tiprankstipranks

Self-Directed-Ret - New Portfolio

Gregory Alexander

Self-Directed-Ret
Individual Investor
Ranked #368,182 out of 735,051 TipRanks' Investors
Success Rate
39%
30 out of 78
profitable transactions
Average Return
-2.58%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.23%
6-Month Return-
12-Month Return-
YTD Return▼ 0.64%
Total Return▲ 6.74%

Best Trade

Opened at
Closed at
Gain▲ 39.89%

Bio

ROTH IRA to go with pension

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
Oct 2023
▲ 9.22%
▲ 9.13%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.42%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.98%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.29%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.52%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 9.01%
Apr 2024
▲ 4.41%
▲ 5.32%
▲ 4.17%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%
▲ 9.22%▲ 9.13%
▲ 5.14%▲ 4.57%▲ 7.42%
▼ 1.87%▲ 1.59%▲ 0.98%
▲ 14.08%▲ 5.22%▲ 3.29%
▲ 5.05%▲ 3.27%▲ 0.52%
▼ 12.40%▼ 4.03%▼ 9.01%
▲ 4.41%▲ 5.32%▲ 4.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Moderna
▲ 9.54%
2
Sell
May 17, 2024
Alibaba
5.1%
▲ 10.46%
6
Buy
May 16, 2024
Archer Aviation
3.99%
▼ 23.88%
10
Buy
May 16, 2024
Volkswagen AG
1.73%
▲ 6.74%
2
Sell
May 16, 2024
Delta Air Lines
4.5%
▲ 25.05%
3
Buy
May 16, 2024
Aquestive Therapeutics
1.86%
▼ 36.20%
6
Buy
May 16, 2024
Peloton Interactive
0.45%
▼ 8.55%
6
Buy
May 06, 2024
SoundHound AI, Inc Class A
1.87%
▼ 18.19%
5
Buy
May 06, 2024
RLJ Lodging
1.22%
▼ 5.20%
9
Buy
Apr 29, 2024
Axsome Therapeutics
8.7%
▼ 0.23%
3
Buy
Apr 29, 2024
Vanguard S&P 500 ETF
14.28%
▲ 22.85%
3
Buy
Apr 29, 2024
Joby Aviation
1.58%
▼ 8.92%
5
Buy
Apr 29, 2024
Vanguard Information Technology ETF
15.17%
▲ 3.70%
2
Buy
Apr 29, 2024
Palantir Technologies
▼ 9.19%
2
Sell
Apr 29, 2024
James River Group
1.86%
▼ 0.73%
1
Buy
Mar 18, 2024
Bitdeer Technologies
1.46%
▼ 23.65%
1
Buy
Mar 14, 2024
Genco Shipping
▲ 38.88%
5
Sell
Mar 12, 2024
Walt Disney
2.93%
▼ 6.94%
1
Buy
Mar 08, 2024
XPeng, Inc. ADR
0.24%
▼ 13.90%
1
Buy
Feb 29, 2024
Energy Transfer
6.64%
▲ 19.32%
3
Buy
Feb 20, 2024