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Mandy M. Wultsch - Roth IRA Brokerage Account - ****5349
- New Portfolio
Performance
Portfolio Details
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
Select Columns
11
Results | Showing
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1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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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
< ETF >
WisdomTree PutWrite Strategy Fund
$33.56
$0.117
(
0.35%
)
premium
―
premium
$188.42M
4.83%
VEU
< ETF >
Vanguard FTSE All-World ex-US Index Fund
$59.93
$0.71
(
1.2%
)
premium
―
premium
$38.74B
8.55%
VXUS
< ETF >
Vanguard Total International Stock ETF
$61.53
$0.73
(
1.2%
)
Pre
0.76%
premium
―
premium
$77.49B
8.00%
BND
< ETF >
Vanguard Total Bond Market ETF
$72.44
$0.1
(
0.14%
)
Pre
0.22%
premium
―
premium
$122.99B
-1.07%
VT
< ETF >
Vanguard Total World Stock ETF
$121.94
$1.02
(
0.84%
)
Pre
0.71%
premium
―
premium
$42.72B
18.53%
VGSH
< ETF >
Vanguard Short-Term Treasury ETF
$58.40
$0.04
(
0.07%
)
Pre
0.05%
premium
―
premium
$21.11B
-0.24%
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
< 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
< 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
< 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%
11
Results | Showing
1
out of
1
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