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Roth Contributory IRA
- New Portfolio
Performance
Portfolio Details
Investor Coleman
Roth Contributory IRA
Individual Investor
Ranked #271,608 out of 769,002 TipRanks' Investors
Success Rate
61%
39 out of 64
profitable transactions
Average Return
1.68%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
26.31%
VZ
17.53%
IUSB
14.75%
SFY
5.98%
KO
5.93%
APLE
29.50%
Others
By Assets
67.28%
Stocks
32.06%
ETFs
0.66%
Cash
0.00%
Funds
0.00%
Cryptocurrency
By Sector
32.27%
General
30.20%
Communication Services
10.75%
Real Estate
9.26%
Energy
8.11%
Consumer Cyclical
9.40%
Other
Portfolio Holdings
Select Columns
12
Results | Showing
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1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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i8lug2pn
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te2cvq7fzio
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premium
te2cvq7fzio
premium
te2cvq7fzio
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GM
General Motors
$55.68
$0.81
(
1.48%
)
premium
10
Buy
6
Hold
2
Sell
Moderate Buy
premium
$60.60B
96.67%
SBUX
Starbucks
$100.06
$1.8
(
1.83%
)
premium
15
Buy
6
Hold
4
Sell
Moderate Buy
premium
$111.45B
-5.24%
CVX
Chevron
$161.63
$0.3
(
0.19%
)
premium
10
Buy
4
Hold
0
Sell
Moderate Buy
premium
$286.82B
12.00%
KO
Coca-Cola
$63.76
$0.77
(
1.22%
)
premium
11
Buy
4
Hold
0
Sell
Moderate Buy
premium
$269.63B
8.55%
SIRI
Sirius XM Holdings
$25.77
$0.56
(
2.22%
)
premium
5
Buy
4
Hold
5
Sell
Hold
premium
$8.54B
-48.02%
APLE
Apple Hospitality REIT
$15.74
$0.37
(
2.41%
)
premium
2
Buy
2
Hold
0
Sell
Moderate Buy
premium
$3.70B
-5.18%
OXY
Occidental Petroleum
$51.54
$0.63
(
1.24%
)
premium
6
Buy
12
Hold
1
Sell
Moderate Buy
premium
$47.39B
-16.20%
SFY
< ETF >
SoFi Select 500 ETF
$110.99
$0.79
(
0.72%
)
premium
5K
Buy
3K
Hold
296
Sell
Moderate Buy
premium
$959.31M
36.64%
IUSB
< ETF >
iShares Core Total USD Bond Market ETF
$45.59
$0
(
0%
)
premium
―
premium
$31.77B
2.82%
VZ
Verizon
$42.50
$0.28
(
0.66%
)
premium
8
Buy
9
Hold
0
Sell
Moderate Buy
premium
$176.51B
13.34%
VICI
VICI Properties
$32.37
$0.25
(
0.78%
)
premium
8
Buy
2
Hold
0
Sell
Strong Buy
premium
$33.97B
13.90%
NVDA
Nvidia
$146.67
$0.78
(
0.53%
)
premium
40
Buy
4
Hold
0
Sell
Strong Buy
premium
$3.61T
192.11%
12
Results | Showing
1
out of
1
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