Retirement - New Portfolio

Bryce Goehring

Retirement
Individual Investor
Ranked #39,976 out of 764,637 TipRanks' Investors
Success Rate
71%
315 out of 445
profitable transactions
Average Return
20.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.38%
6-Month Return▲ 4.11%
12-Month Return▲ 19.06%
YTD Return▲ 7.51%
Total Return▲ 25.96%

Best Trade

Opened at
Closed at-
Gain▲ 906.84%

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
▼ 4.21%
▲ 2.34%
▼ 3.25%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.89%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.35%
Oct 2024
▼ 2.13%
▲ 0.42%
▲ 0.35%
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%
▼ 4.21%▲ 2.34%▼ 3.25%
▲ 7.82%▲ 2.10%▲ 2.89%
▲ 6.02%▼ 0.89%▼ 1.35%
▼ 2.13%▲ 0.42%▲ 0.35%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
M/I Homes
1.82%
▲ 132.47%
3
Buy
Oct 29, 2024
Moderna
0.5%
▼ 48.98%
7
Sell
Oct 28, 2024
Oklo Inc
0.39%
▲ 86.01%
1
Open
Oct 15, 2024
Intellia Therapeutics
0.35%
▼ 46.71%
2
Buy
Oct 02, 2024
Genmab
0.42%
▼ 10.50%
2
Buy
Oct 02, 2024
Schlumberger
0.75%
▼ 12.71%
2
Buy
Sep 27, 2024
Cleveland-Cliffs
▼ 25.34%
6
Close
Sep 24, 2024
Apple
1.05%
▲ 25.19%
8
Buy
Sep 23, 2024
UFP Industries
1.16%
▲ 32.83%
11
Buy
Sep 23, 2024
SPDR Dow Jones Industrial Average ETF Trust
1.66%
▲ 20.10%
18
Buy
Sep 23, 2024
Kroger Company
1.2%
▲ 16.80%
10
Buy
Sep 23, 2024
Li-Cycle Holdings
▼ 95.55%
6
Close
Sep 16, 2024
QXO Inc
0.71%
▲ 14.28%
3
Buy
Sep 16, 2024
e.l.f. Beauty
0.97%
▼ 37.74%
7
Buy
Sep 14, 2024
Biogen
0.81%
▼ 10.95%
2
Buy
Sep 13, 2024
Airbnb
▼ 21.81%
3
Close
Sep 13, 2024
Sociedad Quimica Y Minera SA
▼ 38.10%
9
Close
Sep 12, 2024
Nvidia
7.63%
▲ 242.69%
8
Buy
Aug 26, 2024
Energy Transfer
0.88%
▲ 32.29%
9
Buy
Aug 26, 2024
IonQ
0.67%
▲ 154.65%
4
Buy
Aug 19, 2024