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ROTH IRA - New Portfolio

Sara Helmer

ROTH IRA
Individual Investor
Ranked #154,996 out of 775,923 TipRanks' Investors
Success Rate
55%
46 out of 83
profitable transactions
Average Return
22.91%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
21.39% NVDA
13.37% TSLA
6.59% PTGX
6.13% NCMI
5.66% JPM
46.86% Others
By Assets
88.32% Stocks
11.60% ETFs
0.08% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
27.46% Technology
18.00% Consumer Cyclical
12.59% Communication Services
11.61% General
10.86% Real Estate
19.49% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
bsfxka
bsfxka
bsfxka
premium
bsfxka
premium
bsfxka
bsfxka
bsfxka
71ndniirfs
71ndniirfs
71ndniirfs
premium
71ndniirfs
premium
71ndniirfs
71ndniirfs
71ndniirfs
i7mdooftyk9
i7mdooftyk9
i7mdooftyk9
premium
i7mdooftyk9
premium
i7mdooftyk9
i7mdooftyk9
i7mdooftyk9
gmpvtp6mcz
gmpvtp6mcz
gmpvtp6mcz
premium
gmpvtp6mcz
premium
gmpvtp6mcz
gmpvtp6mcz
gmpvtp6mcz
5gx5o0hdf8l
5gx5o0hdf8l
5gx5o0hdf8l
premium
5gx5o0hdf8l
premium
5gx5o0hdf8l
5gx5o0hdf8l
5gx5o0hdf8l
4ubfk6jfi
4ubfk6jfi
4ubfk6jfi
premium
4ubfk6jfi
premium
4ubfk6jfi
4ubfk6jfi
4ubfk6jfi
njjsfwn40t
njjsfwn40t
njjsfwn40t
premium
njjsfwn40t
premium
njjsfwn40t
njjsfwn40t
njjsfwn40t
mp2mxa88e
mp2mxa88e
mp2mxa88e
premium
mp2mxa88e
premium
mp2mxa88e
mp2mxa88e
mp2mxa88e
tk3en0rgf8j
tk3en0rgf8j
tk3en0rgf8j
premium
tk3en0rgf8j
premium
tk3en0rgf8j
tk3en0rgf8j
tk3en0rgf8j
mief5e9583b
mief5e9583b
mief5e9583b
premium
mief5e9583b
premium
mief5e9583b
mief5e9583b
mief5e9583b
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OHI
Omega Healthcare
$37.83
$0.02
(0.05%)
premium
4 Buy
7 Hold
0 Sell
Moderate Buy
premium
$10.21B
23.22%
PFE
Pfizer
$26.36
$0.59
(2.29%)
premium
8 Buy
10 Hold
1 Sell
Moderate Buy
premium
$149.38B
-7.18%
VZ
Verizon
$39.93
$0.04
(0.1%)
premium
6 Buy
10 Hold
0 Sell
Moderate Buy
premium
$168.09B
6.51%
STLA
Stellantis
$12.89
$0.05
(0.39%)
premium
7 Buy
10 Hold
2 Sell
Moderate Buy
premium
$38.30B
-44.75%
NCMI
National Cinemedia
$6.72
$0.02
(0.3%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$637.83M
57.38%
TAK
Takeda Pharmaceutical Company
$13.10
$0.09
(0.69%)
premium
1 Buy
1 Hold
0 Sell
Moderate Buy
premium
$41.58B
-6.76%
VWOB
VWOB
< ETF >
Vanguard Emerging Markets Government Bond ETF
$63.70
$0.39
(0.62%)
premium
premium
$4.97B
0.03%
NTAP
NetApp
$118.45
$1.87
(1.6%)
premium
4 Buy
9 Hold
1 Sell
Hold
premium
$24.08B
32.49%
DLR
Digital Realty
$178.57
$1.76
(1%)
premium
11 Buy
5 Hold
1 Sell
Moderate Buy
premium
$59.23B
32.16%
RIVN
Rivian Automotive
$13.83
$0.77
(5.9%)
premium
9 Buy
11 Hold
1 Sell
Moderate Buy
premium
$14.12B
-40.41%
NVDA
Nvidia
$134.70
$4.02
(3.08%)
premium
37 Buy
3 Hold
0 Sell
Strong Buy
premium
$3.30T
175.86%
O
Realty Income
$52.79
$1.03
(1.99%)
premium
3 Buy
9 Hold
0 Sell
Hold
premium
$46.20B
-7.21%
JPM
JPMorgan Chase & Co.
$237.60
$4.64
(1.99%)
premium
9 Buy
5 Hold
1 Sell
Moderate Buy
premium
$668.92B
41.94%
KR
Kroger Company
$61.85
$0.89
(1.46%)
premium
7 Buy
6 Hold
0 Sell
Moderate Buy
premium
$44.76B
37.02%
GCLN
GCLN
< ETF >
Goldman Sachs Bloomberg Clean Energy Equity ETF
$35.87
$0.369
(1.04%)
premium
596 Buy
401 Hold
80 Sell
Hold
premium
$10.67M
4.71%
SOXL
SOXL
< ETF >
Direxion Daily Semiconductor Bull 3x Shares
$27.30
$1
(3.8%)
premium
premium
$9.53B
-10.52%
PTGX
Protagonist Therapeutics
$41.49
$1.95
(4.93%)
premium
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.47B
86.56%
TSLA
Tesla
$421.06
$15.11
(3.46%)
premium
13 Buy
12 Hold
9 Sell
Hold
premium
$1.35T
66.73%
TQQQ
TQQQ
< ETF >
ProShares UltraPro QQQ
$83.03
$2.1
(2.59%)
premium
premium
$25.24B
64.91%
SFY
SFY
< ETF >
SoFi Select 500 ETF
$110.31
$1.56
(1.43%)
premium
5K Buy
3K Hold
310 Sell
Moderate Buy
premium
$967.29M
30.47%
MPLN
MultiPlan
$6.02
$0.65
(9.75%)
premium
0 Buy
2 Hold
0 Sell
Hold
premium
$97.35M
-91.15%
ORC
Orchid Island Capital
$7.93
$0.09
(1.15%)
premium
premium
$621.83M
-7.79%
OCANF
OceanaGold
$2.80
$0.08
(2.94%)
premium
6 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.98B
37.59%
OPRA
Opera
$18.80
$0.2
(1.08%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$3.33B
43.51%
BZFD
BuzzFeed
$2.91
$0.09
(3%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$110.58M
133.36%
SNOW
Snowflake
$166.29
$2.08
(1.27%)
premium
24 Buy
6 Hold
0 Sell
Strong Buy
premium
$54.89B
-15.02%
POAHY
Porsche Automobil Holding
$3.69
$0.04
(1.1%)
premium
premium
$11.43B
-27.77%
GEAR
Revelyst, Inc.
$19.04
$0.04
(0.21%)
premium
premium