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Schwab IRA - New Portfolio

Jim Huddy

Schwab IRA
Individual Investor
Ranked #51,942 out of 788,174 TipRanks' Investors
Success Rate
72%
59 out of 82
profitable transactions
Average Return
27.32%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
21.11% SPY
15.87% QQQ
10.99% AVGO
6.87% META
6.41% SOFI
38.75% Others
By Assets
54.68% Stocks
44.08% ETFs
1.12% Funds
0.12% Cash
0.00% Cryptocurrency
By Sector
45.25% General
20.21% Technology
9.74% Communication Services
8.29% Financial
6.45% Real Estate
10.04% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
bn6ionrfuy
premium
bn6ionrfuy
bn6ionrfuy
bn6ionrfuy
livcafquae
livcafquae
livcafquae
premium
livcafquae
premium
livcafquae
livcafquae
livcafquae
kpkavs6yr5
kpkavs6yr5
kpkavs6yr5
premium
kpkavs6yr5
premium
kpkavs6yr5
kpkavs6yr5
kpkavs6yr5
4s529iet3v
4s529iet3v
4s529iet3v
premium
4s529iet3v
premium
4s529iet3v
4s529iet3v
4s529iet3v
vfsx7n3
vfsx7n3
vfsx7n3
premium
vfsx7n3
premium
vfsx7n3
vfsx7n3
vfsx7n3
9coe8lt0w45
9coe8lt0w45
9coe8lt0w45
premium
9coe8lt0w45
premium
9coe8lt0w45
9coe8lt0w45
9coe8lt0w45
35syb0bly4
35syb0bly4
35syb0bly4
premium
35syb0bly4
premium
35syb0bly4
35syb0bly4
35syb0bly4
bqml9qk6i39
bqml9qk6i39
bqml9qk6i39
premium
bqml9qk6i39
premium
bqml9qk6i39
bqml9qk6i39
bqml9qk6i39
gtpcvzmknmg
gtpcvzmknmg
gtpcvzmknmg
premium
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premium
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premium
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META
Meta Platforms
$683.55
$11.29
(1.62%)
premium
44 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.76T
48.46%
MDT
Medtronic
$89.94
$2
(2.27%)
premium
8 Buy
9 Hold
1 Sell
Moderate Buy
premium
$112.76B
2.37%
MAIN
Main Street Capital
$62.27
$0.47
(0.75%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$5.53B
39.80%
AMZN
Amazon
$216.58
$6.3
(2.83%)
premium
47 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.36T
32.20%
AVB
AvalonBay
$218.92
$0.46
(0.21%)
premium
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$31.20B
24.56%
AVGO
Broadcom
$218.66
$8.08
(3.56%)
premium
24 Buy
3 Hold
0 Sell
Strong Buy
premium
$1.06T
73.76%
WMB
Williams Co
$57.44
$1.01
(1.73%)
premium
8 Buy
4 Hold
0 Sell
Moderate Buy
premium
$71.25B
67.48%
EFC
Ellington Financial
$13.10
$0.02
(0.15%)
premium
2 Buy
0 Hold
0 Sell
Moderate Buy
premium
$1.19B
10.25%
GNL
Global Net Lease
$7.25
$0.01
(0.14%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.67B
-6.20%
HD
Home Depot
$385.30
$9.34
(2.37%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$392.02B
8.38%
INTC
Intel
$24.87
$1.22
(4.68%)
premium
1 Buy
27 Hold
5 Sell
Hold
premium
$112.97B
-39.98%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$59.13
$0.58
(0.97%)
premium
1K Buy
569 Hold
50 Sell
Moderate Buy
premium
$39.72B
5.68%
FAX
FAX
< FUND >
Aberdeen Asia-Pacific Income Fund Inc
$15.71
$0.005
(0.03%)
premium
premium
$3.89B
-0.56%
ZM
Zoom Video Communications
$82.50
$0.95
(1.14%)
premium
9 Buy
17 Hold
0 Sell
Moderate Buy
premium
$25.58B
36.02%
CE
Celanese
$52.76
$0.15
(0.29%)
premium
4 Buy
10 Hold
2 Sell
Hold
premium
$5.75B
-65.02%
SVOL
SVOL
< ETF >
Simplify Volatility Premium ETF
$21.12
$0.43
(2%)
premium
premium
$1.15B
-5.27%
SOFI
SoFi Technologies
$14.67
$0.89
(5.72%)
premium
6 Buy
6 Hold
4 Sell
Hold
premium
$16.88B
91.86%
IWM
IWM
< ETF >
iShares Russell 2000 ETF
$217.80
$6.46
(2.88%)
premium
4K Buy
2K Hold
319 Sell
Hold
premium
$73.16B
14.39%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$526.08
$11.15
(2.08%)
premium
1K Buy
621 Hold
63 Sell
Moderate Buy
premium
$343.15B
22.63%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$599.94
$10.44
(1.71%)
premium
4K Buy
3K Hold
286 Sell
Moderate Buy
premium
$636.06B
20.27%
HASI
HASI
$28.04
$0.91
(3.14%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.45B
10.70%
PATH
UiPath
$13.43
$0.74
(5.22%)
premium
2 Buy
13 Hold
1 Sell
Hold
premium
$7.79B
-38.12%
TWLO
Twilio
$114.31
$3.69
(3.13%)
premium
15 Buy
6 Hold
2 Sell
Moderate Buy
premium
$18.10B
109.78%
TDOC
Teladoc
$11.51
$1.18
(9.3%)
premium
5 Buy
8 Hold
0 Sell
Moderate Buy
premium
$2.18B
-24.33%
RWT
Redwood
$6.44
$0.01
(0.16%)
premium
3 Buy
4 Hold
0 Sell
Moderate Buy
premium
$852.10M
4.72%
TECB
TECB
< ETF >
iShares U.S. Tech Breakthrough Multisector ETF
$54.91
$1.351
(2.4%)
premium
2K Buy
806 Hold
101 Sell
Moderate Buy
premium
$464.79M
24.41%
ATYR
aTyr Pharma
$4.32
$0.11
(2.48%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$371.86M
124.87%
U
Unity Software
$28.34
$0.34
(1.21%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$11.28B
-9.18%
ADPT
Adaptive Biotechnologies
$8.27
$0.06
(0.72%)
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.23B
118.06%
AMD
Advanced Micro Devices
$110.84
$3.33
(2.92%)
premium
25 Buy
11 Hold
1 Sell
Moderate Buy
premium
$185.01B
-30.51%
CRM
Salesforce
$309.80
$8.63
(2.71%)
premium
32 Buy
7 Hold
2 Sell
Moderate Buy
premium
$304.74B
12.30%
DAL
Delta Air Lines
$60.00
$3.75
(5.88%)
premium
14 Buy
0 Hold
0 Sell
Strong Buy
premium
$41.18B
51.35%
MASS
908 Devices
$2.53
$0.19
(6.99%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$94.72M
-60.92%
TLTW
TLTW
< ETF >
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
$23.89
$0.16
(0.67%)
premium
premium
$1.02B
-9.12%
SLDB
Solid Biosciences
$5.78
$0.22
(3.67%)
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$457.91M
-40.24%