Self-Directed - New Portfolio
Bobby Helms
Self-DirectedIndividual Investor
Ranked #285,882 out of 861,199 TipRanks' Investors
Success Rate
68 out of 105
profitable transactions
profitable transactions
Average Return
1.98%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 8.92%
6-Month Return-
12-Month Return-
YTD Return▲ 5.62%
Total Return▲ 5.62%
Best Trade
Bio
Performance
16.06%0-16.06%
▲ 10.96%
▲ 2.38%
―
Oct 2025
▼ 3.68%
▲ 0.19%
―
Nov 2025
▼ 0.10%
▲ 0.08%
―
Dec 2025
▲ 4.06%
▲ 1.47%
―
Jan 2026
▼ 1.33%
▼ 0.86%
▼ 0.02%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 4.19%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 10.41%
Apr 2026
▲ 2.08%
▼ 0.09%
▼ 0.13%
May 2026
▲ 10.96%▲ 2.38%―
▼ 3.68%▲ 0.19%―
▼ 0.10%▲ 0.08%―
▲ 4.06%▲ 1.47%―
▼ 1.33%▼ 0.86%▼ 0.02%
▲ 0.52%▼ 4.94%▼ 4.19%
▲ 16.06%▲ 10.51%▲ 10.41%
▲ 2.08%▼ 0.09%▼ 0.13%
Recent Activity
Blackstone Secured Lending Fund
8.29%
▲ 3.26%
8
Buy
Apr 27, 2026
BlackRock
5.94%
▲ 3.37%
5
Buy
Apr 27, 2026
Microsoft
22.62%
▲ 4.03%
9
Buy
Apr 27, 2026
Apple
2.83%
▲ 7.14%
5
Buy
Apr 27, 2026
Blackstone Group
6.2%
▲ 2.93%
4
Buy
Apr 24, 2026
iShares Core Aggressive Allocation ETF
7.92%
▲ 2.70%
7
Buy
Apr 24, 2026
Walmart
1.08%
▲ 2.40%
2
Buy
Apr 24, 2026
Kimberly Clark
1.18%
▼ 2.32%
2
Buy
Apr 24, 2026
iShares Expanded Tech-Software Sector ETF
0.55%
▲ 4.63%
1
Buy
Apr 24, 2026
Lockheed Martin
0.54%
▲ 2.50%
1
Buy
Apr 24, 2026
Roper Technologies
0.59%
▲ 0.71%
1
Buy
Apr 24, 2026
Robinhood
0.95%
▼ 9.81%
1
Buy
Apr 24, 2026
SPDR S&P 500 ETF Trust
―
▲ 5.63%
4
Sell
Apr 22, 2026
Nvidia
―
▲ 10.63%
7
Sell
Apr 22, 2026
Meta Platforms
―
▲ 0.56%
7
Sell
Apr 22, 2026
Financial Select Sector SPDR Fund
―
▲ 7.20%
3
Close
Apr 22, 2026
ProShares Bitcoin Strategy ETF
―
▲ 6.60%
3
Sell
Apr 22, 2026
Alphabet Class C
2.06%
▼ 0.11%
6
Buy
Apr 21, 2026
General Mills
1.25%
▼ 1.15%
2
Buy
Apr 21, 2026
Berkshire Hathaway B
1.2%
▼ 0.75%
1
Buy
Apr 21, 2026