tiprankstipranks

Retirement - New Portfolio

Bryce Goehring

Retirement
Individual Investor
Ranked #40,284 out of 743,457 TipRanks' Investors
Success Rate
69%
270 out of 389
profitable transactions
Average Return
17.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.13%
6-Month Return▲ 7.87%
12-Month Return▲ 6.95%
YTD Return▲ 5.70%
Total Return▲ 23.85%

Best Trade

Opened at
Closed at-
Gain▲ 824.23%

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

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 8.40%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 5.47%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.66%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.75%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.36%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.08%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.26%
Jun 2024
▲ 0.26%
▲ 0.21%
▼ 0.46%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 8.40%
▼ 1.87%▲ 1.59%▼ 5.47%
▲ 14.08%▲ 5.22%▲ 5.66%
▲ 5.05%▲ 3.27%▲ 6.75%
▼ 12.40%▼ 4.03%▼ 6.36%
▲ 11.46%▲ 5.06%▲ 6.08%
▼ 2.25%▲ 3.53%▲ 0.26%
▲ 0.26%▲ 0.21%▼ 0.46%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bunge
▲ 20.42%
4
Close
Jun 25, 2024
Prime Medicine, Inc.
0.23%
▼ 46.58%
6
Buy
Jun 18, 2024
Coterra Energy
0.26%
▼ 0.71%
1
Open
Jun 14, 2024
Lennar
0.35%
▼ 5.91%
1
Open
Jun 14, 2024
Snowflake
1.51%
▼ 6.89%
5
Buy
Jun 05, 2024
Apple
1.64%
▲ 25.92%
6
Buy
Jun 03, 2024
Energy Transfer
0.89%
▲ 35.50%
8
Buy
Jun 03, 2024
Virtus Terranova US Quality Momentum ETF
1%
▲ 16.81%
2
Buy
May 31, 2024
iShares Cybersecurity & Tech ETF
1.12%
▲ 0.13%
8
Buy
May 29, 2024
Deere
1.77%
▼ 4.46%
5
Buy
May 29, 2024
Pfizer
0.81%
▲ 2.24%
3
Buy
May 28, 2024
Intel
0.9%
▼ 2.19%
10
Buy
May 24, 2024
Kroger Company
1.1%
▲ 6.79%
8
Buy
May 24, 2024
Nvidia
7.15%
▲ 316.34%
6
Sell
May 23, 2024
Equinor ASA
0.55%
▲ 10.24%
8
Sell
May 23, 2024
Cheniere Energy
1.44%
▲ 8.87%
4
Buy
May 22, 2024
Lithium Americas Corp.
0.33%
▼ 52.05%
4
Buy
May 22, 2024
Airbnb
0.43%
▲ 0.69%
2
Buy
May 21, 2024
Invesco QQQ Trust
1.92%
▲ 37.52%
7
Buy
May 16, 2024
iShares S&P Mid-Cap 400 Value ETF
1.85%
▲ 9.57%
7
Buy
May 16, 2024