tiprankstipranks
Stocks
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders StocksMarket MoversTipRanks Momentum IndexDividend StocksAI StocksLargest Companies by Market Cap
ETFs
Top ETFs by UpsideTop ETFs by Smart ScoreTop Gainers/ Losers/ Active ETFs
Crypto
Bitcoin
Popular
Ethereum
Commodities
Gold
Options
Unusual Options Activity
Popular
Currency
EUR/USD
Pro Newsletters
Smart Investor
Popular
Smart Growth
New
Research Tools
Trending StocksCompare StocksCompare ETFsMost Visited Websites
Daily Feeds
Daily Analyst RatingsDaily Insider Trading Tracker
Calendars
Earnings CalendarDividend CalendarEconomic CalendarIPO CalendarStock SplitsStock BuybacksMarket Holidays
Calculators
Dividend CalculatorDividend Yield CalculatorOptions Profit Calculator
Economic Indicators
Inflation RateUnemployment Rate
Class Actions
Stock ScreenerETF Screener
Popular
Penny Stock ScreenerTechnical Analysis Screener
Dividend CenterBest Dividend Stocks
Popular
Best High Yield Dividend StocksDividend AristocratsDividend Stock Comparison
New
Dividend CalculatorDividend Returns ComparisonDividend Calendar
My ExpertsTop AnalystsTop Financial BloggersTop-Performing Corporate InsidersTop Hedge Fund ManagersTop Research FirmsTop Individual Investors
Education
Personal FinanceHow To Use TipRanksTipRanks LabsWebinar CenterGlossaryFAQs
About Us
About TipRanksContact UsCareersReviewsMobile APP
Working with TipRanks
Enterprise SolutionsAdvertise with UsTop Online BrokersBecome an AffiliateTipRanks News WireArrivedEquityMultiple
Follow Us
TOOLS
News
Portfolio
Watchlist
Top Insiders Stocks
Popular
Top Stocks
Popular
Notification Center
Top ETFs
Top Smart Score Stocks
Popular
Earnings
Plans & Pricing
Stocks
Top Analyst Stocks
Popular
Top Smart Score Stocks
Popular
Top Insiders Stocks
Market Movers
TipRanks Momentum Index
Dividend Stocks
AI Stocks
Largest Companies by Market Cap
ETFs
ETF Center
Top ETFs by Upside
New
Top ETFs by Smart Score
Top Gainers/ Losers/ Active ETFs
Options
Options Market Overview
Unusual Options Activity
Popular
Most Active Options
Options Volume Leaders
Commodities
Gold
New
Crypto
Crypto Center
Bitcoin
Popular
Ethereum
Currency
Currency Center
EUR/USD
Pro Newsletters
Smart Investor
Popular
Research Tools
Trending Stocks
Compare Stocks
Compare ETFs
Most Visited Websites
Daily Feeds
Daily Analyst Ratings
Daily Insider Trading Tracker
Calendars
Earnings Calendar
Dividend Calendar
Economic Calendar
IPO Calendar
Stock Splits
Stock Buybacks
Market Holidays
Economic Indicators
Economic Indicators Center
Inflation Rate
Unemployment Rate
Federal Funds Rate
Class Actions
Class Actions
Calculators
Dividend Calculator
Dividend Yield Calculator
Options Profit Calculator
Dollar Cost Averaging
New
Stock Screener
ETF Screener
Popular
Penny Stock Screener
Technical Analysis Screener
Dividend Center
Best Dividend Stocks
Popular
Best High Yield Dividend Stocks
Dividend Aristocrats
Dividend Stock Comparison
New
Dividend Calculator
Dividend Returns Comparison
Dividend Calendar
Top Analysts
Top Financial Bloggers
Top-Performing Corporate Insiders
Top Hedge Fund Managers
Top Research Firms
Top Individual Investors
News
Portfolio
Personal Finance Center
Mortgages
Loans
Investing & Retirement
Spending & Savings
Calculators
Compound Interest Calculator
New
Mortgage Calculator
Popular
Auto Loan Calculator
Student Loan Calculator
401k Retirement Calculator
Enterprise Solutions
Education
How To Use TipRanks
TipRanks Labs
Webinar Center
Glossary
FAQs
About Us
About TipRanks
Contact Us
Careers
Reviews
Mobile APP
Working with TipRanks
Enterprise Solutions
Top Online Brokers
Become an Affiliate
TipRanks News Wire
Follow Us

Retirement Securities - New Portfolio

PerformancePortfolio Details

Taylor Trumbo

Retirement Securities
Individual Investor
Ranked #119,888 out of 788,370 TipRanks' Investors
Success Rate
55%
158 out of 289
profitable transactions
Average Return
29.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.38%
6-Month Return▲ 29.11%
12-Month Return▲ 21.50%
YTD Return▲ 1.66%
Total Return▼ 12.26%

Best Trade

AssetNvidia (NVDA)
Opened at
Closed at-
Gain▲ 686.23%

Bio

Retirement Portfolio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 0.87%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 6.68%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.85%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 7.79%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 17.08%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 5.92%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 6.80%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 4.81%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 0.87%
▼ 13.14%▲ 2.34%▲ 6.68%
▲ 2.93%▲ 2.10%▲ 2.85%
▲ 9.99%▼ 0.89%▲ 7.79%
▲ 26.03%▲ 5.96%▲ 17.08%
▲ 5.97%▼ 2.41%▼ 5.92%
▲ 5.25%▲ 2.69%▲ 6.80%
▼ 9.08%▲ 1.42%▼ 4.81%

Recent Activity

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