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Trad. IRA - New Portfolio

BJAMINZ

Trad. IRA
Individual Investor
Ranked #217,938 out of 769,291 TipRanks' Investors
Success Rate
64%
28 out of 44
profitable transactions
Average Return
10.01%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
30.01% SCHD
14.22% AMZN
11.94% ESGU
10.14% SBUX
9.99% WMT
23.70% Others
By Assets
49.34% Stocks
40.85% ETFs
7.18% Funds
2.63% Cash
0.00% Cryptocurrency
By Sector
49.33% General
26.31% Consumer Defensive
24.36% Consumer Cyclical

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AMZN
Amazon
$198.38
$4.5
(2.22%)
Pre
0.11%
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.09T
40.99%
SBUX
Starbucks
$100.06
$1.8
(1.83%)
Pre
0.34%
premium
15 Buy
6 Hold
4 Sell
Moderate Buy
premium
$113.45B
-5.24%
WMT
Walmart
$88.39
$1.21
(1.39%)
Pre
0.25%
premium
26 Buy
2 Hold
0 Sell
Strong Buy
premium
$710.50B
67.81%
ESGU
ESGU
< ETF >
iShares ESG Aware MSCI USA ETF
$130.89
$0.91
(0.7%)
Pre
0.27%
premium
3K Buy
2K Hold
170 Sell
Moderate Buy
premium
$13.96B
30.48%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.98
$0.27
(0.94%)
Pre
0.17%
premium
423 Buy
433 Hold
69 Sell
Moderate Buy
premium
$65.66B
20.80%
SWSSX
SWSSX
< FUND >
Schwab Small-Cap Index Fund-Select Shares
$38.38
$0.62
(1.64%)
premium
1K Buy
657 Hold
52 Sell
Moderate Buy
premium
$6.99B
31.48%
UTZ
UTZ Brands
$16.91
$0.15
(0.89%)
Pre
0.95%
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.38B
27.94%
HNST
Honest Company
$7.65
$0.4
(5.52%)
Pre
1.31%
premium
5 Buy
2 Hold
0 Sell
Moderate Buy
premium
$772.35M
285.64%
SWISX
SWISX
< FUND >
Schwab International Index Fund - Select Shares
$23.56
$0.04
(0.17%)
premium
459 Buy
251 Hold
32 Sell
Moderate Buy
premium
$9.27B
7.19%