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Joe's Rollover IRA
- New Portfolio
Performance
Portfolio Details
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
Select Columns
41
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
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
< 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
< 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
< 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
< 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%
41
Results | Showing
1
out of
1
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