Roth - New Portfolio

Seth Cohen

Roth
Individual Investor
Ranked #104,768 out of 753,381 TipRanks' Investors
Success Rate
82%
28 out of 34
profitable transactions
Average Return
1.54%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
8.59% VUG
8.54% VOO
7.94% QQQ
7.75% NVDA
7.46% VTI
59.72% Others
By Assets
51.11% ETFs
48.89% Stocks
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
51.11% General
32.90% Technology
8.69% Consumer Cyclical
3.28% Consumer Defensive
2.17% Industrials
1.86% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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AAPL
Apple
$226.84
$2.31
(1.03%)
premium
24 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.45T
28.61%
VZ
Verizon
$41.21
$0.34
(0.83%)
premium
5 Buy
8 Hold
0 Sell
Moderate Buy
premium
$173.47B
23.46%
VXUS
VXUS
< ETF >
Vanguard Total International Stock ETF
$63.44
$1.1
(1.76%)
premium
premium
$75.98B
16.34%
VUG
VUG
< ETF >
Vanguard Growth ETF
$377.79
$4.28
(1.15%)
premium
2K Buy
975 Hold
93 Sell
Moderate Buy
premium
$137.48B
36.19%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$277.59
$3.47
(1.27%)
premium
12K Buy
7K Hold
905 Sell
Moderate Buy
premium
$427.70B
27.86%
VT
VT
< ETF >
Vanguard Total World Stock ETF
$117.40
$1.68
(1.45%)
premium
premium
$39.20B
23.45%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$516.66
$5.53
(1.08%)
premium
4K Buy
3K Hold
282 Sell
Moderate Buy
premium
$504.99B
28.67%
VNQ
VNQ
< ETF >
Vanguard Real Estate ETF
$94.78
$2.04
(2.2%)
premium
532 Buy
474 Hold
53 Sell
Moderate Buy
premium
$35.62B
17.18%
VCSH
VCSH
< ETF >
Vanguard Short-Term Corporate Bond ETF
$78.91
$0.24
(0.31%)
premium
premium
$34.91B
4.63%
VBR
VBR
< ETF >
Vanguard Small Cap Value ETF
$197.80
$4.91
(2.55%)
premium
2K Buy
2K Hold
351 Sell
Hold
premium
$29.43B
20.45%
TSM
Taiwan Semiconductor Manufacturing
$171.28
$4.84
(2.91%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$773.60B
85.11%
TSLA
Tesla
$220.32
$9.66
(4.59%)
premium
10 Buy
15 Hold
8 Sell
Hold
premium
$703.84B
-4.23%
SMCI
Super Micro Computer
$613.24
$8.42
(1.39%)
premium
3 Buy
6 Hold
1 Sell
Hold
premium
$35.91B
133.62%
QQQM
QQQM
< ETF >
Invesco NASDAQ 100 ETF
$197.53
$2.1
(1.07%)
premium
1K Buy
591 Hold
56 Sell
Moderate Buy
premium
$32.00B
32.95%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$480.00
$5.15
(1.08%)
premium
1K Buy
596 Hold
56 Sell
Moderate Buy
premium
$292.05B
32.88%
PLTR
Palantir Technologies
$31.78
$0.14
(0.44%)
premium
3 Buy
5 Hold
6 Sell
Hold
premium
$71.17B
124.75%
PG
Procter & Gamble
$169.17
$0.98
(0.58%)
premium
12 Buy
6 Hold
0 Sell
Moderate Buy
premium
$398.23B
10.90%
NVDA
Nvidia
$129.37
$5.63
(4.55%)
premium
32 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.18T
174.30%
AKYA
Akoya Biosciences
$2.58
$0.22
(9.32%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$127.71M
-50.86%
AMD
Advanced Micro Devices
$154.98
$3.28
(2.16%)
premium
28 Buy
6 Hold
0 Sell
Strong Buy
premium
$250.83B
52.24%
AMZN
Amazon
$177.04
$0.91
(0.52%)
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.86T
34.28%
CHPT
ChargePoint Holdings
$1.92
$0.1
(5.49%)
premium
6 Buy
5 Hold
0 Sell
Moderate Buy
premium
$816.58M
-71.72%
CMG
Chipotle
$53.71
$0.26
(0.49%)
premium
18 Buy
9 Hold
0 Sell
Moderate Buy
premium
$73.55B
43.43%
COST
Costco
$879.21
$1.65
(0.19%)
premium
20 Buy
6 Hold
0 Sell
Strong Buy
premium
$389.78B
65.35%
WM
Waste Management
$209.98
$0.14
(0.07%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$84.27B
33.51%
CRWD
CrowdStrike Holdings
$271.54
$3.9
(1.46%)
premium
30 Buy
6 Hold
1 Sell
Strong Buy
premium
$66.08B
86.69%
IQ
Iqiyi
$2.34
$0.26
(10%)
premium
5 Buy
3 Hold
1 Sell
Moderate Buy
premium
$2.25B
-50.42%
IVV
IVV
< ETF >
iShares Core S&P 500 ETF
$565.23
$6.04
(1.08%)
premium
4K Buy
3K Hold
282 Sell
Moderate Buy
premium
$518.30B
28.67%
IWF
IWF
< ETF >
iShares Russell 1000 Growth ETF
$368.11
$4.18
(1.15%)
premium
3K Buy
2K Hold
205 Sell
Moderate Buy
premium
$97.23B
36.14%
MGK
MGK
< ETF >
Vanguard Mega Cap Growth ETF
$316.62
$3.23
(1.03%)
premium
1K Buy
435 Hold
39 Sell
Moderate Buy
premium
$22.18B
37.02%
MSFT
Microsoft
$416.79
$1.24
(0.3%)
premium
30 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.10T
30.26%
MTUM
MTUM
< ETF >
iShares MSCI USA Momentum Factor ETF
$197.87
$1.88
(0.96%)
premium
1K Buy
536 Hold
49 Sell
Moderate Buy
premium
$10.02B
39.01%
DDOG
Datadog
$117.23
$1.61
(1.39%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$39.52B
27.63%
WMT
Walmart
$75.70
$0.12
(0.16%)
premium
28 Buy
2 Hold
0 Sell
Strong Buy
premium
$608.90B
44.75%