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Retirement - New Portfolio
Bryce Goehring
RetirementIndividual Investor
Ranked #35,535 out of 757,311 TipRanks' Investors
Success Rate
317 out of 436
profitable transactions
profitable transactions
Average Return
17.03%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.67%
6-Month Return▲ 0.22%
12-Month Return▲ 11.21%
YTD Return▲ 5.80%
Total Return▲ 23.96%
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
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 5.66%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.75%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.36%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.08%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.26%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.73%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 3.25%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.25%
Sep 2024
▲ 14.08%▲ 5.22%▲ 5.66%
▲ 5.05%▲ 3.27%▲ 6.75%
▼ 12.40%▼ 4.03%▼ 6.36%
▲ 11.46%▲ 5.06%▲ 6.08%
▼ 2.25%▲ 3.53%▲ 0.26%
▲ 25.76%▲ 1.21%▲ 2.73%
▼ 4.21%▲ 2.34%▼ 3.25%
▲ 2.65%▼ 0.40%▲ 0.25%
Recent Activity
Li-Cycle Holdings
―
▼ 95.55%
6
Close
Sep 16, 2024
QXO Inc
0.71%
▲ 9.78%
3
Buy
Sep 16, 2024
e.l.f. Beauty
1.36%
▼ 30.77%
7
Buy
Sep 14, 2024
Biogen
0.96%
▲ 1.25%
2
Buy
Sep 13, 2024
Airbnb
―
▼ 21.81%
3
Close
Sep 13, 2024
Sociedad Quimica Y Minera SA
―
▼ 38.10%
9
Close
Sep 12, 2024
Genmab
0.25%
▼ 2.71%
1
Open
Sep 11, 2024
Nvidia
6.75%
▲ 186.93%
8
Buy
Aug 26, 2024
SPDR Dow Jones Industrial Average ETF Trust
1.7%
▲ 19.68%
17
Buy
Aug 26, 2024
Energy Transfer
0.88%
▲ 29.72%
9
Buy
Aug 26, 2024
IonQ
0.37%
▲ 34.27%
4
Buy
Aug 19, 2024
Berkshire Hathaway B
0.44%
▲ 65.08%
2
Sell
Aug 19, 2024
Lithium Americas Corp.
―
▼ 53.50%
5
Close
Aug 16, 2024
Intel
―
▼ 36.42%
11
Close
Aug 14, 2024
Enphase Energy
0.56%
▼ 11.37%
5
Sell
Aug 14, 2024
General Motors
―
▲ 13.13%
4
Close
Aug 12, 2024
Invesco QQQ Trust
1.88%
▲ 31.25%
8
Buy
Aug 04, 2024
UFP Industries
1.27%
▲ 43.23%
10
Buy
Aug 04, 2024
Invesco Water Resources ETF
1.36%
▲ 26.58%
9
Buy
Aug 04, 2024
iShares S&P Mid-Cap 400 Value ETF
2.01%
▲ 17.56%
8
Buy
Aug 04, 2024