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Self-Directed-Ret - New Portfolio
Gregory Alexander
Self-Directed-RetIndividual Investor
Ranked #433,819 out of 757,311 TipRanks' Investors
Success Rate
53 out of 111
profitable transactions
profitable transactions
Average Return
-1.95%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.17%
6-Month Return▼ 1.97%
12-Month Return-
YTD Return▲ 4.53%
Total Return▲ 12.29%
Best Trade
Bio
ROTH IRA to go with pension
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 3.48%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.40%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.90%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 1.03%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.99%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 10.45%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 2.02%
Aug 2024
▲ 1.03%
▼ 0.11%
▲ 1.13%
Sep 2024
▲ 14.08%▲ 5.22%▲ 3.48%
▲ 5.05%▲ 3.27%▲ 0.40%
▼ 12.40%▼ 4.03%▼ 8.90%
▲ 11.46%▲ 5.06%▼ 1.03%
▼ 2.25%▲ 3.53%▲ 0.99%
▲ 25.76%▲ 1.21%▲ 10.45%
▼ 4.21%▲ 2.34%▼ 2.02%
▲ 1.03%▼ 0.11%▲ 1.13%
Recent Activity
Alphabet Class A
3.94%
▲ 11.33%
3
Buy
Sep 13, 2024
SoundHound AI, Inc Class A
2.18%
▼ 15.31%
8
Buy
Sep 06, 2024
Bitdeer Technologies
2.47%
▲ 0.34%
4
Buy
Sep 06, 2024
Viking Therapeutics
3.3%
▲ 2.39%
2
Buy
Sep 06, 2024
Nvidia
11.42%
▲ 16.88%
3
Buy
Aug 30, 2024
Archer Aviation
7.39%
▼ 34.36%
14
Buy
Aug 30, 2024
Vanguard Information Technology ETF
―
▲ 10.61%
4
Sell
Aug 30, 2024
Delta Air Lines
4.59%
▲ 8.21%
6
Buy
Aug 30, 2024
Energy Transfer
5.96%
▲ 19.71%
5
Buy
Aug 16, 2024
Vanguard S&P 500 ETF
13.34%
▲ 29.32%
6
Sell
Aug 14, 2024
Aquestive Therapeutics
3.15%
▲ 6.58%
10
Buy
Aug 14, 2024
Joby Aviation
0.25%
▼ 5.41%
7
Sell
Jul 26, 2024
Walt Disney
4.55%
▼ 13.04%
3
Buy
Jul 24, 2024
Volkswagen AG
―
▼ 14.04%
3
Sell
Jul 18, 2024
XPeng, Inc. ADR
―
▼ 10.79%
2
Close
Jul 18, 2024
James River Group
―
▲ 1.94%
2
Close
Jul 18, 2024
SPDR Portfolio Developed World ex-US ETF
2.84%
▲ 11.22%
5
Sell
Jul 17, 2024
Broadcom
4.05%
▲ 1.70%
1
Buy
Jul 17, 2024
RLJ Lodging
1%
▼ 15.77%
10
Buy
Jul 15, 2024
Alibaba
4.44%
▲ 5.82%
7
Buy
Jul 12, 2024