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Roth Contributory IRA - New Portfolio

Investor Coleman

Roth Contributory IRA
Individual Investor
Ranked #463,560 out of 775,913 TipRanks' Investors
Success Rate
45%
29 out of 64
profitable transactions
Average Return
-1.47%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
26.01% VZ
18.29% IUSB
15.42% SFY
6.19% APLE
6.17% KO
27.92% Others
By Assets
65.83% Stocks
33.47% ETFs
0.69% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
33.71% General
29.67% Communication Services
10.70% Real Estate
8.72% Energy
7.71% Consumer Cyclical
9.48% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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GM
General Motors
$51.81
$1.47
(2.92%)
premium
10 Buy
6 Hold
2 Sell
Moderate Buy
premium
$55.35B
42.92%
SBUX
Starbucks
$87.97
$0.79
(0.89%)
premium
13 Buy
6 Hold
4 Sell
Moderate Buy
premium
$100.64B
-7.72%
CVX
Chevron
$142.85
$1.7
(1.2%)
premium
14 Buy
5 Hold
0 Sell
Moderate Buy
premium
$253.66B
-5.21%
KO
Coca-Cola
$62.55
$0.1
(0.16%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$269.02B
7.86%
SIRI
Sirius XM Holdings
$23.08
$2.5
(12.15%)
premium
3 Buy
4 Hold
5 Sell
Hold
premium
$6.98B
-57.88%
APLE
Apple Hospitality REIT
$15.61
$0.27
(1.76%)
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$3.68B
-7.80%
OXY
Occidental Petroleum
$47.13
$1.77
(3.9%)
premium
6 Buy
14 Hold
1 Sell
Hold
premium
$42.56B
-22.02%
SFY
SFY
< ETF >
SoFi Select 500 ETF
$110.31
$1.56
(1.43%)
premium
5K Buy
3K Hold
310 Sell
Moderate Buy
premium
$967.78M
29.78%
IUSB
IUSB
< ETF >
iShares Core Total USD Bond Market ETF
$45.20
$0.13
(0.29%)
premium
premium
$31.43B
-1.94%
VZ
Verizon
$39.93
$0.04
(0.1%)
premium
6 Buy
10 Hold
0 Sell
Moderate Buy
premium
$168.26B
6.68%
VICI
VICI Properties
$28.79
$0.52
(1.84%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$29.80B
-8.37%
NVDA
Nvidia
$134.70
$4.02
(3.08%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.20T
174.95%