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John's ROTH IRA - New Portfolio

John Jarrell

John's ROTH IRA
Individual Investor
Ranked #508,865 out of 783,619 TipRanks' Investors
Success Rate
50%
10 out of 20
profitable transactions
Average Return
-3.10%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
25.66% ARCC
22.41% ENB
19.29% VZ
14.34% PFE
13.49% GSBD
4.81% Others
By Assets
99.98% Stocks
0.02% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
39.15% Financial
27.06% Energy
19.29% Communication Services
14.34% Healthcare
0.16% Technology

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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MSFT
Microsoft
$414.99
$27.34
(6.18%)
Pre
1.04%
premium
29 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
4.38%
PFE
Pfizer
$26.91
$0.29
(1.09%)
Pre
0.11%
premium
7 Buy
10 Hold
1 Sell
Moderate Buy
premium
$152.50B
-0.63%
BSM
Black Stone Minerals
$14.76
$0
(0%)
Pre
1.96%
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$3.11B
-10.00%
VZ
Verizon
$39.47
$0.81
(2.01%)
Pre
0.1%
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$166.15B
-5.16%
ENB
Enbridge
$44.50
$0.24
(0.54%)
Pre
0.16%
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$96.87B
25.35%
GSBD
Goldman Sachs BDC
$12.72
$0.11
(0.87%)
Pre
0%
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$1.49B
-15.93%
ARCC
Ares Capital
$23.42
$0.24
(1.04%)
Pre
0.26%
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.13B
15.77%