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Luis - New Portfolio

Luie

Luis
Individual Investor
Ranked #145,342 out of 807,269 TipRanks' Investors
Success Rate
65%
222 out of 342
profitable transactions
Average Return
10.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.96%
6-Month Return▲ 8.49%
12-Month Return▲ 19.57%
YTD Return▲ 7.77%
Total Return▲ 58.13%

Best Trade

Opened at
Closed at
Gain▲ 278.92%

Bio

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 2.90%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.82%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.36%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.11%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.17%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.92%
May 2025
▲ 6.24%
▲ 5.14%
▲ 9.97%
Jun 2025
▲ 2.03%
▲ 0.40%
▲ 1.95%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 2.90%
▲ 6.03%▲ 2.69%▲ 2.82%
▼ 12.86%▼ 1.27%▼ 7.36%
▼ 1.80%▼ 5.57%▼ 7.11%
▲ 1.84%▼ 0.87%▼ 1.17%
▲ 12.20%▲ 6.28%▲ 9.92%
▲ 6.24%▲ 5.14%▲ 9.97%
▲ 2.03%▲ 0.40%▲ 1.95%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
REX FANG & Innovation Equity Premium Income ETF
4.61%
▲ 5.86%
6
Buy
Jul 09, 2025
REX AI Equity Premium Income ETF
4.68%
▲ 6.02%
5
Buy
Jul 02, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
3.23%
▲ 13.78%
5
Buy
Jul 02, 2025
Innovative Industrial Properties
5.08%
▲ 0.77%
2
Buy
Jul 01, 2025
Nicholas Global Equity and Income ETF
1.66%
▲ 1.60%
2
Buy
Jul 01, 2025
Schwab US Dividend Equity ETF
▲ 0.35%
8
Close
Jun 23, 2025
SoFi Enhanced Yield ETF
▼ 6.37%
4
Close
Jun 21, 2025
Goldman Sachs Nasdaq 100 Core Premium Income ETF
1.13%
▲ 3.79%
4
Buy
Jun 21, 2025
Goldman Sachs S&P 500 Core Premium Income ETF
1.14%
▼ 0.72%
4
Open
Jun 15, 2025
CCC Intelligent Solutions Holdings
▲ 6.61%
2
Close
Jun 09, 2025
Elite Pharmaceuticals
▲ 130.74%
3
Close
Jun 06, 2025
BW LPG Ltd
3.5%
▲ 24.92%
7
Sell
Jun 06, 2025
Enterprise Products Partners
7.06%
▲ 20.31%
9
Buy
Jun 03, 2025
ZTEST Electronics
▼ 32.70%
5
Close
May 28, 2025
Hercules Capital
1.7%
▲ 4.99%
1
Open
May 28, 2025
VanEck BDC Income ETF
▲ 2.97%
7
Close
May 26, 2025
Tekla World Healthcare Fund
2.85%
▲ 1.13%
6
Buy
May 25, 2025
SNDL
0.25%
▲ 7.09%
3
Open
May 13, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
6.2%
▲ 3.55%
11
Buy
May 13, 2025
Resources Connection
▼ 1.43%
2
Close
May 13, 2025