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Retirement Portfolio - New Portfolio

gelf&74 investment

Retirement Portfolio
Individual Investor
Ranked #220,745 out of 857,219 TipRanks' Investors
Success Rate
64%
251 out of 392
profitable transactions
Average Return
6.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.96%
6-Month Return▲ 2.65%
12-Month Return▲ 28.98%
YTD Return▼ 0.54%
Total Return▲ 90.40%

Best Trade

Opened at
Closed at-
Gain▲ 225.15%

Bio

Performance

12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 4.76%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.77%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.93%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.14%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.58%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.52%
Jan 2026
▼ 1.18%
▼ 0.86%
▼ 1.37%
Feb 2026
▲ 3.97%
▼ 3.82%
▼ 0.66%
Mar 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 2.76%▲ 2.05%▲ 4.76%
▲ 12.88%▲ 3.56%▲ 2.77%
▲ 10.96%▲ 2.38%▲ 6.93%
▼ 3.68%▲ 0.19%▼ 1.14%
▼ 0.10%▲ 0.08%▼ 2.58%
▲ 4.06%▲ 1.47%▲ 1.52%
▼ 1.18%▼ 0.86%▼ 1.37%
▲ 3.97%▼ 3.82%▼ 0.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bill.com Holdings
▲ 26.13%
17
Close
Dec 06, 2024
Agree Realty
▲ 20.19%
4
Close
Dec 06, 2024
Amdocs
▲ 1.24%
6
Close
Dec 06, 2024
Humana
▼ 15.34%
8
Close
Dec 06, 2024
SPDR Portfolio Long Term Treasury ETF
▲ 1.04%
2
Close
Dec 06, 2024
Dollar General
3.07%
▲ 6.26%
12
Open
Dec 05, 2024
AbbVie
▲ 12.78%
4
Close
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
16.99%
▲ 97.23%
1
Open
Oct 17, 2024
Lam Research
29.1%
▲ 225.15%
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
▲ 137.83%
4
Close
Jul 12, 2024
SPDR Portfolio S&P 500 Growth ETF
▲ 10.91%
4
Close
Jul 12, 2024