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Retirement Accts - New Portfolio
Dylan
Retirement AcctsIndividual Investor
Ranked #243,380 out of 836,062 TipRanks' Investors
Success Rate
73 out of 123
profitable transactions
profitable transactions
Average Return
14.63%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.70%
6-Month Return▲ 33.32%
12-Month Return▲ 54.12%
YTD Return▲ 7.57%
Total Return▲ 165.60%
Best Trade
Bio
This is the individual stock holdings portion of my retirement portfolio. About 25% of my overall positions.
Performance
30.96%0-30.96%
▲ 9.25%
▲ 5.14%
▲ 30.96%
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
▲ 10.96%
▲ 2.38%
▲ 6.14%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 6.06%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.60%
Dec 2025
▲ 0.97%
▲ 1.11%
▲ 7.57%
Jan 2026
▲ 9.25%▲ 5.14%▲ 30.96%
▲ 7.60%▲ 2.30%▲ 7.17%
▲ 2.76%▲ 2.05%▲ 0.71%
▲ 12.88%▲ 3.56%▲ 22.46%
▲ 10.96%▲ 2.38%▲ 6.14%
▼ 3.57%▲ 0.19%▼ 6.06%
▼ 0.10%▲ 0.08%▲ 1.60%
▲ 0.97%▲ 1.11%▲ 7.57%
Recent Activity
Sun Communities
―
▲ 3.62%
3
Close
Dec 03, 2025
Summit Therapeutics
―
▼ 14.27%
3
Close
Dec 01, 2025
Protalix
7.18%
▲ 12.59%
2
Buy
Dec 01, 2025
Valkyrie Bitcoin Miners ETF
―
▲ 80.46%
3
Close
Nov 10, 2025
Archer Aviation
5.04%
▲ 3.08%
1
Open
Nov 10, 2025
Ellington Residential Mortgage
3.13%
▲ 8.48%
1
Open
Oct 17, 2025
Dave
12.32%
▲ 49.17%
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
Upstream Bio, Inc.
9.09%
▲ 50.91%
2
Buy
Oct 02, 2025
Potbelly
―
▲ 28.40%
6
Close
Sep 15, 2025
VNET Group, Inc. Sponsored ADR
2.69%
▲ 87.83%
3
Sell
Sep 15, 2025
Invesco QQQ Trust
5.39%
▲ 19.97%
8
Open
Sep 08, 2025
Crescent Energy Company Class A
1.53%
▼ 1.06%
3
Open
Sep 08, 2025
Inventiva
1.54%
▼ 8.38%
1
Open
Sep 08, 2025
Mattel
2.05%
▲ 19.78%
1
Open
Sep 08, 2025
Microsoft
1.38%
▼ 3.85%
1
Open
Sep 08, 2025
Nvidia
1.61%
▲ 9.95%
1
Open
Sep 08, 2025
Vanguard S&P 500 ETF
25.69%
▲ 6.90%
1
Open
Sep 08, 2025
Powell Industries
―
▲ 34.29%
3
Close
Aug 14, 2025