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ROTH IRA - New Portfolio

Sara Helmer

ROTH IRA
Individual Investor
Ranked #136,581 out of 747,498 TipRanks' Investors
Success Rate
55%
45 out of 82
profitable transactions
Average Return
20.00%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
20.73% NVDA
8.44% TSLA
6.06% PTGX
5.36% NCMI
5.29% JPM
54.12% Others
By Assets
86.17% Stocks
13.74% ETFs
0.09% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
28.35% Technology
17.41% Consumer Cyclical
13.75% General
11.47% Communication Services
11.24% Real Estate
17.78% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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OHI
Omega Healthcare
$36.32
$0.41
(1.14%)
premium
3 Buy
7 Hold
0 Sell
Moderate Buy
premium
$8.87B
19.22%
PFE
Pfizer
$29.60
$0.37
(1.23%)
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$169.83B
-15.63%
VZ
Verizon
$39.09
$2.53
(6.08%)
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$175.19B
31.38%
STLA
Stellantis
$20.71
$0.5
(2.47%)
premium
13 Buy
3 Hold
2 Sell
Moderate Buy
premium
$59.98B
16.68%
NCMI
National Cinemedia
$5.55
$0.3
(5.71%)
premium
1 Buy
2 Hold
0 Sell
Moderate Buy
premium
$507.01M
50.00%
TAK
Takeda Pharmaceutical Company
$13.51
$0.15
(1.12%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$42.46B
-13.69%
VSTO
Vista Outdoor
$38.53
$0.96
(2.56%)
premium
2 Buy
1 Hold
0 Sell
Moderate Buy
premium
$2.19B
29.82%
VWOB
VWOB
< ETF >
Vanguard Emerging Markets Government Bond ETF
$63.61
$0.2
(0.32%)
premium
premium
$5.12B
1.47%
NTAP
NetApp
$128.34
$2.12
(1.68%)
premium
4 Buy
9 Hold
1 Sell
Hold
premium
$25.98B
64.33%
DLR
Digital Realty
$155.56
$0.39
(0.25%)
premium
13 Buy
5 Hold
2 Sell
Moderate Buy
premium
$50.11B
30.55%
RIVN
Rivian Automotive
$17.22
$0.47
(2.81%)
premium
12 Buy
8 Hold
2 Sell
Moderate Buy
premium
$16.67B
-35.10%
NVDA
Nvidia
$123.54
$5.61
(4.76%)
premium
37 Buy
4 Hold
0 Sell
Strong Buy
premium
$2.90T
164.42%
O
Realty Income
$57.56
$0.02
(0.03%)
premium
5 Buy
4 Hold
0 Sell
Moderate Buy
premium
$50.14B
-3.74%
JPM
JPMorgan Chase & Co.
$210.28
$0.5
(0.24%)
premium
16 Buy
6 Hold
0 Sell
Moderate Buy
premium
$602.42B
36.11%
KR
Kroger Company
$54.86
$0.35
(0.64%)
premium
7 Buy
4 Hold
0 Sell
Moderate Buy
premium
$39.34B
14.56%
GCLN
GCLN
< ETF >
Goldman Sachs Bloomberg Clean Energy Equity ETF
$34.42
$0.688
(1.96%)
premium
515 Buy
341 Hold
61 Sell
Hold
premium
$12.12M
-11.55%
SOXL
SOXL
< ETF >
Direxion Daily Semiconductor Bull 3x Shares
$52.93
$5.93
(12.62%)
premium
premium
$11.05B
88.75%
PTGX
Protagonist Therapeutics
$36.10
$0.55
(1.55%)
premium
5 Buy
0 Hold
0 Sell
Strong Buy
premium
$2.09B
81.56%
TSLA
Tesla
$251.51
$12.31
(5.15%)
premium
13 Buy
13 Hold
8 Sell
Hold
premium
$762.86B
-11.10%
TQQQ
TQQQ
< ETF >
ProShares UltraPro QQQ
$74.16
$3.1
(4.36%)
premium
premium
$23.53B
65.80%
SFY
SFY
< ETF >
SoFi Select 500 ETF
$20.07
$0.26
(1.31%)
premium
4K Buy
3K Hold
275 Sell
Moderate Buy
premium
$836.66M
23.20%
NVEI
Nuvei Corp
$32.87
$0.03
(0.09%)
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$4.60B
1.58%
MPLN
MultiPlan
$0.44
$0.036
(8.93%)
premium
0 Buy
1 Hold
0 Sell
Hold
premium
$257.95M
-79.80%
ORC
Orchid Island Capital
$8.55
$0.07
(0.83%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$566.88M
-6.50%
OCANF
OceanaGold
$2.71
$0.034
(1.28%)
premium
9 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.89B
34.00%
OPRA
Opera
$12.23
$0.38
(3.21%)
premium
3 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.05B
-32.01%
BZFD
BuzzFeed
$2.75
$0.02
(0.73%)
premium
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$101.35M
14.22%
SNOW
Snowflake
$131.15
$1.3
(1%)
premium
25 Buy
8 Hold
0 Sell
Strong Buy
premium
$43.47B
-25.71%
POAHY
Porsche Automobil Holding
$4.61
$0.036
(0.79%)
premium
premium
$14.18B
-20.31%