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Retirement Accts - New Portfolio

PerformancePortfolio Details

Dylan

Retirement Accts
Individual Investor
Ranked #294,604 out of 788,174 TipRanks' Investors
Success Rate
52%
50 out of 96
profitable transactions
Average Return
11.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.87%
6-Month Return▲ 49.16%
12-Month Return▲ 40.35%
YTD Return▲ 13.18%
Total Return▲ 67.53%

Best Trade

AssetSuper Micro... (SMCI)
Opened at
Closed at
Gain▲ 176.95%

Bio

This is the individual stock holdings portion of my retirement portfolio. About 25% of my overall positions.

Performance

33.68%0-33.68%
▲ 8.13%
▲ 1.21%
▼ 1.42%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 5.14%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 33.68%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 7.87%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.59%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 4.96%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 10.94%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 2.02%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 1.42%
▼ 13.14%▲ 2.34%▼ 5.14%
▲ 2.93%▲ 2.10%▲ 33.68%
▲ 9.99%▼ 0.89%▼ 7.87%
▲ 26.03%▲ 5.96%▲ 4.59%
▲ 5.97%▼ 2.41%▲ 4.96%
▲ 5.25%▲ 2.69%▲ 10.94%
▼ 9.08%▲ 1.42%▲ 2.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
APLD
Applied Digital Corporation
14.48%
▲ 57.69%
17
Buy
Jan 29, 2025
DJT
Truth Social
―
▼ 5.86%
4
Close
Jan 28, 2025
NTLA
Intellia Therapeutics
7.86%
▼ 8.44%
3
Buy
Jan 18, 2025
INZY
Inozyme Pharma
2.11%
▼ 9.34%
4
Open
Jan 15, 2025
VOR
Vor Biopharma
7.69%
▲ 58.94%
3
Sell
Jan 15, 2025
BDTX
Black Diamond Therapeutics
10.11%
▲ 3.38%
2
Buy
Jan 15, 2025
NRXP
NRX Pharmaceuticals
4.27%
▲ 94.44%
2
Sell
Jan 13, 2025
DAVE
Dave
―
▲ 61.43%
10
Close
Dec 05, 2024
SLB
Schlumberger
―
▼ 0.63%
4
Close
Dec 05, 2024
PBPB
Potbelly
―
▲ 23.39%
3
Close
Dec 05, 2024
BOOT
Boot Barn
―
▲ 12.00%
2
Close
Dec 05, 2024
MSTR
Strategy
16.27%
▼ 16.17%
1
Open
Dec 05, 2024
PXLW
Pixelworks
―
▼ 31.94%
5
Close
Nov 08, 2024
TRMD
Torm
25.51%
▼ 31.50%
7
Buy
Nov 08, 2024
HAFN
Hafnia
―
▼ 18.84%
2
Close
Nov 08, 2024
OKTA
Okta
―
▼ 7.87%
3
Close
Oct 28, 2024
ANGO
AngioDynamics
―
▼ 12.34%
3
Close
Oct 28, 2024
IREN
Iris Energy
―
▲ 16.58%
2
Close
Oct 28, 2024
QQQ
Invesco QQQ Trust
―
▲ 23.10%
7
Close
Oct 16, 2024
HLIT
Harmonic
―
▲ 3.02%
3
Close
Oct 16, 2024