tiprankstipranks

Retirement - New Portfolio

Bryce Goehring

Retirement
Individual Investor
Ranked #43,398 out of 783,334 TipRanks' Investors
Success Rate
68%
348 out of 511
profitable transactions
Average Return
31.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.37%
6-Month Return▲ 7.69%
12-Month Return▲ 24.27%
YTD Return▲ 3.37%
Total Return▲ 37.63%

Best Trade

Opened at
Closed at-
Gain▲ 913.47%

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%
▲ 9.79%
▲ 3.53%
▲ 0.26%
Jun 2024
▲ 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%
▼ 1.13%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 10.85%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.50%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 3.37%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.26%
▲ 8.13%▲ 1.21%▲ 2.73%
▼ 13.14%▲ 2.34%▼ 3.26%
▲ 2.93%▲ 2.10%▲ 2.89%
▲ 9.99%▼ 0.89%▼ 1.13%
▲ 26.04%▲ 5.96%▲ 10.85%
▲ 5.93%▼ 2.41%▼ 4.50%
▲ 3.19%▲ 2.68%▲ 3.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
e.l.f. Beauty
▼ 36.02%
9
Close
Jan 30, 2025
Viking Therapeutics
0.69%
▼ 32.89%
4
Buy
Jan 30, 2025
Structure Therapeutics, Inc. Sponsored ADR
▼ 12.10%
4
Close
Jan 28, 2025
NRG Energy
0.43%
▲ 3.16%
1
Open
Jan 27, 2025
Jabil
0.67%
▲ 0.91%
1
Open
Jan 27, 2025
SPDR Dow Jones Industrial Average ETF Trust
1.58%
▲ 23.47%
22
Buy
Jan 19, 2025
Fidelity Select Health Care
0.64%
▲ 3.37%
3
Buy
Jan 19, 2025
Merck & Company
1.13%
▼ 5.03%
10
Buy
Jan 19, 2025
iShares Cybersecurity & Tech ETF
▲ 6.71%
9
Close
Jan 16, 2025
Genmab
0.81%
▼ 14.01%
4
Buy
Jan 15, 2025
Suncor Energy
▲ 43.60%
4
Close
Jan 13, 2025
Robinhood Markets
1.31%
▲ 27.65%
2
Buy
Jan 13, 2025
Nvidia
5.13%
▲ 155.82%
11
Sell
Jan 06, 2025
Zoetis
▲ 11.58%
3
Close
Jan 06, 2025
Prime Medicine, Inc.
▼ 56.95%
9
Close
Jan 06, 2025
Lithium Americas (Argentina) Corp.
▼ 17.27%
3
Close
Jan 06, 2025
Invesco QQQ Trust
1.76%
▲ 36.43%
10
Buy
Jan 05, 2025
UFP Industries
0.98%
▲ 23.25%
12
Buy
Jan 05, 2025
Invesco Water Resources ETF
1.15%
▲ 19.84%
11
Buy
Jan 05, 2025
iShares S&P Mid-Cap 400 Value ETF
2.01%
▲ 18.90%
11
Buy
Jan 05, 2025