Ally Self-Directed - New Portfolio

Taylor

Ally Self-Directed
Individual Investor
Ranked #46,930 out of 748,394 TipRanks' Investors
Success Rate
73%
120 out of 164
profitable transactions
Average Return
6.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.76%
6-Month Return▲ 48.53%
12-Month Return▲ 13.20%
YTD Return▲ 33.97%
Total Return▼ 2.15%

Best Trade

Opened at
Closed at
Gain▲ 150.47%

Bio

Rebuilding some pocket change after losing 25K to an ex.

Performance

22.04%0-22.04%
▲ 5.14%
▲ 4.57%
▲ 6.46%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 11.62%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 21.90%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.02%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.80%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 22.04%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.74%
Jun 2024
▲ 21.71%
▲ 1.76%
▲ 9.17%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.46%
▼ 1.87%▲ 1.59%▼ 11.62%
▲ 14.08%▲ 5.22%▲ 21.90%
▲ 5.05%▲ 3.27%▲ 4.02%
▼ 12.40%▼ 4.03%▼ 4.80%
▲ 11.46%▲ 5.06%▲ 22.04%
▼ 2.25%▲ 3.53%▼ 5.74%
▲ 21.71%▲ 1.76%▲ 9.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Rithm Capital
9.47%
▲ 22.71%
10
Sell
Jul 22, 2024
Orchid Island Capital
4.01%
▼ 3.08%
5
Buy
Jul 22, 2024
Solid Power
1.28%
▼ 19.89%
7
Buy
Jul 18, 2024
Kinder Morgan
19.69%
▲ 27.93%
14
Sell
Jul 17, 2024
Ford Motor
11.45%
▲ 16.91%
13
Sell
Jul 12, 2024
Altria Group
19.43%
▲ 21.69%
4
Sell
Jul 12, 2024
Medical Properties
6.31%
▼ 4.95%
24
Buy
Jul 10, 2024
Fidelity Strategic Dividend & Income
3.3%
▲ 3.96%
3
Buy
Jul 08, 2024
Guggenheim Strategic Opportunities Fund
14.72%
▲ 9.71%
6
Buy
Jul 02, 2024
Emergent Biosolutions
▲ 67.02%
10
Close
May 13, 2024
Amcor
3.79%
▲ 11.77%
9
Buy
Apr 19, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
▲ 9.46%
9
Close
Feb 13, 2024
Raytheon Technologies
▲ 20.10%
4
Close
Feb 08, 2024
Star Bulk Carriers
▲ 24.60%
6
Close
Dec 04, 2023
Verizon
▲ 11.22%
7
Close
Dec 04, 2023
Golden Ocean Group
▲ 27.78%
8
Close
Nov 30, 2023
Credit Suisse X-Links Crude Oil Shares Covered Call ETN
▲ 8.79%
13
Close
Aug 15, 2023
Diana Shipping
▲ 4.42%
7
Close
Aug 15, 2023
Wells Fargo
▲ 9.56%
11
Close
Jul 21, 2023
Icahn Enterprises
6.34%
▼ 40.41%
7
Buy
Jul 05, 2023