Retirement Accts - New Portfolio

Dylan

Retirement Accts
Individual Investor
Ranked #302,421 out of 766,001 TipRanks' Investors
Success Rate
52%
41 out of 79
profitable transactions
Average Return
10.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.82%
6-Month Return▲ 18.03%
12-Month Return▲ 71.02%
YTD Return▲ 30.13%
Total Return▲ 38.37%

Best Trade

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%
▼ 12.40%
▼ 4.03%
▼ 9.47%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.41%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.21%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 1.42%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 5.14%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 33.68%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 7.80%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 2.55%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 9.47%
▲ 11.46%▲ 5.06%▲ 3.41%
▼ 2.25%▲ 3.53%▼ 2.21%
▲ 25.72%▲ 1.21%▼ 1.42%
▼ 4.22%▲ 2.34%▼ 5.14%
▲ 7.82%▲ 2.10%▲ 33.68%
▲ 6.02%▼ 0.89%▼ 7.80%
▲ 5.59%▲ 5.20%▲ 2.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pixelworks
▼ 31.94%
5
Close
Nov 08, 2024
Applied Digital Corporation
6.77%
▲ 61.68%
13
Open
Nov 08, 2024
Torm
24.74%
▼ 20.43%
7
Buy
Nov 08, 2024
Schlumberger
28.46%
▲ 2.93%
2
Buy
Nov 08, 2024
Hafnia
▼ 18.83%
2
Close
Nov 08, 2024
Truth Social
14.35%
0.00%
1
Open
Nov 08, 2024
Dave
11.39%
▲ 43.37%
8
Open
Oct 28, 2024
Okta
▼ 7.87%
3
Close
Oct 28, 2024
AngioDynamics
▼ 12.34%
3
Close
Oct 28, 2024
Iris Energy
▲ 16.58%
2
Close
Oct 28, 2024
Invesco QQQ Trust
▲ 23.10%
7
Close
Oct 16, 2024
Harmonic
▲ 3.02%
3
Close
Oct 16, 2024
Potbelly
5%
▲ 20.85%
1
Open
Oct 15, 2024
Broadcom
▲ 3.45%
6
Close
Sep 18, 2024
Nordic American Tanker
▼ 3.83%
7
Close
Sep 13, 2024
VanEck Semiconductor ETF
9.29%
▲ 17.96%
1
Open
Sep 09, 2024
Air Canada
▼ 13.49%
4
Close
Aug 30, 2024
Super Micro Computer
▲ 24.79%
8
Close
Aug 30, 2024
Agenus
▼ 3.30%
5
Close
Aug 30, 2024
Copa Holdings
▼ 8.65%
4
Close
Aug 29, 2024