Self-Directed - New Portfolio
Bobby Helms
Self-DirectedIndividual Investor
Ranked #314,370 out of 859,217 TipRanks' Investors
Success Rate
50 out of 78
profitable transactions
profitable transactions
Average Return
1.21%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.64%
6-Month Return-
12-Month Return-
YTD Return▲ 2.39%
Total Return▲ 2.39%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
―
Sep 2025
▲ 10.96%
▲ 2.38%
―
Oct 2025
▼ 3.68%
▲ 0.19%
―
Nov 2025
▼ 0.10%
▲ 0.08%
―
Dec 2025
▲ 4.06%
▲ 1.47%
―
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.02%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.27%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 6.98%
Apr 2026
▲ 12.88%▲ 3.56%―
▲ 10.96%▲ 2.38%―
▼ 3.68%▲ 0.19%―
▼ 0.10%▲ 0.08%―
▲ 4.06%▲ 1.47%―
▼ 1.12%▼ 0.86%▼ 0.02%
▲ 0.60%▼ 4.94%▼ 4.27%
▲ 10.48%▲ 6.78%▲ 6.98%
Recent Activity
Amazon
―
▲ 18.76%
3
Close
Apr 15, 2026
Blackstone Secured Lending Fund
6.09%
▲ 0.96%
6
Buy
Apr 07, 2026
SPDR S&P 500 ETF Trust
2.8%
▲ 4.19%
3
Buy
Apr 07, 2026
iShares Treasury Floating Rate Bond ETF
2.87%
▼ 0.10%
3
Buy
Apr 07, 2026
Nvidia
11.65%
▲ 8.76%
6
Buy
Apr 07, 2026
BlackRock Corporate High Yield Fund Inc
7.54%
▼ 1.40%
4
Buy
Apr 07, 2026
iShares Core Aggressive Allocation ETF
6.88%
▲ 2.36%
5
Buy
Apr 07, 2026
Microsoft
19.35%
▲ 2.03%
6
Buy
Apr 07, 2026
PIMCO Dynamic
13.26%
▼ 1.69%
3
Buy
Apr 07, 2026
JPMorgan Equity Premium Income ETF
1.06%
▼ 20.46%
6
Buy
Apr 07, 2026
Apple
1.67%
▲ 2.83%
3
Buy
Apr 07, 2026
ProShares Bitcoin Strategy ETF
1.68%
▲ 5.57%
2
Buy
Apr 07, 2026
Technology Select Sector SPDR Fund
3.48%
▲ 7.63%
3
Buy
Apr 02, 2026
BlackRock
4.84%
▲ 5.81%
3
Buy
Apr 02, 2026
Blackstone Group
5.93%
▲ 8.60%
3
Buy
Apr 02, 2026
Prospect Capital
1.66%
▼ 18.63%
5
Buy
Apr 02, 2026
Financial Select Sector SPDR Fund
1.38%
▲ 6.13%
2
Buy
Apr 02, 2026
Coinbase Global
―
▲ 16.71%
2
Close
Mar 24, 2026
Strategy
―
▲ 6.26%
2
Sell
Mar 24, 2026
S&P Global
1.08%
▼ 0.26%
2
Buy
Mar 23, 2026