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Retirement - New Portfolio

Bryce Goehring

Retirement
Individual Investor
Ranked #55,499 out of 826,206 TipRanks' Investors
Success Rate
68%
461 out of 679
profitable transactions
Average Return
45.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.19%
6-Month Return▲ 21.79%
12-Month Return▲ 26.40%
YTD Return▲ 19.86%
Total Return▲ 59.58%

Best Trade

Opened at
Closed at-
Gain▲ 2447.27%

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

12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 5.15%
Mar 2025
▲ 0.80%
▼ 0.87%
▲ 0.52%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 5.44%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.64%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.34%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.34%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.74%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.66%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▼ 5.15%
▲ 0.80%▼ 0.87%▲ 0.52%
▲ 11.63%▲ 6.28%▲ 5.44%
▲ 9.25%▲ 5.14%▲ 5.64%
▲ 7.60%▲ 2.30%▲ 1.34%
▲ 2.76%▲ 2.05%▲ 3.34%
▲ 12.88%▲ 3.56%▲ 4.74%
▲ 10.96%▲ 2.38%▲ 1.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
3.91%
▲ 261.77%
15
Sell
Oct 31, 2025
CRH plc
0.38%
0.00%
1
Open
Oct 31, 2025
UFP Industries
▼ 1.48%
16
Close
Oct 27, 2025
JD
▼ 4.12%
4
Close
Oct 27, 2025
Meta Platforms
2.09%
▲ 128.28%
5
Buy
Oct 26, 2025
iShares U.S. Aerospace & Defense ETF
0.84%
▲ 39.57%
4
Buy
Oct 26, 2025
Vale SA
0.83%
▲ 25.12%
6
Buy
Oct 26, 2025
Invesco Water Resources ETF
0.94%
▲ 21.42%
14
Buy
Oct 26, 2025
iShares S&P Mid-Cap 400 Value ETF
1.55%
▲ 15.52%
14
Buy
Oct 26, 2025
Fidelity MSCI Industrial Index ETF
1.64%
▲ 40.45%
15
Buy
Oct 26, 2025
iShares S&P Small-Cap 600 Value ETF
0.77%
▲ 14.85%
14
Buy
Oct 26, 2025
Communication Services Select Sector SPDR Fund
0.96%
▲ 60.34%
15
Buy
Oct 26, 2025
Consumer Discretionary Select Sector SPDR Fund
0.8%
▲ 38.13%
14
Buy
Oct 26, 2025
Merck & Company
0.79%
▼ 9.81%
13
Buy
Oct 26, 2025
Kroger Company
0.95%
▲ 23.11%
14
Buy
Oct 26, 2025
Fidelity MSCI Energy Index ETF
1.4%
▲ 11.38%
14
Buy
Oct 26, 2025
Financial Select Sector SPDR Fund
1.78%
▲ 37.47%
14
Buy
Oct 26, 2025
Broadcom
2.39%
▲ 93.12%
5
Buy
Oct 26, 2025
Ovintiv
0.61%
▼ 6.37%
5
Buy
Oct 26, 2025
BigBearai Holdings
0.22%
▼ 1.27%
2
Buy
Oct 22, 2025