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SEP-IRA - New Portfolio

Ben R.

SEP-IRA
Individual Investor
Ranked #298,517 out of 784,572 TipRanks' Investors
Success Rate
55%
59 out of 108
profitable transactions
Average Return
6.40%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
9.41% MSFT
6.99% V
6.54% AAPL
6.02% META
4.67% AMZN
66.37% Others
By Assets
91.60% Stocks
4.60% ETFs
3.80% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
34.00% Technology
17.64% Consumer Cyclical
15.26% Financial
11.80% Communication Services
8.45% Consumer Defensive
12.86% 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
$113.47
$0.07
(0.06%)
premium
23 Buy
4 Hold
1 Sell
Strong Buy
premium
$58.21B
68.48%
PEP
PepsiCo
$144.43
$0.94
(0.66%)
premium
5 Buy
6 Hold
0 Sell
Moderate Buy
premium
$206.17B
-16.05%
NKE
Nike
$75.00
$1.72
(2.24%)
premium
15 Buy
13 Hold
0 Sell
Moderate Buy
premium
$113.29B
-23.16%
AMD
Advanced Micro Devices
$108.51
$10.99
(9.2%)
premium
15 Buy
8 Hold
1 Sell
Moderate Buy
premium
$185.44B
-34.41%
ETSY
Etsy
$55.87
$1.91
(3.54%)
premium
3 Buy
8 Hold
2 Sell
Hold
premium
$6.17B
-27.88%
JNJ
Johnson & Johnson
$153.73
$0.24
(0.16%)
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$365.65B
-1.48%
AZN
AstraZeneca
$69.84
$0.88
(1.28%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$218.22B
5.86%
MCD
McDonald's
$288.74
$1.03
(0.36%)
premium
12 Buy
8 Hold
0 Sell
Moderate Buy
premium
$207.86B
1.33%
SMG
Scotts Miracle-Gro Company
$69.63
$0.01
(0.01%)
premium
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
$3.98B
30.09%
XLV
XLV
< ETF >
Health Care Select Sector SPDR Fund
$147.80
$0.76
(0.52%)
premium
1K Buy
604 Hold
52 Sell
Strong Buy
premium
$39.29B
3.52%
CRWD
CrowdStrike Holdings
$408.62
$1.1
(0.27%)
premium
28 Buy
5 Hold
0 Sell
Strong Buy
premium
$97.93B
30.96%
MARA
Marathon Digital Holdings
$17.38
$0.27
(1.53%)
premium
4 Buy
8 Hold
0 Sell
Moderate Buy
premium
$6.09B
-1.37%
TGT
Target
$135.17
$0.43
(0.32%)
premium
15 Buy
15 Hold
0 Sell
Moderate Buy
premium
$61.47B
-5.74%
COIN
Coinbase Global
$282.01
$1.62
(0.58%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$71.20B
120.10%
RBLX
Roblox
$74.26
$0.47
(0.64%)
premium
11 Buy
2 Hold
1 Sell
Moderate Buy
premium
$46.38B
79.62%
AMAT
Applied Materials
$177.72
$0.84
(0.47%)
premium
14 Buy
6 Hold
1 Sell
Moderate Buy
premium
$145.31B
4.37%
ME
23andMe Holding
$2.83
$0.08
(2.91%)
premium
premium
$74.69M
-79.08%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$600.41
$1.37
(0.23%)
premium
8K Buy
5K Hold
582 Sell
Strong Buy
premium
$624.34B
21.36%
JPM
JPMorgan Chase & Co.
$269.45
$1.51
(0.56%)
premium
12 Buy
7 Hold
1 Sell
Moderate Buy
premium
$751.16B
52.90%
MSFT
Microsoft
$411.30
$1.07
(0.26%)
premium
28 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.05T
1.66%
DIS
Walt Disney
$111.06
$2.24
(1.98%)
premium
18 Buy
5 Hold
0 Sell
Strong Buy
premium
$206.16B
17.23%
META
Meta Platforms
$702.50
$1.69
(0.24%)
premium
44 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.77T
46.84%
ABNB
Airbnb
$129.12
$1.62
(1.24%)
premium
8 Buy
19 Hold
6 Sell
Hold
premium
$82.28B
-11.44%
BIDU
Baidu
$89.03
$3.85
(4.15%)
premium
10 Buy
6 Hold
0 Sell
Moderate Buy
premium
$30.42B
-14.67%
BXMT
Blackstone Mortgage
$18.48
$0.015
(0.08%)
premium
1 Buy
3 Hold
0 Sell
Hold
premium
$3.10B
-2.84%
XYZ
Block
$86.38
$0.21
(0.24%)
premium
22 Buy
4 Hold
1 Sell
Strong Buy
premium
$55.91B
30.86%
UBER
Uber Technologies
$64.61
$5.14
(7.37%)
premium
27 Buy
2 Hold
0 Sell
Strong Buy
premium
$141.69B
1.10%
VZ
Verizon
$39.95
$0.14
(0.35%)
premium
6 Buy
9 Hold
0 Sell
Moderate Buy
premium
$168.30B
-3.79%
CSCO
Cisco Systems
$61.92
$0.58
(0.95%)
premium
8 Buy
7 Hold
0 Sell
Moderate Buy
premium
$243.11B
23.29%
LOW
Lowe's
$256.85
$0.38
(0.15%)
premium
16 Buy
8 Hold
0 Sell
Moderate Buy
premium
$144.83B
17.99%
SOFI
SoFi Technologies
$15.53
$0.235
(1.54%)
premium
5 Buy
6 Hold
3 Sell
Hold
premium
$16.71B
101.72%
V
Visa
$347.65
$2.5
(0.72%)
premium
22 Buy
3 Hold
0 Sell
Strong Buy
premium
$675.16B
25.49%
AAPL
Apple
$229.81
$2.99
(1.28%)
premium
18 Buy
10 Hold
4 Sell
Moderate Buy
premium
$3.43T
24.04%
RRBI
Red River Bancshares
$56.83
$0.181
(0.32%)
premium
premium
$376.20M
10.76%
TSLA
Tesla
$382.49
$9.72
(2.48%)
premium
12 Buy
12 Hold
9 Sell
Hold
premium
$1.23T
104.18%
UPS
United Parcel
$111.53
$0.24
(0.21%)
premium
11 Buy
6 Hold
2 Sell
Moderate Buy
premium
$94.97B
-19.64%
AMZN
Amazon
$236.32
$5.74
(2.37%)
premium
39 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.50T
42.13%
PG
Procter & Gamble
$167.58
$0.55
(0.33%)
premium
12 Buy
8 Hold
0 Sell
Moderate Buy
premium
$395.72B
6.27%