tiprankstipranks

Retirement - New Portfolio

Bryce Goehring

Retirement
Individual Investor
Ranked #48,607 out of 781,107 TipRanks' Investors
Success Rate
67%
339 out of 506
profitable transactions
Average Return
29.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.11%
6-Month Return▲ 6.29%
12-Month Return▲ 22.59%
YTD Return▲ 2.62%
Total Return▲ 36.60%

Best Trade

Opened at
Closed at-
Gain▲ 924.09%

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

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.26%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.73%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 3.26%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.89%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.15%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 10.85%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.51%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 2.62%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.26%
▲ 8.13%▲ 1.21%▲ 2.73%
▼ 13.14%▲ 2.34%▼ 3.26%
▲ 2.93%▲ 2.10%▲ 2.89%
▲ 10.00%▼ 0.89%▼ 1.15%
▲ 26.04%▲ 5.96%▲ 10.85%
▲ 5.93%▼ 2.41%▼ 4.51%
▲ 6.90%▲ 1.96%▲ 2.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPDR Dow Jones Industrial Average ETF Trust
1.54%
▲ 21.04%
22
Buy
Jan 19, 2025
Fidelity Select Health Care
0.61%
▲ 0.51%
3
Buy
Jan 19, 2025
Merck & Company
1.1%
▼ 6.16%
10
Buy
Jan 19, 2025
iShares Cybersecurity & Tech ETF
▲ 6.71%
9
Close
Jan 16, 2025
Genmab
0.89%
▼ 9.89%
4
Buy
Jan 15, 2025
Suncor Energy
▲ 43.60%
4
Close
Jan 13, 2025
Robinhood Markets
1.23%
▲ 20.17%
2
Buy
Jan 13, 2025
Nvidia
5.77%
▲ 184.79%
11
Sell
Jan 06, 2025
Zoetis
▲ 11.58%
3
Close
Jan 06, 2025
Prime Medicine, Inc.
▼ 56.95%
9
Close
Jan 06, 2025
Lithium Americas (Argentina) Corp.
▼ 17.27%
3
Close
Jan 06, 2025
Invesco QQQ Trust
1.76%
▲ 36.67%
10
Buy
Jan 05, 2025
UFP Industries
0.98%
▲ 24.30%
12
Buy
Jan 05, 2025
Invesco Water Resources ETF
1.15%
▲ 19.96%
11
Buy
Jan 05, 2025
iShares S&P Mid-Cap 400 Value ETF
2%
▲ 18.55%
11
Buy
Jan 05, 2025
iShares U.S. Medical Devices ETF
0.63%
▲ 14.75%
10
Buy
Jan 05, 2025
WisdomTree India Earnings Fund
1.17%
▲ 19.79%
3
Buy
Jan 05, 2025
Fidelity Select Biotechnology Pt
1.08%
▲ 5.82%
5
Buy
Jan 05, 2025
Fidelity MSCI Industrial Index ETF
1.87%
▲ 31.44%
12
Buy
Jan 05, 2025
iShares Core MSCI Europe ETF
1.2%
▲ 10.60%
7
Buy
Jan 05, 2025