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Self-Directed-Ret - New Portfolio
Gregory Alexander
Self-Directed-RetIndividual Investor
Ranked #64,274 out of 769,291 TipRanks' Investors
Success Rate
83 out of 116
profitable transactions
profitable transactions
Average Return
11.91%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 17.06%
6-Month Return▲ 36.21%
12-Month Return-
YTD Return▲ 29.30%
Total Return▲ 38.89%
Best Trade
Bio
ROTH IRA to go with pension
Performance
37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 8.90%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 1.03%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.97%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 10.45%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.03%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.60%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.98%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 18.43%
Nov 2024
▼ 12.40%▼ 4.03%▼ 8.90%
▲ 11.46%▲ 5.06%▼ 1.03%
▼ 2.25%▲ 3.53%▲ 0.97%
▲ 25.72%▲ 1.21%▲ 10.45%
▼ 4.22%▲ 2.34%▼ 2.03%
▲ 7.82%▲ 2.10%▲ 3.60%
▲ 5.70%▼ 0.89%▲ 1.98%
▲ 37.60%▲ 4.40%▲ 18.43%
Recent Activity
RLJ Lodging
0.87%
▼ 18.34%
11
Buy
Oct 14, 2024
Vanguard S&P 500 ETF
11.87%
▲ 15.81%
7
Buy
Oct 11, 2024
Archer Aviation
12.56%
▲ 22.38%
15
Buy
Oct 11, 2024
Aquestive Therapeutics
2.25%
▼ 2.89%
11
Sell
Oct 11, 2024
Broadcom
3.39%
▼ 0.96%
2
Buy
Oct 11, 2024
Micron
2.11%
▲ 0.56%
1
Buy
Oct 07, 2024
Alphabet Class A
3.4%
▲ 16.78%
3
Buy
Sep 13, 2024
SoundHound AI, Inc Class A
3.06%
▲ 21.88%
8
Buy
Sep 06, 2024
Bitdeer Technologies
3.56%
▲ 57.71%
4
Buy
Sep 06, 2024
Viking Therapeutics
2.17%
▼ 17.98%
2
Buy
Sep 06, 2024
Nvidia
11.69%
▲ 30.66%
3
Buy
Aug 30, 2024
Vanguard Information Technology ETF
―
▲ 10.61%
4
Sell
Aug 30, 2024
Delta Air Lines
5.24%
▲ 46.08%
6
Buy
Aug 30, 2024
Energy Transfer
5.97%
▲ 40.96%
5
Buy
Aug 16, 2024
Joby Aviation
0.29%
▲ 23.70%
7
Sell
Jul 26, 2024
Walt Disney
4.79%
▲ 6.60%
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
2.28%
▲ 6.76%
5
Sell
Jul 17, 2024