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Self-Directed - New Portfolio

Robert Vogel

Self-Directed
Individual Investor
Ranked #339,469 out of 799,559 TipRanks' Investors
Success Rate
36%
4 out of 11
profitable transactions
Average Return
46.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.38%
6-Month Return▲ 12.31%
12-Month Return▲ 23.22%
YTD Return▲ 2.67%
Total Return▲ 47.08%

Best Trade

Opened at
Closed at-
Gain▲ 480.70%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 0.47%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 3.91%
Nov 2024
▲ 5.41%
▼ 2.41%
▲ 4.10%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 5.91%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.68%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.59%
Mar 2025
▲ 1.73%
▼ 0.87%
▼ 1.50%
Apr 2025
▲ 14.05%
▲ 6.48%
▲ 3.61%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 0.47%
▲ 25.97%▲ 5.96%▲ 3.91%
▲ 5.41%▼ 2.41%▲ 4.10%
▲ 6.02%▲ 2.69%▲ 5.91%
▼ 12.86%▼ 1.27%▲ 1.68%
▼ 1.80%▼ 5.57%▼ 6.59%
▲ 1.73%▼ 0.87%▼ 1.50%
▲ 14.05%▲ 6.48%▲ 3.61%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Dynex Capital
19.34%
▼ 1.00%
6
Buy
May 15, 2023
Amazon
31.2%
▲ 140.67%
2
Sell
May 15, 2023
Barrick Mining
0.02%
▼ 7.24%
1
Buy
May 15, 2023
Pfizer
28.2%
▼ 48.57%
2
Buy
Mar 02, 2023
Credo Technology Group Holding Ltd
21.24%
▲ 480.70%
1
Buy
Mar 02, 2023