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Roth IRA - 4882 - New Portfolio

CoachK

Roth IRA - 4882
Individual Investor
Ranked #322,681 out of 731,625 TipRanks' Investors
Success Rate
33%
156 out of 470
profitable transactions
Average Return
-0.31%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
15.39% QQQ
14.98% HDV
12.77% VUG
11.78% NEE
10.85% TOK
34.23% Others
By Assets
65.83% ETFs
34.15% Stocks
0.02% Cash
0.00% Funds
0.00% Cryptocurrency
By Sector
65.84% General
11.78% Utilities
8.22% Technology
8.08% Consumer Cyclical
6.08% Financial

Portfolio Holdings

Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
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QQQ
QQQ
< ETF >
Invesco QQQ Trust
$421.52
$3.07
(0.72%)
Pre
0.83%
$506.38
(20.13% Upside)
1K Buy
586 Hold
75 Sell
Moderate Buy
premium
$248.74B
35.21%
VWO
VWO
< ETF >
Vanguard FTSE Emerging Markets ETF
$42.22
$0.05
(0.12%)
Pre
1.35%
premium
$76.18B
10.25%
NEE
NextEra Energy
$68.61
$1.64
(2.45%)
Pre
0.09%
$71.09
(3.61% Upside)
9 Buy
2 Hold
1 Sell
Moderate Buy
premium
$140.96B
-10.10%
VUG
VUG
< ETF >
Vanguard Growth ETF
$328.89
$0.93
(0.28%)
Pre
0.73%
$394.85
(20.05% Upside)
2K Buy
1K Hold
120 Sell
Moderate Buy
premium
$116.21B
34.33%
TOK
TOK
< ETF >
iShares MSCI Kokusai ETF
$103.11
$0.337
(0.33%)
$119.11
(15.52% Upside)
8K Buy
5K Hold
826 Sell
Moderate Buy
premium
$201.77M
20.19%
XLE
XLE
< ETF >
Energy Select Sector SPDR Fund
$92.03
$1.49
(1.59%)
Pre
0.5%
$108.73
(18.15% Upside)
224 Buy
124 Hold
6 Sell
Moderate Buy
premium
$39.74B
18.23%
PSNY
Polestar Automotive Holding UK
$1.40
$0.01
(0.72%)
Pre
0%
$3.43
(145.00% Upside)
1 Buy
2 Hold
2 Sell
Hold
premium
$2.99B
-62.93%
HDV
HDV
< ETF >
iShares Core High Dividend ETF
$107.71
$0.17
(0.16%)
$119.91
(11.32% Upside)
386 Buy
384 Hold
55 Sell
Moderate Buy
premium
$10.19B
10.33%
AMD
Advanced Micro Devices
$144.27
$14.11
(8.91%)
Pre
1.19%
$192.97
(33.76% Upside)
27 Buy
7 Hold
0 Sell
Strong Buy
premium
$233.16B
60.46%
MARA
Marathon Digital Holdings
$16.07
$0.01
(0.06%)
Pre
3.17%
$21.76
(35.41% Upside)
1 Buy
4 Hold
1 Sell
Hold
premium
$4.54B
82.92%