B
21.22%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$524.91
$9
(1.74%)
premium
4K Buy
3K Hold
296 Sell
Moderate Buy
premium
$513.20B
26.33%
VBR
VBR
< ETF >
Vanguard Small Cap Value ETF
$201.60
$3.35
(1.69%)
premium
2K Buy
2K Hold
354 Sell
Hold
premium
$30.29B
21.01%
TSM
Taiwan Semiconductor Manufacturing
$176.22
$8.94
(5.34%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$761.38B
89.72%
SMCI
Super Micro Computer
$437.20
$0.32
(0.07%)
premium
2 Buy
10 Hold
1 Sell
Hold
premium
$25.58B
76.35%
QQQM
QQQM
< ETF >
Invesco NASDAQ 100 ETF
$198.94
$4.91
(2.53%)
premium
1K Buy
613 Hold
63 Sell
Moderate Buy
premium
$32.05B
27.50%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$483.36
$11.92
(2.53%)
premium
1K Buy
613 Hold
63 Sell
Moderate Buy
premium
$285.18B
27.46%
PG
Procter & Gamble
$171.54
$2.38
(1.37%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$408.66B
13.23%
NVDA
Nvidia
$117.87
$4.5
(3.97%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.78T
160.50%
AKYA
Akoya Biosciences
$2.91
$0.07
(2.46%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$140.58M
-36.18%
AMD
Advanced Micro Devices
$156.74
$8.45
(5.7%)
premium
26 Buy
6 Hold
0 Sell
Strong Buy
premium
$240.00B
45.94%
AMZN
Amazon
$189.87
$3.44
(1.85%)
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.96T
35.46%
CHPT
ChargePoint Holdings
$1.43
$0.02
(1.38%)
premium
6 Buy
5 Hold
1 Sell
Moderate Buy
premium
$625.79M
-73.00%
CMG
Chipotle
$57.97
$1.04
(1.83%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$77.96B
47.90%
COST
Costco
$900.74
$8.22
(0.92%)
premium
17 Buy
5 Hold
0 Sell
Strong Buy
premium
$395.69B
58.15%
WM
Waste Management
$204.64
$2.76
(1.37%)
premium
7 Buy
6 Hold
0 Sell
Moderate Buy
premium
$81.02B
26.43%
CRWD
CrowdStrike Holdings
$277.38
$10.26
(3.84%)
premium
35 Buy
5 Hold
1 Sell
Strong Buy
premium
$65.48B
61.40%
IQ
Iqiyi
$2.14
$0.08
(3.88%)
premium
4 Buy
4 Hold
1 Sell
Moderate Buy
premium
$1.98B
-57.08%
IVV
IVV
< ETF >
iShares Core S&P 500 ETF
$574.19
$9.68
(1.71%)
premium
4K Buy
3K Hold
296 Sell
Moderate Buy
premium
$520.44B
26.34%
IWF
IWF
< ETF >
iShares Russell 1000 Growth ETF
$373.35
$8.59
(2.35%)
premium
4K Buy
2K Hold
211 Sell
Moderate Buy
premium
$96.40B
32.02%
MGK
MGK
< ETF >
Vanguard Mega Cap Growth ETF
$320.32
$7.88
(2.52%)
premium
1K Buy
444 Hold
42 Sell
Moderate Buy
premium
$22.29B
32.08%
MSFT
Microsoft
$438.69
$7.88
(1.83%)
premium
29 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.20T
31.08%
MTUM
MTUM
< ETF >
iShares MSCI USA Momentum Factor ETF
$200.38
$3.82
(1.94%)
premium
1K Buy
496 Hold
53 Sell
Moderate Buy
premium
$9.78B
36.39%
DDOG
Datadog
$115.52
$2.34
(2.07%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$38.16B
21.84%
WMT
Walmart
$78.04
$0.99
(1.25%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$635.26B
45.12%
DE:AMD
Advanced Micro Devices
€141.26
€6.62
(4.92%)
premium
26 Buy
6 Hold
0 Sell
Strong Buy
premium
€216.53B
45.94%