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Retirement Accts - New Portfolio
Dylan
Retirement AcctsIndividual Investor
Ranked #255,649 out of 819,178 TipRanks' Investors
Success Rate
67 out of 116
profitable transactions
profitable transactions
Average Return
13.93%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 17.42%
6-Month Return▲ 67.08%
12-Month Return▲ 69.67%
YTD Return▲ 59.40%
Total Return▲ 130.96%
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%
▼ 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%
▲ 8.69%
May 2025
▲ 6.24%
▲ 5.14%
▲ 30.95%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 7.17%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 0.71%
Aug 2025
▲ 6.28%
▲ 3.18%
▲ 16.24%
Sep 2025
▼ 12.86%▼ 1.27%▼ 10.99%
▼ 1.80%▼ 5.57%▼ 15.59%
▲ 1.84%▼ 0.87%▲ 7.03%
▲ 12.20%▲ 6.28%▲ 8.69%
▲ 6.24%▲ 5.14%▲ 30.95%
▲ 27.92%▲ 2.30%▲ 7.17%
▲ 4.87%▲ 2.05%▲ 0.71%
▲ 6.28%▲ 3.18%▲ 16.24%
Recent Activity
Potbelly
―
▲ 28.40%
6
Close
Sep 15, 2025
VNET Group, Inc. Sponsored ADR
2.67%
▲ 75.27%
3
Sell
Sep 15, 2025
Upstream Bio, Inc.
3.03%
▼ 8.59%
1
Open
Sep 11, 2025
Invesco QQQ Trust
5.54%
▲ 19.19%
8
Open
Sep 08, 2025
Crescent Energy Company Class A
1.66%
▼ 0.10%
3
Open
Sep 08, 2025
Dave
5.88%
▲ 54.89%
11
Open
Sep 08, 2025
Applied Digital Corporation
2.65%
▲ 63.98%
19
Open
Sep 08, 2025
Inventiva
1.88%
▲ 5.21%
1
Open
Sep 08, 2025
Mattel
1.68%
▼ 7.68%
1
Open
Sep 08, 2025
Microsoft
1.6%
▲ 3.96%
1
Open
Sep 08, 2025
Nvidia
1.63%
▲ 4.97%
1
Open
Sep 08, 2025
Summit Therapeutics
1.51%
▼ 2.85%
1
Open
Sep 08, 2025
Vanguard S&P 500 ETF
26.4%
▲ 2.56%
1
Open
Sep 08, 2025
Valkyrie Bitcoin Miners ETF
6.41%
▲ 39.98%
1
Open
Sep 08, 2025
Powell Industries
―
▲ 34.29%
3
Close
Aug 14, 2025
Torm
―
▼ 28.70%
10
Close
Jun 25, 2025
Sun Communities
9.32%
▲ 3.41%
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
8%
▼ 18.32%
1
Open
Jun 09, 2025