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Retirement Accts - New Portfolio

Dylan

Retirement Accts
Individual Investor
Ranked #295,877 out of 790,761 TipRanks' Investors
Success Rate
51%
49 out of 96
profitable transactions
Average Return
8.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.65%
6-Month Return▲ 20.97%
12-Month Return▲ 18.67%
YTD Return▲ 0.04%
Total Return▲ 48.08%

Best Trade

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%
▼ 13.14%
▲ 2.34%
▼ 5.14%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 33.68%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 7.87%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.59%
Nov 2024
▲ 5.96%
▼ 2.41%
▲ 4.96%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 10.94%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 10.99%
Feb 2025
▲ 11.49%
▼ 3.07%
▲ 1.31%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 5.14%
▲ 2.93%▲ 2.10%▲ 33.68%
▲ 10.00%▼ 0.89%▼ 7.87%
▲ 26.01%▲ 5.96%▲ 4.59%
▲ 5.96%▼ 2.41%▲ 4.96%
▲ 5.25%▲ 2.69%▲ 10.94%
▼ 12.86%▼ 1.27%▼ 10.99%
▲ 11.49%▼ 3.07%▲ 1.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Applied Digital Corporation
11.12%
▲ 49.65%
17
Buy
Jan 29, 2025
Truth Social
▼ 5.86%
4
Close
Jan 28, 2025
Intellia Therapeutics
7.53%
▼ 22.64%
3
Buy
Jan 18, 2025
Inozyme Pharma
2.18%
▼ 13.69%
4
Open
Jan 15, 2025
Vor Biopharma
6.32%
▲ 13.53%
3
Sell
Jan 15, 2025
Black Diamond Therapeutics
9.91%
▼ 14.76%
2
Buy
Jan 15, 2025
NRX Pharmaceuticals
4.57%
▲ 72.22%
2
Sell
Jan 13, 2025
Dave
▲ 61.43%
10
Close
Dec 05, 2024
Schlumberger
▼ 0.63%
4
Close
Dec 05, 2024
Potbelly
▲ 23.39%
3
Close
Dec 05, 2024
Boot Barn
▲ 12.00%
2
Close
Dec 05, 2024
Strategy
17.56%
▼ 25.68%
1
Open
Dec 05, 2024
Pixelworks
▼ 31.94%
5
Close
Nov 08, 2024
Torm
28.94%
▼ 30.94%
7
Buy
Nov 08, 2024
Hafnia
▼ 18.83%
2
Close
Nov 08, 2024
Okta
▼ 7.87%
3
Close
Oct 28, 2024
AngioDynamics
▼ 12.34%
3
Close
Oct 28, 2024
Iris Energy
▲ 16.58%
2
Close
Oct 28, 2024
Invesco QQQ Trust
▲ 23.10%
7
Close
Oct 16, 2024
Harmonic
▲ 3.02%
3
Close
Oct 16, 2024