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SIMPLE IRA - New Portfolio

Janine Westlund

SIMPLE IRA
Individual Investor
Ranked #534,095 out of 731,395 TipRanks' Investors
Success Rate
29%
5 out of 17
profitable transactions
Average Return
-30.29%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
77.97% TSLA
4.40% IVV
3.50% PHO
3.12% IVE
2.35% IEFA
8.66% Others
By Assets
76.73% Stocks
21.15% ETFs
2.12% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
77.96% Consumer Cyclical
21.61% General
0.37% Industrials
0.06% Basic Materials

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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EFV
EFV
< ETF >
iShares MSCI EAFE Value ETF
$53.47
$0.7
(1.29%)
$58.70
(9.77% Upside)
1K Buy
895 Hold
267 Sell
Hold
premium
$16.66B
13.10%
LICY
Li-Cycle Holdings
$0.66
$0.043
(6.23%)
Pre
0.64%
premium
$120.98M
-84.81%
IVV
IVV
< ETF >
iShares Core S&P 500 ETF
$504.44
$8.15
(1.59%)
Pre
0.43%
$578.21
(14.62% Upside)
4K Buy
3K Hold
330 Sell
Moderate Buy
premium
$435.80B
24.66%
IEFA
IEFA
< ETF >
iShares Core MSCI EAFE ETF
$71.80
$0.94
(1.29%)
premium
$112.75B
9.43%
SCHH
SCHH
< ETF >
Schwab U.S. REIT ETF
$18.75
$0.32
(1.68%)
$21.69
(15.70% Upside)
412 Buy
357 Hold
50 Sell
Moderate Buy
premium
$5.98B
1.75%
TSLA
Tesla
$183.28
$10.77
(5.55%)
Pre
2.43%
$171.99
(-6.16% Downside)
7 Buy
16 Hold
9 Sell
Hold
premium
$536.71B
19.91%
TLGRF
Talga Group Ltd.
$0.44
$0.022
(4.75%)
$0.78
(77.27% Upside)
1 Buy
0 Hold
0 Sell
Moderate Buy
premium
$168.63M
-57.80%
IEMG
IEMG
< ETF >
iShares Core MSCI Emerging Markets ETF
$51.65
$0.68
(1.3%)
Pre
0.06%
premium
$75.85B
11.29%
OCLN
OriginClear
<$0.01
$0
(0%)
premium
$13.57M
0.00%
PHO
PHO
< ETF >
Invesco Water Resources ETF
$64.21
$0.67
(1.03%)
$71.47
(11.31% Upside)
131 Buy
85 Hold
7 Sell
Moderate Buy
premium
$2.08B
23.33%