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Schwab IRA - New Portfolio

Jim Huddy

Schwab IRA
Individual Investor
Ranked #54,499 out of 800,242 TipRanks' Investors
Success Rate
71%
58 out of 82
profitable transactions
Average Return
23.43%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
21.35% SPY
16.06% QQQ
11.92% AVGO
6.55% META
5.94% SOFI
38.18% Others
By Assets
54.43% Stocks
44.31% ETFs
1.14% Funds
0.12% Cash
0.00% Cryptocurrency
By Sector
45.51% General
20.74% Technology
9.58% Communication Services
7.69% Financial
6.43% Real Estate
10.06% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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premium
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premium
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z5bql8r568
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cms4qkmc3vj
cms4qkmc3vj
premium
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premium
cms4qkmc3vj
cms4qkmc3vj
cms4qkmc3vj
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premium
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premium
0rliyv37bccn
0rliyv37bccn
0rliyv37bccn
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6jethr5hw5r
6jethr5hw5r
premium
6jethr5hw5r
premium
6jethr5hw5r
6jethr5hw5r
6jethr5hw5r
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kq04a19wwl
premium
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premium
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kq04a19wwl
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p0s90akh
p0s90akh
premium
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premium
p0s90akh
p0s90akh
p0s90akh
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premium
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premium
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premium
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premium
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premium
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premium
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mmtxex02edn
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premium
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premium
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$637.10
$3.33
(0.52%)
Pre
0.64%
premium
41 Buy
3 Hold
1 Sell
Strong Buy
premium
$1.61T
37.84%
$86.37
$0.6
(0.69%)
Pre
0.31%
premium
7 Buy
7 Hold
0 Sell
Moderate Buy
premium
$111.54B
1.41%
$56.75
$0.72
(1.29%)
Pre
0.32%
premium
0 Buy
3 Hold
0 Sell
Hold
premium
$4.99B
15.82%
$204.07
$2.09
(1.01%)
Pre
0.83%
premium
47 Buy
1 Hold
0 Sell
Strong Buy
premium
$2.19T
12.56%
$208.59
$0.03
(0.01%)
Pre
0.04%
premium
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
$29.70B
5.10%
$231.68
$1.05
(0.46%)
Pre
0.67%
premium
24 Buy
2 Hold
0 Sell
Strong Buy
premium
$1.08T
64.83%
$58.77
$0.23
(0.39%)
Pre
0.07%
premium
9 Buy
6 Hold
0 Sell
Moderate Buy
premium
$71.48B
41.26%
$13.04
$0.07
(0.53%)
Pre
0.31%
premium
4 Buy
2 Hold
0 Sell
Moderate Buy
premium
$1.24B
8.80%
$7.76
$0.12
(1.52%)
premium
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$1.76B
-0.89%
$377.05
$2.33
(0.61%)
Pre
0.27%
premium
21 Buy
7 Hold
1 Sell
Moderate Buy
premium
$377.08B
12.17%
$21.27
$0.11
(0.51%)
Pre
0.14%
premium
1 Buy
25 Hold
4 Sell
Hold
premium
$93.26B
-32.99%
JEPI
JEPI
< ETF >
$56.30
$0.01
(0.02%)
Pre
0.05%
premium
1K Buy
570 Hold
53 Sell
Moderate Buy
premium
$39.87B
-1.80%
FAX
FAX
< FUND >
$15.63
$0
(0%)
premium
premium
$3.88B
-2.80%
$83.10
$0.21
(0.25%)
Pre
0.72%
premium
10 Buy
15 Hold
1 Sell
Moderate Buy
premium
$25.42B
29.99%
$53.72
$1.25
(2.38%)
Pre
3.85%
premium
4 Buy
11 Hold
1 Sell
Hold
premium
$5.74B
-66.24%
SVOL
SVOL
< ETF >
$19.38
$0.53
(2.66%)
Pre
0.88%
premium
premium
$1.00B
-15.70%
$13.27
$0.46
(3.35%)
Pre
1.06%
premium
6 Buy
4 Hold
3 Sell
Hold
premium
$15.18B
90.96%
IWM
IWM
< ETF >
$209.08
$0.11
(0.05%)
Pre
0.72%
premium
6K Buy
3K Hold
406 Sell
Moderate Buy
premium
$63.86B
0.36%
QQQ
QQQ
< ETF >
$520.27
$1.74
(0.33%)
Pre
0.46%
premium
1K Buy
608 Hold
76 Sell
Moderate Buy
premium
$329.34B
14.53%
SPY
SPY
< ETF >
$592.85
$2
(0.34%)
Pre
0.45%
premium
4K Buy
3K Hold
303 Sell
Moderate Buy
premium
$601.80B
11.95%
$27.98
$0.27
(0.96%)
Pre
0.39%
premium
10 Buy
1 Hold
0 Sell
Strong Buy
premium
$3.42B
-13.40%
$12.44
$0.15
(1.19%)
Pre
0.48%
premium
3 Buy
16 Hold
2 Sell
Hold
premium
$6.73B
-38.01%
$117.56
$1.41
(1.21%)
Pre
0.9%
premium
17 Buy
6 Hold
2 Sell
Moderate Buy
premium
$17.73B
90.69%
$7.34
$0.03
(0.41%)
Pre
0.82%
premium
5 Buy
16 Hold
0 Sell
Hold
premium
$1.28B
-40.57%
$5.81
$0.07
(1.19%)
Pre
0.34%
premium
5 Buy
3 Hold
0 Sell
Moderate Buy
premium
$782.73M
-10.75%
TECB
TECB
< ETF >
$54.20
$0.06
(0.11%)
premium
2K Buy
860 Hold
109 Sell
Moderate Buy
premium
$421.33M
11.57%
$3.49
$0.05
(1.45%)
premium
7 Buy
0 Hold
0 Sell
Strong Buy
premium
$306.18M
66.18%
$22.23
$0.01
(0.04%)
Pre
0.85%
premium
7 Buy
8 Hold
0 Sell
Moderate Buy
premium
$9.25B
4.56%
$9.36
$0.16
(1.74%)
Pre
2.67%
premium
7 Buy
1 Hold
0 Sell
Strong Buy
premium
$1.40B
156.27%
$113.51
$1.23
(1.07%)
Pre
0.21%
premium
22 Buy
9 Hold
0 Sell
Moderate Buy
premium
$186.04B
-30.32%
$288.06
$0.43
(0.15%)
Pre
0.84%
premium
31 Buy
8 Hold
3 Sell
Moderate Buy
premium
$275.97B
1.52%
$49.98
$1.21
(2.36%)
Pre
0.9%
premium
14 Buy
2 Hold
0 Sell
Strong Buy
premium
$33.42B
-1.99%
$4.94
$0.17
(3.56%)
premium
3 Buy
1 Hold
0 Sell
Strong Buy
premium
$171.06M
-30.36%
TLTW
TLTW
< ETF >
$22.64
$0.1
(0.44%)
Pre
0.27%
premium
premium
$1.05B
-10.79%
$2.95
$0.05
(1.72%)
Pre
0.34%
premium
12 Buy
0 Hold
0 Sell
Strong Buy
premium
$224.79M
-68.20%