tiprankstipranks

Retirement Securities - New Portfolio

Taylor Trumbo

Retirement Securities
Individual Investor
Ranked #255,233 out of 858,885 TipRanks' Investors
Success Rate
50%
145 out of 290
profitable transactions
Average Return
27.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.92%
6-Month Return▼ 18.97%
12-Month Return▲ 16.99%
YTD Return▼ 14.31%
Total Return▼ 14.34%

Best Trade

Opened at
Closed at-
Gain▲ 1003.62%

Bio

Retirement Portfolio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 1.26%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.03%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 5.86%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.84%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 3.33%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 5.55%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.10%
Mar 2026
▲ 4.89%
▲ 4.48%
▼ 1.11%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 1.26%
▲ 10.96%▲ 2.38%▲ 4.03%
▼ 3.68%▲ 0.19%▼ 5.86%
▼ 0.10%▲ 0.08%▼ 1.84%
▲ 4.06%▲ 1.47%▼ 3.33%
▼ 1.12%▼ 0.86%▼ 5.55%
▲ 0.60%▼ 4.94%▼ 5.10%
▲ 4.89%▲ 4.48%▼ 1.11%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Confluent
▼ 39.73%
3
Close
Mar 16, 2026
Redfin
▲ 52.87%
2
Close
Jun 30, 2025
Rocket Companies
0.02%
▲ 4.73%
1
Open
Jun 30, 2025
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