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Retirement Portfolio - New Portfolio

gelf&74 investment

Retirement Portfolio
Individual Investor
Ranked #119,275 out of 795,508 TipRanks' Investors
Success Rate
63%
246 out of 393
profitable transactions
Average Return
4.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.47%
6-Month Return▲ 2.67%
12-Month Return▲ 20.25%
YTD Return▼ 7.25%
Total Return▲ 38.23%

Best Trade

Opened at
Closed at
Gain▲ 137.83%

Bio

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 1.28%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.64%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 17.19%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 2.85%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 7.19%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.08%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 8.40%
Mar 2025
▼ 12.15%
▼ 4.55%
▼ 3.52%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 1.28%
▲ 10.00%▼ 0.89%▼ 0.64%
▲ 25.98%▲ 5.96%▲ 17.19%
▲ 5.34%▼ 2.41%▼ 2.85%
▲ 5.99%▲ 2.69%▲ 7.19%
▼ 12.86%▼ 1.27%▼ 2.08%
▼ 1.80%▼ 5.57%▼ 8.40%
▼ 12.15%▼ 4.55%▼ 3.52%

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
3.5%
▲ 1.04%
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
13.16%
▼ 4.18%
1
Open
Oct 17, 2024
Lam Research
13.28%
▼ 6.91%
1
Open
Sep 10, 2024
Home Depot
▲ 4.96%
4
Close
Jul 12, 2024
Marvell
▲ 6.57%
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