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Mandy M. Wultsch - Roth IRA Brokerage Account - ****5349 - New Portfolio

Mandy W

Mandy M. Wultsch - Roth IRA Brokerage Account - ****5349
Individual Investor
Ranked #198,376 out of 783,619 TipRanks' Investors
Success Rate
92%
12 out of 13
profitable transactions
Average Return
2.94%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
35.15% VV
14.56% VO
13.21% VBR
9.84% VNQ
5.29% VGSH
21.95% Others
By Assets
96.77% ETFs
3.19% Cash
0.03% Stocks
0.00% Funds
0.00% Cryptocurrency
By Sector
99.96% General
0.04% Technology

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
hefwzxk72
hefwzxk72
hefwzxk72
premium
hefwzxk72
premium
hefwzxk72
hefwzxk72
hefwzxk72
m7ydnbpkrqi
m7ydnbpkrqi
m7ydnbpkrqi
premium
m7ydnbpkrqi
premium
m7ydnbpkrqi
m7ydnbpkrqi
m7ydnbpkrqi
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ds1iiugd0om
ds1iiugd0om
premium
ds1iiugd0om
premium
ds1iiugd0om
ds1iiugd0om
ds1iiugd0om
e328r5xbz
e328r5xbz
e328r5xbz
premium
e328r5xbz
premium
e328r5xbz
e328r5xbz
e328r5xbz
64oozqu8
64oozqu8
64oozqu8
premium
64oozqu8
premium
64oozqu8
64oozqu8
64oozqu8
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2x97vk56r
2x97vk56r
premium
2x97vk56r
premium
2x97vk56r
2x97vk56r
2x97vk56r
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ulynrohedh
ulynrohedh
premium
ulynrohedh
premium
ulynrohedh
ulynrohedh
ulynrohedh
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ehu98aaqup8
ehu98aaqup8
premium
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premium
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ehu98aaqup8
ehu98aaqup8
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4vaiysk4gxh
4vaiysk4gxh
premium
4vaiysk4gxh
premium
4vaiysk4gxh
4vaiysk4gxh
4vaiysk4gxh
m4kbxl
m4kbxl
m4kbxl
premium
m4kbxl
premium
m4kbxl
m4kbxl
m4kbxl
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PDYN
Palladyne AI Corp
$8.45
$0.29
(3.32%)
Pre
1.66%
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$254.45M
1406.90%
PUTW
PUTW
< ETF >
WisdomTree PutWrite Strategy Fund
$33.56
$0.117
(0.35%)
premium
premium
$188.42M
4.83%
VEU
VEU
< ETF >
Vanguard FTSE All-World ex-US Index Fund
$59.93
$0.71
(1.2%)
premium
premium
$38.74B
8.55%
VXUS
VXUS
< ETF >
Vanguard Total International Stock ETF
$61.53
$0.73
(1.2%)
Pre
0.76%
premium
premium
$77.49B
8.00%
BND
BND
< ETF >
Vanguard Total Bond Market ETF
$72.44
$0.1
(0.14%)
Pre
0.22%
premium
premium
$122.99B
-1.07%
VT
VT
< ETF >
Vanguard Total World Stock ETF
$121.94
$1.02
(0.84%)
Pre
0.71%
premium
premium
$42.72B
18.53%
VGSH
VGSH
< ETF >
Vanguard Short-Term Treasury ETF
$58.40
$0.04
(0.07%)
Pre
0.05%
premium
premium
$21.11B
-0.24%
VNQ
VNQ
< ETF >
Vanguard Real Estate ETF
$90.75
$1.14
(1.27%)
Pre
0.42%
premium
528 Buy
491 Hold
61 Sell
Moderate Buy
premium
$34.56B
5.80%
VBR
VBR
< ETF >
Vanguard Small Cap Value ETF
$207.19
$2.12
(1.03%)
Pre
1.19%
premium
3K Buy
2K Hold
341 Sell
Hold
premium
$32.08B
16.86%
VO
VO
< ETF >
Vanguard Mid-Cap ETF
$277.71
$3.42
(1.25%)
premium
2K Buy
2K Hold
172 Sell
Moderate Buy
premium
$75.69B
21.18%
VV
VV
< ETF >
Vanguard Large-Cap ETF
$278.76
$1.23
(0.44%)
Pre
0.44%
premium
4K Buy
3K Hold
262 Sell
Moderate Buy
premium
$41.89B
25.56%