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Traditional IRA SAM2-RET - New Portfolio

Traditional IRA SAM2-RET
Individual Investor
Ranked #501,632 out of 775,923 TipRanks' Investors
Success Rate
39%
22 out of 57
profitable transactions
Average Return
-7.98%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
17.81% AVEFX
13.62% HDV
13.02% SCHD
8.88% WBAIX
7.14% WCPBX
39.53% Others
By Assets
40.84% Funds
33.10% ETFs
26.06% Stocks
0.00% Cryptocurrency
0.00% Cash
By Sector
73.94% General
9.58% Technology
6.15% Consumer Cyclical
3.88% Communication Services
2.31% Healthcare
4.15% 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
$362.29
$11.26
(3.21%)
premium
28 Buy
5 Hold
0 Sell
Strong Buy
premium
$89.24B
40.79%
MU
Micron
$90.12
$3.03
(3.48%)
premium
22 Buy
2 Hold
0 Sell
Strong Buy
premium
$100.41B
5.43%
LNG
Cheniere Energy
$208.89
$2.95
(1.43%)
premium
12 Buy
0 Hold
0 Sell
Strong Buy
premium
$46.87B
21.04%
GOOG
Alphabet Class C
$192.96
$3.26
(1.72%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.35T
36.08%
CGDV
CGDV
< ETF >
Capital Group Dividend Value ETF
$35.60
$0.44
(1.25%)
premium
652 Buy
285 Hold
32 Sell
Moderate Buy
premium
$12.05B
19.42%
AMZN
Amazon
$224.92
$1.63
(0.73%)
premium
46 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.37T
46.60%
NVDA
Nvidia
$134.70
$4.02
(3.08%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.30T
175.86%
SCHD
SCHD
< ETF >
Schwab US Dividend Equity ETF
$27.29
$0.36
(1.34%)
premium
435 Buy
438 Hold
76 Sell
Moderate Buy
premium
$64.08B
7.17%
WBAIX
WBAIX
< FUND >
Balanced Fund - Institutional Class
$16.94
$0.06
(0.36%)
premium
premium
2.73%
AVEFX
AVEFX
< FUND >
Ave Maria Bond Fund Class R
$12.09
$0.04
(0.33%)
premium
premium
2.81%
MRK
Merck & Company
$98.05
$1.47
(1.48%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$248.03B
-8.96%
HDV
HDV
< ETF >
iShares Core High Dividend ETF
$111.94
$1.12
(1.01%)
premium
439 Buy
364 Hold
46 Sell
Moderate Buy
premium
$10.83B
9.96%
WEFIX
WEFIX
< FUND >
Weitz Short Duration Income Fund - Institutional Class
$11.96
$0
(0%)
premium
premium
$743.47M
0.93%
WCPBX
WCPBX
< FUND >
Core Plus Income Fund Institutional Class
$9.55
$0.02
(0.21%)
premium
premium
$490.47M
-1.75%
VST
Vistra Energy
$139.95
$2.971
(2.17%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$47.61B
268.10%