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Connie's ROTH IRA - New Portfolio

John Jarrell

Connie's ROTH IRA
Individual Investor
Ranked #137,794 out of 783,619 TipRanks' Investors
Success Rate
69%
18 out of 26
profitable transactions
Average Return
36.42%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
26.28% ET
25.23% BSM
17.30% ENB
14.69% PFE
6.25% VZ
10.25% Others
By Assets
99.96% Stocks
0.04% Cash
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
By Sector
68.80% Energy
14.69% Healthcare
8.76% Financial
6.25% Communication Services
1.49% Technology

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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t4l5eictnm
t4l5eictnm
premium
t4l5eictnm
premium
t4l5eictnm
t4l5eictnm
t4l5eictnm
8axl85
8axl85
8axl85
premium
8axl85
premium
8axl85
8axl85
8axl85
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fd293l2rn4r
fd293l2rn4r
premium
fd293l2rn4r
premium
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fd293l2rn4r
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premium
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premium
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d1uu4gc6um
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6s44gfiy17
6s44gfiy17
premium
6s44gfiy17
premium
6s44gfiy17
6s44gfiy17
6s44gfiy17
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bapjh4u
bapjh4u
premium
bapjh4u
premium
bapjh4u
bapjh4u
bapjh4u
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dfvipleoqv
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premium
dfvipleoqv
premium
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premium
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premium
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2y2cxy
2y2cxy
premium
2y2cxy
premium
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2y2cxy
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di46v92502
di46v92502
premium
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premium
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PFE
Pfizer
$26.62
$0.29
(1.08%)
premium
7 Buy
10 Hold
1 Sell
Moderate Buy
premium
$152.50B
-0.63%
VZ
Verizon
$39.85
$0.38
(0.96%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$166.15B
-6.80%
MSFT
Microsoft
$417.28
$2.29
(0.55%)
premium
29 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.09T
4.38%
ARCC
Ares Capital
$23.65
$0.23
(0.98%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$15.13B
15.77%
GSBD
Goldman Sachs BDC
$12.78
$0.06
(0.47%)
premium
0 Buy
1 Hold
1 Sell
Moderate Sell
premium
$1.49B
-15.93%
BSM
Black Stone Minerals
$14.61
$0.15
(1.02%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$3.11B
-10.00%
ENB
Enbridge
$44.14
$0.36
(0.81%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$96.87B
25.35%
ET
Energy Transfer
$20.81
$0.27
(1.28%)
premium
9 Buy
1 Hold
0 Sell
Strong Buy
premium
$72.18B
47.41%