tiprankstipranks

Self Directed - New Portfolio

PerformancePortfolio Details

PMG

Self Directed
Individual Investor
Ranked #51,433 out of 858,885 TipRanks' Investors
Success Rate
68%
97 out of 143
profitable transactions
Average Return
46.35%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.34%
6-Month Return▲ 6.42%
12-Month Return▲ 33.93%
YTD Return▲ 1.63%
Total Return▲ 57.83%

Best Trade

AssetKnightscope... (KSCP)
Opened at
Closed at-
Gain▲ 404.49%

Bio

Self-directed account experiment that has turned into a learning experience!

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.27%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.62%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 6.37%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.80%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 3.21%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 1.60%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 1.87%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 1.98%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 0.27%
▲ 10.96%▲ 2.38%▲ 6.62%
▼ 3.68%▲ 0.19%▲ 6.37%
▼ 0.10%▲ 0.08%▼ 1.80%
▲ 4.06%▲ 1.47%▲ 3.21%
▼ 1.12%▼ 0.86%▼ 1.60%
▲ 0.60%▼ 4.94%▼ 1.87%
▲ 4.89%▲ 4.48%▲ 1.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EFC
Ellington Financial
0%
▲ 37.28%
1
Open
Apr 23, 2024
AAPL
Apple
0%
▲ 76.02%
6
Sell
Apr 15, 2024
AMZN
Amazon
9.85%
▲ 116.63%
4
Buy
Apr 15, 2024
AIO
Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
0%
▲ 81.38%
2
Sell
Apr 15, 2024
AFRM
Affirm Holdings
0%
▲ 6.64%
2
Sell
Apr 15, 2024
AMD
Advanced Micro Devices
0%
▲ 45.70%
1
Open
Jan 22, 2024
S
SentinelOne
0%
▼ 56.80%
1
Open
Dec 22, 2023
VOC
VOC Energy
0%
▼ 42.99%
8
Sell
Nov 11, 2023
SOFI
SoFi
4.47%
▲ 198.37%
8
Sell
Nov 11, 2023
TSLA
Tesla
0%
▲ 126.48%
5
Sell
Nov 11, 2023
NRDY
Nerdy
0.3%
▼ 41.30%
4
Buy
Nov 11, 2023
SPYI
NEOS S&P 500 High Income ETF
3.52%
▲ 44.32%
2
Buy
Nov 11, 2023
SDIV
Global X Superdividend ETF
7.24%
▲ 58.16%
3
Buy
Nov 11, 2023
XFLT
XAI Octagon Floating Rate & Alternative Income Term Trust
3.88%
▼ 28.08%
1
Open
Nov 11, 2023
AGNC
AGNC Investment
11.89%
▲ 67.91%
10
Buy
Nov 10, 2023
KSCP
Knightscope Inc Class A
0%
▲ 152.52%
4
Buy
Nov 10, 2023
DSX
Diana Shipping
0%
▼ 22.54%
6
Sell
Nov 10, 2023
PBR
Petroleo Brasileiro SA- Petrobras
2.96%
▲ 143.45%
4
Buy
Nov 10, 2023
JEPI
JPMorgan Equity Premium Income ETF
11.38%
▲ 33.95%
8
Buy
Nov 10, 2023
EPD
Enterprise Products Partners
8%
▲ 77.44%
4
Buy
Nov 10, 2023