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Retirement Accts - New Portfolio

PerformancePortfolio Details

Dylan

Retirement Accts
Individual Investor
Ranked #250,165 out of 861,174 TipRanks' Investors
Success Rate
61%
84 out of 138
profitable transactions
Average Return
13.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 18.06%
6-Month Return▲ 0.44%
12-Month Return▲ 94.80%
YTD Return▲ 4.12%
Total Return▲ 157.62%

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

19.05%0-19.05%
▲ 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%
▲ 6.96%
Jan 2026
▼ 1.33%
▼ 0.86%
▼ 12.64%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 7.16%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 19.05%
Apr 2026
▲ 2.08%
▼ 0.09%
▲ 0.82%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 6.14%
▼ 3.68%▲ 0.19%▼ 5.94%
▼ 0.10%▲ 0.08%▲ 1.67%
▲ 4.06%▲ 1.47%▲ 6.96%
▼ 1.33%▼ 0.86%▼ 12.64%
▲ 0.52%▼ 4.94%▼ 7.16%
▲ 16.06%▲ 10.51%▲ 19.05%
▲ 2.08%▼ 0.09%▲ 0.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EARN
Ellington Residential Mortgage
9.72%
▲ 1.75%
2
Buy
Apr 28, 2026
DFDV
DeFi Development Corporation
―
▼ 27.36%
5
Close
Apr 28, 2026
HRTX
Heron Therapeutics
0.28%
▲ 88.67%
5
Open
Mar 20, 2026
CRGY
Crescent Energy Company Class A
0.05%
▲ 3.02%
5
Open
Mar 20, 2026
DAVE
Dave
18.92%
▲ 51.70%
14
Buy
Mar 20, 2026
APLD
Applied Digital Corporation
0.23%
▲ 65.25%
21
Open
Mar 20, 2026
MAT
Mattel
0.02%
▲ 6.50%
4
Open
Mar 20, 2026
SMMT
Summit Therapeutics
0.03%
▼ 6.35%
4
Open
Mar 20, 2026
VOO
Vanguard S&P 500 ETF
27.23%
▲ 11.20%
2
Buy
Mar 20, 2026
EAT
Brinker International
0.17%
▼ 2.25%
1
Open
Mar 20, 2026
MOV
Movado Group
0.2%
▲ 11.92%
1
Open
Mar 20, 2026
SN
SharkNinja, Inc.
0.18%
▲ 17.08%
1
Open
Mar 20, 2026
IVA
Inventiva
―
▲ 10.06%
2
Close
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
7.77%
▲ 19.91%
2
Buy
Dec 01, 2025
WGMI
Valkyrie Bitcoin Miners ETF
―
▲ 80.46%
3
Close
Nov 10, 2025
SMH
VanEck Semiconductor ETF
―
▲ 54.53%
2
Close
Oct 02, 2025
UPB
Upstream Bio, Inc.
3.12%
▼ 48.98%
2
Buy
Oct 02, 2025
PBPB
Potbelly
―
▲ 28.40%
6
Close
Sep 15, 2025