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Retirement - New Portfolio
Bryce Goehring
RetirementIndividual Investor
Ranked #52,901 out of 775,923 TipRanks' Investors
Success Rate
310 out of 480
profitable transactions
profitable transactions
Average Return
30.27%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 2.23%
6-Month Return▲ 7.57%
12-Month Return▲ 14.15%
YTD Return▲ 13.94%
Total Return▲ 33.49%
Best Trade
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
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 6.08%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.26%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.73%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 3.26%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.89%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.24%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 10.85%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.15%
Dec 2024
▲ 11.46%▲ 5.06%▲ 6.08%
▼ 2.25%▲ 3.53%▲ 0.26%
▲ 25.71%▲ 1.21%▲ 2.73%
▼ 4.22%▲ 2.34%▼ 3.26%
▲ 7.82%▲ 2.10%▲ 2.89%
▲ 5.38%▼ 0.89%▼ 1.24%
▲ 43.22%▲ 5.96%▲ 10.85%
▲ 3.34%▼ 1.56%▼ 4.15%
Recent Activity
Lam Research
―
▲ 84.33%
3
Close
Dec 19, 2024
Apollo Global Management
1.47%
▼ 0.01%
2
Buy
Dec 19, 2024
Viking Therapeutics
0.54%
▼ 15.19%
3
Buy
Dec 17, 2024
Uber Technologies
1.04%
▼ 3.70%
2
Buy
Dec 17, 2024
Coterra Energy
0.61%
▼ 7.43%
3
Buy
Dec 16, 2024
Structure Therapeutics, Inc. Sponsored ADR
0.6%
▼ 14.58%
3
Buy
Dec 16, 2024
Broadcom
1.89%
▲ 128.49%
2
Sell
Dec 14, 2024
iShares S&P Mid-Cap 400 Value ETF
1.98%
▲ 15.40%
10
Buy
Dec 10, 2024
On Holding AG
0.49%
▲ 3.55%
1
Open
Dec 10, 2024
XPeng, Inc. ADR
―
▲ 32.16%
4
Close
Dec 09, 2024
Schlumberger
0.95%
▼ 16.12%
3
Buy
Dec 06, 2024
Biogen
0.88%
▼ 19.31%
3
Buy
Dec 05, 2024
Prime Medicine, Inc.
0.12%
▼ 61.82%
8
Buy
Dec 05, 2024
Apple
1.11%
▲ 38.86%
9
Buy
Nov 24, 2024
SPDR Dow Jones Industrial Average ETF Trust
1.57%
▲ 20.22%
20
Buy
Nov 24, 2024
Intellia Therapeutics
0.52%
▼ 41.36%
3
Buy
Nov 21, 2024
Crispr Therapeutics AG
1.4%
▼ 24.05%
3
Buy
Nov 21, 2024
Rocket Lab USA
2.13%
▲ 491.49%
5
Sell
Nov 21, 2024
Pfizer
1.13%
▼ 1.27%
5
Buy
Nov 12, 2024
Genmab
0.7%
▼ 16.15%
3
Buy
Nov 12, 2024