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Retirement Accts - New Portfolio
Dylan
Retirement AcctsIndividual Investor
Ranked #347,614 out of 747,498 TipRanks' Investors
Success Rate
22 out of 48
profitable transactions
profitable transactions
Average Return
6.49%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.51%
6-Month Return▲ 9.85%
12-Month Return-
YTD Return▲ 10.40%
Total Return▲ 17.40%
Best Trade
Bio
This is the individual stock holdings portion of my retirement portfolio. About 25% of my overall positions.
Performance
29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 13.40%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 3.81%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 10.78%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.60%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 9.47%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.41%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.17%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 0.23%
Jul 2024
▲ 5.14%▲ 4.57%▲ 13.40%
▼ 1.87%▲ 1.59%▲ 3.81%
▲ 14.08%▲ 5.22%▲ 10.78%
▲ 5.05%▲ 3.27%▲ 4.60%
▼ 12.40%▼ 4.03%▼ 9.47%
▲ 11.46%▲ 5.06%▲ 3.41%
▼ 2.25%▲ 3.53%▼ 2.17%
▲ 29.87%▲ 0.88%▲ 0.23%
Recent Activity
Agenus
5.3%
▲ 0.54%
4
Open
Jul 18, 2024
Broadcom
6.94%
▼ 4.04%
3
Buy
Jul 18, 2024
Dave
0%
▲ 22.63%
2
Sell
Jul 18, 2024
Super Micro Computer
0.87%
▲ 60.25%
5
Open
Jul 17, 2024
Marinus
―
▲ 2.76%
3
Close
Jul 17, 2024
Advanced Micro Devices
4.13%
▼ 9.55%
4
Sell
Jul 09, 2024
Applied Digital Corporation
15.25%
▲ 4.57%
1
Open
Jul 09, 2024
Inozyme Pharma
―
▼ 10.71%
3
Close
Jun 26, 2024
Heron Therapeutics
―
▲ 120.53%
4
Close
Jun 26, 2024
Pixelworks
―
▼ 49.72%
3
Close
Jun 26, 2024
Petroleo Brasileiro SA- Petrobras
4.07%
▲ 5.14%
1
Open
Jun 26, 2024
Vale SA
3.92%
▼ 1.89%
1
Open
Jun 26, 2024
Crescent Energy Company Class A
1.61%
▼ 2.51%
1
Open
Jun 11, 2024
Berkshire Hathaway B
―
▲ 2.33%
3
Close
Jan 12, 2024
Sunrun
―
▼ 15.55%
3
Close
Jan 12, 2024
DocGo
4.07%
▼ 3.74%
1
Open
Jan 12, 2024
Invesco QQQ Trust
12.79%
▲ 23.37%
3
Buy
Dec 28, 2023
Pacer US Cash Cows 100 ETF
7.47%
▲ 8.42%
1
Open
Dec 28, 2023
Apple
―
▲ 5.60%
4
Close
Dec 15, 2023
Copa Holdings
6.84%
▼ 7.85%
3
Buy
Dec 15, 2023