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Retirement Accts - New Portfolio

PerformancePortfolio Details

Dylan

Retirement Accts
Individual Investor
Ranked #253,748 out of 783,845 TipRanks' Investors
Success Rate
54%
52 out of 96
profitable transactions
Average Return
11.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.94%
6-Month Return▲ 50.23%
12-Month Return▲ 47.79%
YTD Return▲ 10.94%
Total Return▲ 66.25%

Best Trade

AssetSuper Micro... (SMCI)
Opened at
Closed at
Gain▲ 176.95%

Bio

This is the individual stock holdings portion of my retirement portfolio. About 25% of my overall positions.

Performance

33.68%0-33.68%
▲ 9.79%
▲ 3.53%
▼ 2.21%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 1.42%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 5.14%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 33.68%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 7.80%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.59%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 6.19%
Dec 2024
▲ 4.87%
▲ 3.24%
▲ 10.94%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 2.21%
▲ 8.13%▲ 1.21%▼ 1.42%
▼ 13.14%▲ 2.34%▼ 5.14%
▲ 2.93%▲ 2.10%▲ 33.68%
▲ 9.99%▼ 0.89%▼ 7.80%
▲ 26.04%▲ 5.96%▲ 4.59%
▲ 5.93%▼ 2.41%▲ 6.19%
▲ 4.87%▲ 3.24%▲ 10.94%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
APLD
Applied Digital Corporation
9.58%
▲ 49.26%
17
Buy
Jan 29, 2025
DJT
Truth Social
―
▼ 5.86%
4
Close
Jan 28, 2025
NTLA
Intellia Therapeutics
6.59%
▼ 22.86%
3
Buy
Jan 18, 2025
INZY
Inozyme Pharma
2.4%
▼ 3.18%
4
Open
Jan 15, 2025
VOR
Vor Biopharma
7.89%
▲ 61.21%
3
Sell
Jan 15, 2025
BDTX
Black Diamond Therapeutics
12.13%
▲ 18.80%
2
Buy
Jan 15, 2025
NRXP
NRX Pharmaceuticals
5.59%
▲ 139.68%
2
Sell
Jan 13, 2025
DAVE
Dave
―
▲ 61.43%
10
Close
Dec 05, 2024
SLB
Schlumberger
―
▼ 1.26%
4
Close
Dec 05, 2024
PBPB
Potbelly
―
▲ 23.39%
3
Close
Dec 05, 2024
BOOT
Boot Barn
―
▲ 12.00%
2
Close
Dec 05, 2024
MSTR
Microstrategy
17.97%
▼ 13.36%
1
Open
Dec 05, 2024
PXLW
Pixelworks
―
▼ 31.94%
5
Close
Nov 08, 2024
TRMD
Torm
26.58%
▼ 27.77%
7
Buy
Nov 08, 2024
HAFN
Hafnia
―
▼ 18.84%
2
Close
Nov 08, 2024
OKTA
Okta
―
▼ 7.87%
3
Close
Oct 28, 2024
ANGO
AngioDynamics
―
▼ 12.34%
3
Close
Oct 28, 2024
IREN
Iris Energy
―
▲ 16.58%
2
Close
Oct 28, 2024
QQQ
Invesco QQQ Trust
―
▲ 23.10%
7
Close
Oct 16, 2024
HLIT
Harmonic
―
▲ 3.02%
3
Close
Oct 16, 2024