Schwab IRA - New Portfolio

Jim Huddy

Schwab IRA
Individual Investor
Ranked #48,313 out of 794,370 TipRanks' Investors
Success Rate
71%
58 out of 82
profitable transactions
Average Return
19.90%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
22.04% SPY
15.94% QQQ
9.60% AVGO
6.51% META
5.97% SOFI
39.94% Others
By Assets
53.29% Stocks
45.33% ETFs
1.25% Funds
0.13% Cash
0.00% Cryptocurrency
By Sector
46.64% General
18.50% Technology
9.31% Communication Services
7.90% Financial
7.19% Real Estate
10.46% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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$583.93
$2.07
(0.35%)
Pre
4.68%
premium
44 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.48T
17.82%
$88.86
$0.37
(0.42%)
Pre
1.98%
premium
9 Buy
9 Hold
1 Sell
Moderate Buy
premium
$113.49B
3.86%
$57.47
$0.25
(0.43%)
Pre
2.31%
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$5.11B
21.96%
$196.01
$3.84
(2%)
Pre
5.9%
premium
46 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.04T
6.35%
$215.61
$1.1
(0.51%)
Pre
0.76%
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$30.52B
19.67%
$172.09
$3.57
(2.12%)
Pre
5.4%
premium
23 Buy
2 Hold
0 Sell
Strong Buy
premium
$792.37B
26.24%
$61.60
$1.03
(1.7%)
Pre
4.22%
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$73.94B
56.54%
$13.19
$0.06
(0.45%)
Pre
1.82%
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.20B
15.40%
$7.95
$0.03
(0.38%)
Pre
1.89%
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$1.84B
8.16%
$370.89
$5.37
(1.47%)
Pre
3.75%
premium
19 Buy
5 Hold
1 Sell
Moderate Buy
premium
$363.34B
0.69%
$21.98
$0.07
(0.32%)
Pre
2.78%
premium
1 Buy
27 Hold
4 Sell
Hold
premium
$95.48B
-45.50%
JEPI
JEPI
< ETF >
$57.00
$0.23
(0.41%)
Pre
1.84%
premium
1K Buy
594 Hold
53 Sell
Moderate Buy
premium
$39.45B
-0.66%
FAX
FAX
< FUND >
$15.89
$0.04
(0.25%)
Pre
2.45%
premium
premium
$3.88B
-1.55%
$75.04
$1.02
(1.38%)
Pre
3.37%
premium
10 Buy
15 Hold
0 Sell
Moderate Buy
premium
$22.59B
18.70%
$56.58
$0.9
(1.62%)
Pre
3.57%
premium
5 Buy
11 Hold
2 Sell
Hold
premium
$6.22B
-66.96%
SVOL
SVOL
< ETF >
$18.56
$0.25
(1.37%)
Pre
4.36%
premium
premium
$999.58M
-17.62%
$12.31
$0.4
(3.36%)
Pre
8.29%
premium
6 Buy
7 Hold
4 Sell
Hold
premium
$13.06B
65.42%
IWM
IWM
< ETF >
$202.66
$3.15
(1.58%)
Pre
4.52%
premium
5K Buy
3K Hold
379 Sell
Moderate Buy
premium
$63.34B
-2.44%
QQQ
QQQ
< ETF >
$476.15
$3.45
(0.73%)
Pre
3.7%
premium
1K Buy
627 Hold
66 Sell
Moderate Buy
premium
$297.17B
7.16%
SPY
SPY
< ETF >
$564.52
$3.55
(0.63%)
Pre
3.2%
premium
5K Buy
3K Hold
286 Sell
Moderate Buy
premium
$572.78B
8.12%
$29.21
$0.15
(0.52%)
Pre
2.02%
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.50B
6.84%
$10.82
$0.32
(3.05%)
Pre
5.45%
premium
3 Buy
16 Hold
2 Sell
Hold
premium
$5.79B
-51.32%
$100.36
$2.19
(2.23%)
Pre
6.1%
premium
17 Buy
5 Hold
2 Sell
Moderate Buy
premium
$14.98B
64.66%
$7.79
$0.03
(0.39%)
Pre
5.78%
premium
6 Buy
15 Hold
0 Sell
Moderate Buy
premium
$1.35B
-45.85%
$6.01
$0.04
(0.66%)
Pre
1.83%
premium
4 Buy
4 Hold
0 Sell
Moderate Buy
premium
$803.81M
-2.12%
TECB
TECB
< ETF >
$49.56
$0.43
(0.88%)
Pre
1.13%
premium
2K Buy
872 Hold
108 Sell
Moderate Buy
premium
$381.97M
3.43%
$2.96
$0.08
(2.78%)
Pre
0.34%
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$255.91M
56.52%
$20.91
$0.72
(3.57%)
Pre
6.98%
premium
8 Buy
8 Hold
0 Sell
Moderate Buy
premium
$8.27B
-23.09%
$7.94
$0.42
(5.59%)
Pre
9.82%
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.12B
152.35%
$102.96
$0.18
(0.18%)
Pre
4.93%
premium
24 Buy
12 Hold
1 Sell
Moderate Buy
premium
$166.55B
-42.48%
$271.54
$1.34
(0.5%)
Pre
4.03%
premium
30 Buy
8 Hold
2 Sell
Moderate Buy
premium
$259.66B
-11.12%
$43.37
$0.95
(2.24%)
Pre
4.77%
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$27.40B
-9.55%
$3.90
$0.17
(4.18%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$143.79M
-38.43%
TLTW
TLTW
< ETF >
$23.96
$0.022
(0.09%)
Pre
0.38%
premium
premium
$1.16B
-7.60%
$3.69
$0.245
(7.11%)
Pre
8.94%
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$266.96M
-71.53%