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ROTH IRA - New Portfolio

Delvin Lawson

ROTH IRA
Individual Investor
Ranked #131,782 out of 731,863 TipRanks' Investors
Success Rate
67%
12 out of 18
profitable transactions
Average Return
21.91%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
19.86% META
12.77% FE
11.81% ETRN
10.93% MO
9.74% JEPI
34.89% Others
By Assets
84.34% Stocks
9.10% ETFs
6.56% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
19.86% Communication Services
19.64% Energy
18.76% Consumer Defensive
12.77% Utilities
11.74% Consumer Cyclical
17.23% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
owi4d75
owi4d75
owi4d75
owi4d75
owi4d75
premium
owi4d75
owi4d75
owi4d75
da7pdpwunpt
da7pdpwunpt
da7pdpwunpt
da7pdpwunpt
da7pdpwunpt
premium
da7pdpwunpt
da7pdpwunpt
da7pdpwunpt
p1qzjn9w1f
p1qzjn9w1f
p1qzjn9w1f
p1qzjn9w1f
p1qzjn9w1f
premium
p1qzjn9w1f
p1qzjn9w1f
p1qzjn9w1f
i68d6h
i68d6h
i68d6h
i68d6h
i68d6h
premium
i68d6h
i68d6h
i68d6h
itrvvwrba7
itrvvwrba7
itrvvwrba7
itrvvwrba7
itrvvwrba7
premium
itrvvwrba7
itrvvwrba7
itrvvwrba7
kqfjy22813f
kqfjy22813f
kqfjy22813f
kqfjy22813f
kqfjy22813f
premium
kqfjy22813f
kqfjy22813f
kqfjy22813f
1a7uc4qcvh3h
1a7uc4qcvh3h
1a7uc4qcvh3h
1a7uc4qcvh3h
1a7uc4qcvh3h
premium
1a7uc4qcvh3h
1a7uc4qcvh3h
1a7uc4qcvh3h
vm7az0zet0c
vm7az0zet0c
vm7az0zet0c
vm7az0zet0c
vm7az0zet0c
premium
vm7az0zet0c
vm7az0zet0c
vm7az0zet0c
f7hojwq0m
f7hojwq0m
f7hojwq0m
f7hojwq0m
f7hojwq0m
premium
f7hojwq0m
f7hojwq0m
f7hojwq0m
jjivq3pi
jjivq3pi
jjivq3pi
jjivq3pi
jjivq3pi
premium
jjivq3pi
jjivq3pi
jjivq3pi
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ET
Energy Transfer
$15.89
$0.11
(0.7%)
$18.44
(16.05% Upside)
8 Buy
1 Hold
0 Sell
Strong Buy
premium
$52.13B
36.98%
MO
Altria Group
$43.59
$0.39
(0.89%)
$43.75
(0.37% Upside)
3 Buy
3 Hold
2 Sell
Hold
premium
$75.27B
3.24%
HBI
Hanesbrands
$4.44
$0.23
(4.93%)
$4.50
(1.35% Upside)
0 Buy
4 Hold
1 Sell
Hold
premium
$1.60B
-4.30%
ETRN
Equitrans Midstream
$13.66
$0.22
(1.64%)
$12.36
(-9.52% Downside)
3 Buy
4 Hold
0 Sell
Moderate Buy
premium
$5.68B
189.66%
AMZN
Amazon
$186.21
$1.49
(0.81%)
$219.50
(17.88% Upside)
41 Buy
0 Hold
0 Sell
Strong Buy
premium
$1.86T
78.22%
KHC
Kraft Heinz
$36.35
$0.37
(1.01%)
$38.44
(5.75% Upside)
7 Buy
8 Hold
1 Sell
Moderate Buy
premium
$44.01B
-4.55%
AGNC
AGNC Investment
$9.40
$0.1
(1.08%)
$9.95
(5.85% Upside)
8 Buy
2 Hold
0 Sell
Strong Buy
premium
$6.44B
15.38%
JEPI
JEPI
< ETF >
JPMorgan Equity Premium Income ETF
$56.06
$0.37
(0.66%)
$61.91
(10.44% Upside)
1K Buy
546 Hold
53 Sell
Moderate Buy
premium
$32.86B
10.42%
FE
FirstEnergy
$39.24
$0.15
(0.38%)
$40.56
(3.36% Upside)
4 Buy
4 Hold
1 Sell
Moderate Buy
premium
$22.27B
4.86%
META
Meta Platforms
$451.96
$10.28
(2.33%)
$525.18
(16.20% Upside)
38 Buy
3 Hold
2 Sell
Strong Buy
premium
$1.11T
86.54%