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Retirement - New Portfolio

Bryce Goehring

Retirement
Individual Investor
Ranked #48,373 out of 807,472 TipRanks' Investors
Success Rate
67%
401 out of 595
profitable transactions
Average Return
35.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.53%
6-Month Return▲ 10.73%
12-Month Return▲ 14.04%
YTD Return▲ 9.93%
Total Return▲ 46.29%

Best Trade

Opened at
Closed at-
Gain▲ 1718.68%

Bio

Investor who looks mainly at Margin of Safety based on Discounted Cash Flows but also likes to look at trends and have a broadly diversified portfolio.

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 4.53%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 3.81%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.50%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.15%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.52%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 5.44%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.64%
Jun 2025
▲ 2.60%
▲ 1.01%
▲ 2.27%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 4.53%
▲ 6.03%▲ 2.69%▲ 3.81%
▼ 12.86%▼ 1.27%▼ 2.50%
▼ 1.80%▼ 5.57%▼ 5.15%
▲ 1.84%▼ 0.87%▲ 0.52%
▲ 12.20%▲ 6.28%▲ 5.44%
▲ 6.24%▲ 5.14%▲ 5.64%
▲ 2.60%▲ 1.01%▲ 2.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ping An Insurance Company of China
▲ 7.52%
2
Close
Jun 28, 2025
Fidelity Select Health Care
0.63%
▼ 3.17%
5
Buy
Jun 15, 2025
D-Wave Quantum
0.61%
▲ 2.76%
3
Buy
Jun 13, 2025
Samsara
0.58%
▼ 3.08%
2
Buy
Jun 13, 2025
SPDR Dow Jones Industrial Average ETF Trust
▲ 17.53%
24
Close
Jun 03, 2025
Alibaba
0.77%
▼ 14.95%
2
Buy
May 28, 2025
Apple
0.8%
▲ 14.67%
10
Buy
May 24, 2025
Meta Platforms
2.72%
▲ 265.32%
3
Buy
May 24, 2025
iShares U.S. Aerospace & Defense ETF
0.84%
▲ 52.35%
2
Buy
May 24, 2025
Nvidia
4.84%
▲ 213.25%
13
Buy
May 24, 2025
Invesco QQQ Trust
1.69%
▲ 42.75%
11
Buy
May 24, 2025
UFP Industries
0.8%
▲ 14.20%
13
Buy
May 24, 2025
Vale SA
0.76%
▲ 2.36%
5
Buy
May 24, 2025
Invesco Water Resources ETF
1.08%
▲ 24.92%
12
Buy
May 24, 2025
iShares S&P Mid-Cap 400 Value ETF
1.77%
▲ 17.21%
12
Buy
May 24, 2025
iShares U.S. Medical Devices ETF
0.56%
▲ 13.46%
11
Buy
May 24, 2025
Fidelity Select Biotechnology Pt
1.01%
▲ 9.23%
6
Buy
May 24, 2025
Fidelity MSCI Industrial Index ETF
1.79%
▲ 39.19%
13
Buy
May 24, 2025
Alphabet Class A
0.98%
▲ 70.59%
7
Buy
May 24, 2025
Consumer Staples Select Sector SPDR Fund
1.16%
▲ 13.43%
14
Buy
May 24, 2025