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IRA 1 - New Portfolio

Shaun Johnson

IRA 1
Individual Investor
Ranked #333,361 out of 730,641 TipRanks' Investors
Success Rate
33%
94 out of 284
profitable transactions
Average Return
-3.29%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
15.75% VTI
9.11% IXUS
7.63% VNQ
7.50% DGRO
7.32% VYM
52.69% Others
By Assets
99.94% ETFs
0.06% Cash
0.00% Stocks
0.00% Funds
0.00% Cryptocurrency
By Sector
100.00% General

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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XLU
XLU
< ETF >
Utilities Select Sector SPDR Fund
$66.19
$0.73
(1.09%)
$70.22
(6.09% Upside)
146 Buy
92 Hold
13 Sell
Moderate Buy
premium
$11.71B
0.19%
VYM
VYM
< ETF >
Vanguard High Dividend Yield Index ETF
$117.37
$0.23
(0.2%)
$130.40
(11.10% Upside)
2K Buy
2K Hold
324 Sell
Moderate Buy
premium
$52.44B
14.54%
VNQ
VNQ
< ETF >
Vanguard Real Estate ETF
$80.16
$0.04
(0.05%)
$92.25
(15.08% Upside)
479 Buy
439 Hold
65 Sell
Moderate Buy
premium
$30.95B
1.51%
IXUS
IXUS
< ETF >
iShares Core MSCI Total International Stock ETF
$66.76
$0.55
(0.83%)
premium
$34.80B
8.48%
IEMG
IEMG
< ETF >
iShares Core MSCI Emerging Markets ETF
$51.80
$0.56
(1.09%)
premium
$73.98B
9.15%
DGRO
DGRO
< ETF >
iShares Core Dividend Growth ETF
$56.34
$0.08
(0.14%)
$62.98
(11.79% Upside)
2K Buy
2K Hold
227 Sell
Moderate Buy
premium
$26.31B
14.70%
BNDX
BNDX
< ETF >
Vanguard Total International Bond ETF
$48.44
$0.13
(0.27%)
premium
$53.58B
4.11%
VMBS
VMBS
< ETF >
Vanguard Mortgage-Backed Securities ETF
$44.35
$0.13
(0.29%)
premium
$16.99B
-1.35%
VTI
VTI
< ETF >
Vanguard Total Stock Market ETF
$251.78
$2.32
(0.93%)
$287.48
(14.18% Upside)
13K Buy
7K Hold
1K Sell
Moderate Buy
premium
$369.40B
23.85%
VTEB
VTEB
< ETF >
Vanguard Tax-Exempt Bond ETF
$49.79
$0.04
(0.08%)
premium
$32.23B
2.01%