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Curtis Dismore - Rollover IRA Brokerage Account - ****0074 - New Portfolio

Curtis Dismore

Curtis Dismore - Rollover IRA Brokerage Account - ****0074
Individual Investor
Ranked #43,744 out of 783,619 TipRanks' Investors
Success Rate
92%
22 out of 24
profitable transactions
Average Return
56.43%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
27.36% VOO
13.88% QBTS
12.01% KKR
8.72% VBK
8.26% FOF
29.77% Others
By Assets
36.99% Stocks
30.37% ETFs
26.57% Cash
6.07% Funds
0.00% Cryptocurrency
By Sector
49.63% General
27.04% Technology
12.01% Financial
6.23% Industrials
5.10% Energy

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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TRGP
Targa Resources
$205.21
$2.35
(1.16%)
Pre
0%
premium
15 Buy
1 Hold
0 Sell
Strong Buy
premium
$44.75B
141.54%
TSM
TSMC
$208.15
$5.82
(2.88%)
Pre
0.7%
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$893.92B
74.33%
VYM
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$133.01
$1.13
(0.86%)
Pre
0.29%
premium
2K Buy
2K Hold
290 Sell
Moderate Buy
premium
$61.33B
18.26%
GSL
Global Ship Lease
$21.82
$0.13
(0.6%)
Pre
0%
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$769.37M
1.87%
FOF
FOF
< FUND >
Cohen & Steers Closed-End Opportunity Fund Inc
$12.55
$0.12
(0.97%)
Pre
2.71%
premium
premium
$616.69M
7.52%
NOW
ServiceNow
$1012.75
$130.88
(11.44%)
Pre
1.7%
premium
27 Buy
3 Hold
1 Sell
Strong Buy
premium
$208.63B
32.32%
VBK
VBK
< ETF >
Vanguard Small-Cap Growth ETF
$294.71
$3.82
(1.31%)
Pre
0%
premium
3K Buy
2K Hold
237 Sell
Moderate Buy
premium
$20.25B
21.48%
KKR
KKR & Co
$166.87
$0.57
(0.34%)
Pre
1.18%
premium
10 Buy
3 Hold
0 Sell
Strong Buy
premium
$148.22B
92.73%
QBTS
D-Wave Quantum
$5.64
$0.12
(2.17%)
Pre
1.77%
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.75B
526.56%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$556.30
$2.89
(0.52%)
Pre
0.51%
premium
4K Buy
3K Hold
292 Sell
Moderate Buy
premium
$620.41B
24.69%