tiprankstipranks

Retirement - New Portfolio

Bryce Goehring

Retirement
Individual Investor
Ranked #42,241 out of 769,002 TipRanks' Investors
Success Rate
69%
318 out of 463
profitable transactions
Average Return
28.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.40%
6-Month Return▲ 5.48%
12-Month Return▲ 24.42%
YTD Return▲ 13.09%
Total Return▲ 32.51%

Best Trade

Opened at
Closed at-
Gain▲ 984.85%

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

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 6.36%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.08%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.26%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.73%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 3.26%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.89%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.32%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 5.55%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.36%
▲ 11.46%▲ 5.06%▲ 6.08%
▼ 2.25%▲ 3.53%▲ 0.26%
▲ 25.72%▲ 1.21%▲ 2.73%
▼ 4.22%▲ 2.34%▼ 3.26%
▲ 7.82%▲ 2.10%▲ 2.89%
▲ 5.70%▼ 0.89%▼ 1.32%
▲ 23.63%▲ 3.84%▲ 5.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pfizer
1.06%
▼ 6.59%
5
Buy
Nov 12, 2024
Genmab
0.69%
▼ 15.58%
3
Buy
Nov 12, 2024
Vale SA
0.63%
▼ 2.88%
3
Buy
Nov 11, 2024
Prime Medicine, Inc.
0.06%
▼ 70.85%
7
Sell
Nov 11, 2024
Grayscale Bitcoin Mini Trust (BTC)
▲ 62.74%
2
Close
Nov 11, 2024
Nvidia
7.48%
▲ 230.84%
9
Buy
Nov 09, 2024
Invesco QQQ Trust
1.75%
▲ 35.57%
9
Buy
Nov 09, 2024
Invesco Water Resources ETF
1.21%
▲ 24.50%
10
Buy
Nov 09, 2024
iShares S&P Mid-Cap 400 Value ETF
1.9%
▲ 21.99%
9
Buy
Nov 09, 2024
iShares U.S. Medical Devices ETF
0.62%
▲ 12.20%
9
Buy
Nov 09, 2024
SPDR Dow Jones Industrial Average ETF Trust
1.59%
▲ 22.77%
19
Buy
Nov 09, 2024
Fidelity MSCI Industrial Index ETF
1.94%
▲ 35.17%
11
Buy
Nov 09, 2024
Consumer Staples Select Sector SPDR Fund
1.32%
▲ 12.31%
12
Buy
Nov 09, 2024
Fidelity MSCI Real Estate Index ETF
0.88%
▲ 17.22%
10
Buy
Nov 09, 2024
iShares S&P Small-Cap 600 Value ETF
1.04%
▲ 18.23%
10
Buy
Nov 09, 2024
Communication Services Select Sector SPDR Fund
0.85%
▲ 53.88%
10
Buy
Nov 09, 2024
Consumer Discretionary Select Sector SPDR Fund
0.94%
▲ 33.59%
10
Buy
Nov 09, 2024
Tesla
2.88%
▲ 24.64%
2
Sell
Nov 09, 2024
Merck & Company
1.17%
▼ 7.37%
9
Buy
Nov 09, 2024
Fidelity MSCI Energy Index ETF
1.96%
▲ 19.72%
10
Buy
Nov 09, 2024