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Retirement Accts - New Portfolio

PerformancePortfolio Details

Dylan

Retirement Accts
Individual Investor
Ranked #312,872 out of 775,923 TipRanks' Investors
Success Rate
51%
46 out of 90
profitable transactions
Average Return
8.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.08%
6-Month Return▲ 16.37%
12-Month Return▲ 27.71%
YTD Return▲ 29.14%
Total Return▲ 37.31%

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

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 3.41%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.21%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 1.42%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 5.14%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 33.68%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 7.80%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.59%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 2.70%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 3.41%
▼ 2.25%▲ 3.53%▼ 2.21%
▲ 25.71%▲ 1.21%▼ 1.42%
▼ 4.22%▲ 2.34%▼ 5.14%
▲ 7.82%▲ 2.10%▲ 33.68%
▲ 5.38%▼ 0.89%▼ 7.80%
▲ 43.22%▲ 5.96%▲ 4.59%
▲ 3.34%▼ 1.56%▼ 2.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
DAVE
Dave
―
▲ 61.43%
10
Close
Dec 05, 2024
APLD
Applied Digital Corporation
―
▲ 58.47%
15
Close
Dec 05, 2024
SLB
Schlumberger
―
▼ 1.26%
4
Close
Dec 05, 2024
PBPB
Potbelly
―
▲ 23.39%
3
Close
Dec 05, 2024
DJT
Truth Social
8.93%
▲ 8.77%
3
Sell
Dec 05, 2024
BOOT
Boot Barn
―
▲ 12.00%
2
Close
Dec 05, 2024
MSTR
Microstrategy
23.34%
▼ 5.75%
1
Open
Dec 05, 2024
NTLA
Intellia Therapeutics
6.93%
▼ 24.71%
2
Buy
Dec 02, 2024
NRXP
NRX Pharmaceuticals
4.14%
▲ 19.05%
1
Open
Dec 02, 2024
VOR
Vor Biopharma
14.47%
▼ 1.57%
2
Buy
Nov 20, 2024
PXLW
Pixelworks
―
▼ 31.94%
5
Close
Nov 08, 2024
TRMD
Torm
28.78%
▼ 34.47%
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
AVGO
Broadcom
―
▲ 3.45%
6
Close
Sep 18, 2024
NAT
Nordic American Tanker
―
▼ 3.84%
7
Close
Sep 13, 2024