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Retirement Accts - New Portfolio
Dylan
Retirement AcctsIndividual Investor
Ranked #259,309 out of 827,347 TipRanks' Investors
Success Rate
70 out of 121
profitable transactions
profitable transactions
Average Return
13.40%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 8.97%
6-Month Return▲ 101.10%
12-Month Return▲ 73.72%
YTD Return▲ 66.28%
Total Return▲ 140.93%
Best Trade
Bio
This is the individual stock holdings portion of my retirement portfolio. About 25% of my overall positions.
Performance
30.95%0-30.95%
▲ 0.80%
▼ 0.87%
▲ 7.03%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 8.69%
May 2025
▲ 9.25%
▲ 5.14%
▲ 30.95%
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
▼ 4.30%
▼ 1.63%
▼ 6.71%
Nov 2025
▲ 0.80%▼ 0.87%▲ 7.03%
▲ 11.63%▲ 6.28%▲ 8.69%
▲ 9.25%▲ 5.14%▲ 30.95%
▲ 7.60%▲ 2.30%▲ 7.17%
▲ 2.76%▲ 2.05%▲ 0.71%
▲ 12.88%▲ 3.56%▲ 22.46%
▲ 10.96%▲ 2.38%▲ 6.14%
▼ 4.30%▼ 1.63%▼ 6.71%
Recent Activity
Ellington Residential Mortgage
3.05%
▲ 4.15%
1
Open
Oct 17, 2025
Protalix
5.32%
▲ 17.74%
1
Open
Oct 17, 2025
Valkyrie Bitcoin Miners ETF
3.18%
▲ 85.55%
2
Sell
Oct 09, 2025
Dave
12.25%
▲ 49.01%
12
Buy
Oct 02, 2025
Applied Digital Corporation
―
▲ 67.57%
20
Close
Oct 02, 2025
VanEck Semiconductor ETF
―
▲ 54.53%
2
Close
Oct 02, 2025
Summit Therapeutics
3.89%
▼ 9.70%
2
Buy
Oct 02, 2025
Upstream Bio, Inc.
7.57%
▲ 25.82%
2
Buy
Oct 02, 2025
Potbelly
―
▲ 28.40%
6
Close
Sep 15, 2025
VNET Group, Inc. Sponsored ADR
2.51%
▲ 75.63%
3
Sell
Sep 15, 2025
Invesco QQQ Trust
5.29%
▲ 19.57%
8
Open
Sep 08, 2025
Crescent Energy Company Class A
1.64%
▲ 2.60%
3
Open
Sep 08, 2025
Inventiva
1.25%
▼ 25.33%
1
Open
Sep 08, 2025
Mattel
1.73%
▲ 1.24%
1
Open
Sep 08, 2025
Microsoft
1.44%
▼ 0.28%
1
Open
Sep 08, 2025
Nvidia
1.63%
▲ 11.79%
1
Open
Sep 08, 2025
Vanguard S&P 500 ETF
24.96%
▲ 3.71%
1
Open
Sep 08, 2025
Powell Industries
―
▲ 34.29%
3
Close
Aug 14, 2025
Torm
―
▼ 28.70%
10
Close
Jun 25, 2025
Sun Communities
8.64%
▲ 3.03%
2
Buy
Jun 18, 2025