tiprankstipranks

Retirement Securities - New Portfolio

Taylor Trumbo

Retirement Securities
Individual Investor
Ranked #98,950 out of 781,066 TipRanks' Investors
Success Rate
56%
162 out of 289
profitable transactions
Average Return
32.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.85%
6-Month Return▲ 32.84%
12-Month Return▲ 27.92%
YTD Return▲ 3.43%
Total Return▼ 11.32%

Best Trade

Opened at
Closed at-
Gain▲ 705.42%

Bio

Retirement Portfolio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.46%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 0.87%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 6.68%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.85%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 7.77%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 17.08%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 6.54%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 3.43%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.46%
▲ 8.13%▲ 1.21%▲ 0.87%
▼ 13.14%▲ 2.34%▲ 6.68%
▲ 2.93%▲ 2.10%▲ 2.85%
▲ 10.00%▼ 0.89%▲ 7.77%
▲ 26.04%▲ 5.96%▲ 17.08%
▲ 5.93%▼ 2.41%▼ 6.54%
▲ 11.17%▲ 1.96%▲ 3.43%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Upstart Holdings
▲ 9.60%
10
Close
Oct 30, 2024
Atlassian
▼ 11.43%
4
Close
Oct 30, 2024
UiPath
▼ 38.63%
5
Close
Oct 30, 2024
InMode
▼ 42.51%
4
Close
Oct 30, 2024
DigitalOcean Holdings
▼ 16.81%
7
Close
Oct 30, 2024
DermTech
▼ 99.47%
8
Close
Oct 30, 2024
Prologis
▲ 0.57%
2
Close
Oct 30, 2024
Vanguard Small-Cap Growth ETF
▲ 32.14%
2
Close
Oct 30, 2024
TrueShares Technology, AI & Deep Learning ETF
▲ 40.96%
6
Close
Oct 30, 2024
AdvisorShares Pure US Cannabis ETF
▼ 52.99%
2
Close
Oct 30, 2024
Vanguard Health Care ETF
▲ 20.11%
2
Close
Oct 30, 2024
First Trust Cloud Computing ETF
▲ 53.56%
2
Close
Oct 30, 2024
Zoom Video Communications
▼ 12.85%
3
Close
Oct 30, 2024
Idexx Laboratories
▲ 37.79%
2
Close
Oct 30, 2024
iShares Biotechnology ETF
▲ 30.92%
2
Close
Oct 30, 2024
Digital Turbine
▼ 80.52%
5
Close
Oct 30, 2024
Tyler Technologies
▲ 64.43%
2
Close
Oct 30, 2024
eXp World Holdings
▲ 7.47%
4
Close
Oct 30, 2024
Walt Disney
▼ 3.96%
5
Close
Oct 30, 2024
Resmed
▲ 13.91%
2
Close
Oct 30, 2024