Retirement Securities - New Portfolio

Taylor Trumbo

Retirement Securities
Individual Investor
Ranked #140,024 out of 764,637 TipRanks' Investors
Success Rate
53%
153 out of 289
profitable transactions
Average Return
23.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.83%
6-Month Return▲ 13.89%
12-Month Return▲ 31.84%
YTD Return▲ 8.87%
Total Return▼ 21.27%

Best Trade

Opened at
Closed at-
Gain▲ 691.86%

Bio

Retirement Portfolio

Performance

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
▼ 4.21%
▲ 2.34%
▲ 6.76%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.83%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 7.89%
Oct 2024
▼ 2.13%
▲ 0.42%
▲ 0.31%
Nov 2024
TipRanks AverageS&P 500Investor 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%
▼ 4.21%▲ 2.34%▲ 6.76%
▲ 7.82%▲ 2.10%▲ 2.83%
▲ 6.02%▼ 0.89%▲ 7.89%
▼ 2.13%▲ 0.42%▲ 0.31%

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
▲ 32.15%
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
▼ 4.40%
5
Close
Oct 30, 2024
Resmed
▲ 13.91%
2
Close
Oct 30, 2024