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Retirement - New Portfolio

Bryce Goehring

Retirement
Individual Investor
Ranked #99,083 out of 798,340 TipRanks' Investors
Success Rate
59%
324 out of 553
profitable transactions
Average Return
20.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.56%
6-Month Return▼ 4.40%
12-Month Return▲ 5.36%
YTD Return▼ 3.79%
Total Return▲ 28.03%

Best Trade

Opened at
Closed at-
Gain▲ 1283.23%

Bio

Investor who looks mainly at Margin of Safety based on Discounted Cash Flows but also likes to look at trends and have a broadly diversified portfolio.

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.16%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 10.85%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 4.53%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 3.81%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.50%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.15%
Mar 2025
▲ 1.74%
▼ 0.87%
▲ 0.61%
Apr 2025
▼ 1.63%
▲ 0.77%
▼ 0.39%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 1.16%
▲ 25.97%▲ 5.96%▲ 10.85%
▲ 5.39%▼ 2.41%▼ 4.53%
▲ 6.00%▲ 2.69%▲ 3.81%
▼ 12.86%▼ 1.27%▼ 2.50%
▼ 1.80%▼ 5.57%▼ 5.15%
▲ 1.74%▼ 0.87%▲ 0.61%
▼ 1.63%▲ 0.77%▼ 0.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Coterra Energy
1.02%
▼ 9.41%
5
Buy
May 06, 2025
Live Nation Entertainment
1.79%
▼ 4.23%
5
Buy
Apr 22, 2025
JD
0.76%
▼ 7.83%
2
Buy
Apr 22, 2025
Novo Nordisk
1.77%
▼ 16.59%
7
Buy
Apr 17, 2025
Mr Cooper Group
▲ 221.84%
4
Close
Apr 07, 2025
Jabil
▼ 23.88%
4
Close
Apr 07, 2025
Marriott International
▼ 18.80%
2
Close
Apr 05, 2025
Communication Services Select Sector SPDR Fund
1.12%
▲ 46.91%
12
Buy
Apr 04, 2025
Virtus Terranova US Quality Momentum ETF
1.33%
▲ 23.69%
3
Buy
Apr 04, 2025
Energy Transfer
0.83%
▲ 24.88%
11
Buy
Mar 15, 2025
Kroger Company
1.5%
▲ 46.10%
12
Buy
Mar 15, 2025
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2.1%
▲ 28.19%
4
Buy
Mar 10, 2025
Apollo Global Management
1.15%
▼ 17.71%
6
Buy
Mar 07, 2025
Reddit Inc Class A
0.73%
▼ 15.04%
4
Open
Mar 07, 2025
Vale SA
0.83%
▼ 3.43%
4
Buy
Mar 04, 2025
Intellia Therapeutics
0.64%
▼ 47.37%
5
Buy
Mar 04, 2025
Viking Therapeutics
0.84%
▼ 30.41%
5
Buy
Mar 03, 2025
NRG Energy
1.04%
▲ 15.62%
2
Buy
Feb 28, 2025
Alibaba
0.51%
▼ 3.66%
1
Open
Feb 28, 2025
Nvidia
4.04%
▲ 134.82%
12
Sell
Feb 27, 2025