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Self-Directed-Ret - New Portfolio
Gregory Alexander
Self-Directed-RetIndividual Investor
Ranked #88,181 out of 769,002 TipRanks' Investors
Success Rate
80 out of 116
profitable transactions
profitable transactions
Average Return
9.41%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 13.81%
6-Month Return▲ 28.73%
12-Month Return-
YTD Return▲ 25.44%
Total Return▲ 34.75%
Best Trade
Bio
ROTH IRA to go with pension
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 8.90%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 1.03%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.97%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 10.45%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 2.03%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.60%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.98%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 14.89%
Nov 2024
▼ 12.40%▼ 4.03%▼ 8.90%
▲ 11.46%▲ 5.06%▼ 1.03%
▼ 2.25%▲ 3.53%▲ 0.97%
▲ 25.72%▲ 1.21%▲ 10.45%
▼ 4.22%▲ 2.34%▼ 2.03%
▲ 7.82%▲ 2.10%▲ 3.60%
▲ 5.70%▼ 0.89%▲ 1.98%
▲ 21.94%▲ 3.81%▲ 14.89%
Recent Activity
RLJ Lodging
0.86%
▼ 19.93%
11
Buy
Oct 14, 2024
Vanguard S&P 500 ETF
12.08%
▲ 15.23%
7
Buy
Oct 11, 2024
Archer Aviation
10.8%
▲ 7.97%
15
Buy
Oct 11, 2024
Aquestive Therapeutics
2.4%
▲ 1.95%
11
Sell
Oct 11, 2024
Broadcom
3.46%
▼ 1.37%
2
Buy
Oct 11, 2024
Micron
2.08%
▼ 3.74%
1
Buy
Oct 07, 2024
Alphabet Class A
3.73%
▲ 22.60%
3
Buy
Sep 13, 2024
SoundHound AI, Inc Class A
2.45%
▲ 12.45%
8
Buy
Sep 06, 2024
Bitdeer Technologies
3.77%
▲ 67.57%
4
Buy
Sep 06, 2024
Viking Therapeutics
2.18%
▼ 18.14%
2
Buy
Sep 06, 2024
Nvidia
12.33%
▲ 30.34%
3
Buy
Aug 30, 2024
Vanguard Information Technology ETF
―
▲ 10.61%
4
Sell
Aug 30, 2024
Delta Air Lines
5.4%
▲ 46.77%
6
Buy
Aug 30, 2024
Energy Transfer
5.88%
▲ 35.84%
5
Buy
Aug 16, 2024
Joby Aviation
0.26%
▲ 12.78%
7
Sell
Jul 26, 2024
Walt Disney
4.85%
▲ 6.17%
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
2.33%
▲ 6.45%
5
Sell
Jul 17, 2024