Roth - New Portfolio

Jamie Maddux

Roth
Individual Investor
Ranked #221,331 out of 753,381 TipRanks' Investors
Success Rate
59%
33 out of 56
profitable transactions
Average Return
6.82%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
11.83% AAPL
10.08% MSFT
9.71% ABBV
7.08% HASI
7.07% MO
54.23% Others
By Assets
100.00% Stocks
0.00% ETFs
0.00% Funds
0.00% Cryptocurrency
0.00% Cash
By Sector
34.12% Technology
22.57% Healthcare
14.11% Consumer Defensive
12.46% Energy
12.40% Real Estate
4.35% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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WMT
Walmart
$75.70
$0.12
(0.16%)
premium
28 Buy
2 Hold
0 Sell
Strong Buy
premium
$608.90B
44.75%
JNJ
Johnson & Johnson
$164.13
$1.78
(1.1%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$395.10B
-0.58%
IBM
International Business Machines
$196.10
$0.14
(0.07%)
premium
5 Buy
6 Hold
1 Sell
Moderate Buy
premium
$180.64B
36.61%
ABBV
AbbVie
$197.55
$1.18
(0.6%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$348.94B
34.73%
MO
Altria Group
$52.44
$0.61
(1.18%)
premium
3 Buy
3 Hold
3 Sell
Hold
premium
$89.47B
20.83%
MRK
Merck & Company
$116.60
$0.05
(0.04%)
premium
16 Buy
2 Hold
0 Sell
Strong Buy
premium
$295.56B
6.53%
PFE
Pfizer
$28.90
$0.12
(0.42%)
premium
8 Buy
10 Hold
0 Sell
Moderate Buy
premium
$163.77B
-20.08%
KMI
Kinder Morgan
$21.28
$0.28
(1.33%)
premium
5 Buy
6 Hold
1 Sell
Moderate Buy
premium
$47.30B
22.72%
CSCO
Cisco Systems
$50.74
$0.52
(1.04%)
premium
7 Buy
9 Hold
0 Sell
Moderate Buy
premium
$204.42B
-8.15%
AAPL
Apple
$226.84
$2.31
(1.03%)
premium
24 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.45T
28.61%
MSFT
Microsoft
$416.79
$1.24
(0.3%)
premium
30 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.10T
30.26%
BHP
BHP Group
$55.19
$0.9
(1.66%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$140.16B
-0.33%
HASI
HASI
$33.25
$2.38
(7.71%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.88B
63.07%
SPG
Simon Property
$166.50
$4.29
(2.64%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$62.42B
50.37%
EPD
Enterprise Products Partners
$29.29
$0.2
(0.69%)
premium
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$63.57B
11.58%