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Retirement Accts - New Portfolio

Dylan

Retirement Accts
Individual Investor
Ranked #280,343 out of 803,751 TipRanks' Investors
Success Rate
52%
51 out of 98
profitable transactions
Average Return
12.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 35.96%
6-Month Return▲ 27.30%
12-Month Return▲ 46.54%
YTD Return▲ 22.12%
Total Return▲ 74.34%

Best Trade

Opened at
Closed at-
Gain▲ 189.13%

Bio

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

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.60%
Nov 2024
▲ 5.10%
▼ 2.41%
▲ 0.93%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 12.19%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 10.99%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 15.59%
Mar 2025
▲ 1.83%
▼ 0.87%
▲ 7.03%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 8.62%
May 2025
▲ 2.29%
▲ 1.29%
▲ 24.61%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 4.60%
▲ 5.10%▼ 2.41%▲ 0.93%
▲ 6.03%▲ 2.69%▲ 12.19%
▼ 12.86%▼ 1.27%▼ 10.99%
▼ 1.80%▼ 5.57%▼ 15.59%
▲ 1.83%▼ 0.87%▲ 7.03%
▲ 12.21%▲ 6.28%▲ 8.62%
▲ 2.29%▲ 1.29%▲ 24.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Torm
15.37%
▼ 23.93%
9
Buy
Jun 09, 2025
Clinigence Holdings
23.02%
▲ 3.93%
1
Open
Jun 09, 2025
Applied Digital Corporation
▲ 65.51%
18
Close
Jun 07, 2025
Vor Biopharma
▼ 80.70%
4
Close
May 15, 2025
Strategy
▲ 2.75%
2
Close
May 15, 2025
Truth Social
▼ 5.86%
4
Close
Jan 28, 2025
Intellia Therapeutics
7.99%
▼ 37.89%
3
Buy
Jan 18, 2025
Inozyme Pharma
10.01%
▲ 89.21%
4
Open
Jan 15, 2025
Black Diamond Therapeutics
16.1%
▲ 4.74%
2
Buy
Jan 15, 2025
NRX Pharmaceuticals
9.59%
▲ 173.02%
2
Sell
Jan 13, 2025
Dave
▲ 61.43%
10
Close
Dec 05, 2024
Schlumberger
▼ 0.63%
4
Close
Dec 05, 2024
Potbelly
▲ 23.39%
3
Close
Dec 05, 2024
Boot Barn
▲ 12.00%
2
Close
Dec 05, 2024
Pixelworks
▼ 31.87%
5
Close
Nov 08, 2024
Hafnia
▼ 18.84%
2
Close
Nov 08, 2024
Okta
▼ 7.87%
3
Close
Oct 28, 2024
AngioDynamics
▼ 12.34%
3
Close
Oct 28, 2024
Iris Energy
▲ 16.58%
2
Close
Oct 28, 2024
Invesco QQQ Trust
▲ 23.10%
7
Close
Oct 16, 2024