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Ally Self-Directed - New Portfolio

Taylor

Ally Self-Directed
Individual Investor
Ranked #108,098 out of 808,558 TipRanks' Investors
Success Rate
71%
168 out of 237
profitable transactions
Average Return
6.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.13%
6-Month Return▲ 10.86%
12-Month Return▲ 8.39%
YTD Return▲ 16.23%
Total Return▲ 5.65%

Best Trade

Opened at
Closed at
Gain▲ 150.47%

Bio

Rebuilding some pocket change after losing 25K to an ex.

Performance

14.45%0-14.45%
▲ 5.10%
▼ 2.41%
▼ 2.26%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.44%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 4.82%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 1.50%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 2.51%
Apr 2025
▲ 12.20%
▲ 6.28%
▼ 1.06%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.45%
Jun 2025
▲ 14.45%
▲ 1.03%
▲ 2.85%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 2.26%
▲ 6.03%▲ 2.69%▲ 6.44%
▼ 12.86%▼ 1.27%▲ 4.82%
▼ 1.80%▼ 5.57%▲ 1.50%
▲ 1.84%▼ 0.87%▼ 2.51%
▲ 12.20%▲ 6.28%▼ 1.06%
▲ 6.24%▲ 5.14%▲ 3.45%
▲ 14.45%▲ 1.03%▲ 2.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fidelity Strategic Dividend & Income
3.9%
▲ 6.00%
7
Buy
Jul 14, 2025
Guggenheim Strategic Opportunities Fund
17.41%
▲ 10.82%
19
Buy
Jul 01, 2025
Orchid Island Capital
5.33%
▲ 1.93%
22
Buy
Jun 30, 2025
Redfin
▲ 24.61%
3
Close
Jun 30, 2025
Rocket Companies
0.86%
▼ 4.09%
1
Open
Jun 30, 2025
Icahn Enterprises
5.15%
▼ 35.14%
12
Buy
Jun 25, 2025
Star Bulk Carriers
3.91%
▲ 15.72%
10
Buy
Jun 24, 2025
Pfizer
15.47%
▼ 3.40%
3
Buy
Jun 16, 2025
Ford Motor
11.32%
▲ 7.49%
18
Buy
Jun 03, 2025
Sirius XM Holdings
2.44%
▼ 12.21%
6
Buy
May 29, 2025
Medical Properties
5.97%
▼ 16.63%
30
Buy
May 02, 2025
Walgreens Boots Alliance
8.25%
▲ 23.75%
5
Buy
Dec 13, 2024
Intel
▲ 22.37%
3
Close
Nov 06, 2024
Kinder Morgan
▲ 52.74%
17
Close
Oct 28, 2024
American Airlines
7.59%
▼ 9.78%
1
Open
Oct 28, 2024
Amcor
▲ 26.84%
11
Close
Aug 30, 2024
Altria Group
▲ 29.12%
7
Close
Aug 23, 2024
Rithm Capital
10.3%
▲ 42.39%
11
Sell
Aug 14, 2024
Solid Power
2.11%
▲ 22.74%
7
Buy
Jul 18, 2024
Emergent Biosolutions
▲ 67.02%
10
Close
May 13, 2024