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Retirement Accts - New Portfolio

Dylan

Retirement Accts
Individual Investor
Ranked #266,683 out of 781,066 TipRanks' Investors
Success Rate
53%
49 out of 93
profitable transactions
Average Return
12.54%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 25.17%
6-Month Return▲ 45.14%
12-Month Return▲ 63.33%
YTD Return▲ 13.65%
Total Return▲ 70.31%

Best Trade

Opened at
Closed at-
Gain▲ 218.25%

Bio

This is the individual stock holdings portion of my retirement portfolio. About 25% of my overall positions.

Performance

33.68%0-33.68%
▲ 9.79%
▲ 3.53%
▼ 2.21%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 1.42%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 5.14%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 33.68%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 7.80%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.59%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 6.19%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 13.65%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 2.21%
▲ 8.13%▲ 1.21%▼ 1.42%
▼ 13.14%▲ 2.34%▼ 5.14%
▲ 2.93%▲ 2.10%▲ 33.68%
▲ 10.00%▼ 0.89%▼ 7.80%
▲ 26.04%▲ 5.96%▲ 4.59%
▲ 5.93%▼ 2.41%▲ 6.19%
▲ 11.17%▲ 1.96%▲ 13.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Intellia Therapeutics
5.93%
▼ 41.27%
3
Buy
Jan 18, 2025
Inozyme Pharma
2.21%
▼ 6.08%
4
Open
Jan 15, 2025
Vor Biopharma
7.21%
▲ 50.99%
3
Sell
Jan 15, 2025
Black Diamond Therapeutics
9.94%
▼ 0.25%
2
Buy
Jan 15, 2025
NRX Pharmaceuticals
7.25%
▲ 218.25%
2
Sell
Jan 13, 2025
Dave
▲ 61.43%
10
Close
Dec 05, 2024
Applied Digital Corporation
▲ 58.47%
15
Close
Dec 05, 2024
Schlumberger
▼ 1.26%
4
Close
Dec 05, 2024
Potbelly
▲ 23.39%
3
Close
Dec 05, 2024
Truth Social
8.43%
▲ 25.45%
3
Sell
Dec 05, 2024
Boot Barn
▲ 12.00%
2
Close
Dec 05, 2024
Microstrategy
20.79%
▲ 2.61%
1
Open
Dec 05, 2024
Pixelworks
▼ 31.94%
5
Close
Nov 08, 2024
Torm
26.56%
▼ 26.10%
7
Buy
Nov 08, 2024
Hafnia
▼ 18.84%
2
Close
Nov 08, 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