tiprankstipranks

Self-Directed-Ret - New Portfolio

James Rainey

Self-Directed-Ret
Individual Investor
Ranked #435,061 out of 775,923 TipRanks' Investors
Success Rate
33%
33 out of 100
profitable transactions
Average Return
-0.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.51%
6-Month Return-
12-Month Return-
YTD Return▲ 8.51%
Total Return▲ 8.51%

Best Trade

Opened at
Closed at
Gain▲ 22.00%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.71%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
Aug 2024
▲ 7.82%
▲ 2.10%
Sep 2024
▲ 5.38%
▼ 0.89%
Oct 2024
▲ 43.22%
▲ 5.96%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 8.51%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.71%▲ 1.21%
▼ 4.22%▲ 2.34%
▲ 7.82%▲ 2.10%
▲ 5.38%▼ 0.89%
▲ 43.22%▲ 5.96%
▲ 3.34%▼ 1.56%▲ 8.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Chipotle
▼ 3.76%
4
Close
Dec 22, 2024
SBC Medical Group Holdings
▲ 0.50%
2
Close
Dec 22, 2024
Brixmor Property
▼ 4.71%
2
Close
Dec 22, 2024
CVS Health
▼ 0.82%
4
Close
Dec 21, 2024
Suncor Energy
▼ 3.39%
2
Close
Dec 21, 2024
Conagra Brands
▼ 1.50%
2
Close
Dec 21, 2024
SPDR Portfolio MSCI Global Stock Market ETF
▼ 1.69%
4
Sell
Dec 20, 2024
Ocular Therapeutix
▼ 4.56%
2
Sell
Dec 20, 2024
Philip Morris
▼ 1.15%
2
Close
Dec 20, 2024
Tesla
23.9%
▲ 3.55%
7
Buy
Dec 19, 2024
UnitedHealth
18.92%
▲ 0.90%
3
Buy
Dec 19, 2024
Micron
6.25%
▲ 0.77%
2
Buy
Dec 19, 2024
Amazon
▲ 1.54%
2
Close
Dec 19, 2024
Finch Therapeutics Group
▼ 4.88%
2
Close
Dec 19, 2024
WISeKey International Holding
▼ 17.56%
2
Close
Dec 19, 2024
Caesars Entertainment
▼ 2.90%
2
Close
Dec 19, 2024
SoundHound AI, Inc Class A
▲ 14.51%
2
Close
Dec 19, 2024
TransMedics Group
▲ 0.36%
2
Close
Dec 19, 2024
SoFi Technologies
2.32%
▼ 6.73%
4
Sell
Dec 19, 2024
Recursion Pharmaceuticals
▼ 7.05%
2
Close
Dec 19, 2024