tiprankstipranks

Retirement Securities - New Portfolio

Taylor Trumbo

Retirement Securities
Individual Investor
Ranked #222,660 out of 747,498 TipRanks' Investors
Success Rate
50%
137 out of 275
profitable transactions
Average Return
14.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.16%
6-Month Return▼ 5.83%
12-Month Return▼ 4.84%
YTD Return▼ 7.67%
Total Return▼ 33.23%

Best Trade

Opened at
Closed at-
Gain▲ 589.61%

Bio

Retirement Portfolio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 13.41%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 4.05%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 6.86%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 1.54%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.18%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 1.58%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.45%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 1.66%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 13.41%
▼ 1.87%▲ 1.59%▼ 4.05%
▲ 14.08%▲ 5.22%▲ 6.86%
▲ 5.05%▲ 3.27%▼ 1.54%
▼ 12.40%▼ 4.03%▼ 8.18%
▲ 11.46%▲ 5.06%▼ 1.58%
▼ 2.25%▲ 3.53%▼ 0.45%
▲ 25.65%▲ 0.88%▲ 1.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Zillow Group Class C
▼ 28.89%
4
Close
Feb 13, 2024
Linde
▲ 49.10%
2
Close
Feb 13, 2024
Matterport
▼ 58.50%
6
Close
Feb 13, 2024
Duolingo
▲ 116.15%
3
Close
Feb 13, 2024
Unity Software
▼ 25.02%
5
Close
Feb 13, 2024
Netflix
▲ 4.98%
6
Close
Feb 13, 2024
Coinbase Global
▼ 44.58%
3
Close
Feb 13, 2024
Crown Castle
▼ 36.39%
2
Close
Feb 13, 2024
Nvidia
14.01%
▲ 550.48%
7
Sell
Feb 13, 2024
iShares Self-driving EV & Tech ETF
▼ 19.68%
3
Close
Feb 13, 2024
Vanguard Consumer Discretionary ETF
▲ 21.39%
2
Close
Feb 13, 2024
Zscaler
▲ 75.36%
3
Close
Feb 13, 2024
Doximity
▼ 9.04%
3
Close
Feb 13, 2024
Sportradar Group AG
▲ 26.88%
2
Close
Feb 13, 2024
Babylon Holdings
▼ 99.94%
5
Close
Feb 13, 2024
Iron Mountain
▲ 49.06%
2
Close
Feb 13, 2024
Chewy
▼ 54.13%
2
Close
Feb 13, 2024
Sweetgreen
▲ 2.28%
4
Close
Feb 13, 2024
Verizon
▲ 18.00%
2
Close
Feb 13, 2024
Masimo
▼ 17.09%
2
Close
Feb 13, 2024