Retirement Portfolio - New Portfolio

gelf&74 investment

Retirement Portfolio
Individual Investor
Ranked #189,315 out of 766,001 TipRanks' Investors
Success Rate
63%
245 out of 392
profitable transactions
Average Return
4.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.81%
6-Month Return▲ 16.62%
12-Month Return▲ 35.97%
YTD Return▲ 21.40%
Total Return▲ 39.49%

Best Trade

Opened at
Closed at
Gain▲ 137.82%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.12%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.90%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.64%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.96%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.93%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.28%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.17%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 7.15%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.12%
▲ 11.46%▲ 5.06%▲ 1.90%
▼ 2.25%▲ 3.53%▲ 4.64%
▲ 25.72%▲ 1.21%▲ 4.96%
▼ 4.22%▲ 2.34%▲ 0.93%
▲ 7.82%▲ 2.10%▲ 1.28%
▲ 6.02%▼ 0.89%▼ 1.17%
▲ 5.59%▲ 5.20%▲ 7.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AbbVie
▲ 12.78%
4
Close
Oct 17, 2024
Humana
5.69%
▼ 14.86%
7
Open
Oct 17, 2024
Nike
▲ 0.78%
5
Close
Oct 17, 2024
Amazon
▲ 8.07%
7
Close
Oct 17, 2024
McDonald's
▲ 9.00%
4
Close
Oct 17, 2024
SentinelOne
▲ 25.14%
4
Close
Oct 17, 2024
Bank OZK
▲ 24.39%
2
Close
Oct 17, 2024
ASML Holding
10.57%
▼ 4.44%
1
Open
Oct 17, 2024
SPDR Portfolio Long Term Treasury ETF
3.25%
▼ 1.18%
1
Open
Oct 17, 2024
Lam Research
12.34%
▲ 7.22%
1
Open
Sep 10, 2024
Home Depot
▲ 4.96%
4
Close
Jul 12, 2024
Marvell
▲ 6.56%
10
Close
Jul 12, 2024
Lockheed Martin
▲ 8.86%
3
Close
Jul 12, 2024
Lamb Weston Holdings
▲ 2.24%
4
Close
Jul 12, 2024
Nvidia
▲ 137.82%
4
Close
Jul 12, 2024
SPDR Portfolio S&P 500 Growth ETF
▲ 10.91%
4
Close
Jul 12, 2024
Apple
▲ 25.53%
4
Close
Jul 12, 2024
Adobe
▲ 8.34%
6
Close
Jul 12, 2024
Roku
▼ 2.35%
7
Close
Jul 12, 2024
Synopsys
▲ 7.68%
3
Close
Jul 12, 2024