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Retirement Accts - New Portfolio

Dylan

Retirement Accts
Individual Investor
Ranked #281,772 out of 857,307 TipRanks' Investors
Success Rate
57%
72 out of 127
profitable transactions
Average Return
10.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.55%
6-Month Return▼ 4.90%
12-Month Return▲ 58.91%
YTD Return▼ 10.99%
Total Return▲ 120.05%

Best Trade

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%
▲ 2.76%
▲ 2.05%
▲ 0.71%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 22.46%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.14%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 6.01%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 1.67%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 6.96%
Jan 2026
▼ 1.18%
▼ 0.86%
▼ 12.67%
Feb 2026
▲ 1.73%
▼ 5.20%
▼ 4.71%
Mar 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 2.76%▲ 2.05%▲ 0.71%
▲ 12.88%▲ 3.56%▲ 22.46%
▲ 10.96%▲ 2.38%▲ 6.14%
▼ 3.68%▲ 0.19%▼ 6.01%
▼ 0.10%▲ 0.08%▲ 1.67%
▲ 4.06%▲ 1.47%▲ 6.96%
▼ 1.18%▼ 0.86%▼ 12.67%
▲ 1.73%▼ 5.20%▼ 4.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Heron Therapeutics
0.21%
▲ 120.53%
5
Open
Mar 20, 2026
Crescent Energy Company Class A
0.05%
▲ 0.43%
5
Open
Mar 20, 2026
Dave
17.11%
▲ 40.83%
14
Buy
Mar 20, 2026
Applied Digital Corporation
0.21%
▲ 67.57%
21
Open
Mar 20, 2026
Mattel
0.03%
▲ 12.86%
4
Open
Mar 20, 2026
Summit Therapeutics
0.03%
▼ 14.27%
4
Open
Mar 20, 2026
Vanguard S&P 500 ETF
29.68%
▲ 0.81%
2
Buy
Mar 20, 2026
Brinker International
0.22%
0.00%
1
Open
Mar 20, 2026
Movado Group
0.22%
0.00%
1
Open
Mar 20, 2026
SharkNinja, Inc.
0.18%
0.00%
1
Open
Mar 20, 2026
Inventiva
▲ 10.06%
2
Close
Feb 02, 2026
DeFi Development Corporation
6.43%
▼ 31.38%
3
Buy
Feb 02, 2026
Archer Aviation
▲ 5.44%
2
Close
Jan 14, 2026
Sun Communities
▲ 3.62%
3
Close
Dec 03, 2025
Protalix
9.39%
▲ 20.47%
2
Buy
Dec 01, 2025
Valkyrie Bitcoin Miners ETF
▲ 80.46%
3
Close
Nov 10, 2025
Ellington Residential Mortgage
3.07%
▼ 8.94%
1
Open
Oct 17, 2025
VanEck Semiconductor ETF
▲ 54.53%
2
Close
Oct 02, 2025
Upstream Bio, Inc.
3.5%
▼ 52.49%
2
Buy
Oct 02, 2025
Potbelly
▲ 28.40%
6
Close
Sep 15, 2025