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Tony - New Portfolio
tonyheppenstall@hotmail.co.Uk
TonyIndividual Investor
Ranked #23,418 out of 766,394 TipRanks' Investors
Success Rate
65 out of 81
profitable transactions
profitable transactions
Average Return
32.44%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 7.87%
6-Month Return▲ 10.94%
12-Month Return▲ 38.81%
YTD Return▲ 22.61%
Total Return▲ 34.48%
Best Trade
Bio
Performance
25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▲ 1.05%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.94%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.68%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.22%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.57%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.07%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 0.79%
Oct 2024
▲ 22.71%
▲ 5.30%
▲ 5.09%
Nov 2024
▼ 12.40%▼ 4.03%▲ 1.05%
▲ 11.46%▲ 5.06%▲ 4.94%
▼ 2.25%▲ 3.53%▼ 2.68%
▲ 25.72%▲ 1.21%▲ 3.22%
▼ 4.22%▲ 2.34%▲ 0.57%
▲ 7.82%▲ 2.10%▲ 3.07%
▲ 6.02%▼ 0.89%▲ 0.79%
▲ 22.71%▲ 5.30%▲ 5.09%
Recent Activity
Equitrans Midstream
―
▲ 41.41%
2
Close
Jul 22, 2024
Via Renewables
―
▼ 7.68%
2
Close
Jun 13, 2024
Pioneer Natural
―
▲ 28.58%
2
Close
May 02, 2024
Exxon Mobil
0%
▲ 5.32%
1
Open
May 02, 2024
YieldMax COIN Option Income Strategy ETF
0%
▲ 74.54%
1
Open
Dec 15, 2023
Global X NASDAQ 100 Covered Call ETF
0%
▲ 21.44%
1
Open
Dec 04, 2023
3M
0%
▲ 58.28%
1
Open
Dec 04, 2023
YieldMax Innovation Option Income Strategy ETF
0%
▲ 17.19%
1
Open
Dec 04, 2023
Altria Group
0%
▲ 40.81%
1
Open
Nov 29, 2023
Crestwood Equity
―
▲ 10.67%
2
Close
Nov 03, 2023
Oxford Square Capital
0%
▲ 14.02%
1
Open
Oct 26, 2023
ZIM Integrated Shipping Services
36.21%
▲ 92.60%
4
Sell
Oct 17, 2023
Ares Capital
1.29%
▲ 28.69%
2
Buy
Oct 17, 2023
KraneShares China Internet and Covered Call Strategy ETF
8.73%
▲ 8.58%
1
Open
Oct 17, 2023
Apple Hospitality REIT
12.39%
▲ 5.87%
1
Open
Oct 17, 2023
Gladstone Commercial
21.08%
▲ 50.84%
1
Open
Oct 17, 2023
Eagle Point Credit Company
0%
▲ 21.60%
1
Open
Oct 16, 2023
Cornerstone Total Return Fund Inc
0%
▲ 40.39%
1
Open
Sep 27, 2023
YieldMax TSLA Option Income Strategy ETF
12.79%
▲ 14.35%
3
Buy
Sep 21, 2023
Schwab US Dividend Equity ETF
0%
▲ 24.23%
1
Open
Aug 27, 2023