tiprankstipranks

Retirement Portfolio - New Portfolio

gelf&74 investment

Retirement Portfolio
Individual Investor
Ranked #170,008 out of 744,106 TipRanks' Investors
Success Rate
61%
236 out of 387
profitable transactions
Average Return
3.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.20%
6-Month Return▲ 8.24%
12-Month Return▲ 19.84%
YTD Return▲ 8.12%
Total Return▲ 24.23%

Best Trade

Opened at
Closed at-
Gain▲ 136.06%

Bio

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 7.68%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 2.90%
Jan 2024
▲ 14.08%
▲ 5.22%
▼ 0.18%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 5.62%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.12%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.90%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.64%
Jun 2024
▼ 2.99%
▲ 1.33%
▲ 1.18%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 7.68%
▼ 1.87%▲ 1.59%▼ 2.90%
▲ 14.08%▲ 5.22%▼ 0.18%
▲ 5.05%▲ 3.27%▲ 5.62%
▼ 12.40%▼ 4.03%▼ 2.12%
▲ 11.46%▲ 5.06%▲ 1.90%
▼ 2.25%▲ 3.53%▲ 4.64%
▼ 2.99%▲ 1.33%▲ 1.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bill.com Holdings
2.51%
▲ 13.88%
16
Buy
Jun 14, 2024
Visa
4.74%
▲ 1.14%
4
Open
Jun 14, 2024
Roku
1.83%
▼ 0.81%
6
Sell
Jun 14, 2024
UiPath
▼ 20.31%
4
Close
Jun 14, 2024
Snowflake
5.97%
▲ 3.91%
4
Buy
Jun 14, 2024
Paycom
▼ 1.75%
2
Close
Jun 14, 2024
Home Depot
3.92%
▲ 0.96%
3
Open
Jun 07, 2024
Marvell
3.38%
▲ 6.30%
9
Open
Jun 07, 2024
Broadcom
4.01%
▲ 15.80%
11
Sell
Jun 07, 2024
Adobe
5.05%
▲ 9.14%
5
Open
Jun 07, 2024
Cameco
▲ 29.52%
2
Close
Jun 07, 2024
SentinelOne
1.66%
▼ 3.09%
3
Buy
Jun 07, 2024
Microsoft
2.72%
▲ 11.60%
3
Sell
Jun 07, 2024
BlackRock
2.31%
▲ 2.54%
2
Sell
Jun 07, 2024
Salesforce
▲ 3.16%
2
Close
Jun 07, 2024
Target
▼ 6.51%
2
Close
Jun 07, 2024
ProShares Short QQQ
▼ 2.30%
2
Close
Jun 07, 2024
KMA Holding
0.00%
2
Close
Jun 07, 2024
Bank OZK
0.94%
▲ 6.13%
1
Open
Jun 07, 2024
Five9
2.04%
▼ 1.81%
1
Open
Jun 06, 2024