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Retirement Accts - New Portfolio

PerformancePortfolio Details

Dylan

Retirement Accts
Individual Investor
Ranked #308,562 out of 858,889 TipRanks' Investors
Success Rate
56%
77 out of 137
profitable transactions
Average Return
10.67%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.46%
6-Month Return▼ 8.50%
12-Month Return▲ 93.91%
YTD Return▼ 6.98%
Total Return▲ 130.16%

Best Trade

AssetInozyme Pharma (INZY)
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

22.46%0-22.46%
▲ 12.88%
▲ 3.56%
▲ 22.46%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.14%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 5.94%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.67%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 6.95%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 12.63%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 7.16%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 7.24%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 22.46%
▲ 10.96%▲ 2.38%▲ 6.14%
▼ 3.68%▲ 0.19%▼ 5.94%
▼ 0.10%▲ 0.08%▲ 1.67%
▲ 4.06%▲ 1.47%▲ 6.95%
▼ 1.12%▼ 0.86%▼ 12.63%
▲ 0.60%▼ 4.94%▼ 7.16%
▲ 4.89%▲ 4.48%▲ 7.24%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
HRTX
Heron Therapeutics
0.23%
▲ 65.08%
5
Open
Mar 20, 2026
CRGY
Crescent Energy Company Class A
0.05%
▲ 0.47%
5
Open
Mar 20, 2026
DAVE
Dave
14.66%
▲ 30.87%
14
Buy
Mar 20, 2026
APLD
Applied Digital Corporation
0.2%
▲ 62.47%
21
Open
Mar 20, 2026
MAT
Mattel
0.03%
▲ 5.79%
4
Open
Mar 20, 2026
SMMT
Summit Therapeutics
0.04%
▼ 0.57%
4
Open
Mar 20, 2026
VOO
Vanguard S&P 500 ETF
30.06%
▲ 5.21%
2
Buy
Mar 20, 2026
EAT
Brinker International
0.23%
▲ 8.18%
1
Open
Mar 20, 2026
MOV
Movado Group
0.24%
▲ 12.93%
1
Open
Mar 20, 2026
SN
SharkNinja, Inc.
0.21%
▲ 17.36%
1
Open
Mar 20, 2026
IVA
Inventiva
―
▲ 10.06%
2
Close
Feb 02, 2026
DFDV
DeFi Development Corporation
6.02%
▼ 33.73%
3
Buy
Feb 02, 2026
ACHR
Archer Aviation
―
▲ 5.44%
2
Close
Jan 14, 2026
SUI
Sun Communities
―
▲ 3.62%
3
Close
Dec 03, 2025
PLX
Protalix
9.79%
▲ 29.48%
2
Buy
Dec 01, 2025
WGMI
Valkyrie Bitcoin Miners ETF
―
▲ 80.46%
3
Close
Nov 10, 2025
EARN
Ellington Residential Mortgage
3.16%
▼ 1.50%
1
Open
Oct 17, 2025
SMH
VanEck Semiconductor ETF
―
▲ 54.53%
2
Close
Oct 02, 2025
UPB
Upstream Bio, Inc.
4.1%
▼ 42.52%
2
Buy
Oct 02, 2025
PBPB
Potbelly
―
▲ 28.40%
6
Close
Sep 15, 2025