ROTH IRA - New Portfolio

Stacey Travis

ROTH IRA
Individual Investor
Ranked #112,289 out of 762,027 TipRanks' Investors
Success Rate
76%
16 out of 21
profitable transactions
Average Return
33.67%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
39.35% FZROX
12.84% NFLX
11.35% QQQ
10.89% SPY
6.35% ABBV
19.22% Others
By Assets
39.34% Funds
36.04% ETFs
24.60% Stocks
0.03% Cash
0.00% Cryptocurrency
By Sector
75.39% General
12.84% Communication Services
6.35% Healthcare
3.60% Technology
1.83% Financial

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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TEAM
Atlassian
$191.70
$3.2
(1.7%)
premium
13 Buy
7 Hold
0 Sell
Moderate Buy
premium
$49.02B
-2.84%
SPY
SPY
< ETF >
SPDR S&P 500 ETF Trust
$584.59
$2.24
(0.38%)
premium
4K Buy
3K Hold
322 Sell
Moderate Buy
premium
$599.42B
36.56%
QQQ
QQQ
< ETF >
Invesco QQQ Trust
$494.47
$3.22
(0.66%)
premium
1K Buy
646 Hold
67 Sell
Moderate Buy
premium
$297.84B
36.47%
ISTB
ISTB
< ETF >
iShares Core 1-5 Year USD Bond ETF
$48.28
$0.05
(0.1%)
premium
premium
$4.09B
4.96%
FZROX
FZROX
< FUND >
Fidelity Total Market Index Fund
$20.46
$0.07
(0.34%)
premium
2K Buy
728 Hold
70 Sell
Moderate Buy
premium
35.30%
VXUS
VXUS
< ETF >
Vanguard Total International Stock ETF
$63.86
$0.51
(0.81%)
premium
premium
$78.83B
22.38%
SOFI
SoFi Technologies
$10.18
$0.31
(3.14%)
premium
4 Buy
6 Hold
3 Sell
Hold
premium
$10.52B
27.03%
NOK
Nokia
$4.75
$0.41
(9.45%)
premium
2 Buy
2 Hold
0 Sell
Moderate Buy
premium
$23.68B
47.98%
ABBV
AbbVie
$188.86
$0.29
(0.15%)
premium
11 Buy
7 Hold
0 Sell
Moderate Buy
premium
$333.08B
29.78%
VOO
VOO
< ETF >
Vanguard S&P 500 ETF
$537.36
$2.06
(0.38%)
premium
4K Buy
3K Hold
322 Sell
Moderate Buy
premium
$544.08B
36.60%
VNQ
VNQ
< ETF >
Vanguard Real Estate ETF
$97.51
$0.72
(0.74%)
premium
542 Buy
519 Hold
58 Sell
Moderate Buy
premium
$38.27B
33.78%
NFLX
Netflix
$763.89
$76.24
(11.09%)
premium
24 Buy
12 Hold
2 Sell
Moderate Buy
premium
$295.12B
98.63%
TMFE
TMFE
< ETF >
Motley Fool Capital Efficiency 100 Index ETF
$26.38
$0.192
(0.73%)
premium
1K Buy
497 Hold
49 Sell
Moderate Buy
premium
$51.82M
43.05%