tiprankstipranks

Retirement - New Portfolio

Bryce Goehring

Retirement
Individual Investor
Ranked #27,651 out of 735,028 TipRanks' Investors
Success Rate
74%
274 out of 372
profitable transactions
Average Return
17.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.32%
6-Month Return▲ 16.15%
12-Month Return▲ 17.66%
YTD Return▲ 6.66%
Total Return▲ 24.96%

Best Trade

Opened at
Closed at-
Gain▲ 587.53%

Bio

Investor who looks mainly at Margin of Safety based on Discounted Cash Flows but also likes to look at trends and have a broadly diversified portfolio.

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 8.58%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.57%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 8.40%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 5.47%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 5.66%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 6.75%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.36%
Apr 2024
▲ 11.08%
▲ 5.47%
▲ 6.82%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 8.58%
▲ 9.22%▲ 9.13%▲ 8.57%
▲ 5.14%▲ 4.57%▲ 8.40%
▼ 1.87%▲ 1.59%▼ 5.47%
▲ 14.08%▲ 5.22%▲ 5.66%
▲ 5.05%▲ 3.27%▲ 6.75%
▼ 12.40%▼ 4.03%▼ 6.36%
▲ 11.08%▲ 5.47%▲ 6.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Invesco QQQ Trust
1.84%
▲ 28.71%
7
Buy
May 16, 2024
iShares S&P Mid-Cap 400 Value ETF
1.97%
▲ 14.04%
7
Buy
May 16, 2024
iShares U.S. Medical Devices ETF
0.68%
▲ 7.84%
7
Buy
May 16, 2024
SPDR Dow Jones Industrial Average ETF Trust
1.67%
▲ 16.57%
15
Buy
May 16, 2024
Fidelity Select Biotechnology Pt
1.3%
▲ 9.04%
4
Buy
May 16, 2024
Fidelity MSCI Industrial Index ETF
2.27%
▲ 27.69%
8
Buy
May 16, 2024
Fidelity Select Health Care
0.71%
▲ 4.49%
2
Buy
May 16, 2024
Alphabet Class A
1.32%
▲ 82.04%
6
Sell
May 16, 2024
iShares Core MSCI Europe ETF
1.5%
▲ 20.31%
5
Buy
May 16, 2024
iShares S&P Small-Cap 600 Value ETF
1.07%
▲ 10.08%
8
Buy
May 16, 2024
Merck & Company
1.78%
▲ 23.38%
7
Buy
May 16, 2024
Illumina
▼ 42.74%
6
Close
May 14, 2024
Freeport-McMoRan
1.09%
▲ 98.04%
3
Sell
May 13, 2024
Sociedad Quimica Y Minera SA
0.96%
▼ 22.59%
7
Buy
May 09, 2024
Nio
▼ 34.71%
4
Close
May 07, 2024
Rocket Lab USA
0.65%
▲ 1.08%
4
Buy
May 07, 2024
Archer Daniels Midland
1.21%
▼ 6.47%
8
Sell
May 07, 2024
Lithium Americas Corp.
0.54%
▼ 28.96%
3
Buy
Apr 18, 2024
iShares Cybersecurity & Tech ETF
0.68%
▼ 0.54%
6
Buy
Apr 16, 2024
Snowflake
1.47%
▲ 1.81%
4
Buy
Apr 05, 2024