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ROTH IRA
- New Portfolio
Performance
Portfolio Details
Sara Helmer
ROTH IRA
Individual Investor
Ranked #138,923 out of 769,291 TipRanks' Investors
Success Rate
57%
47 out of 82
profitable transactions
Average Return
23.93%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
22.13%
NVDA
10.97%
TSLA
7.01%
PTGX
6.11%
NCMI
5.80%
JPM
47.98%
Others
By Assets
88.70%
Stocks
11.22%
ETFs
0.08%
Cash
0.00%
Funds
0.00%
Cryptocurrency
By Sector
28.27%
Technology
17.37%
Consumer Cyclical
13.05%
Communication Services
11.42%
Real Estate
11.23%
General
18.66%
Other
Portfolio Holdings
Select Columns
28
Results | Showing
1
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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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4mzq5244g
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premium
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4mzq5244g
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tq41ki8ipn
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premium
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premium
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OHI
Omega Healthcare
$40.23
$0.09
(
0.22%
)
premium
4
Buy
8
Hold
0
Sell
Moderate Buy
premium
$10.84B
26.38%
PFE
Pfizer
$25.71
$0.58
(
2.31%
)
premium
7
Buy
12
Hold
1
Sell
Moderate Buy
premium
$142.41B
-17.12%
VZ
Verizon
$43.16
$0.665
(
1.56%
)
premium
8
Buy
9
Hold
0
Sell
Moderate Buy
premium
$178.91B
13.79%
STLA
Stellantis
$13.09
$0.235
(
1.83%
)
premium
7
Buy
11
Hold
2
Sell
Hold
premium
$37.78B
-36.20%
NCMI
National Cinemedia
$6.81
$0
(
0%
)
premium
3
Buy
1
Hold
0
Sell
Strong Buy
premium
$646.37M
63.31%
TAK
Takeda Pharmaceutical Company
$13.38
$0.05
(
0.38%
)
premium
1
Buy
1
Hold
0
Sell
Moderate Buy
premium
$42.30B
-4.78%
VSTO
Vista Outdoor
$44.30
$0.055
(
0.12%
)
premium
0
Buy
4
Hold
0
Sell
Hold
premium
$2.59B
71.84%
VWOB
< ETF >
Vanguard Emerging Markets Government Bond ETF
$64.47
$0.025
(
0.04%
)
premium
―
premium
$5.43B
5.87%
NTAP
NetApp
$123.65
$3.03
(
2.39%
)
premium
3
Buy
7
Hold
1
Sell
Hold
premium
$25.94B
62.43%
DLR
Digital Realty
$190.33
$2.96
(
1.58%
)
premium
11
Buy
5
Hold
1
Sell
Moderate Buy
premium
$62.15B
36.94%
RIVN
Rivian Automotive
$10.22
$0.2
(
2%
)
premium
9
Buy
11
Hold
1
Sell
Moderate Buy
premium
$10.23B
-37.11%
NVDA
Nvidia
$141.90
$4.77
(
3.25%
)
premium
40
Buy
4
Hold
0
Sell
Strong Buy
premium
$3.59T
201.07%
O
Realty Income
$57.64
$0.25
(
0.44%
)
premium
3
Buy
8
Hold
0
Sell
Moderate Buy
premium
$50.23B
7.65%
JPM
JPMorgan Chase & Co.
$247.90
$3.14
(
1.28%
)
premium
10
Buy
6
Hold
1
Sell
Moderate Buy
premium
$689.08B
57.03%
KR
Kroger Company
$59.21
$0.63
(
1.08%
)
premium
8
Buy
5
Hold
0
Sell
Moderate Buy
premium
$42.38B
33.95%
GCLN
< ETF >
Goldman Sachs Bloomberg Clean Energy Equity ETF
$36.36
$0.169
(
0.47%
)
premium
542
Buy
374
Hold
80
Sell
Hold
premium
$10.99M
11.64%
SOXL
< ETF >
Direxion Daily Semiconductor Bull 3x Shares
$28.15
$0.34
(
1.19%
)
premium
―
premium
$10.24B
17.96%
PTGX
Protagonist Therapeutics
$44.50
$2.85
(
6.84%
)
premium
6
Buy
0
Hold
0
Sell
Strong Buy
premium
$2.48B
147.47%
TSLA
Tesla
$353.20
$13.56
(
3.99%
)
premium
11
Buy
14
Hold
9
Sell
Hold
premium
$1.09T
45.02%
TQQQ
< ETF >
ProShares UltraPro QQQ
$77.80
$0.16
(
0.21%
)
premium
―
premium
$24.63B
73.87%
SFY
< ETF >
SoFi Select 500 ETF
$110.98
$0.01
(
>0.01%
)
premium
5K
Buy
3K
Hold
299
Sell
Moderate Buy
premium
$975.57M
37.28%
MPLN
MultiPlan
$6.78
$0.24
(
3.42%
)
premium
0
Buy
2
Hold
0
Sell
Hold
premium
$113.52M
-86.39%
ORC
Orchid Island Capital
$7.91
$0.035
(
0.44%
)
premium
―
premium
$617.12M
6.54%
OCANF
OceanaGold
$3.17
$0.015
(
0.47%
)
premium
6
Buy
0
Hold
0
Sell
Strong Buy
premium
$2.26B
85.47%
OPRA
Opera
$19.92
$0.62
(
3.21%
)
premium
5
Buy
0
Hold
0
Sell
Strong Buy
premium
$1.71B
58.85%
BZFD
BuzzFeed
$3.55
$0.3
(
9.23%
)
premium
1
Buy
0
Hold
0
Sell
Moderate Buy
premium
$123.51M
162.10%
SNOW
Snowflake
$169.06
$2.29
(
1.34%
)
premium
24
Buy
10
Hold
0
Sell
Moderate Buy
premium
$57.44B
-22.53%
POAHY
Porsche Automobil Holding
$3.52
$0.009
(
0.25%
)
premium
―
premium
$10.89B
-27.89%
28
Results | Showing
1
out of
1
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