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Curtis Dismore - Rollover IRA Brokerage Account - ****0074 - New Portfolio

Curtis Dismore

Curtis Dismore - Rollover IRA Brokerage Account - ****0074
Individual Investor
Ranked #59,484 out of 777,622 TipRanks' Investors
Success Rate
67%
14 out of 21
profitable transactions
Average Return
91.59%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
21.79% VOO
19.50% QBTS
8.85% KKR
8.62% VONG
6.92% FOF
34.32% Others
By Assets
42.76% Stocks
34.29% ETFs
17.22% Cash
5.73% Funds
0.00% Cryptocurrency
By Sector
48.35% General
30.47% Technology
8.85% Financial
7.00% Energy
5.34% Industrials

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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obb09wxi96r
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obb09wxi96r
obb09wxi96r
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3wrnuulgp4t
3wrnuulgp4t
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povgh9ezlx
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boeya881yym
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921g9x3
921g9x3
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921g9x3
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921g9x3
921g9x3
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opv6mis0haq
opv6mis0haq
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TRGP
Targa Resources
$183.06
$4.56
(2.55%)
premium
14 Buy
1 Hold
0 Sell
Strong Buy
premium
$38.92B
108.61%
TSM
Taiwan Semiconductor Manufacturing
$201.58
$4.09
(2.07%)
premium
6 Buy
1 Hold
0 Sell
Strong Buy
premium
$849.93B
94.51%
VYM
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$127.54
$0.05
(0.04%)
premium
2K Buy
2K Hold
317 Sell
Moderate Buy
premium
$59.55B
13.54%
GSL
Global Ship Lease
$22.69
$0.86
(3.94%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$769.73M
11.99%
FOF
FOF
< FUND >
Cohen & Steers Closed-End Opportunity Fund Inc
$12.75
$0.05
(0.39%)
premium
premium
$626.52M
14.45%
NOW
ServiceNow
$1054.34
$5.78
(0.55%)
premium
26 Buy
3 Hold
0 Sell
Strong Buy
premium
$218.38B
54.19%
VBK
VBK
< ETF >
Vanguard Small-Cap Growth ETF
$280.59
$0.53
(0.19%)
premium
3K Buy
2K Hold
257 Sell
Moderate Buy
premium
$19.54B
17.29%
VONG
VONG
< ETF >
Vanguard Russell 1000 Growth ETF
$103.14
$0.16
(0.15%)
premium
4K Buy
2K Hold
238 Sell
Moderate Buy
premium
$25.23B
34.42%
KKR
KKR & Co
$149.19
$1.28
(0.87%)
premium
10 Buy
2 Hold
0 Sell
Strong Buy
premium
$131.38B
81.91%
QBTS
D-Wave Quantum
$9.61
$1.21
(14.4%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.26B
921.90%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$537.46
$1.35
(0.25%)
premium
4K Buy
3K Hold
323 Sell
Moderate Buy
premium
$586.19B
24.15%
COP
Conocophillips
$100.08
$0.91
(0.92%)
premium
16 Buy
1 Hold
0 Sell
Strong Buy
premium
$128.28B
-16.55%