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Retirement - New Portfolio

Bryce Goehring

Retirement
Individual Investor
Ranked #63,638 out of 848,603 TipRanks' Investors
Success Rate
69%
523 out of 756
profitable transactions
Average Return
39.27%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.03%
6-Month Return▲ 11.44%
12-Month Return▲ 19.32%
YTD Return▲ 4.51%
Total Return▲ 61.64%

Best Trade

Opened at
Closed at-
Gain▲ 2173.95%

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

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 5.64%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.34%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 3.34%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.74%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.66%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 2.22%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.93%
Dec 2025
▲ 3.08%
▲ 1.94%
▲ 4.51%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 5.64%
▲ 7.60%▲ 2.30%▲ 1.34%
▲ 2.76%▲ 2.05%▲ 3.34%
▲ 12.88%▲ 3.56%▲ 4.74%
▲ 10.96%▲ 2.38%▲ 1.66%
▼ 3.58%▲ 0.19%▼ 2.22%
▼ 0.10%▲ 0.08%▼ 0.93%
▲ 3.08%▲ 1.94%▲ 4.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ovintiv
▼ 3.02%
7
Close
Jan 08, 2026
Samsara
0.9%
▼ 8.05%
5
Buy
Jan 08, 2026
Palo Alto Networks
0.76%
▼ 1.14%
2
Buy
Jan 08, 2026
Trade Desk
0.31%
▼ 0.43%
1
Open
Jan 08, 2026
Devon Energy
0.61%
▼ 5.39%
4
Buy
Jan 07, 2026
BitMine Immersion Technologies
1.24%
▼ 6.57%
7
Buy
Jan 07, 2026
Cigna
1.23%
▼ 0.12%
5
Buy
Jan 07, 2026
Aecom Technology
▼ 23.35%
3
Close
Jan 07, 2026
Boeing
0.32%
▲ 7.20%
1
Open
Jan 07, 2026
Incyte
▲ 4.65%
3
Close
Jan 06, 2026
iShares S&P Mid-Cap 400 Value ETF
0.91%
▲ 23.40%
16
Sell
Jan 05, 2026
M/I Homes
0.93%
▲ 116.35%
4
Sell
Jan 05, 2026
Financial Select Sector SPDR Fund
1.44%
▲ 39.91%
17
Sell
Jan 05, 2026
Anglogold Ashanti PLC
▲ 18.60%
3
Close
Jan 05, 2026
Expedia
▲ 17.58%
3
Close
Jan 05, 2026
Amkor
▲ 35.95%
3
Close
Jan 05, 2026
Planet Labs PBC
0.11%
▲ 2.46%
3
Open
Jan 03, 2026
Meta Platforms
2.1%
▲ 101.49%
6
Buy
Jan 02, 2026
Invesco QQQ Trust
1.71%
▲ 48.88%
14
Buy
Jan 02, 2026
Invesco Water Resources ETF
0.99%
▲ 22.89%
15
Buy
Jan 02, 2026