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Retirement Portfolio - New Portfolio

gelf&74 investment

Retirement Portfolio
Individual Investor
Ranked #188,136 out of 788,174 TipRanks' Investors
Success Rate
64%
250 out of 393
profitable transactions
Average Return
4.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.38%
6-Month Return▲ 24.04%
12-Month Return▲ 47.20%
YTD Return▲ 9.50%
Total Return▲ 63.72%

Best Trade

Opened at
Closed at
Gain▲ 137.83%

Bio

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 4.96%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.94%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.28%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 0.52%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 17.19%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 2.64%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 6.64%
Jan 2025
▼ 8.93%
▲ 1.85%
▲ 2.68%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 4.96%
▼ 13.14%▲ 2.34%▲ 0.94%
▲ 2.93%▲ 2.10%▲ 1.28%
▲ 9.99%▼ 0.89%▼ 0.52%
▲ 26.04%▲ 5.96%▲ 17.19%
▲ 5.81%▼ 2.41%▼ 2.64%
▲ 4.98%▲ 2.69%▲ 6.64%
▼ 8.93%▲ 1.85%▲ 2.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bill.com Holdings
▲ 26.13%
17
Close
Dec 06, 2024
Agree Realty
▲ 20.19%
4
Close
Dec 06, 2024
Amdocs
▲ 1.24%
6
Close
Dec 06, 2024
Humana
▼ 15.34%
8
Close
Dec 06, 2024
SPDR Portfolio Long Term Treasury ETF
▲ 1.04%
2
Close
Dec 06, 2024
Dollar General
2.64%
▼ 0.78%
12
Open
Dec 05, 2024
AbbVie
▲ 12.78%
4
Close
Oct 17, 2024
Nike
▲ 0.78%
5
Close
Oct 17, 2024
Amazon
▲ 8.07%
7
Close
Oct 17, 2024
McDonald's
▲ 9.00%
4
Close
Oct 17, 2024
SentinelOne
▲ 25.14%
4
Close
Oct 17, 2024
Bank OZK
▲ 24.39%
2
Close
Oct 17, 2024
ASML Holding
12.71%
▲ 6.47%
1
Open
Oct 17, 2024
Lam Research
14.86%
▲ 22.43%
1
Open
Sep 10, 2024
Home Depot
▲ 4.96%
4
Close
Jul 12, 2024
Marvell
▲ 6.56%
10
Close
Jul 12, 2024
Lockheed Martin
▲ 8.86%
3
Close
Jul 12, 2024
Lamb Weston Holdings
▲ 2.24%
4
Close
Jul 12, 2024
Nvidia
▲ 137.83%
4
Close
Jul 12, 2024
SPDR Portfolio S&P 500 Growth ETF
▲ 10.91%
4
Close
Jul 12, 2024