Roth - New Portfolio

Seth Cohen

Roth
Individual Investor
Ranked #581,289 out of 767,968 TipRanks' Investors
Success Rate
73%
38 out of 52
profitable transactions
Average Return
-0.55%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
11.61% CRWD
9.79% NVDA
7.94% VUG
7.82% VOO
6.85% VTI
55.99% Others
By Assets
61.46% Stocks
38.54% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
41.66% Technology
38.54% General
8.16% Consumer Cyclical
6.06% Communication Services
3.37% Consumer Defensive
2.21% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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VZ
Verizon
$41.65
$0.78
(1.91%)
premium
8 Buy
9 Hold
0 Sell
Moderate Buy
premium
$175.33B
14.96%
VXUS
VXUS
< ETF >
Vanguard Total International Stock ETF
$60.41
$0.16
(0.26%)
premium
premium
$75.62B
8.81%
VUG
VUG
< ETF >
Vanguard Growth ETF
$397.83
$8.3
(2.04%)
premium
4K Buy
2K Hold
230 Sell
Strong Buy
premium
$151.48B
34.80%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$290.31
$3.73
(1.27%)
premium
25K Buy
15K Hold
2K Sell
Strong Buy
premium
$458.42B
30.12%
VT
VT
< ETF >
Vanguard Total World Stock ETF
$118.52
$1.19
(0.99%)
premium
15K Buy
9K Hold
2K Sell
Hold
premium
$41.28B
21.62%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$538.50
$7.04
(1.29%)
premium
8K Buy
5K Hold
660 Sell
Strong Buy
premium
$571.48B
29.98%
VBR
VBR
< ETF >
Vanguard Small Cap Value ETF
$207.03
$1.47
(0.71%)
premium
5K Buy
4K Hold
698 Sell
Strong Buy
premium
$32.08B
26.69%
TSM
Taiwan Semiconductor Manufacturing
$186.01
$2.49
(1.32%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$826.72B
86.79%
SMCI
Super Micro Computer
$18.58
$0.57
(3.16%)
premium
3 Buy
6 Hold
2 Sell
Hold
premium
$10.88B
-35.62%
QQQM
QQQM
< ETF >
Invesco NASDAQ 100 ETF
$204.35
$4.99
(2.38%)
premium
3K Buy
1K Hold
150 Sell
Strong Buy
premium
$36.44B
28.65%
PG
Procter & Gamble
$169.54
$2.46
(1.47%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$399.27B
12.23%
NVDA
Nvidia
$141.98
$4.78
(3.26%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.48T
188.00%
AKYA
Akoya Biosciences
$2.41
$0.72
(23%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$119.45M
-44.34%
AMD
Advanced Micro Devices
$134.90
$3.94
(2.84%)
premium
26 Buy
7 Hold
0 Sell
Strong Buy
premium
$218.92B
11.84%
AMZN
Amazon
$202.61
$8.87
(4.19%)
premium
44 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.13T
39.56%
CHPT
ChargePoint Holdings
$1.12
$0
(0%)
premium
4 Buy
5 Hold
2 Sell
Hold
premium
$483.37M
-44.55%
COST
Costco
$907.07
$16.82
(1.82%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$401.90B
57.16%
WM
Waste Management
$217.90
$3.82
(1.72%)
premium
9 Buy
9 Hold
0 Sell
Moderate Buy
premium
$87.46B
27.76%
CRWD
CrowdStrike Holdings
$336.75
$7.61
(2.21%)
premium
34 Buy
6 Hold
0 Sell
Strong Buy
premium
$82.55B
62.61%
IQ
Iqiyi
$2.14
$0.05
(2.28%)
premium
4 Buy
4 Hold
1 Sell
Moderate Buy
premium
$2.05B
-57.87%
IVV
IVV
< ETF >
iShares Core S&P 500 ETF
$588.66
$7.57
(1.27%)
premium
8K Buy
5K Hold
658 Sell
Strong Buy
premium
$564.86B
30.01%
IWF
IWF
< ETF >
iShares Russell 1000 Growth ETF
$387.55
$8.25
(2.08%)
premium
7K Buy
4K Hold
474 Sell
Strong Buy
premium
$103.55B
34.64%
MGK
MGK
< ETF >
Vanguard Mega Cap Growth ETF
$331.20
$7.31
(2.16%)
premium
2K Buy
892 Hold
100 Sell
Strong Buy
premium
$24.27B
33.71%
MSFT
Microsoft
$415.00
$11.89
(2.79%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
12.21%
DDOG
Datadog
$126.09
$5.34
(4.06%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$42.82B
15.11%
WMT
Walmart
$84.25
$0.22
(0.26%)
premium
23 Buy
1 Hold
0 Sell
Strong Buy
premium
$677.22B
62.70%
GOOG
Alphabet Class C
$173.89
$3.46
(1.95%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.12T
26.98%
SMTC
Semtech
$44.10
$3.23
(6.82%)
premium
11 Buy
2 Hold
0 Sell
Strong Buy
premium
$3.32B
178.41%