tiprankstipranks

Retirement - New Portfolio

Bryce Goehring

Retirement
Individual Investor
Ranked #76,959 out of 793,417 TipRanks' Investors
Success Rate
63%
342 out of 547
profitable transactions
Average Return
22.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.73%
6-Month Return▲ 3.89%
12-Month Return▲ 6.11%
YTD Return▼ 0.72%
Total Return▲ 32.11%

Best Trade

Opened at
Closed at-
Gain▲ 1126.18%

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

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 3.26%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.89%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.15%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 10.85%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 4.54%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 3.83%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.50%
Feb 2025
▲ 8.05%
▼ 2.86%
▼ 1.93%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 3.26%
▲ 2.93%▲ 2.10%▲ 2.89%
▲ 10.00%▼ 0.89%▼ 1.15%
▲ 26.01%▲ 5.96%▲ 10.85%
▲ 5.34%▼ 2.41%▼ 4.54%
▲ 5.88%▲ 2.69%▲ 3.83%
▼ 12.86%▼ 1.27%▼ 2.50%
▲ 8.05%▼ 2.86%▼ 1.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Energy Transfer
0.98%
▲ 49.12%
11
Buy
Mar 15, 2025
Kroger Company
1.3%
▲ 28.82%
12
Buy
Mar 15, 2025
Novo Nordisk
1.29%
▼ 14.07%
6
Buy
Mar 11, 2025
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2.12%
▲ 32.06%
4
Buy
Mar 10, 2025
Apollo Global Management
1.29%
▼ 5.89%
6
Buy
Mar 07, 2025
Live Nation Entertainment
1.39%
▼ 11.37%
4
Buy
Mar 07, 2025
Reddit Inc Class A
0.82%
▼ 11.20%
4
Open
Mar 07, 2025
Marriott International
0.32%
▼ 6.19%
1
Open
Mar 07, 2025
Vale SA
0.88%
▲ 4.66%
4
Buy
Mar 04, 2025
Intellia Therapeutics
0.76%
▼ 36.63%
5
Buy
Mar 04, 2025
JD
0.54%
▲ 1.27%
1
Open
Mar 04, 2025
Viking Therapeutics
0.86%
▼ 27.91%
5
Buy
Mar 03, 2025
NRG Energy
0.89%
▲ 1.05%
2
Buy
Feb 28, 2025
Alibaba
0.52%
▲ 0.18%
1
Open
Feb 28, 2025
Nvidia
4.22%
▲ 149.61%
12
Sell
Feb 27, 2025
Ovintiv
0.77%
▲ 3.42%
2
Buy
Feb 26, 2025
Freeport-McMoRan
▲ 35.57%
4
Close
Feb 25, 2025
Schlumberger
▼ 5.57%
4
Close
Feb 25, 2025
Jabil
1.3%
▼ 6.92%
3
Buy
Feb 24, 2025
Global X Cybersecurity ETF
1.2%
▼ 1.67%
2
Buy
Feb 24, 2025