tiprankstipranks

Retirement Portfolio - New Portfolio

gelf&74 investment

Retirement Portfolio
Individual Investor
Ranked #233,226 out of 858,746 TipRanks' Investors
Success Rate
64%
250 out of 392
profitable transactions
Average Return
5.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.52%
6-Month Return▲ 0.80%
12-Month Return▲ 35.97%
YTD Return▼ 3.44%
Total Return▲ 84.84%

Best Trade

Opened at
Closed at-
Gain▲ 242.52%

Bio

Performance

12.88%0-12.88%
▲ 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
▼ 1.10%
▼ 0.86%
▼ 1.35%
Feb 2026
▲ 1.22%
▼ 4.94%
▼ 5.51%
Mar 2026
▲ 5.30%
▲ 3.95%
▲ 2.04%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 1.10%▼ 0.86%▼ 1.35%
▲ 1.22%▼ 4.94%▼ 5.51%
▲ 5.30%▲ 3.95%▲ 2.04%

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%
▲ 6.29%
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
17.32%
▲ 105.12%
1
Open
Oct 17, 2024
Lam Research
30.04%
▲ 242.52%
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