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Self-Directed-Ret - New Portfolio

PerformancePortfolio Details

Gregory Alexander

Self-Directed-Ret
Individual Investor
Ranked #46,746 out of 781,066 TipRanks' Investors
Success Rate
67%
78 out of 116
profitable transactions
Average Return
30.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.79%
6-Month Return▲ 50.65%
12-Month Return▲ 62.42%
YTD Return▼ 3.77%
Total Return▲ 72.61%

Best Trade

AssetBitdeer Tec... (BTDR)
Opened at
Closed at-
Gain▲ 214.05%

Bio

ROTH IRA to go with pension

Performance

38.45%0-38.45%
▲ 9.79%
▲ 3.53%
▲ 0.97%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 10.44%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 2.03%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.60%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.99%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 38.45%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 10.47%
Dec 2024
▲ 9.79%
▲ 0.95%
▼ 3.77%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.97%
▲ 8.13%▲ 1.21%▲ 10.44%
▼ 13.14%▲ 2.34%▼ 2.03%
▲ 2.93%▲ 2.10%▲ 3.60%
▲ 10.00%▼ 0.89%▲ 1.99%
▲ 26.04%▲ 5.96%▲ 38.45%
▲ 5.93%▼ 2.41%▲ 10.47%
▲ 9.79%▲ 0.95%▼ 3.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
RLJ
RLJ Lodging
0.77%
▼ 17.43%
11
Buy
Oct 14, 2024
VOO
Vanguard S&P 500 ETF
10.62%
▲ 16.62%
7
Buy
Oct 11, 2024
ACHR
Archer Aviation
16.36%
▲ 83.24%
15
Buy
Oct 11, 2024
AQST
Aquestive Therapeutics
1.37%
▼ 33.25%
11
Sell
Oct 11, 2024
AVGO
Broadcom
4.37%
▲ 43.45%
2
Buy
Oct 11, 2024
MU
Micron
1.94%
▲ 3.48%
1
Buy
Oct 07, 2024
GOOGL
Alphabet Class A
3.61%
▲ 36.55%
3
Buy
Sep 13, 2024
SOUN
SoundHound AI, Inc Class A
4.51%
▲ 138.18%
8
Buy
Sep 06, 2024
BTDR
Bitdeer Technologies
5.76%
▲ 194.55%
4
Buy
Sep 06, 2024
VKTX
Viking Therapeutics
1.2%
▼ 48.13%
2
Buy
Sep 06, 2024
NVDA
Nvidia
10.11%
▲ 26.95%
3
Buy
Aug 30, 2024
VGT
Vanguard Information Technology ETF
―
▲ 10.61%
4
Sell
Aug 30, 2024
DAL
Delta Air Lines
4.86%
▲ 51.80%
6
Buy
Aug 30, 2024
ET
Energy Transfer
5.67%
▲ 50.77%
5
Buy
Aug 16, 2024
JOBY
Joby Aviation
0.3%
▲ 48.62%
7
Sell
Jul 26, 2024
DIS
Walt Disney
3.95%
▼ 0.56%
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%
▲ 5.27%
5
Sell
Jul 17, 2024