tiprankstipranks

Retirement - New Portfolio

Bryce Goehring

Retirement
Individual Investor
Ranked #43,679 out of 786,879 TipRanks' Investors
Success Rate
69%
357 out of 521
profitable transactions
Average Return
32.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.41%
6-Month Return▲ 13.07%
12-Month Return▲ 20.29%
YTD Return▲ 4.06%
Total Return▲ 38.79%

Best Trade

Opened at
Closed at-
Gain▲ 1414.10%

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

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 2.73%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 3.26%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.89%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.15%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 10.85%
Nov 2024
▲ 5.82%
▼ 2.41%
▼ 4.32%
Dec 2024
▲ 4.97%
▲ 2.69%
▲ 3.16%
Jan 2025
▼ 8.36%
▲ 1.31%
▲ 0.87%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 2.73%
▼ 13.14%▲ 2.34%▼ 3.26%
▲ 2.93%▲ 2.10%▲ 2.89%
▲ 9.99%▼ 0.89%▼ 1.15%
▲ 26.04%▲ 5.96%▲ 10.85%
▲ 5.82%▼ 2.41%▼ 4.32%
▲ 4.97%▲ 2.69%▲ 3.16%
▼ 8.36%▲ 1.31%▲ 0.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Biogen
▼ 24.34%
4
Close
Feb 14, 2025
Novo Nordisk
1.04%
▼ 13.55%
5
Buy
Feb 14, 2025
Deere
1.16%
▲ 28.03%
6
Sell
Feb 14, 2025
Apollo Global Management
1.64%
▼ 4.81%
3
Buy
Feb 14, 2025
Millrose Properties Inc Class A
▲ 0.88%
2
Close
Feb 14, 2025
Reddit Inc Class A
0.79%
0.00%
1
Open
Feb 14, 2025
iShares MSCI EAFE Small-Cap ETF
▲ 12.52%
6
Close
Feb 13, 2025
Archer Daniels Midland
▼ 29.36%
9
Close
Feb 13, 2025
Intellia Therapeutics
0.65%
▼ 32.32%
4
Buy
Feb 11, 2025
Crispr Therapeutics AG
1.81%
▲ 0.93%
4
Buy
Feb 11, 2025
Live Nation Entertainment
0.87%
▲ 4.57%
2
Buy
Feb 11, 2025
On Holding AG
▲ 8.23%
2
Close
Feb 06, 2025
Uber Technologies
1.6%
▲ 25.02%
3
Buy
Feb 05, 2025
QXO Inc
▲ 6.33%
4
Close
Feb 04, 2025
Genmab
1.29%
▼ 3.89%
5
Buy
Feb 03, 2025
Jabil
1.1%
▲ 6.36%
2
Buy
Feb 03, 2025
e.l.f. Beauty
▼ 35.36%
9
Close
Jan 30, 2025
Viking Therapeutics
0.62%
▼ 31.49%
4
Buy
Jan 30, 2025
Structure Therapeutics, Inc. Sponsored ADR
▼ 12.10%
4
Close
Jan 28, 2025
NRG Energy
0.43%
▲ 10.85%
1
Open
Jan 27, 2025