tiprankstipranks

Retirement - New Portfolio

Bryce Goehring

Retirement
Individual Investor
Ranked #48,200 out of 788,370 TipRanks' Investors
Success Rate
68%
359 out of 528
profitable transactions
Average Return
28.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.83%
6-Month Return▲ 11.74%
12-Month Return▲ 18.26%
YTD Return▲ 2.74%
Total Return▲ 37.03%

Best Trade

Opened at
Closed at-
Gain▲ 1187.80%

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

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 2.73%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 3.26%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.89%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.15%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 10.85%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 4.32%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.56%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 0.79%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 2.73%
▼ 13.14%▲ 2.34%▼ 3.26%
▲ 2.93%▲ 2.10%▲ 2.89%
▲ 9.99%▼ 0.89%▼ 1.15%
▲ 26.03%▲ 5.96%▲ 10.85%
▲ 5.97%▼ 2.41%▼ 4.32%
▲ 5.25%▲ 2.69%▲ 3.56%
▼ 9.08%▲ 1.42%▼ 0.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Live Nation Entertainment
1.12%
▲ 1.60%
3
Buy
Feb 22, 2025
Ovintiv
0.36%
0.00%
1
Open
Feb 22, 2025
Apollo Global Management
1.89%
▼ 8.68%
4
Buy
Feb 20, 2025
Global X Cybersecurity ETF
0.58%
▼ 2.99%
1
Open
Feb 20, 2025
Lennar
1.26%
▼ 10.12%
4
Buy
Feb 18, 2025
Reddit Inc Class A
1.04%
▼ 13.17%
2
Buy
Feb 18, 2025
Biogen
▼ 24.34%
4
Close
Feb 14, 2025
Novo Nordisk
1.22%
▲ 0.85%
5
Buy
Feb 14, 2025
Deere
1.23%
▲ 30.64%
6
Sell
Feb 14, 2025
Millrose Properties Inc Class A
▲ 0.88%
2
Close
Feb 14, 2025
iShares MSCI EAFE Small-Cap ETF
▲ 12.52%
6
Close
Feb 13, 2025
Archer Daniels Midland
▼ 29.36%
9
Close
Feb 13, 2025
Intellia Therapeutics
0.76%
▼ 23.02%
4
Buy
Feb 11, 2025
Crispr Therapeutics AG
1.8%
▼ 2.75%
4
Buy
Feb 11, 2025
On Holding AG
▲ 8.23%
2
Close
Feb 06, 2025
Uber Technologies
1.65%
▲ 24.18%
3
Buy
Feb 05, 2025
QXO Inc
▲ 6.33%
4
Close
Feb 04, 2025
Genmab
1.4%
▲ 0.80%
5
Buy
Feb 03, 2025
Jabil
1.09%
▲ 2.00%
2
Buy
Feb 03, 2025
e.l.f. Beauty
▼ 35.36%
9
Close
Jan 30, 2025