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ROTH IRA
- New Portfolio
Performance
Portfolio Details
Sara Helmer
ROTH IRA
Individual Investor
Ranked #134,030 out of 770,613 TipRanks' Investors
Success Rate
57%
47 out of 82
profitable transactions
Average Return
25.79%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
20.96%
NVDA
10.44%
TSLA
7.02%
PTGX
6.17%
NCMI
5.92%
JPM
49.49%
Others
By Assets
88.72%
Stocks
11.20%
ETFs
0.08%
Cash
0.00%
Funds
0.00%
Cryptocurrency
By Sector
27.19%
Technology
17.36%
Consumer Cyclical
13.47%
Communication Services
11.81%
Real Estate
11.21%
General
18.96%
Other
Portfolio Holdings
Select Columns
28
Results | Showing
1
out of
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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0jwdytfbs425
0jwdytfbs425
premium
0jwdytfbs425
premium
0jwdytfbs425
0jwdytfbs425
0jwdytfbs425
02pdnacejl2y
02pdnacejl2y
02pdnacejl2y
premium
02pdnacejl2y
premium
02pdnacejl2y
02pdnacejl2y
02pdnacejl2y
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vb7nbjdg
vb7nbjdg
premium
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premium
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9848m2
9848m2
premium
9848m2
premium
9848m2
9848m2
9848m2
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hc6gth
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premium
hc6gth
premium
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premium
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5jrh8e0fu42
5jrh8e0fu42
5jrh8e0fu42
premium
5jrh8e0fu42
premium
5jrh8e0fu42
5jrh8e0fu42
5jrh8e0fu42
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ll7ath1i1al
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premium
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premium
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OHI
Omega Healthcare
$40.63
$0.14
(
0.34%
)
premium
3
Buy
8
Hold
0
Sell
Moderate Buy
premium
$10.82B
27.48%
PFE
Pfizer
$25.84
$0.07
(
0.27%
)
premium
7
Buy
11
Hold
1
Sell
Moderate Buy
premium
$148.31B
-14.20%
VZ
Verizon
$44.67
$0.3
(
0.68%
)
premium
8
Buy
9
Hold
0
Sell
Moderate Buy
premium
$185.14B
18.80%
STLA
Stellantis
$12.83
$0.22
(
1.74%
)
premium
7
Buy
11
Hold
2
Sell
Hold
premium
$39.71B
-38.25%
NCMI
National Cinemedia
$6.90
$0.1
(
1.47%
)
premium
3
Buy
1
Hold
0
Sell
Strong Buy
premium
$655.86M
59.62%
TAK
Takeda Pharmaceutical Company
$13.63
$0.185
(
1.38%
)
premium
1
Buy
1
Hold
0
Sell
Moderate Buy
premium
$42.73B
-3.92%
VSTO
Vista Outdoor
$44.63
$0.24
(
0.54%
)
premium
0
Buy
4
Hold
0
Sell
Hold
premium
$2.59B
58.43%
VWOB
< ETF >
Vanguard Emerging Markets Government Bond ETF
$65.13
$0.3
(
0.46%
)
premium
―
premium
$5.43B
6.49%
NTAP
NetApp
$122.50
$7.095
(
5.47%
)
premium
3
Buy
11
Hold
1
Sell
Hold
premium
$25.84B
65.96%
DLR
Digital Realty
$195.00
$0.98
(
0.51%
)
premium
11
Buy
5
Hold
1
Sell
Moderate Buy
premium
$63.96B
41.16%
RIVN
Rivian Automotive
$12.08
$0.53
(
4.59%
)
premium
9
Buy
11
Hold
1
Sell
Moderate Buy
premium
$11.84B
-29.40%
NVDA
Nvidia
$132.34
$4.585
(
3.35%
)
premium
40
Buy
4
Hold
0
Sell
Strong Buy
premium
$3.33T
183.82%
O
Realty Income
$58.67
$0.92
(
1.59%
)
premium
3
Buy
8
Hold
0
Sell
Moderate Buy
premium
$50.28B
6.69%
JPM
JPMorgan Chase & Co.
$250.36
$0.39
(
0.16%
)
premium
10
Buy
6
Hold
1
Sell
Moderate Buy
premium
$704.65B
63.39%
KR
Kroger Company
$60.74
$0.17
(
0.28%
)
premium
8
Buy
5
Hold
0
Sell
Moderate Buy
premium
$43.47B
36.29%
GCLN
< ETF >
Goldman Sachs Bloomberg Clean Energy Equity ETF
$36.97
$0.149
(
0.4%
)
premium
548
Buy
374
Hold
83
Sell
Hold
premium
$10.99M
12.71%
SOXL
< ETF >
Direxion Daily Semiconductor Bull 3x Shares
$25.78
$2.35
(
8.35%
)
premium
―
premium
$10.24B
27.69%
PTGX
Protagonist Therapeutics
$44.82
$0.01
(
0.02%
)
premium
5
Buy
1
Hold
0
Sell
Strong Buy
premium
$2.71B
157.35%
TSLA
Tesla
$331.58
$6.65
(
1.97%
)
premium
11
Buy
14
Hold
9
Sell
Hold
premium
$1.09T
43.27%
TQQQ
< ETF >
ProShares UltraPro QQQ
$76.73
$3.1
(
3.88%
)
premium
―
premium
$24.75B
78.46%
SFY
< ETF >
SoFi Select 500 ETF
$110.50
$0.94
(
0.84%
)
premium
5K
Buy
3K
Hold
302
Sell
Moderate Buy
premium
$975.57M
37.75%
MPLN
MultiPlan
$6.80
$0.17
(
2.44%
)
premium
0
Buy
2
Hold
0
Sell
Hold
premium
$118.05M
-86.80%
ORC
Orchid Island Capital
$7.92
$0.045
(
0.57%
)
premium
―
premium
$621.83M
6.63%
OCANF
OceanaGold
$3.09
$0.048
(
1.58%
)
premium
6
Buy
0
Hold
0
Sell
Strong Buy
premium
$2.17B
72.03%
OPRA
Opera
$19.60
$0.21
(
1.06%
)
premium
5
Buy
0
Hold
0
Sell
Strong Buy
premium
$1.77B
65.17%
BZFD
BuzzFeed
$3.95
$0.065
(
1.62%
)
premium
1
Buy
0
Hold
0
Sell
Moderate Buy
premium
$161.13M
243.46%
SNOW
Snowflake
$169.85
$1.43
(
0.83%
)
premium
24
Buy
6
Hold
0
Sell
Strong Buy
premium
$57.46B
0.15%
POAHY
Porsche Automobil Holding
$3.53
$0.034
(
0.97%
)
premium
―
premium
$11.06B
-27.33%
28
Results | Showing
1
out of
1
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