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Self-Directed-Ret - New Portfolio

PerformancePortfolio Details

Gregory Alexander

Self-Directed-Ret
Individual Investor
Ranked #61,972 out of 788,370 TipRanks' Investors
Success Rate
66%
76 out of 116
profitable transactions
Average Return
26.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.84%
6-Month Return▲ 56.26%
12-Month Return▲ 54.76%
YTD Return▼ 3.66%
Total Return▲ 72.96%

Best Trade

AssetArcher Avia... (ACHR)
Opened at
Closed at-
Gain▲ 125.27%

Bio

ROTH IRA to go with pension

Performance

38.45%0-38.45%
▲ 8.13%
▲ 1.21%
▲ 10.44%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 2.03%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.60%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 1.99%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 38.45%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 10.58%
Dec 2024
▲ 5.25%
▲ 2.69%
▼ 0.97%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 2.72%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 10.44%
▼ 13.14%▲ 2.34%▼ 2.03%
▲ 2.93%▲ 2.10%▲ 3.60%
▲ 9.99%▼ 0.89%▲ 1.99%
▲ 26.03%▲ 5.96%▲ 38.45%
▲ 5.97%▼ 2.41%▲ 10.58%
▲ 5.25%▲ 2.69%▼ 0.97%
▼ 9.08%▲ 1.42%▼ 2.72%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
RLJ
RLJ Lodging
0.73%
▼ 22.18%
11
Buy
Oct 14, 2024
VOO
Vanguard S&P 500 ETF
10.63%
▲ 17.11%
7
Buy
Oct 11, 2024
ACHR
Archer Aviation
16.87%
▲ 89.45%
15
Buy
Oct 11, 2024
AQST
Aquestive Therapeutics
1.32%
▼ 35.19%
11
Sell
Oct 11, 2024
AVGO
Broadcom
4.01%
▲ 32.10%
2
Buy
Oct 11, 2024
MU
Micron
1.81%
▼ 3.28%
1
Buy
Oct 07, 2024
GOOGL
Alphabet Class A
3.3%
▲ 25.16%
3
Buy
Sep 13, 2024
SOUN
SoundHound AI, Inc Class A
3.4%
▲ 80.03%
8
Buy
Sep 06, 2024
BTDR
Bitdeer Technologies
3.59%
▲ 84.48%
4
Buy
Sep 06, 2024
VKTX
Viking Therapeutics
1.25%
▼ 45.88%
2
Buy
Sep 06, 2024
NVDA
Nvidia
9.84%
▲ 25.59%
3
Buy
Aug 30, 2024
VGT
Vanguard Information Technology ETF
―
▲ 10.61%
4
Sell
Aug 30, 2024
DAL
Delta Air Lines
4.41%
▲ 38.38%
6
Buy
Aug 30, 2024
ET
Energy Transfer
5.4%
▲ 44.08%
5
Buy
Aug 16, 2024
JOBY
Joby Aviation
0.26%
▲ 26.97%
7
Sell
Jul 26, 2024
DIS
Walt Disney
4%
▲ 0.97%
3
Buy
Jul 24, 2024
VWAGY
Volkswagen AG
―
▼ 14.04%
3
Sell
Jul 18, 2024
XPEV
XPeng, Inc. ADR
―
▼ 10.79%
2
Close
Jul 18, 2024
JRVR
James River Group
―
▲ 1.94%
2
Close
Jul 18, 2024
SPDW
SPDR Portfolio Developed World ex-US ETF
2.11%
▲ 11.16%
5
Sell
Jul 17, 2024