tiprankstipranks

Retirement Accts - New Portfolio

Dylan

Retirement Accts
Individual Investor
Ranked #110,652 out of 730,641 TipRanks' Investors
Success Rate
70%
23 out of 33
profitable transactions
Average Return
9.90%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.29%
6-Month Return▲ 54.71%
12-Month Return-
YTD Return▲ 10.32%
Total Return▲ 17.31%

Best Trade

Opened at
Closed at-
Gain▲ 185.71%

Bio

This is the individual stock holdings portion of my retirement portfolio. About 25% of my overall positions.

Performance

19.55%0-19.55%
▼ 4.52%
▼ 4.74%
▼ 6.92%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 9.18%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 19.55%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 13.40%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.81%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 10.78%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.60%
Mar 2024
▼ 14.47%
▼ 2.83%
▼ 8.29%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 6.92%
▼ 6.45%▼ 2.17%▼ 9.18%
▲ 9.22%▲ 9.13%▲ 19.55%
▲ 5.14%▲ 4.57%▲ 13.40%
▼ 1.87%▲ 1.59%▲ 3.81%
▲ 14.08%▲ 5.22%▲ 10.78%
▲ 5.05%▲ 3.27%▲ 4.60%
▼ 14.47%▼ 2.83%▼ 8.29%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Advanced Micro Devices
16.65%
▼ 11.38%
2
Buy
Mar 21, 2024
Agenus
3.2%
▲ 3.97%
1
Open
Mar 21, 2024
Inozyme Pharma
0%
▼ 10.30%
2
Sell
Feb 28, 2024
Pixelworks
0%
▲ 0.57%
2
Sell
Feb 28, 2024
Heron Therapeutics
0%
▲ 62.25%
3
Sell
Feb 15, 2024
Berkshire Hathaway B
▲ 2.33%
3
Close
Jan 12, 2024
Sunrun
▼ 15.55%
3
Close
Jan 12, 2024
DocGo
6.22%
▲ 12.46%
1
Open
Jan 12, 2024
Invesco QQQ Trust
15.63%
▲ 11.70%
3
Buy
Dec 28, 2023
Super Micro Computer
0%
▲ 185.71%
2
Sell
Dec 28, 2023
Pacer US Cash Cows 100 ETF
10.08%
▲ 6.89%
1
Open
Dec 28, 2023
Apple
▲ 5.60%
4
Close
Dec 15, 2023
Copa Holdings
9.87%
▼ 2.27%
3
Buy
Dec 15, 2023
Nordic American Tanker
6%
▼ 0.22%
4
Buy
Dec 15, 2023
Apellis Pharmaceuticals
▲ 62.64%
3
Close
Dec 15, 2023
Nikola
▼ 50.16%
2
Close
Dec 15, 2023
Sonos
▲ 22.73%
3
Close
Dec 15, 2023
Star Bulk Carriers
▲ 21.63%
3
Close
Dec 15, 2023
Air Canada
13.06%
▲ 10.65%
2
Buy
Dec 15, 2023
ARK Innovation ETF
7.79%
▼ 4.10%
2
Buy
Aug 14, 2023