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Retirement - New Portfolio
Bryce Goehring
RetirementIndividual Investor
Ranked #43,287 out of 818,587 TipRanks' Investors
Success Rate
454 out of 644
profitable transactions
profitable transactions
Average Return
40.98%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.59%
6-Month Return▲ 17.67%
12-Month Return▲ 24.00%
YTD Return▲ 15.74%
Total Return▲ 54.11%
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
27.91%0-27.91%
▼ 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
▲ 27.91%
▲ 2.30%
▲ 1.34%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 3.34%
Aug 2025
▲ 8.78%
▲ 2.32%
▲ 2.82%
Sep 2025
▼ 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%
▲ 27.91%▲ 2.30%▲ 1.34%
▲ 4.87%▲ 2.05%▲ 3.34%
▲ 8.78%▲ 2.32%▲ 2.82%
Recent Activity
Rocket Companies
0.28%
▼ 1.56%
1
Open
Sep 15, 2025
Fidelity MSCI Real Estate Index ETF
―
▲ 15.66%
14
Close
Sep 12, 2025
Potbelly
―
▲ 48.08%
2
Close
Sep 12, 2025
UnitedHealth
0.58%
▲ 12.52%
1
Open
Aug 27, 2025
Apple
0.83%
▲ 27.02%
11
Buy
Aug 23, 2025
Nvidia
4.76%
▲ 212.44%
14
Buy
Aug 23, 2025
Energy Transfer
0.73%
▲ 37.48%
13
Buy
Aug 23, 2025
Cheniere Energy
1.36%
▲ 33.12%
6
Buy
Aug 23, 2025
NRG Energy
1.12%
▲ 36.11%
4
Buy
Aug 23, 2025
Joby Aviation
0.39%
▼ 3.10%
1
Open
Aug 19, 2025
Fidelity Select Biotechnology Pt
0.7%
▲ 20.46%
7
Sell
Aug 16, 2025
Fidelity Select Health Care
―
▼ 0.92%
6
Close
Aug 16, 2025
Archer Aviation
0.43%
▼ 13.81%
2
Buy
Aug 11, 2025
Fluor
0.55%
▼ 1.82%
2
Buy
Aug 11, 2025
Meta Platforms
2.65%
▲ 216.70%
4
Buy
Aug 10, 2025
iShares U.S. Aerospace & Defense ETF
0.83%
▲ 43.37%
3
Buy
Aug 10, 2025
Invesco QQQ Trust
1.65%
▲ 47.67%
12
Buy
Aug 10, 2025
Snowflake
2.2%
▲ 39.12%
7
Buy
Aug 10, 2025
UFP Industries
0.68%
▲ 5.08%
14
Buy
Aug 10, 2025
Invesco Water Resources ETF
0.99%
▲ 23.36%
13
Buy
Aug 10, 2025