Self Directed - New Portfolio

PMG

Self Directed
Individual Investor
Ranked #10,117 out of 766,394 TipRanks' Investors
Success Rate
75%
107 out of 143
profitable transactions
Average Return
70.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.96%
6-Month Return▲ 13.09%
12-Month Return▲ 27.74%
YTD Return▲ 15.89%
Total Return▲ 36.70%

Best Trade

Opened at
Closed at-
Gain▲ 4055.69%

Bio

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

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 2.48%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.41%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.61%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.35%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.40%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.79%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 1.25%
Oct 2024
▲ 24.50%
▲ 5.20%
▲ 4.60%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 2.48%
▲ 11.46%▲ 5.06%▲ 1.41%
▼ 2.25%▲ 3.53%▲ 0.61%
▲ 25.72%▲ 1.21%▲ 3.35%
▼ 4.22%▲ 2.34%▲ 2.40%
▲ 7.82%▲ 2.10%▲ 1.79%
▲ 6.02%▼ 0.89%▲ 1.25%
▲ 24.50%▲ 5.20%▲ 4.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ellington Financial
0%
▲ 13.04%
1
Open
Apr 23, 2024
Apple
0%
▲ 50.70%
6
Sell
Apr 15, 2024
Amazon
8.88%
▲ 87.97%
4
Buy
Apr 15, 2024
Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
0%
▲ 56.65%
2
Sell
Apr 15, 2024
Affirm Holdings
0%
▲ 26.53%
2
Sell
Apr 15, 2024
Advanced Micro Devices
0%
▼ 12.39%
1
Open
Jan 22, 2024
SentinelOne
0%
▼ 1.66%
1
Open
Dec 22, 2023
VOC Energy
0%
▼ 27.51%
8
Sell
Nov 11, 2023
SoFi Technologies
3.93%
▲ 159.55%
8
Sell
Nov 11, 2023
Tesla
0%
▲ 127.16%
5
Sell
Nov 11, 2023
Nerdy
0.33%
▼ 40.83%
4
Buy
Nov 11, 2023
NEOS S&P 500 High Income ETF
3.72%
▲ 24.76%
2
Buy
Nov 11, 2023
Global X Superdividend ETF
6.22%
▲ 15.93%
3
Buy
Nov 11, 2023
XAI Octagon Floating Rate & Alternative Income Term Trust
7.93%
▲ 13.73%
1
Open
Nov 11, 2023
AGNC Investment
11.08%
▲ 26.33%
10
Buy
Nov 10, 2023
Knightscope Inc Class A
0%
▲ 1,890.74%
4
Buy
Nov 10, 2023
Diana Shipping
0%
▼ 33.35%
6
Sell
Nov 10, 2023
Petroleo Brasileiro SA- Petrobras
1.96%
▲ 31.35%
4
Buy
Nov 10, 2023
JPMorgan Equity Premium Income ETF
12.24%
▲ 24.60%
8
Buy
Nov 10, 2023
Enterprise Products Partners
6.72%
▲ 33.46%
4
Buy
Nov 10, 2023