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Self-Directed-Ret - New Portfolio
Gregory Alexander
Self-Directed-RetIndividual Investor
Ranked #30,009 out of 775,913 TipRanks' Investors
Success Rate
79 out of 116
profitable transactions
profitable transactions
Average Return
40.08%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 24.04%
6-Month Return▲ 71.70%
12-Month Return▲ 65.61%
YTD Return▲ 64.44%
Total Return▲ 76.65%
Best Trade
Bio
ROTH IRA to go with pension
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▼ 1.03%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.97%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 10.43%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.03%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.60%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 1.99%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 38.45%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 8.79%
Dec 2024
▲ 11.46%▲ 5.06%▼ 1.03%
▼ 2.25%▲ 3.53%▲ 0.97%
▲ 25.71%▲ 1.21%▲ 10.43%
▼ 4.22%▲ 2.34%▼ 2.03%
▲ 7.82%▲ 2.10%▲ 3.60%
▲ 5.38%▼ 0.89%▲ 1.99%
▲ 43.22%▲ 5.96%▲ 38.45%
▲ 3.34%▼ 1.56%▲ 8.79%
Recent Activity
RLJ Lodging
0.78%
▼ 14.26%
11
Buy
Oct 14, 2024
Vanguard S&P 500 ETF
10.29%
▲ 15.69%
7
Buy
Oct 11, 2024
Archer Aviation
17.18%
▲ 96.66%
15
Buy
Oct 11, 2024
Aquestive Therapeutics
1.57%
▼ 21.41%
11
Sell
Oct 11, 2024
Broadcom
3.97%
▲ 33.39%
2
Buy
Oct 11, 2024
Micron
1.62%
▼ 11.81%
1
Buy
Oct 07, 2024
Alphabet Class A
3.44%
▲ 33.35%
3
Buy
Sep 13, 2024
SoundHound AI, Inc Class A
7.02%
▲ 279.88%
8
Buy
Sep 06, 2024
Bitdeer Technologies
5.51%
▲ 188.77%
4
Buy
Sep 06, 2024
Viking Therapeutics
1.51%
▼ 32.88%
2
Buy
Sep 06, 2024
Nvidia
9.66%
▲ 25.71%
3
Buy
Aug 30, 2024
Vanguard Information Technology ETF
―
▲ 10.61%
4
Sell
Aug 30, 2024
Delta Air Lines
4.39%
▲ 40.52%
6
Buy
Aug 30, 2024
Energy Transfer
5.15%
▲ 40.15%
5
Buy
Aug 16, 2024
Joby Aviation
0.28%
▲ 39.89%
7
Sell
Jul 26, 2024
Walt Disney
4.04%
▲ 4.10%
3
Buy
Jul 24, 2024
Volkswagen AG
―
▼ 14.04%
3
Sell
Jul 18, 2024
XPeng, Inc. ADR
―
▼ 10.79%
2
Close
Jul 18, 2024
James River Group
―
▲ 1.94%
2
Close
Jul 18, 2024
SPDR Portfolio Developed World ex-US ETF
1.94%
▲ 4.78%
5
Sell
Jul 17, 2024