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Luis - New Portfolio

Luie

Luis
Individual Investor
Ranked #177,275 out of 803,420 TipRanks' Investors
Success Rate
62%
207 out of 333
profitable transactions
Average Return
7.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.74%
6-Month Return▼ 0.01%
12-Month Return▲ 11.29%
YTD Return▲ 1.02%
Total Return▲ 48.25%

Best Trade

Opened at
Closed at
Gain▲ 278.81%

Bio

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 6.19%
Nov 2024
▲ 5.43%
▼ 2.41%
▼ 2.90%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 2.82%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.36%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.11%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 1.15%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 9.92%
May 2025
▲ 5.90%
▲ 2.03%
▲ 5.08%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 6.19%
▲ 5.43%▼ 2.41%▼ 2.90%
▲ 5.99%▲ 2.69%▲ 2.82%
▼ 12.86%▼ 1.27%▼ 7.36%
▼ 1.80%▼ 5.57%▼ 7.11%
▲ 1.76%▼ 0.87%▼ 1.15%
▲ 12.21%▲ 6.28%▲ 9.92%
▲ 5.90%▲ 2.03%▲ 5.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Goldman Sachs Nasdaq 100 Core Premium Income ETF
0.28%
▲ 1.31%
3
Buy
Jun 12, 2025
CCC Intelligent Solutions Holdings
▲ 6.61%
2
Close
Jun 09, 2025
Elite Pharmaceuticals
▲ 130.74%
3
Close
Jun 06, 2025
BW LPG Ltd
3.28%
▲ 10.61%
7
Sell
Jun 06, 2025
Innovative Industrial Properties
2.77%
▲ 3.42%
1
Open
Jun 06, 2025
Enterprise Products Partners
7.57%
▲ 21.78%
9
Buy
Jun 03, 2025
ZTEST Electronics
▼ 32.70%
5
Close
May 28, 2025
Hercules Capital
1.75%
▲ 2.44%
1
Open
May 28, 2025
VanEck BDC Income ETF
▲ 2.97%
7
Close
May 26, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
2.36%
▲ 12.69%
4
Buy
May 25, 2025
Tekla World Healthcare Fund
3.1%
▲ 2.67%
6
Buy
May 25, 2025
SNDL
0.26%
▲ 5.19%
3
Open
May 13, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
6.41%
▲ 0.28%
11
Buy
May 13, 2025
Resources Connection
▼ 1.43%
2
Close
May 13, 2025
Schwab US Dividend Equity ETF
2.6%
▲ 0.45%
7
Open
May 01, 2025
Global X NASDAQ 100 Covered Call ETF
▲ 4.41%
2
Close
May 01, 2025
Applied Digital Corporation
2.34%
▲ 168.97%
1
Open
Apr 29, 2025
Cornerstone Total Return Fund Inc
▲ 0.78%
16
Close
Apr 26, 2025
Cornerstone Strategic Value Fund Inc
▲ 4.05%
18
Close
Apr 26, 2025
BigBearai Holdings
1.45%
▲ 21.83%
6
Buy
Apr 26, 2025