tiprankstipranks

Self Directed - New Portfolio

PMG

Self Directed
Individual Investor
Ranked #46,955 out of 743,457 TipRanks' Investors
Success Rate
70%
100 out of 143
profitable transactions
Average Return
12.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.44%
6-Month Return▲ 2.93%
12-Month Return▲ 8.73%
YTD Return▲ 1.61%
Total Return▲ 19.85%

Best Trade

Opened at
Closed at-
Gain▲ 196.92%

Bio

Self-directed account experiment that has turned into a learning experience!

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 5.88%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.12%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.88%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.36%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.49%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.35%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.61%
Jun 2024
▲ 0.26%
▲ 0.21%
▲ 0.09%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.88%
▼ 1.87%▲ 1.59%▼ 1.12%
▲ 14.08%▲ 5.22%▲ 2.88%
▲ 5.05%▲ 3.27%▲ 0.36%
▼ 12.40%▼ 4.03%▼ 2.49%
▲ 11.46%▲ 5.06%▲ 1.35%
▼ 2.25%▲ 3.53%▲ 0.61%
▲ 0.26%▲ 0.21%▲ 0.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ellington Financial
0%
▲ 5.10%
1
Open
Apr 23, 2024
Apple
0%
▲ 45.34%
6
Sell
Apr 15, 2024
Amazon
8.87%
▲ 79.21%
4
Buy
Apr 15, 2024
Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
0%
▲ 39.34%
2
Sell
Apr 15, 2024
Affirm Holdings
0%
▼ 34.45%
2
Sell
Apr 15, 2024
Advanced Micro Devices
0%
▼ 6.24%
1
Open
Jan 22, 2024
SentinelOne
0%
▼ 26.34%
1
Open
Dec 22, 2023
VOC Energy
0%
▼ 31.70%
8
Sell
Nov 11, 2023
SoFi Technologies
1.91%
▲ 18.28%
8
Sell
Nov 11, 2023
Tesla
0%
▲ 36.21%
5
Sell
Nov 11, 2023
Nerdy
0.59%
▼ 26.71%
4
Buy
Nov 11, 2023
NEOS S&P 500 High Income ETF
3.73%
▲ 14.80%
2
Buy
Nov 11, 2023
Global X Superdividend ETF
6.68%
▲ 11.69%
3
Buy
Nov 11, 2023
XAI Octagon Floating Rate & Alternative Income Term Trust
8.39%
▲ 7.78%
1
Open
Nov 11, 2023
AGNC Investment
11.78%
▲ 17.96%
10
Buy
Nov 10, 2023
Knightscope Inc Class A
0%
▼ 67.49%
4
Buy
Nov 10, 2023
Diana Shipping
0%
▼ 14.24%
6
Sell
Nov 10, 2023
Petroleo Brasileiro SA- Petrobras
2.15%
▲ 33.82%
4
Buy
Nov 10, 2023
JPMorgan Equity Premium Income ETF
11.93%
▲ 13.50%
8
Buy
Nov 10, 2023
Enterprise Products Partners
6.68%
▲ 22.08%
4
Buy
Nov 10, 2023