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ROTH IRA - New Portfolio

Grant Sumner Bramlett

ROTH IRA
Individual Investor
Ranked #295,684 out of 732,319 TipRanks' Investors
Success Rate
48%
272 out of 564
profitable transactions
Average Return
5.60%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
12.99% QYLD
6.63% CALM
5.21% CRT
4.60% VIS
4.53% LHX
66.04% Others
By Assets
57.50% Stocks
25.41% ETFs
16.57% Cash
0.51% Funds
0.00% Cryptocurrency
By Sector
31.08% General
20.79% Real Estate
10.54% Industrials
9.79% Financial
7.41% Energy
20.39% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
ye51h56
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ye51h56
ye51h56
ye51h56
premium
ye51h56
ye51h56
ye51h56
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ifk18v8a1g
ifk18v8a1g
ifk18v8a1g
ifk18v8a1g
premium
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ifk18v8a1g
ifk18v8a1g
yuqjj3hslhs
yuqjj3hslhs
yuqjj3hslhs
yuqjj3hslhs
yuqjj3hslhs
premium
yuqjj3hslhs
yuqjj3hslhs
yuqjj3hslhs
xz7ge0cppj
xz7ge0cppj
xz7ge0cppj
xz7ge0cppj
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premium
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xz7ge0cppj
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czi9riklvnw
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premium
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czi9riklvnw
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xb2av3xou4n
xb2av3xou4n
xb2av3xou4n
xb2av3xou4n
premium
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xb2av3xou4n
xb2av3xou4n
3kkrshzphnc
3kkrshzphnc
3kkrshzphnc
3kkrshzphnc
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premium
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3kkrshzphnc
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ym76mra
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ym76mra
ym76mra
premium
ym76mra
ym76mra
ym76mra
kol89yoo36
kol89yoo36
kol89yoo36
kol89yoo36
kol89yoo36
premium
kol89yoo36
kol89yoo36
kol89yoo36
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76lyhlr
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76lyhlr
premium
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PDI
PIMCO Dynamic
$19.41
$0.06
(0.31%)
Pre
0.36%
premium
20.71%
LNT
Alliant Energy
$50.50
$0.35
(0.69%)
Pre
2.67%
$52.67
(4.30% Upside)
3 Buy
3 Hold
0 Sell
Moderate Buy
premium
$12.95B
-4.28%
STK
STK
< FUND >
Columbia Seligman Premium Technology Growth Func Inc
$31.33
$0.28
(0.9%)
premium
$518.60M
25.25%
VIS
VIS
< ETF >
Vanguard Industrials ETF
$240.07
$2.6
(1.09%)
$263.33
(9.69% Upside)
1K Buy
960 Hold
154 Sell
Moderate Buy
premium
$5.22B
27.99%
QYLD
QYLD
< ETF >
Global X NASDAQ 100 Covered Call ETF
$17.61
$0.04
(0.23%)
Pre
0.23%
$20.26
(15.05% Upside)
1K Buy
591 Hold
77 Sell
Moderate Buy
premium
$8.03B
13.54%
RF
Regions Financial
$19.83
$0.03
(0.15%)
Pre
0.5%
$21.62
(9.03% Upside)
5 Buy
7 Hold
1 Sell
Moderate Buy
premium
$18.22B
27.17%
BLK
BlackRock
$774.64
$10.73
(1.4%)
Pre
0.27%
$910.50
(17.54% Upside)
9 Buy
2 Hold
0 Sell
Strong Buy
premium
$115.38B
22.08%
CRT
Cross Timbers Royalty
$13.03
$0.08
(0.61%)
premium
$78.18M
-32.31%
AVGO
Broadcom
$1310.31
$32.2
(2.52%)
Pre
0.1%
$1,572.68
(20.02% Upside)
20 Buy
3 Hold
0 Sell
Strong Buy
premium
$607.23B
112.42%
ENB
Enbridge
$36.67
$0.33
(0.91%)
Pre
0.35%
$37.32
(1.77% Upside)
3 Buy
4 Hold
2 Sell
Hold
premium
$77.94B
-1.33%