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Traditional IRA SAM2-RET - New Portfolio

Traditional IRA SAM2-RET
Individual Investor
Ranked #491,827 out of 783,334 TipRanks' Investors
Success Rate
39%
25 out of 64
profitable transactions
Average Return
-6.38%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
17.54% AVEFX
13.90% HDV
13.03% SCHD
8.76% WBAIX
7.01% WCPBX
39.76% Others
By Assets
40.19% Funds
33.49% ETFs
26.31% Stocks
0.00% Cryptocurrency
0.00% Cash
By Sector
73.69% General
9.05% Technology
6.27% Consumer Cyclical
3.97% Communication Services
2.45% Energy
4.57% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
jwhui0r
jwhui0r
jwhui0r
premium
jwhui0r
premium
jwhui0r
jwhui0r
jwhui0r
trh4gg9cp0h
trh4gg9cp0h
trh4gg9cp0h
premium
trh4gg9cp0h
premium
trh4gg9cp0h
trh4gg9cp0h
trh4gg9cp0h
jz2nlqgf4i
jz2nlqgf4i
jz2nlqgf4i
premium
jz2nlqgf4i
premium
jz2nlqgf4i
jz2nlqgf4i
jz2nlqgf4i
4rke235
4rke235
4rke235
premium
4rke235
premium
4rke235
4rke235
4rke235
qorx3fd
qorx3fd
qorx3fd
premium
qorx3fd
premium
qorx3fd
qorx3fd
qorx3fd
hu4ll1ekc35
hu4ll1ekc35
hu4ll1ekc35
premium
hu4ll1ekc35
premium
hu4ll1ekc35
hu4ll1ekc35
hu4ll1ekc35
7mlecljpznk
7mlecljpznk
7mlecljpznk
premium
7mlecljpznk
premium
7mlecljpznk
7mlecljpznk
7mlecljpznk
cz9qu2go9
cz9qu2go9
cz9qu2go9
premium
cz9qu2go9
premium
cz9qu2go9
cz9qu2go9
cz9qu2go9
n4k4c44wzie
n4k4c44wzie
n4k4c44wzie
premium
n4k4c44wzie
premium
n4k4c44wzie
n4k4c44wzie
n4k4c44wzie
zw2ie20tz6b
zw2ie20tz6b
zw2ie20tz6b
premium
zw2ie20tz6b
premium
zw2ie20tz6b
zw2ie20tz6b
zw2ie20tz6b
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CRWD
CrowdStrike Holdings
$396.87
$0.2
(0.05%)
premium
29 Buy
4 Hold
0 Sell
Strong Buy
premium
$100.66B
31.76%
MU
Micron
$92.50
$3.49
(3.92%)
premium
20 Buy
2 Hold
0 Sell
Strong Buy
premium
$98.33B
3.31%
LNG
Cheniere Energy
$230.20
$2.16
(0.95%)
premium
14 Buy
0 Hold
0 Sell
Strong Buy
premium
$50.81B
36.92%
GOOG
Alphabet Class C
$202.63
$5.45
(2.76%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.40T
28.83%
CGDV
CGDV
< ETF >
Capital Group Dividend Value ETF
$36.92
$0.38
(1.04%)
premium
658 Buy
240 Hold
25 Sell
Moderate Buy
premium
$13.26B
20.67%
AMZN
Amazon
$234.64
$2.43
(1.03%)
premium
49 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.50T
49.10%
NVDA
Nvidia
$124.65
$0.95
(0.77%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.16T
97.06%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.98
$0.03
(0.11%)
premium
411 Buy
414 Hold
69 Sell
Moderate Buy
premium
$68.89B
8.87%
WBAIX
WBAIX
< FUND >
Balanced Fund - Institutional Class
$17.13
$0.09
(0.52%)
premium
premium
1.66%
AVEFX
AVEFX
< FUND >
Ave Maria Bond Fund Class R
$12.16
$0.01
(0.08%)
premium
premium
3.49%
MRK
Merck & Company
$98.95
$0.67
(0.68%)
premium
10 Buy
7 Hold
0 Sell
Moderate Buy
premium
$246.51B
-19.22%
HDV
HDV
< ETF >
iShares Core High Dividend ETF
$115.80
$1.33
(1.16%)
premium
470 Buy
355 Hold
33 Sell
Moderate Buy
premium
$10.98B
9.36%
WEFIX
WEFIX
< FUND >
Weitz Short Duration Income Fund - Institutional Class
$11.98
$0
(0%)
premium
premium
$744.72M
0.93%
WCPBX
WCPBX
< FUND >
Core Plus Income Fund Institutional Class
$9.56
$0
(0%)
premium
premium
$490.99M
-1.14%
VST
Vistra Energy
$176.30
$21.09
(13.59%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$50.91B
276.45%