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ROTH IRA - New Portfolio

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

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
4mzq5244g
premium
4mzq5244g
4mzq5244g
4mzq5244g
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tq41ki8ipn
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premium
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premium
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1ccd7oyxxk
premium
1ccd7oyxxk
premium
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1ccd7oyxxk
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23km4a5uav1
23km4a5uav1
premium
23km4a5uav1
premium
23km4a5uav1
23km4a5uav1
23km4a5uav1
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8zxazn4
8zxazn4
premium
8zxazn4
premium
8zxazn4
8zxazn4
8zxazn4
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premium
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premium
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premium
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premium
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634rql
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premium
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premium
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9y4sdlywc4
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premium
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premium
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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
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
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
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
TQQQ
< ETF >
ProShares UltraPro QQQ
$77.80
$0.16
(0.21%)
premium
premium
$24.63B
73.87%
SFY
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%