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Retirement Securities - New Portfolio

Taylor Trumbo

Retirement Securities
Individual Investor
Ranked #134,859 out of 798,764 TipRanks' Investors
Success Rate
53%
154 out of 289
profitable transactions
Average Return
23.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.23%
6-Month Return▼ 3.89%
12-Month Return▲ 19.18%
YTD Return▼ 4.30%
Total Return▼ 17.68%

Best Trade

Opened at
Closed at-
Gain▲ 582.32%

Bio

Retirement Portfolio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 7.78%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 17.06%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 6.22%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 6.36%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.29%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.09%
Mar 2025
▲ 1.74%
▼ 0.87%
▲ 2.64%
Apr 2025
▲ 6.31%
▲ 1.77%
▲ 5.18%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 7.78%
▲ 25.97%▲ 5.96%▲ 17.06%
▲ 5.41%▼ 2.41%▼ 6.22%
▲ 6.02%▲ 2.69%▲ 6.36%
▼ 12.86%▼ 1.27%▼ 7.29%
▼ 1.80%▼ 5.57%▼ 10.09%
▲ 1.74%▼ 0.87%▲ 2.64%
▲ 6.31%▲ 1.77%▲ 5.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Upstart Holdings
▲ 9.60%
10
Close
Oct 30, 2024
Atlassian
▼ 11.43%
4
Close
Oct 30, 2024
UiPath
▼ 38.63%
5
Close
Oct 30, 2024
InMode
▼ 42.51%
4
Close
Oct 30, 2024
DigitalOcean Holdings
▼ 16.81%
7
Close
Oct 30, 2024
DermTech
▼ 99.47%
8
Close
Oct 30, 2024
Prologis
▲ 0.57%
2
Close
Oct 30, 2024
Vanguard Small-Cap Growth ETF
▲ 32.14%
2
Close
Oct 30, 2024
TrueShares Technology, AI & Deep Learning ETF
▲ 40.96%
6
Close
Oct 30, 2024
AdvisorShares Pure US Cannabis ETF
▼ 52.99%
2
Close
Oct 30, 2024
Vanguard Health Care ETF
▲ 20.11%
2
Close
Oct 30, 2024
First Trust Cloud Computing ETF
▲ 53.56%
2
Close
Oct 30, 2024
Zoom Video Communications
▼ 12.85%
3
Close
Oct 30, 2024
Idexx Laboratories
▲ 37.79%
2
Close
Oct 30, 2024
iShares Biotechnology ETF
▲ 30.92%
2
Close
Oct 30, 2024
Digital Turbine
▼ 80.52%
5
Close
Oct 30, 2024
Tyler Technologies
▲ 64.43%
2
Close
Oct 30, 2024
eXp World Holdings
▲ 7.47%
4
Close
Oct 30, 2024
Walt Disney
▼ 3.96%
5
Close
Oct 30, 2024
Resmed
▲ 13.91%
2
Close
Oct 30, 2024