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Self-Directed - New Portfolio
Robert Vogel
Self-DirectedIndividual Investor
Ranked #322,546 out of 757,103 TipRanks' Investors
Success Rate
5 out of 11
profitable transactions
profitable transactions
Average Return
20.98%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.52%
6-Month Return▲ 15.56%
12-Month Return▲ 19.83%
YTD Return▲ 16.88%
Total Return▲ 32.00%
Best Trade
Bio
Performance
25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 2.00%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.28%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.76%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 10.16%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.47%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 3.09%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 4.40%
Aug 2024
▲ 1.03%
▼ 0.11%
▼ 0.18%
Sep 2024
▲ 14.08%▲ 5.22%▲ 2.00%
▲ 5.05%▲ 3.27%▲ 3.28%
▼ 12.40%▼ 4.03%▼ 5.76%
▲ 11.46%▲ 5.06%▲ 10.16%
▼ 2.25%▲ 3.53%▲ 1.47%
▲ 25.76%▲ 1.21%▲ 3.09%
▼ 4.21%▲ 2.34%▲ 4.40%
▲ 1.03%▼ 0.11%▼ 0.18%
Recent Activity
Dynex Capital
20.81%
▲ 0.73%
6
Buy
May 15, 2023
Amazon
29.88%
▲ 119.21%
2
Sell
May 15, 2023
Barrick Gold
0.02%
▲ 5.84%
1
Buy
May 15, 2023
Pfizer
39.13%
▼ 32.11%
2
Buy
Mar 02, 2023
Credo Technology Group Holding Ltd
10.16%
▲ 165.50%
1
Buy
Mar 02, 2023