Self-Directed - New Portfolio

Robert Vogel

Self-Directed
Individual Investor
Ranked #333,396 out of 758,358 TipRanks' Investors
Success Rate
46%
5 out of 11
profitable transactions
Average Return
22.00%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.26%
6-Month Return▲ 14.76%
12-Month Return▲ 28.85%
YTD Return▲ 16.45%
Total Return▲ 31.51%

Best Trade

Opened at
Closed at-
Gain▲ 190.64%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 2.00%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.28%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.76%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 10.16%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.48%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.09%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 4.40%
Aug 2024
▲ 7.84%
▲ 1.66%
▼ 0.55%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 2.00%
▲ 5.05%▲ 3.27%▲ 3.28%
▼ 12.40%▼ 4.03%▼ 5.76%
▲ 11.46%▲ 5.06%▲ 10.16%
▼ 2.25%▲ 3.53%▲ 1.48%
▲ 25.76%▲ 1.21%▲ 3.09%
▼ 4.21%▲ 2.34%▲ 4.40%
▲ 7.84%▲ 1.66%▼ 0.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Dynex Capital
20.18%
▼ 2.18%
6
Buy
May 15, 2023
Amazon
30.38%
▲ 125.84%
2
Sell
May 15, 2023
Barrick Gold
0.02%
▲ 6.98%
1
Buy
May 15, 2023
Pfizer
37.78%
▼ 34.16%
2
Buy
Mar 02, 2023
Credo Technology Group Holding Ltd
11.63%
▲ 190.64%
1
Buy
Mar 02, 2023