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Roth Contributory IRA
- New Portfolio
Performance
Portfolio Details
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
Select Columns
12
Results | Showing
1
out of
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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itofnsnafqr
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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
< 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
< 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%
12
Results | Showing
1
out of
1
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