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Roth Contributory IRA - New Portfolio

Shawn Emms

Roth Contributory IRA
Individual Investor
Ranked #11,162 out of 781,107 TipRanks' Investors
Success Rate
87%
89 out of 102
profitable transactions
Average Return
21.89%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
19.94% AMZN
19.32% AAPL
11.58% MO
10.92% TGT
10.59% VZ
27.65% Others
By Assets
90.61% Stocks
9.37% ETFs
0.02% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
22.51% Consumer Defensive
19.94% Consumer Cyclical
19.32% Technology
18.26% Energy
10.59% Communication Services
9.37% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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8fk306c
8fk306c
premium
8fk306c
premium
8fk306c
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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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premium
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premium
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premium
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premium
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AMZN
Amazon
$230.71
$4.77
(2.11%)
premium
49 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.38T
45.45%
AAPL
Apple
$222.64
$7.34
(3.19%)
premium
18 Buy
7 Hold
4 Sell
Moderate Buy
premium
$3.46T
20.06%
MO
Altria Group
$51.47
$0.39
(0.75%)
premium
4 Buy
2 Hold
2 Sell
Hold
premium
$87.89B
28.59%
VZ
Verizon
$39.02
$0.24
(0.62%)
premium
5 Buy
9 Hold
0 Sell
Moderate Buy
premium
$163.25B
-1.40%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.22
$0.23
(0.82%)
premium
421 Buy
416 Hold
68 Sell
Moderate Buy
premium
$67.47B
9.17%
XOM
Exxon Mobil
$111.47
$0.85
(0.76%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$493.66B
15.85%
CVX
Chevron
$158.24
$3.23
(2%)
premium
16 Buy
3 Hold
0 Sell
Strong Buy
premium
$290.18B
13.52%
TGT
Target
$137.34
$3.73
(2.79%)
premium
15 Buy
15 Hold
0 Sell
Moderate Buy
premium
$61.22B
-3.28%