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Self-Directed-Ret - New Portfolio
Gregory Alexander
Self-Directed-RetIndividual Investor
Ranked #365,445 out of 747,285 TipRanks' Investors
Success Rate
45 out of 94
profitable transactions
profitable transactions
Average Return
1.19%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 14.88%
6-Month Return▲ 6.31%
12-Month Return-
YTD Return▲ 6.70%
Total Return▲ 14.62%
Best Trade
Bio
ROTH IRA to go with pension
Performance
19.38%0-19.38%
▲ 5.14%
▲ 4.57%
▲ 7.42%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.97%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.48%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.40%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 8.90%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 1.03%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.99%
Jun 2024
▲ 19.38%
▲ 2.34%
▲ 11.71%
Jul 2024
▲ 5.14%▲ 4.57%▲ 7.42%
▼ 1.87%▲ 1.59%▲ 0.97%
▲ 14.08%▲ 5.22%▲ 3.48%
▲ 5.05%▲ 3.27%▲ 0.40%
▼ 12.40%▼ 4.03%▼ 8.90%
▲ 11.46%▲ 5.06%▼ 1.03%
▼ 2.25%▲ 3.53%▲ 0.99%
▲ 19.38%▲ 2.34%▲ 11.71%
Recent Activity
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
2.9%
▲ 9.12%
5
Sell
Jul 17, 2024
Broadcom
4.12%
▲ 0.98%
1
Buy
Jul 17, 2024
RLJ Lodging
1.03%
▼ 13.32%
10
Buy
Jul 15, 2024
Alibaba
4.07%
▼ 4.06%
7
Buy
Jul 12, 2024
Vanguard S&P 500 ETF
13.53%
▲ 28.17%
4
Buy
Jul 10, 2024
Archer Aviation
7.45%
▲ 1.20%
12
Buy
Jul 10, 2024
Joby Aviation
2.33%
▲ 26.79%
6
Buy
Jul 10, 2024
Vanguard Information Technology ETF
14.95%
▲ 12.87%
3
Buy
Jul 10, 2024
SoundHound AI, Inc Class A
1.8%
▼ 16.24%
6
Buy
Jul 10, 2024
Aquestive Therapeutics
1.73%
▼ 36.20%
7
Buy
Jul 10, 2024
Alphabet Class A
4.57%
▲ 23.80%
2
Buy
Jun 17, 2024
Delta Air Lines
3.47%
▲ 4.92%
4
Buy
Jun 07, 2024
Walt Disney
4.97%
▼ 10.75%
2
Buy
Jun 07, 2024
Bitdeer Technologies
2.42%
▲ 28.50%
3
Sell
Jun 07, 2024
Peloton Interactive
―
▼ 26.51%
7
Close
May 25, 2024
Energy Transfer
6.27%
▲ 21.82%
4
Buy
May 20, 2024
Moderna
―
▲ 9.54%
2
Sell
May 17, 2024