tiprankstipranks

Self-Directed - New Portfolio

Wilbert Sanchez

Self-Directed
Individual Investor
Ranked #490,082 out of 744,499 TipRanks' Investors
Success Rate
48%
11 out of 23
profitable transactions
Average Return
-9.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.98%
6-Month Return-
12-Month Return-
YTD Return▼ 7.79%
Total Return▼ 7.79%

Best Trade

Opened at
Closed at-
Gain▲ 23.26%

Bio

Trying to get extra cash

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
Dec 2023
▼ 1.87%
▲ 1.59%
Jan 2024
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.82%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 13.44%
May 2024
▼ 2.25%
▲ 3.53%
▼ 13.59%
Jun 2024
▲ 13.13%
▲ 1.91%
▼ 2.19%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%
▼ 1.87%▲ 1.59%
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%▼ 3.82%
▲ 11.46%▲ 5.06%▲ 13.44%
▼ 2.25%▲ 3.53%▼ 13.59%
▲ 13.13%▲ 1.91%▼ 2.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Treace Medical Concepts
▲ 15.52%
2
Close
Jun 01, 2024
ProShares Bitcoin Strategy ETF
10.02%
▼ 21.95%
3
Buy
May 31, 2024
Sify Technologies
0.78%
▼ 58.16%
1
Buy
May 31, 2024
Smart for Life, Inc.
2.14%
▼ 30.54%
1
Buy
May 31, 2024
SAGE Therapeutics
5.42%
▼ 4.43%
1
Buy
May 29, 2024
Allogene Therapeutics
1.95%
▼ 13.47%
1
Buy
May 29, 2024
CVR Energy
▲ 2.87%
2
Close
May 28, 2024
GigaCloud Technology, Inc. Class A
12.46%
▲ 4.94%
4
Buy
May 22, 2024
Cleanspark
▲ 3.83%
4
Sell
May 22, 2024
Biomea Fusion
1.38%
▼ 64.75%
1
Buy
May 21, 2024
YieldMax AI Option Income Strategy ETF
3.69%
▼ 6.03%
1
Buy
May 17, 2024
Zapata Computing Holdings
0.74%
▼ 43.68%
1
Buy
May 16, 2024
Dayforce Inc
▲ 3.19%
2
Close
May 08, 2024
Amazon
▲ 1.48%
2
Sell
May 05, 2024
PayPal Holdings
7.4%
▼ 8.55%
1
Buy
May 03, 2024
Alphabet Class C
11.85%
▲ 23.26%
1
Buy
Apr 16, 2024
Microsoft
29.14%
▲ 11.81%
1
Buy
Apr 15, 2024