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Retirement Accts - New Portfolio

Dylan

Retirement Accts
Individual Investor
Ranked #269,564 out of 852,026 TipRanks' Investors
Success Rate
58%
73 out of 126
profitable transactions
Average Return
14.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.95%
6-Month Return▲ 37.91%
12-Month Return▲ 64.02%
YTD Return▲ 6.95%
Total Return▲ 164.26%

Best Trade

Opened at
Closed at
Gain▲ 188.77%

Bio

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

Performance

30.96%0-30.96%
▲ 9.25%
▲ 5.14%
▲ 30.96%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 7.17%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.71%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 22.46%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.14%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 6.06%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.67%
Dec 2025
▲ 5.68%
▲ 1.47%
▲ 6.95%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 30.96%
▲ 7.60%▲ 2.30%▲ 7.17%
▲ 2.76%▲ 2.05%▲ 0.71%
▲ 12.88%▲ 3.56%▲ 22.46%
▲ 10.96%▲ 2.38%▲ 6.14%
▼ 3.58%▲ 0.19%▼ 6.06%
▼ 0.10%▲ 0.08%▲ 1.67%
▲ 5.68%▲ 1.47%▲ 6.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Mattel
▲ 12.86%
3
Close
Jan 22, 2026
DeFi Development Corporation
4.77%
▼ 24.55%
2
Buy
Jan 21, 2026
Crescent Energy Company Class A
▼ 0.22%
4
Close
Jan 15, 2026
Dave
11.42%
▲ 32.05%
13
Buy
Jan 15, 2026
Archer Aviation
▲ 5.44%
2
Close
Jan 14, 2026
Sun Communities
▲ 3.62%
3
Close
Dec 03, 2025
Summit Therapeutics
▼ 14.27%
3
Close
Dec 01, 2025
Protalix
8.8%
▲ 31.73%
2
Buy
Dec 01, 2025
Valkyrie Bitcoin Miners ETF
▲ 80.46%
3
Close
Nov 10, 2025
Ellington Residential Mortgage
3.31%
▲ 12.74%
1
Open
Oct 17, 2025
Applied Digital Corporation
▲ 67.57%
20
Close
Oct 02, 2025
VanEck Semiconductor ETF
▲ 54.53%
2
Close
Oct 02, 2025
Upstream Bio, Inc.
10.75%
▲ 70.31%
2
Buy
Oct 02, 2025
Potbelly
▲ 28.40%
6
Close
Sep 15, 2025
VNET Group, Inc. Sponsored ADR
2.87%
▲ 91.65%
3
Sell
Sep 15, 2025
Invesco QQQ Trust
5.66%
▲ 20.02%
8
Open
Sep 08, 2025
Inventiva
2.02%
▲ 14.71%
1
Open
Sep 08, 2025
Microsoft
1.31%
▼ 13.47%
1
Open
Sep 08, 2025
Nvidia
1.74%
▲ 13.57%
1
Open
Sep 08, 2025
Vanguard S&P 500 ETF
27.02%
▲ 7.27%
1
Open
Sep 08, 2025