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Retirement Accts - New Portfolio

Dylan

Retirement Accts
Individual Investor
Ranked #284,565 out of 815,981 TipRanks' Investors
Success Rate
55%
57 out of 103
profitable transactions
Average Return
12.28%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.87%
6-Month Return▲ 38.69%
12-Month Return▲ 80.60%
YTD Return▲ 38.50%
Total Return▲ 97.74%

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

30.95%0-30.95%
▲ 6.03%
▲ 2.69%
▲ 12.19%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 10.99%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 15.59%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 7.03%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 8.62%
May 2025
▲ 6.24%
▲ 5.14%
▲ 30.95%
Jun 2025
▲ 27.87%
▲ 2.30%
▲ 7.17%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 0.71%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 12.19%
▼ 12.86%▼ 1.27%▼ 10.99%
▼ 1.80%▼ 5.57%▼ 15.59%
▲ 1.84%▼ 0.87%▲ 7.03%
▲ 12.20%▲ 6.28%▲ 8.62%
▲ 6.24%▲ 5.14%▲ 30.95%
▲ 27.87%▲ 2.30%▲ 7.17%
▲ 4.87%▲ 2.05%▲ 0.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Powell Industries
▲ 34.29%
3
Close
Aug 14, 2025
Torm
▼ 28.70%
10
Close
Jun 25, 2025
Sun Communities
23.13%
▲ 2.41%
2
Buy
Jun 18, 2025
VNET Group, Inc. Sponsored ADR
17.46%
▲ 57.61%
2
Buy
Jun 18, 2025
Inozyme Pharma
▲ 89.03%
5
Close
Jun 17, 2025
Black Diamond Therapeutics
▲ 5.19%
3
Close
Jun 17, 2025
Clinigence Holdings
17.48%
▼ 28.79%
1
Open
Jun 09, 2025
Applied Digital Corporation
▲ 65.51%
18
Close
Jun 07, 2025
Vor Biopharma
▼ 80.70%
4
Close
May 15, 2025
Strategy
▲ 2.75%
2
Close
May 15, 2025
Truth Social
▼ 5.86%
4
Close
Jan 28, 2025
Intellia Therapeutics
12.11%
▼ 15.13%
3
Buy
Jan 18, 2025
NRX Pharmaceuticals
7.17%
▲ 84.13%
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
Pixelworks
▼ 31.87%
5
Close
Nov 08, 2024
Hafnia
▼ 18.84%
2
Close
Nov 08, 2024
Okta
▼ 7.87%
3
Close
Oct 28, 2024