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Retirement Securities - New Portfolio

Taylor Trumbo

Retirement Securities
Individual Investor
Ranked #186,496 out of 795,507 TipRanks' Investors
Success Rate
50%
145 out of 289
profitable transactions
Average Return
15.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.32%
6-Month Return▼ 4.33%
12-Month Return▲ 5.95%
YTD Return▼ 14.72%
Total Return▼ 26.65%

Best Trade

Opened at
Closed at-
Gain▲ 548.87%

Bio

Retirement Portfolio

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 2.85%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 7.78%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 17.06%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 6.22%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 6.36%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.29%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 10.09%
Mar 2025
▼ 12.15%
▼ 4.55%
▼ 3.81%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 2.85%
▲ 10.00%▼ 0.89%▲ 7.78%
▲ 25.98%▲ 5.96%▲ 17.06%
▲ 5.34%▼ 2.41%▼ 6.22%
▲ 5.99%▲ 2.69%▲ 6.36%
▼ 12.86%▼ 1.27%▼ 7.29%
▼ 1.80%▼ 5.57%▼ 10.09%
▼ 12.15%▼ 4.55%▼ 3.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Upstart Holdings
▲ 9.60%
10
Close
Oct 30, 2024
Atlassian
▼ 11.43%
4
Close
Oct 30, 2024
UiPath
▼ 38.63%
5
Close
Oct 30, 2024
InMode
▼ 42.51%
4
Close
Oct 30, 2024
DigitalOcean Holdings
▼ 16.81%
7
Close
Oct 30, 2024
DermTech
▼ 99.47%
8
Close
Oct 30, 2024
Prologis
▲ 0.57%
2
Close
Oct 30, 2024
Vanguard Small-Cap Growth ETF
▲ 32.14%
2
Close
Oct 30, 2024
TrueShares Technology, AI & Deep Learning ETF
▲ 40.96%
6
Close
Oct 30, 2024
AdvisorShares Pure US Cannabis ETF
▼ 52.99%
2
Close
Oct 30, 2024
Vanguard Health Care ETF
▲ 20.11%
2
Close
Oct 30, 2024
First Trust Cloud Computing ETF
▲ 53.56%
2
Close
Oct 30, 2024
Zoom Video Communications
▼ 12.85%
3
Close
Oct 30, 2024
Idexx Laboratories
▲ 37.79%
2
Close
Oct 30, 2024
iShares Biotechnology ETF
▲ 30.92%
2
Close
Oct 30, 2024
Digital Turbine
▼ 80.52%
5
Close
Oct 30, 2024
Tyler Technologies
▲ 64.43%
2
Close
Oct 30, 2024
eXp World Holdings
▲ 7.47%
4
Close
Oct 30, 2024
Walt Disney
▼ 3.96%
5
Close
Oct 30, 2024
Resmed
▲ 13.91%
2
Close
Oct 30, 2024