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Self Directed - New Portfolio
PMG
Self DirectedIndividual Investor
Ranked #11,331 out of 766,001 TipRanks' Investors
Success Rate
107 out of 143
profitable transactions
profitable transactions
Average Return
64.38%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.40%
6-Month Return▲ 11.44%
12-Month Return▲ 27.54%
YTD Return▲ 14.67%
Total Return▲ 35.25%
Best Trade
Bio
Self-directed account experiment that has turned into a learning experience!
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.48%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.41%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.61%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.35%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.40%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.79%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 1.25%
Oct 2024
▲ 6.70%
▲ 4.74%
▲ 3.50%
Nov 2024
▼ 12.40%▼ 4.03%▼ 2.48%
▲ 11.46%▲ 5.06%▲ 1.41%
▼ 2.25%▲ 3.53%▲ 0.61%
▲ 25.72%▲ 1.21%▲ 3.35%
▼ 4.21%▲ 2.34%▲ 2.40%
▲ 7.82%▲ 2.10%▲ 1.79%
▲ 6.02%▼ 0.89%▲ 1.25%
▲ 6.70%▲ 4.74%▲ 3.50%
Recent Activity
Ellington Financial
0%
▲ 13.31%
1
Open
Apr 23, 2024
Apple
0%
▲ 52.53%
6
Sell
Apr 15, 2024
Amazon
8.85%
▲ 89.18%
4
Buy
Apr 15, 2024
Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
0%
▲ 57.52%
2
Sell
Apr 15, 2024
Affirm Holdings
0%
▲ 2.13%
2
Sell
Apr 15, 2024
Advanced Micro Devices
0%
▼ 12.03%
1
Open
Jan 22, 2024
SentinelOne
0%
▼ 0.25%
1
Open
Dec 22, 2023
VOC Energy
0%
▼ 27.66%
8
Sell
Nov 11, 2023
SoFi Technologies
3.69%
▲ 139.32%
8
Sell
Nov 11, 2023
Tesla
0%
▲ 108.48%
5
Sell
Nov 11, 2023
Nerdy
0.29%
▼ 42.08%
4
Buy
Nov 11, 2023
NEOS S&P 500 High Income ETF
3.71%
▲ 24.68%
2
Buy
Nov 11, 2023
Global X Superdividend ETF
6.33%
▲ 16.46%
3
Buy
Nov 11, 2023
XAI Octagon Floating Rate & Alternative Income Term Trust
7.85%
▲ 12.76%
1
Open
Nov 11, 2023
AGNC Investment
11.28%
▲ 26.07%
10
Buy
Nov 10, 2023
Knightscope Inc Class A
0%
▲ 1,665.53%
4
Buy
Nov 10, 2023
Diana Shipping
0%
▼ 33.05%
6
Sell
Nov 10, 2023
Petroleo Brasileiro SA- Petrobras
1.94%
▲ 31.92%
4
Buy
Nov 10, 2023
JPMorgan Equity Premium Income ETF
12.21%
▲ 24.50%
8
Buy
Nov 10, 2023
Enterprise Products Partners
6.7%
▲ 32.80%
4
Buy
Nov 10, 2023