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ROTH IRA - New Portfolio

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

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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0jwdytfbs425
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02pdnacejl2y
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premium
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premium
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premium
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premium
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premium
9848m2
premium
9848m2
9848m2
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premium
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premium
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premium
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premium
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premium
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premium
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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
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
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
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
TQQQ
< ETF >
ProShares UltraPro QQQ
$76.73
$3.1
(3.88%)
premium
premium
$24.75B
78.46%
SFY
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%