tiprankstipranks

Self Directed - New Portfolio

PMG

Self Directed
Individual Investor
Ranked #40,437 out of 734,495 TipRanks' Investors
Success Rate
71%
102 out of 143
profitable transactions
Average Return
12.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.41%
6-Month Return▲ 12.30%
12-Month Return▲ 22.90%
YTD Return▲ 3.70%
Total Return▲ 22.30%

Best Trade

Opened at
Closed at-
Gain▲ 133.93%

Bio

Self-directed account experiment that has turned into a learning experience!

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 7.50%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 7.48%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.88%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.12%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.88%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.36%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.48%
Apr 2024
▲ 3.04%
▲ 4.25%
▲ 4.16%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 7.50%
▲ 9.22%▲ 9.13%▲ 7.48%
▲ 5.14%▲ 4.57%▲ 5.88%
▼ 1.87%▲ 1.59%▼ 1.12%
▲ 14.08%▲ 5.22%▲ 2.88%
▲ 5.05%▲ 3.27%▲ 0.36%
▼ 12.40%▼ 4.03%▼ 2.48%
▲ 3.04%▲ 4.25%▲ 4.16%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Ellington Financial
0%
▲ 4.59%
1
Open
Apr 23, 2024
Apple
0%
▲ 27.22%
6
Sell
Apr 15, 2024
Amazon
8.35%
▲ 69.02%
4
Buy
Apr 15, 2024
Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund
0%
▲ 28.83%
2
Sell
Apr 15, 2024
Affirm Holdings
0%
▼ 29.03%
2
Sell
Apr 15, 2024
Advanced Micro Devices
0%
▼ 5.06%
1
Open
Jan 22, 2024
SentinelOne
0%
▼ 19.28%
1
Open
Dec 22, 2023
VOC Energy
0%
▼ 16.93%
8
Sell
Nov 11, 2023
SoFi Technologies
2.17%
▲ 33.73%
8
Sell
Nov 11, 2023
Tesla
0%
▲ 12.93%
5
Sell
Nov 11, 2023
Nerdy
0.8%
▼ 16.54%
4
Buy
Nov 11, 2023
NEOS S&P 500 High Income ETF
3.73%
▲ 11.76%
2
Buy
Nov 11, 2023
Global X Superdividend ETF
6.99%
▲ 15.70%
3
Buy
Nov 11, 2023
XAI Octagon Floating Rate & Alternative Income Term Trust
8.56%
▲ 9.46%
1
Open
Nov 11, 2023
AGNC Investment
12.17%
▲ 19.77%
10
Buy
Nov 10, 2023
Knightscope Inc Class A
0%
▼ 57.44%
4
Buy
Nov 10, 2023
Diana Shipping
0%
▼ 11.29%
6
Sell
Nov 10, 2023
Petroleo Brasileiro SA- Petrobras
2.33%
▲ 42.75%
4
Buy
Nov 10, 2023
JPMorgan Equity Premium Income ETF
12.3%
▲ 14.41%
8
Buy
Nov 10, 2023
Enterprise Products Partners
6.71%
▲ 21.45%
4
Buy
Nov 10, 2023