SEP-IRA - New Portfolio

Ben R.

SEP-IRA
Individual Investor
Ranked #350,334 out of 756,513 TipRanks' Investors
Success Rate
50%
53 out of 107
profitable transactions
Average Return
1.75%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
10.48% MSFT
6.53% AAPL
6.19% V
4.77% META
4.46% PEP
67.57% Others
By Assets
91.25% Stocks
4.73% ETFs
4.02% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
34.65% Technology
17.86% Consumer Cyclical
12.67% Financial
10.39% Consumer Defensive
10.18% Communication Services
14.25% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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TTD
Trade Desk
$105.37
$0.69
(0.65%)
premium
20 Buy
2 Hold
1 Sell
Strong Buy
premium
$51.88B
27.20%
PEP
PepsiCo
$177.21
$0.15
(0.08%)
premium
9 Buy
8 Hold
0 Sell
Moderate Buy
premium
$243.62B
-1.38%
NKE
Nike
$79.80
$0.79
(1%)
premium
15 Buy
18 Hold
0 Sell
Moderate Buy
premium
$118.47B
-17.92%
AMD
Advanced Micro Devices
$152.08
$0.23
(0.15%)
premium
26 Buy
6 Hold
0 Sell
Strong Buy
premium
$246.51B
50.07%
ETSY
Etsy
$53.88
$1.77
(3.18%)
premium
4 Buy
11 Hold
4 Sell
Hold
premium
$6.39B
-14.31%
JNJ
Johnson & Johnson
$166.99
$1.47
(0.89%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$398.45B
2.52%
AZN
AstraZeneca
$79.04
$0.77
(0.98%)
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$242.99B
14.65%
MCD
McDonald's
$296.69
$0.16
(0.05%)
premium
18 Buy
8 Hold
0 Sell
Moderate Buy
premium
$212.71B
6.58%
SMG
Scotts Miracle-Gro Company
$70.52
$0.78
(1.12%)
premium
2 Buy
3 Hold
0 Sell
Moderate Buy
premium
$3.96B
26.68%
XLV
XLV
< ETF >
Health Care Select Sector SPDR Fund
$157.24
$1.08
(0.69%)
premium
508 Buy
302 Hold
23 Sell
Moderate Buy
premium
$42.26B
18.80%
CRWD
CrowdStrike Holdings
$267.81
$8.68
(3.35%)
premium
34 Buy
5 Hold
1 Sell
Strong Buy
premium
$63.52B
56.62%
MARA
Marathon Digital Holdings
$15.87
$0.25
(1.55%)
premium
2 Buy
4 Hold
1 Sell
Hold
premium
$4.75B
64.49%
TGT
Target
$152.84
$1.48
(0.98%)
premium
17 Buy
10 Hold
0 Sell
Moderate Buy
premium
$69.73B
23.01%
COIN
Coinbase Global
$161.50
$1.55
(0.95%)
premium
7 Buy
7 Hold
1 Sell
Moderate Buy
premium
$40.51B
98.48%
RBLX
Roblox
$46.24
$0.37
(0.81%)
premium
13 Buy
8 Hold
1 Sell
Moderate Buy
premium
$29.69B
64.35%
AMAT
Applied Materials
$187.58
$0.89
(0.47%)
premium
14 Buy
8 Hold
0 Sell
Moderate Buy
premium
$155.38B
36.33%
ME
23andMe Holding
$0.34
$0.002
(0.65%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$172.04M
-69.09%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$562.84
$0.83
(0.15%)
premium
4K Buy
3K Hold
292 Sell
Moderate Buy
premium
$552.95B
26.68%
JPM
JPMorgan Chase & Co.
$207.86
$3.54
(1.73%)
premium
16 Buy
4 Hold
0 Sell
Strong Buy
premium
$581.32B
37.30%
MSFT
Microsoft
$431.34
$0.75
(0.17%)
premium
29 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.20T
30.39%
DIS
Walt Disney
$91.85
$1.3
(1.44%)
premium
19 Buy
4 Hold
0 Sell
Strong Buy
premium
$164.22B
5.81%
META
Meta Platforms
$533.28
$9.16
(1.75%)
premium
41 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.33T
74.69%
ABNB
Airbnb
$117.55
$0.2
(0.17%)
premium
8 Buy
22 Hold
6 Sell
Hold
premium
$75.68B
-17.51%
BIDU
Baidu
$84.08
$0.43
(0.51%)
premium
11 Buy
1 Hold
0 Sell
Strong Buy
premium
$30.54B
-38.33%
BXMT
Blackstone Mortgage
$19.33
$0.12
(0.62%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$3.34B
-18.01%
SQ
Block
$65.78
$1.79
(2.8%)
premium
21 Buy
4 Hold
1 Sell
Strong Buy
premium
$39.40B
21.12%
UBER
Uber Technologies
$71.52
$0.96
(1.32%)
premium
31 Buy
1 Hold
0 Sell
Strong Buy
premium
$152.28B
52.52%
VZ
Verizon
$45.00
$0.57
(1.28%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$187.03B
31.49%
CSCO
Cisco Systems
$51.03
$1.23
(2.47%)
premium
7 Buy
9 Hold
0 Sell
Moderate Buy
premium
$198.74B
-11.13%
LOW
Lowe's
$256.64
$1.23
(0.48%)
premium
12 Buy
11 Hold
0 Sell
Moderate Buy
premium
$144.89B
16.08%
SOFI
SoFi Technologies
$8.06
$0.32
(4.13%)
premium
5 Buy
6 Hold
3 Sell
Hold
premium
$8.25B
-14.66%
V
Visa
$290.48
$3.13
(1.09%)
premium
24 Buy
5 Hold
0 Sell
Strong Buy
premium
$567.78B
19.20%
AAPL
Apple
$216.32
$6.18
(2.78%)
premium
22 Buy
9 Hold
1 Sell
Moderate Buy
premium
$3.38T
27.13%
RRBI
Red River Bancshares
$52.42
$0.37
(0.7%)
premium
premium
$363.53M
10.30%
VSTO
Vista Outdoor
$40.10
$0.23
(0.58%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$2.33B
35.15%
TSLA
Tesla
$226.78
$3.51
(1.52%)
premium
12 Buy
16 Hold
8 Sell
Hold
premium
$735.69B
-16.07%
UPS
United Parcel
$128.91
$1.67
(1.31%)
premium
8 Buy
10 Hold
1 Sell
Moderate Buy
premium
$108.99B
-20.72%
AMZN
Amazon
$184.89
$1.6
(0.86%)
premium
42 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.96T
32.84%
PG
Procter & Gamble
$177.24
$3.16
(1.82%)
premium
13 Buy
6 Hold
0 Sell
Moderate Buy
premium
$409.04B
13.43%