tiprankstipranks

Roth Contributory IRA - New Portfolio

Alan Begane

Roth Contributory IRA
Individual Investor
Ranked #215,043 out of 743,899 TipRanks' Investors
Success Rate
48%
81 out of 169
profitable transactions
Average Return
17.08%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
15.00% AAPL
14.95% MARA
13.52% AMZN
5.95% VRT
5.43% SCHD
45.15% Others
By Assets
89.97% Stocks
9.32% ETFs
0.71% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
21.39% Financial
19.16% Technology
18.30% Healthcare
13.52% Consumer Cyclical
11.28% Industrials
16.35% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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OBDC
Blue Owl Capital
$15.58
$0.19
(1.23%)
Pre
0%
premium
5 Buy
1 Hold
1 Sell
Moderate Buy
premium
$6.07B
27.82%
ARC
ARC Document Solutions
$2.92
$0.06
(2.01%)
Pre
2.74%
premium
premium
$126.08M
-7.30%
VIST
Vista Oil & Gas SAB de CV
$45.52
$1.5
(3.41%)
Pre
0.02%
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$4.32B
82.05%
VKTX
Viking Therapeutics
$51.54
$3.78
(6.83%)
Pre
0.1%
premium
10 Buy
0 Hold
0 Sell
Strong Buy
premium
$5.68B
258.29%
CRBP
Corbus Pharmaceuticals
$48.01
$1.39
(2.81%)
Pre
1.15%
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$513.07M
510.81%
BRSP
BrightSpire Capital
$5.82
$0.08
(1.39%)
Pre
0.52%
premium
1 Buy
2 Hold
1 Sell
Hold
premium
$760.30M
-2.67%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$77.45
$0.04
(0.05%)
Pre
0.01%
premium
407 Buy
429 Hold
75 Sell
Hold
premium
$54.62B
10.07%
AMZN
Amazon
$200.00
$2.8
(1.42%)
Pre
0.08%
premium
42 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.08T
51.44%
AAPL
Apple
$220.27
$3.52
(1.62%)
Pre
0.32%
premium
24 Buy
10 Hold
1 Sell
Moderate Buy
premium
$3.38T
15.06%
SOXQ
SOXQ
< ETF >
Invesco PHLX Semiconductor ETF
$43.68
$0.51
(1.18%)
Pre
0%
premium
364 Buy
159 Hold
18 Sell
Moderate Buy
premium
$474.87M
49.22%
INTC
Intel
$31.07
$0.23
(0.75%)
Pre
0.29%
premium
3 Buy
25 Hold
3 Sell
Hold
premium
$132.26B
-7.00%
ALLY
Ally Financial
$40.31
$1.05
(2.67%)
Pre
1.22%
premium
6 Buy
5 Hold
2 Sell
Moderate Buy
premium
$12.25B
52.98%
CUZ
Cousins Properties
$22.99
$0.1
(0.44%)
Pre
4.71%
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.50B
3.98%
ARDX
Ardelyx
$5.28
$2.29
(30.25%)
Pre
3.22%
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.24B
60.00%
CARR
Carrier Global
$62.83
$0.93
(1.5%)
Pre
0.18%
premium
6 Buy
4 Hold
2 Sell
Moderate Buy
premium
$56.61B
25.35%
BITQ
BITQ
< ETF >
Bitwise Crypto Industry Innovators ETF
$14.38
$0.1
(0.7%)
Pre
0.9%
premium
192 Buy
52 Hold
6 Sell
Moderate Buy
premium
$149.27M
66.16%
WULF
TeraWulf Inc
$5.05
$0.16
(3.07%)
Pre
3.37%
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.69B
150.00%
ELEV
Elevation Oncology
$2.80
$0.06
(2.1%)
Pre
3.93%
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$152.99M
81.82%
LBPH
Longboard Pharmaceuticals
$30.74
$0.18
(0.58%)
Pre
3.22%
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.20B
340.45%
MARA
Marathon Digital Holdings
$22.12
$0.44
(1.95%)
Pre
2.58%
premium
1 Buy
3 Hold
1 Sell
Hold
premium
$6.04B
44.39%
VRT
Vertiv Holdings
$88.00
$1.34
(1.55%)
Pre
0%
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$32.94B
254.27%
KVUE
Kenvue, Inc.
$18.24
$0.29
(1.62%)
Pre
0.27%
premium
4 Buy
5 Hold
2 Sell
Hold
premium
$34.93B
-28.29%
VERI
Veritone
$2.33
$0.06
(2.64%)
Pre
3.43%
premium
premium
$88.03M
-41.89%
BSEM
BioStem Technologies
$8.95
$0.45
(5.29%)
premium
premium
$145.23M
329.29%
VIGL
Vigil Neuroscience Inc
$4.00
$0.365
(8.35%)
Pre
4.37%
premium
5 Buy
0 Hold
1 Sell
Moderate Buy
premium
$150.53M
-55.95%
SCPH
scPharmaceuticals
$4.21
$0.11
(2.55%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$151.79M
-57.13%