Traditional IRA SAM2-RET - New Portfolio

Traditional IRA SAM2-RET
Individual Investor
Ranked #462,637 out of 794,370 TipRanks' Investors
Success Rate
38%
24 out of 64
profitable transactions
Average Return
-7.18%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
18.36% AVEFX
14.88% HDV
13.39% SCHD
8.92% WBAIX
7.34% WCPBX
37.11% Others
By Assets
41.75% Funds
34.84% ETFs
23.41% Stocks
0.00% Cryptocurrency
0.00% Cash
By Sector
76.59% General
8.45% Technology
5.40% Consumer Cyclical
3.21% Communication Services
2.58% Energy
3.76% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
m3sbsp3auh
m3sbsp3auh
m3sbsp3auh
premium
m3sbsp3auh
premium
m3sbsp3auh
m3sbsp3auh
m3sbsp3auh
a3s32jb125a
a3s32jb125a
a3s32jb125a
premium
a3s32jb125a
premium
a3s32jb125a
a3s32jb125a
a3s32jb125a
yljuvzubkb9
yljuvzubkb9
yljuvzubkb9
premium
yljuvzubkb9
premium
yljuvzubkb9
yljuvzubkb9
yljuvzubkb9
j9s8i09hywp
j9s8i09hywp
j9s8i09hywp
premium
j9s8i09hywp
premium
j9s8i09hywp
j9s8i09hywp
j9s8i09hywp
qhjf6lvvgo
qhjf6lvvgo
qhjf6lvvgo
premium
qhjf6lvvgo
premium
qhjf6lvvgo
qhjf6lvvgo
qhjf6lvvgo
nyth9xixyyp
nyth9xixyyp
nyth9xixyyp
premium
nyth9xixyyp
premium
nyth9xixyyp
nyth9xixyyp
nyth9xixyyp
fpuuxjv
fpuuxjv
fpuuxjv
premium
fpuuxjv
premium
fpuuxjv
fpuuxjv
fpuuxjv
48qgxqshlck
48qgxqshlck
48qgxqshlck
premium
48qgxqshlck
premium
48qgxqshlck
48qgxqshlck
48qgxqshlck
pzejlnz2yuf
pzejlnz2yuf
pzejlnz2yuf
premium
pzejlnz2yuf
premium
pzejlnz2yuf
pzejlnz2yuf
pzejlnz2yuf
6wdbjb7gvoe
6wdbjb7gvoe
6wdbjb7gvoe
premium
6wdbjb7gvoe
premium
6wdbjb7gvoe
6wdbjb7gvoe
6wdbjb7gvoe
To view investors' portfolios
Sign Up For Free
$347.39
$24.1
(6.49%)
premium
32 Buy
3 Hold
0 Sell
Strong Buy
premium
$89.82B
16.08%
$74.34
$14.26
(16.09%)
premium
21 Buy
3 Hold
0 Sell
Strong Buy
premium
$99.14B
-30.79%
$220.07
$14.55
(6.2%)
premium
14 Buy
0 Hold
0 Sell
Strong Buy
premium
$51.66B
48.22%
$152.63
$6.23
(3.92%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$1.92T
1.59%
CGDV
CGDV
< ETF >
$34.41
$1.43
(3.99%)
premium
743 Buy
243 Hold
21 Sell
Moderate Buy
premium
$14.46B
10.55%
$178.41
$17.6
(8.98%)
premium
45 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.04T
7.46%
$101.80
$8.62
(7.81%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$2.69T
24.12%
SCHD
SCHD
< ETF >
$26.73
$1.14
(4.09%)
premium
447 Buy
465 Hold
70 Sell
Moderate Buy
premium
$70.93B
5.13%
WBAIX
WBAIX
< FUND >
$16.67
$0.23
(1.36%)
premium
premium
-1.52%
AVEFX
AVEFX
< FUND >
$12.29
$0.05
(0.41%)
premium
premium
4.22%
$86.39
$0.21
(0.24%)
premium
11 Buy
6 Hold
0 Sell
Moderate Buy
premium
$220.07B
-33.33%
HDV
HDV
< ETF >
$118.41
$1.75
(1.46%)
premium
514 Buy
388 Hold
35 Sell
Moderate Buy
premium
$11.47B
9.59%
WEFIX
WEFIX
< FUND >
$12.05
$0.02
(0.17%)
premium
premium
$747.20M
1.43%
WCPBX
WCPBX
< FUND >
$9.74
$0.04
(0.41%)
premium
premium
$496.12M
1.36%
$108.21
$18.98
(14.92%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$41.58B
72.44%