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Retirement Accts - New Portfolio

Dylan

Retirement Accts
Individual Investor
Ranked #278,981 out of 830,087 TipRanks' Investors
Success Rate
57%
69 out of 122
profitable transactions
Average Return
13.02%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.49%
6-Month Return▲ 66.56%
12-Month Return▲ 69.48%
YTD Return▲ 65.45%
Total Return▲ 139.73%

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%
▲ 0.80%
▼ 0.87%
▲ 7.03%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 8.69%
May 2025
▲ 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
▼ 4.25%
▼ 0.35%
▼ 7.17%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 7.03%
▲ 11.63%▲ 6.28%▲ 8.69%
▲ 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%
▼ 4.25%▼ 0.35%▼ 7.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Valkyrie Bitcoin Miners ETF
▲ 80.46%
3
Close
Nov 10, 2025
Archer Aviation
4.29%
▼ 11.36%
1
Open
Nov 10, 2025
Ellington Residential Mortgage
3.16%
▲ 8.89%
1
Open
Oct 17, 2025
Protalix
4.41%
▼ 1.61%
1
Open
Oct 17, 2025
Dave
10.99%
▲ 45.81%
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
3.78%
▼ 11.49%
2
Buy
Oct 02, 2025
Upstream Bio, Inc.
9.15%
▲ 53.43%
2
Buy
Oct 02, 2025
Potbelly
▲ 28.40%
6
Close
Sep 15, 2025
VNET Group, Inc. Sponsored ADR
2.3%
▲ 62.16%
3
Sell
Sep 15, 2025
Invesco QQQ Trust
5.28%
▲ 19.73%
8
Open
Sep 08, 2025
Crescent Energy Company Class A
1.7%
▲ 4.93%
3
Open
Sep 08, 2025
Inventiva
1.42%
▼ 14.34%
1
Open
Sep 08, 2025
Mattel
1.95%
▲ 14.81%
1
Open
Sep 08, 2025
Microsoft
1.39%
▼ 2.37%
1
Open
Sep 08, 2025
Nvidia
1.55%
▲ 7.11%
1
Open
Sep 08, 2025
Vanguard S&P 500 ETF
25.07%
▲ 5.07%
1
Open
Sep 08, 2025
Powell Industries
▲ 34.29%
3
Close
Aug 14, 2025
Torm
▼ 28.70%
10
Close
Jun 25, 2025