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Retirement - New Portfolio
Bryce Goehring
RetirementIndividual Investor
Ranked #52,969 out of 815,638 TipRanks' Investors
Success Rate
440 out of 642
profitable transactions
profitable transactions
Average Return
36.06%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.45%
6-Month Return▲ 10.94%
12-Month Return▲ 22.09%
YTD Return▲ 12.29%
Total Return▲ 49.51%
Best Trade
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
27.88%0-27.88%
▲ 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
▲ 27.88%
▲ 2.30%
▲ 1.34%
Jul 2025
▲ 6.60%
▲ 2.07%
▲ 3.08%
Aug 2025
▲ 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%
▲ 27.88%▲ 2.30%▲ 1.34%
▲ 6.60%▲ 2.07%▲ 3.08%
Recent Activity
UnitedHealth
0.54%
0.00%
1
Open
Aug 27, 2025
Apple
0.85%
▲ 22.93%
11
Buy
Aug 23, 2025
Nvidia
5.21%
▲ 224.42%
14
Buy
Aug 23, 2025
Energy Transfer
0.77%
▲ 37.40%
13
Buy
Aug 23, 2025
Cheniere Energy
1.48%
▲ 36.91%
6
Buy
Aug 23, 2025
NRG Energy
1.07%
▲ 22.77%
4
Buy
Aug 23, 2025
Joby Aviation
0.41%
▼ 2.96%
1
Open
Aug 19, 2025
Fidelity Select Biotechnology Pt
0.73%
▲ 18.33%
7
Sell
Aug 16, 2025
Fidelity Select Health Care
―
▼ 0.92%
6
Close
Aug 16, 2025
Archer Aviation
0.46%
▼ 13.44%
2
Buy
Aug 11, 2025
Fluor
0.59%
▼ 1.07%
2
Buy
Aug 11, 2025
Meta Platforms
2.68%
▲ 203.85%
4
Buy
Aug 10, 2025
iShares U.S. Aerospace & Defense ETF
0.86%
▲ 40.96%
3
Buy
Aug 10, 2025
Invesco QQQ Trust
1.69%
▲ 43.25%
12
Buy
Aug 10, 2025
Snowflake
2.15%
▲ 29.10%
7
Buy
Aug 10, 2025
UFP Industries
0.75%
▲ 10.02%
14
Buy
Aug 10, 2025
Invesco Water Resources ETF
1.08%
▲ 27.31%
13
Buy
Aug 10, 2025
iShares S&P Mid-Cap 400 Value ETF
1.77%
▲ 19.31%
13
Buy
Aug 10, 2025
Fidelity MSCI Industrial Index ETF
1.78%
▲ 39.84%
14
Buy
Aug 10, 2025
iShares Core MSCI Europe ETF
1.27%
▲ 31.96%
8
Buy
Aug 10, 2025