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Luis - New Portfolio

Luie

Luis
Individual Investor
Ranked #288,773 out of 800,570 TipRanks' Investors
Success Rate
55%
177 out of 325
profitable transactions
Average Return
5.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.15%
6-Month Return▼ 6.35%
12-Month Return▲ 6.71%
YTD Return▼ 4.85%
Total Return▲ 39.63%

Best Trade

Opened at
Closed at
Gain▲ 278.81%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 0.60%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 6.19%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 2.90%
Dec 2024
▲ 6.01%
▲ 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%
▼ 1.05%
Apr 2025
▲ 9.98%
▲ 5.15%
▲ 8.67%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 0.60%
▲ 25.97%▲ 5.96%▲ 6.19%
▲ 5.42%▼ 2.41%▼ 2.90%
▲ 6.01%▲ 2.69%▲ 2.82%
▼ 12.86%▼ 1.27%▼ 7.36%
▼ 1.80%▼ 5.57%▼ 7.11%
▲ 1.76%▼ 0.87%▼ 1.05%
▲ 9.98%▲ 5.15%▲ 8.67%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tekla World Healthcare Fund
2.98%
▼ 2.30%
5
Buy
May 19, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
1.75%
▲ 10.89%
3
Buy
May 14, 2025
SNDL
0.26%
▲ 4.44%
3
Open
May 13, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
6.49%
▼ 3.23%
11
Buy
May 13, 2025
Resources Connection
▼ 1.43%
2
Close
May 13, 2025
Schwab US Dividend Equity ETF
2.58%
▼ 0.14%
7
Open
May 01, 2025
Global X NASDAQ 100 Covered Call ETF
▲ 4.41%
2
Close
May 01, 2025
VanEck BDC Income ETF
3.13%
▲ 2.70%
6
Buy
Apr 30, 2025
Applied Digital Corporation
1.49%
▲ 66.96%
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
1.52%
▲ 23.93%
6
Buy
Apr 26, 2025
Schwab U.S. Large-Cap Growth ETF
▼ 6.32%
22
Close
Apr 24, 2025
NewLake Capital Partners
4.51%
▼ 3.13%
8
Buy
Apr 21, 2025
Lantronix
▼ 0.73%
2
Close
Apr 15, 2025
Enterprise Products Partners
7.46%
▲ 21.82%
8
Buy
Apr 14, 2025
Alphabet Class A
▲ 1.27%
2
Close
Apr 12, 2025
Capstone Copper
▲ 15.96%
2
Close
Apr 12, 2025
Amplify International Enhanced Dividend Income ETF
3.31%
▲ 18.75%
3
Buy
Apr 08, 2025
SoFi Enhanced Yield ETF
2.96%
▼ 7.43%
3
Buy
Apr 04, 2025