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Retirement - New Portfolio

Bryce Goehring

Retirement
Individual Investor
Ranked #127,648 out of 796,328 TipRanks' Investors
Success Rate
55%
303 out of 550
profitable transactions
Average Return
15.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.05%
6-Month Return▼ 5.67%
12-Month Return▲ 6.08%
YTD Return▼ 8.02%
Total Return▲ 22.38%

Best Trade

Opened at
Closed at-
Gain▲ 1091.61%

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

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 2.89%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.16%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 10.85%
Nov 2024
▲ 5.36%
▼ 2.41%
▼ 4.54%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 3.81%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.50%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 5.15%
Mar 2025
▼ 6.42%
▼ 5.90%
▼ 4.19%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 2.89%
▲ 10.00%▼ 0.89%▼ 1.16%
▲ 25.98%▲ 5.96%▲ 10.85%
▲ 5.36%▼ 2.41%▼ 4.54%
▲ 6.01%▲ 2.69%▲ 3.81%
▼ 12.86%▼ 1.27%▼ 2.50%
▼ 1.80%▼ 5.57%▼ 5.15%
▼ 6.42%▼ 5.90%▼ 4.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Novo Nordisk
1.65%
▼ 31.41%
7
Buy
Apr 17, 2025
Mr Cooper Group
▲ 221.84%
4
Close
Apr 07, 2025
Jabil
▼ 23.88%
4
Close
Apr 07, 2025
Marriott International
▼ 18.80%
2
Close
Apr 05, 2025
Communication Services Select Sector SPDR Fund
1.1%
▲ 35.74%
12
Buy
Apr 04, 2025
Virtus Terranova US Quality Momentum ETF
1.32%
▲ 15.47%
3
Buy
Apr 04, 2025
Coterra Energy
0.98%
▲ 2.13%
4
Buy
Apr 04, 2025
Energy Transfer
0.97%
▲ 36.41%
11
Buy
Mar 15, 2025
Kroger Company
1.55%
▲ 42.59%
12
Buy
Mar 15, 2025
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2.1%
▲ 20.77%
4
Buy
Mar 10, 2025
Apollo Global Management
1.2%
▼ 19.32%
6
Buy
Mar 07, 2025
Live Nation Entertainment
1.5%
▼ 11.23%
4
Buy
Mar 07, 2025
Reddit Inc Class A
0.68%
▼ 18.48%
4
Open
Mar 07, 2025
Vale SA
0.86%
▼ 5.50%
4
Buy
Mar 04, 2025
Intellia Therapeutics
0.68%
▼ 47.52%
5
Buy
Mar 04, 2025
JD
0.49%
▼ 15.21%
1
Open
Mar 04, 2025
Viking Therapeutics
0.79%
▼ 38.32%
5
Buy
Mar 03, 2025
NRG Energy
0.92%
▼ 3.31%
2
Buy
Feb 28, 2025
Alibaba
0.46%
▼ 17.84%
1
Open
Feb 28, 2025
Nvidia
3.84%
▲ 109.90%
12
Sell
Feb 27, 2025