Retirement - New Portfolio
Bryce Goehring
RetirementIndividual Investor
Ranked #101,248 out of 861,012 TipRanks' Investors
Success Rate
523 out of 796
profitable transactions
profitable transactions
Average Return
34.53%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.39%
6-Month Return▲ 4.04%
12-Month Return▲ 23.19%
YTD Return▲ 4.43%
Total Return▲ 61.51%
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
16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▲ 1.66%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.23%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.93%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 2.70%
Jan 2026
▼ 1.33%
▼ 0.86%
▼ 1.41%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 3.83%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 7.06%
Apr 2026
▲ 1.37%
▲ 0.28%
▲ 0.18%
May 2026
▲ 10.96%▲ 2.38%▲ 1.66%
▼ 3.68%▲ 0.19%▼ 2.23%
▼ 0.10%▲ 0.08%▼ 0.93%
▲ 4.06%▲ 1.47%▲ 2.70%
▼ 1.33%▼ 0.86%▼ 1.41%
▲ 0.52%▼ 4.94%▼ 3.83%
▲ 16.06%▲ 10.51%▲ 7.06%
▲ 1.37%▲ 0.28%▲ 0.18%
Recent Activity
Meta Platforms
2.09%
▲ 94.53%
7
Buy
May 03, 2026
iShares U.S. Aerospace & Defense ETF
0.9%
▲ 39.98%
5
Buy
May 03, 2026
Nvidia
4.09%
▲ 254.58%
16
Buy
May 03, 2026
Invesco QQQ Trust
1.9%
▲ 60.47%
15
Buy
May 03, 2026
Vale SA
1.23%
▲ 65.60%
8
Buy
May 03, 2026
Invesco Water Resources ETF
0.96%
▲ 14.83%
16
Buy
May 03, 2026
iShares S&P Mid-Cap 400 Value ETF
0.98%
▲ 27.90%
17
Buy
May 03, 2026
Devon Energy
0.87%
▲ 21.02%
5
Buy
May 03, 2026
Fidelity Select Biotechnology Pt
0.88%
▲ 34.79%
9
Buy
May 03, 2026
Fidelity MSCI Industrial Index ETF
1.97%
▲ 55.62%
17
Buy
May 03, 2026
Energy Transfer
0.87%
▲ 55.66%
16
Sell
May 03, 2026
iShares S&P Small-Cap 600 Value ETF
0.97%
▲ 34.07%
16
Buy
May 03, 2026
Communication Services Select Sector SPDR Fund
1.04%
▲ 60.07%
17
Buy
May 03, 2026
Consumer Discretionary Select Sector SPDR Fund
0.85%
▲ 34.69%
16
Buy
May 03, 2026
Merck & Company
1.12%
▲ 17.89%
15
Buy
May 03, 2026
Fidelity MSCI Energy Index ETF
2.03%
▲ 50.45%
16
Buy
May 03, 2026
Financial Select Sector SPDR Fund
1.43%
▲ 34.64%
18
Buy
May 03, 2026
SPDR Portfolio S&P 1500 Composite Stock Market ETF
2.12%
▲ 46.82%
7
Buy
May 03, 2026
Broadcom
2.92%
▲ 101.08%
7
Buy
May 03, 2026
Novo Nordisk
0.47%
▼ 37.34%
12
Buy
May 03, 2026