Joe's Rollover IRA - New Portfolio

Joseph Fernandes

Joe's Rollover IRA
Individual Investor
Ranked #405,745 out of 767,663 TipRanks' Investors
Success Rate
43%
154 out of 360
profitable transactions
Average Return
7.80%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
12.23% NVDA
5.64% VIST
4.42% COST
4.27% IVE
4.20% NFLX
69.24% Others
By Assets
78.98% Stocks
14.00% ETFs
7.02% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
23.15% Technology
17.16% Consumer Cyclical
15.05% General
10.26% Industrials
10.16% Energy
24.22% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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AVGO
Broadcom
$164.84
$5.54
(3.25%)
premium
23 Buy
3 Hold
0 Sell
Strong Buy
premium
$795.77B
74.68%
AAPL
Apple
$225.00
$3.22
(1.41%)
premium
24 Buy
8 Hold
2 Sell
Moderate Buy
premium
$3.45T
21.39%
COST
Costco
$907.07
$16.82
(1.82%)
premium
17 Buy
8 Hold
0 Sell
Moderate Buy
premium
$409.35B
54.81%
NVDA
Nvidia
$141.98
$4.78
(3.26%)
premium
39 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.60T
200.20%
MCD
McDonald's
$292.63
$5.93
(1.99%)
premium
16 Buy
10 Hold
0 Sell
Moderate Buy
premium
$213.95B
10.42%
CI
Cigna
$321.52
$2.36
(0.73%)
premium
13 Buy
2 Hold
0 Sell
Strong Buy
premium
$90.09B
14.45%
SCHW
Charles Schwab
$80.64
$0.45
(0.56%)
premium
7 Buy
7 Hold
1 Sell
Moderate Buy
premium
$146.79B
42.99%
MELI
Mercadolibre
$1880.00
$3.8
(0.2%)
premium
12 Buy
1 Hold
0 Sell
Strong Buy
premium
$95.12B
30.06%
CHWY
Chewy
$31.71
$0.68
(2.1%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$13.21B
53.29%
FUTU
Futu Holdings
$89.08
$0.4
(0.45%)
premium
5 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.94B
42.69%
BABA
Alibaba
$88.59
$1.99
(2.2%)
premium
15 Buy
3 Hold
0 Sell
Strong Buy
premium
$216.30B
4.03%
MGPI
MGP Ingredients
$49.65
$0.66
(1.31%)
premium
3 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.11B
-46.44%
TJX
TJX Companies
$119.97
$0.06
(0.05%)
premium
17 Buy
2 Hold
0 Sell
Strong Buy
premium
$135.24B
35.45%
GNE
Genie Energy Commo
$15.79
$0.02
(0.13%)
premium
premium
$428.94M
-36.36%
STNG
Scorpio Tankers
$53.73
$1.24
(2.26%)
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$2.92B
-3.27%
HURN
Huron Consulting
$120.76
$1.52
(1.24%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.17B
15.53%
ATNI
ATN International
$19.36
$0.02
(0.1%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$292.31M
-40.58%
AZO
AutoZone
$3107.53
$28.53
(0.91%)
premium
16 Buy
3 Hold
1 Sell
Strong Buy
premium
$53.01B
16.74%
VRTX
Vertex Pharmaceuticals
$465.70
$18.26
(3.77%)
premium
16 Buy
10 Hold
2 Sell
Moderate Buy
premium
$124.63B
38.54%
PDD
PDD Holdings
$114.00
$1.67
(1.49%)
premium
12 Buy
2 Hold
0 Sell
Strong Buy
premium
$156.00B
-1.83%
GE
GE Aerospace
$176.93
$1.47
(0.82%)
premium
11 Buy
0 Hold
0 Sell
Strong Buy
premium
$193.08B
53.40%
GL
Globe Life
$109.20
$0.19
(0.17%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$9.15B
-6.52%
BSM
Black Stone Minerals
$15.22
$0.12
(0.78%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$3.23B
-11.43%
NFLX
Netflix
$823.96
$13.3
(1.59%)
premium
24 Buy
10 Hold
2 Sell
Moderate Buy
premium
$357.89B
81.25%
EFA
EFA
< ETF >
iShares MSCI EAFE ETF
$77.13
$0.28
(0.36%)
premium
2K Buy
2K Hold
408 Sell
Hold
premium
$54.26B
8.89%
FIVE
Five Below
$87.02
$1.03
(1.17%)
premium
8 Buy
10 Hold
2 Sell
Moderate Buy
premium
$4.84B
-52.16%
VIST
Vista Oil & Gas SAB de CV
$47.61
$1.62
(3.29%)
premium
4 Buy
1 Hold
0 Sell
Strong Buy
premium
$4.68B
87.33%
NAT
Nordic American Tanker
$2.98
$0.08
(2.61%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$638.92M
-30.45%
HNRG
Hallador Energy Company
$12.85
$0.53
(3.96%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$570.22M
6.53%
BSX
Boston Scientific
$86.99
$0.6
(0.69%)
premium
20 Buy
1 Hold
0 Sell
Strong Buy
premium
$129.09B
62.66%
UNM
Unum Group
$73.19
$0.95
(1.32%)
premium
8 Buy
3 Hold
0 Sell
Moderate Buy
premium
$13.19B
69.74%
IVE
IVE
< ETF >
iShares S&P 500 Value ETF
$199.51
$0.62
(0.31%)
premium
3K Buy
2K Hold
283 Sell
Moderate Buy
premium
$36.27B
24.31%
EFV
EFV
< ETF >
iShares MSCI EAFE Value ETF
$53.96
$0.225
(0.42%)
premium
1K Buy
1K Hold
241 Sell
Hold
premium
$18.78B
8.12%
ACGL
Arch Capital Group
$101.83
$1.78
(1.78%)
premium
11 Buy
5 Hold
0 Sell
Moderate Buy
premium
$37.64B
21.04%
JCI
Johnson Controls
$84.40
$0.74
(0.87%)
premium
6 Buy
6 Hold
0 Sell
Moderate Buy
premium
$56.87B
64.14%
DAL
Delta Air Lines
$64.07
$0.78
(1.2%)
premium
17 Buy
0 Hold
0 Sell
Strong Buy
premium
$41.85B
81.35%
GD
General Dynamics
$287.99
$4.43
(1.51%)
premium
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
$80.41B
18.99%
VRSN
Verisign
$180.88
$3.48
(1.89%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$17.72B
-10.74%
ISRG
Intuitive Surgical
$527.61
$10.19
(1.89%)
premium
13 Buy
5 Hold
0 Sell
Moderate Buy
premium
$191.55B
83.41%
EFG
EFG
< ETF >
iShares MSCI EAFE Growth ETF
$97.88
$1.04
(1.05%)
premium
1K Buy
879 Hold
213 Sell
Moderate Buy
premium
$15.11B
9.63%
SHOP
Shopify
$108.49
$0.59
(0.54%)
premium
18 Buy
12 Hold
2 Sell
Moderate Buy
premium
$140.96B
60.77%