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Luis - New Portfolio

PerformancePortfolio Details

Luie

Luis
Individual Investor
Ranked #40,044 out of 783,619 TipRanks' Investors
Success Rate
77%
186 out of 242
profitable transactions
Average Return
13.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.93%
6-Month Return▲ 13.99%
12-Month Return▲ 26.98%
YTD Return▲ 3.93%
Total Return▲ 53.48%

Best Trade

AssetKULR Techno... (KULR)
Opened at
Closed at
Gain▲ 278.81%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.55%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.27%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.21%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.80%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.67%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.18%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.35%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 3.93%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.55%
▲ 8.13%▲ 1.21%▲ 2.27%
▼ 13.14%▲ 2.34%▲ 2.21%
▲ 2.93%▲ 2.10%▲ 2.80%
▲ 9.99%▼ 0.89%▲ 0.67%
▲ 26.04%▲ 5.96%▲ 6.18%
▲ 5.93%▼ 2.41%▼ 2.35%
▲ 3.19%▲ 2.68%▲ 3.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SVOL
Simplify Volatility Premium ETF
―
▲ 10.57%
11
Close
Jan 30, 2025
SPYT
Defiance S&P 500 Target Income ETF
1.78%
0.00%
1
Open
Jan 30, 2025
SCHG
Schwab U.S. Large-Cap Growth ETF
2.33%
▲ 3.87%
11
Buy
Jan 29, 2025
BBAI
BigBearai Holdings
0%
▲ 10.46%
2
Sell
Jan 29, 2025
TUGN
STF Tactical Growth & Income ETF
5.2%
▲ 19.60%
8
Buy
Jan 28, 2025
EPD
Enterprise Products Partners
7.27%
▲ 30.64%
7
Buy
Jan 28, 2025
CRF
Cornerstone Total Return Fund Inc
5.7%
▲ 33.66%
10
Buy
Jan 28, 2025
CLM
Cornerstone Strategic Value Fund Inc
6.16%
▲ 35.25%
11
Buy
Jan 28, 2025
BTO
John Hancock Financial Opportunities Fund
3.82%
▲ 38.15%
4
Buy
Jan 28, 2025
ARCC
Ares Capital
5.29%
▲ 20.76%
4
Buy
Jan 28, 2025
TQQQ
ProShares UltraPro QQQ
0.08%
▲ 9.14%
3
Buy
Jan 28, 2025
XYLG
Global X S&P 500 Covered Call & Growth ETF
2.59%
▼ 0.04%
1
Open
Jan 28, 2025
REFI
Chicago Atlantic Real Estate ate Finance Inc
―
▲ 6.93%
3
Close
Jan 22, 2025
WLKP
Westlake Chemical PRN
6.68%
▲ 16.99%
6
Sell
Jan 19, 2025
NLCP
NewLake Capital Partners
3.03%
▲ 15.14%
4
Buy
Jan 14, 2025
SACH
Sachem Capital
―
▼ 61.25%
8
Close
Jan 14, 2025
SPYI
NEOS S&P 500 High Income ETF
―
▲ 6.07%
6
Close
Jan 14, 2025
IEP
Icahn Enterprises
―
▼ 40.49%
2
Close
Jan 14, 2025
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
6.27%
▲ 3.41%
10
Buy
Jan 14, 2025
BUKS
Butler National
0.31%
▼ 4.79%
2
Buy
Jan 14, 2025