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Retirement Accts - New Portfolio

Dylan

Retirement Accts
Individual Investor
Ranked #374,875 out of 793,971 TipRanks' Investors
Success Rate
45%
43 out of 96
profitable transactions
Average Return
5.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 15.59%
6-Month Return▼ 17.19%
12-Month Return▼ 3.98%
YTD Return▼ 15.71%
Total Return▲ 19.98%

Best Trade

Opened at
Closed at
Gain▲ 176.95%

Bio

This is the individual stock holdings portion of my retirement portfolio. About 25% of my overall positions.

Performance

33.68%0-33.68%
▼ 13.14%
▲ 2.34%
▼ 5.14%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 33.68%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 7.87%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.59%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 0.93%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 12.19%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 10.99%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 15.59%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 5.14%
▲ 2.93%▲ 2.10%▲ 33.68%
▲ 10.00%▼ 0.89%▼ 7.87%
▲ 26.01%▲ 5.96%▲ 4.59%
▲ 5.33%▼ 2.41%▲ 0.93%
▲ 5.87%▲ 2.69%▲ 12.19%
▼ 12.86%▼ 1.27%▼ 10.99%
▼ 1.80%▼ 5.57%▼ 15.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Applied Digital Corporation
9.97%
▲ 45.13%
17
Buy
Jan 29, 2025
Truth Social
▼ 5.86%
4
Close
Jan 28, 2025
Intellia Therapeutics
5.99%
▼ 46.86%
3
Buy
Jan 18, 2025
Inozyme Pharma
2%
▼ 22.38%
4
Open
Jan 15, 2025
Vor Biopharma
5.25%
▼ 18.60%
3
Sell
Jan 15, 2025
Black Diamond Therapeutics
9.46%
▼ 29.72%
2
Buy
Jan 15, 2025
NRX Pharmaceuticals
5.01%
▲ 62.70%
2
Sell
Jan 13, 2025
Dave
▲ 61.43%
10
Close
Dec 05, 2024
Schlumberger
▼ 0.63%
4
Close
Dec 05, 2024
Potbelly
▲ 23.39%
3
Close
Dec 05, 2024
Boot Barn
▲ 12.00%
2
Close
Dec 05, 2024
Strategy
20.41%
▼ 25.40%
1
Open
Dec 05, 2024
Pixelworks
▼ 31.94%
5
Close
Nov 08, 2024
Torm
29%
▼ 38.42%
7
Buy
Nov 08, 2024
Hafnia
▼ 18.83%
2
Close
Nov 08, 2024
Okta
▼ 7.87%
3
Close
Oct 28, 2024
AngioDynamics
▼ 12.34%
3
Close
Oct 28, 2024
Iris Energy
▲ 16.58%
2
Close
Oct 28, 2024
Invesco QQQ Trust
▲ 23.10%
7
Close
Oct 16, 2024
Harmonic
▲ 3.02%
3
Close
Oct 16, 2024