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Ed - IRA -2053 - New Portfolio

Ed - IRA -2053
Individual Investor
Ranked #137,293 out of 769,291 TipRanks' Investors
Success Rate
68%
34 out of 50
profitable transactions
Average Return
16.21%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
14.61% APP
10.05% CAVA
9.13% ANET
8.97% AMZN
7.20% NOW
50.04% Others
By Assets
84.61% Stocks
11.05% Cash
2.51% Funds
1.83% ETFs
0.00% Cryptocurrency
By Sector
56.26% Technology
25.88% Consumer Cyclical
6.31% Communication Services
4.88% General
3.75% Healthcare
2.92% 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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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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CAVA
CAVA Group, Inc.
$148.89
$4.09
(2.82%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$16.59B
318.48%
AAPL
Apple
$230.05
$1.53
(0.67%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.45T
19.45%
ANET
Arista Networks
$403.60
$1.37
(0.34%)
premium
10 Buy
3 Hold
0 Sell
Strong Buy
premium
$127.54B
75.34%
AMZN
Amazon
$197.78
$0.6
(0.3%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.09T
35.22%
META
Meta Platforms
$559.20
$3.89
(0.69%)
premium
40 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.42T
64.89%
MSFT
Microsoft
$414.28
$1.41
(0.34%)
premium
27 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.07T
9.27%
UTG
UTG
< FUND >
Reaves Utility Income Fund
$34.58
$0.19
(0.55%)
premium
premium
$2.72B
29.50%
NOW
ServiceNow
$1058.76
$11.71
(1.12%)
premium
26 Buy
2 Hold
1 Sell
Strong Buy
premium
$215.69B
56.35%
MNDY
Monday.com
$291.00
$14.74
(5.34%)
premium
16 Buy
4 Hold
0 Sell
Strong Buy
premium
$13.77B
52.49%
NVDA
Nvidia
$142.12
$4.55
(3.1%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.59T
201.07%
NEE
NextEra Energy
$76.37
$0.475
(0.62%)
premium
8 Buy
5 Hold
1 Sell
Moderate Buy
premium
$159.08B
34.61%
COST
Costco
$962.46
$6.81
(0.71%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$423.42B
57.55%
CMG
Chipotle
$62.23
$2.25
(3.75%)
premium
13 Buy
7 Hold
0 Sell
Moderate Buy
premium
$81.73B
33.96%
TLT
TLT
< ETF >
iShares 20+ Year Treasury Bond ETF
$90.44
$0.1
(0.11%)
premium
premium
$57.72B
-0.51%
GE
GE Aerospace
$181.31
$2.61
(1.46%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$193.41B
48.81%
DVA
DaVita
$165.86
$1.72
(1.05%)
premium
0 Buy
3 Hold
1 Sell
Hold
premium
$13.46B
62.24%
APP
AppLovin
$327.58
$9.34
(2.93%)
premium
14 Buy
4 Hold
1 Sell
Moderate Buy
premium
$106.80B
711.01%