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Retirement Accts - New Portfolio
Dylan
Retirement AcctsIndividual Investor
Ranked #215,499 out of 824,099 TipRanks' Investors
Success Rate
71 out of 119
profitable transactions
profitable transactions
Average Return
16.29%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 11.26%
6-Month Return▲ 124.96%
12-Month Return▲ 74.21%
YTD Return▲ 78.13%
Total Return▲ 158.10%
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%
▼ 6.38%
▼ 5.57%
▼ 15.59%
Mar 2025
▲ 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
▲ 4.03%
▼ 0.27%
▲ 6.08%
Oct 2025
▼ 6.38%▼ 5.57%▼ 15.59%
▲ 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%
▲ 4.03%▼ 0.27%▲ 6.08%
Recent Activity
Ellington Residential Mortgage
2.9%
0.00%
1
Open
Oct 17, 2025
Protalix
4.41%
0.00%
1
Open
Oct 17, 2025
Valkyrie Bitcoin Miners ETF
3.28%
▲ 96.13%
2
Sell
Oct 09, 2025
Dave
10.47%
▲ 44.84%
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
4.38%
▲ 4.26%
2
Buy
Oct 02, 2025
Upstream Bio, Inc.
6.74%
▲ 14.91%
2
Buy
Oct 02, 2025
Potbelly
―
▲ 28.40%
6
Close
Sep 15, 2025
VNET Group, Inc. Sponsored ADR
2.22%
▲ 59.43%
3
Sell
Sep 15, 2025
Invesco QQQ Trust
5.11%
▲ 19.37%
8
Open
Sep 08, 2025
Crescent Energy Company Class A
1.49%
▼ 1.06%
3
Open
Sep 08, 2025
Inventiva
1.48%
▼ 9.68%
1
Open
Sep 08, 2025
Mattel
1.66%
▼ 0.49%
1
Open
Sep 08, 2025
Microsoft
1.45%
▲ 3.09%
1
Open
Sep 08, 2025
Nvidia
1.55%
▲ 8.87%
1
Open
Sep 08, 2025
Vanguard S&P 500 ETF
24.11%
▲ 2.68%
1
Open
Sep 08, 2025
Powell Industries
―
▲ 34.29%
3
Close
Aug 14, 2025
Torm
―
▼ 28.70%
10
Close
Jun 25, 2025
Sun Communities
8.24%
▲ 0.73%
2
Buy
Jun 18, 2025