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Traditional IRA SAM2-RET - New Portfolio

Traditional IRA SAM2-RET
Individual Investor
Ranked #515,766 out of 769,002 TipRanks' Investors
Success Rate
53%
27 out of 51
profitable transactions
Average Return
-2.96%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
17.71% AVEFX
14.30% HDV
13.39% SCHD
8.77% WBAIX
7.18% NVDA
38.65% Others
By Assets
40.28% Funds
34.13% ETFs
25.59% Stocks
0.00% Cryptocurrency
0.00% Cash
By Sector
74.41% General
10.09% Technology
5.31% Consumer Cyclical
3.32% Communication Services
2.40% Energy
4.47% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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CRWD
CrowdStrike Holdings
$357.55
$7.4
(2.11%)
premium
34 Buy
6 Hold
0 Sell
Strong Buy
premium
$86.61B
67.55%
MU
Micron
$102.76
$4.39
(4.46%)
premium
23 Buy
1 Hold
1 Sell
Strong Buy
premium
$108.36B
28.24%
LNG
Cheniere Energy
$224.99
$4.35
(1.97%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$49.37B
25.34%
GOOG
Alphabet Class C
$169.24
$8.09
(4.56%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.19T
27.93%
CGDV
CGDV
< ETF >
Capital Group Dividend Value ETF
$36.36
$0.19
(0.53%)
premium
659 Buy
271 Hold
32 Sell
Moderate Buy
premium
$11.86B
29.36%
AMZN
Amazon
$198.38
$4.5
(2.22%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.15T
40.99%
NVDA
Nvidia
$146.67
$0.78
(0.53%)
premium
40 Buy
4 Hold
0 Sell
Strong Buy
premium
$3.61T
192.11%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.98
$0.27
(0.94%)
premium
423 Buy
433 Hold
69 Sell
Moderate Buy
premium
$65.70B
20.80%
WBAIX
WBAIX
< FUND >
Balanced Fund - Institutional Class
$17.81
$0.05
(0.28%)
premium
premium
8.49%
AVEFX
AVEFX
< FUND >
Ave Maria Bond Fund Class R
$12.33
$0.03
(0.24%)
premium
premium
7.33%
MRK
Merck & Company
$99.86
$2.42
(2.48%)
premium
16 Buy
5 Hold
0 Sell
Strong Buy
premium
$244.21B
-4.17%
HDV
HDV
< ETF >
iShares Core High Dividend ETF
$120.14
$1.35
(1.14%)
premium
425 Buy
363 Hold
50 Sell
Moderate Buy
premium
$11.19B
21.03%
WEFIX
WEFIX
< FUND >
Weitz Short Duration Income Fund - Institutional Class
$11.96
$0
(0%)
premium
premium
$743.47M
1.79%
WCPBX
WCPBX
< FUND >
Core Plus Income Fund Institutional Class
$9.59
$0.01
(0.1%)
premium
premium
$492.53M
1.91%
VST
Vistra Energy
$166.61
$11.98
(7.75%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$52.69B
348.33%