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Retirement Securities
- New Portfolio
Performance
Portfolio Details
Taylor Trumbo
Retirement Securities
Individual Investor
Ranked #104,957 out of 768,736 TipRanks' Investors
Success Rate
56%
162 out of 289
profitable transactions
Average Return
29.64%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 7.87%
6-Month Return
▲ 21.66%
12-Month Return
▲ 36.43%
YTD Return
▲ 17.95%
Total Return
▼ 14.70%
Best Trade
Asset
Nvidia (NVDA)
Opened at
May 19, 2022
Closed at
-
Gain
▲ 759.76%
Bio
Retirement Portfolio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
25.72%
0
-25.72%
▼ 12.40%
▼ 4.03%
▼ 8.18%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 1.58%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.46%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.89%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 6.68%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.83%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 7.79%
Oct 2024
▲ 22.27%
▲ 3.43%
▲ 8.85%
Nov 2024
TipRanks Average
S&P 500
Investor Portfolio
▼ 12.40%
▼ 4.03%
▼ 8.18%
▲ 11.46%
▲ 5.06%
▼ 1.58%
▼ 2.25%
▲ 3.53%
▼ 0.46%
▲ 25.72%
▲ 1.21%
▲ 0.89%
▼ 4.22%
▲ 2.34%
▲ 6.68%
▲ 7.82%
▲ 2.10%
▲ 2.83%
▲ 5.70%
▼ 0.89%
▲ 7.79%
▲ 22.27%
▲ 3.43%
▲ 8.85%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
UPST
Upstart Holdings
―
▲ 9.60%
10
Close
Oct 30, 2024
TEAM
Atlassian
―
▼ 11.43%
4
Close
Oct 30, 2024
PATH
UiPath
―
▼ 38.63%
5
Close
Oct 30, 2024
INMD
InMode
―
▼ 42.51%
4
Close
Oct 30, 2024
DOCN
DigitalOcean Holdings
―
▼ 16.81%
7
Close
Oct 30, 2024
DMTKQ
DermTech
―
▼ 99.47%
8
Close
Oct 30, 2024
PLD
Prologis
―
▲ 0.57%
2
Close
Oct 30, 2024
VBK
Vanguard Small-Cap Growth ETF
―
▲ 32.15%
2
Close
Oct 30, 2024
LRNZ
TrueShares Technology, AI & Deep Learning ETF
―
▲ 40.96%
6
Close
Oct 30, 2024
MSOS
AdvisorShares Pure US Cannabis ETF
―
▼ 52.99%
2
Close
Oct 30, 2024
VHT
Vanguard Health Care ETF
―
▲ 20.11%
2
Close
Oct 30, 2024
SKYY
First Trust Cloud Computing ETF
―
▲ 53.56%
2
Close
Oct 30, 2024
ZM
Zoom Video Communications
―
▼ 12.85%
3
Close
Oct 30, 2024
IDXX
Idexx Laboratories
―
▲ 37.79%
2
Close
Oct 30, 2024
IBB
iShares Biotechnology ETF
―
▲ 30.92%
2
Close
Oct 30, 2024
APPS
Digital Turbine
―
▼ 80.52%
5
Close
Oct 30, 2024
TYL
Tyler Technologies
―
▲ 64.43%
2
Close
Oct 30, 2024
EXPI
eXp World Holdings
―
▲ 7.47%
4
Close
Oct 30, 2024
DIS
Walt Disney
―
▼ 4.40%
5
Close
Oct 30, 2024
RMD
Resmed
―
▲ 13.91%
2
Close
Oct 30, 2024
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