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Retirement Accts - New Portfolio
Dylan
Retirement AcctsIndividual Investor
Ranked #278,812 out of 833,092 TipRanks' Investors
Success Rate
70 out of 123
profitable transactions
profitable transactions
Average Return
12.98%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.31%
6-Month Return▲ 33.25%
12-Month Return▲ 84.26%
YTD Return▲ 67.32%
Total Return▲ 142.42%
Best Trade
Bio
This is the individual stock holdings portion of my retirement portfolio. About 25% of my overall positions.
Performance
30.96%0-30.96%
▲ 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
▼ 3.57%
▲ 0.19%
▼ 6.06%
Nov 2025
▼ 3.92%
▼ 1.01%
▼ 0.07%
Dec 2025
▲ 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%
▼ 3.57%▲ 0.19%▼ 6.06%
▼ 3.92%▼ 1.01%▼ 0.07%
Recent Activity
Sun Communities
―
▲ 3.62%
3
Close
Dec 03, 2025
Summit Therapeutics
―
▼ 14.27%
3
Close
Dec 01, 2025
Protalix
6.85%
▲ 1.33%
2
Buy
Dec 01, 2025
Valkyrie Bitcoin Miners ETF
―
▲ 80.46%
3
Close
Nov 10, 2025
Archer Aviation
4.8%
▼ 7.46%
1
Open
Nov 10, 2025
Ellington Residential Mortgage
3.22%
▲ 5.07%
1
Open
Oct 17, 2025
Dave
11.54%
▲ 45.19%
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
Upstream Bio, Inc.
10.45%
▲ 63.63%
2
Buy
Oct 02, 2025
Potbelly
―
▲ 28.40%
6
Close
Sep 15, 2025
VNET Group, Inc. Sponsored ADR
2.35%
▲ 54.70%
3
Sell
Sep 15, 2025
Invesco QQQ Trust
5.61%
▲ 19.55%
8
Open
Sep 08, 2025
Crescent Energy Company Class A
1.58%
▼ 2.20%
3
Open
Sep 08, 2025
Inventiva
1.39%
▼ 21.79%
1
Open
Sep 08, 2025
Mattel
2.01%
▲ 10.59%
1
Open
Sep 08, 2025
Microsoft
1.49%
▼ 2.67%
1
Open
Sep 08, 2025
Nvidia
1.6%
▲ 3.48%
1
Open
Sep 08, 2025
Vanguard S&P 500 ETF
26.74%
▲ 4.58%
1
Open
Sep 08, 2025
Powell Industries
―
▲ 34.29%
3
Close
Aug 14, 2025