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Luis - New Portfolio

Luie

Luis
Individual Investor
Ranked #189,809 out of 789,901 TipRanks' Investors
Success Rate
59%
154 out of 261
profitable transactions
Average Return
7.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.67%
6-Month Return▲ 1.83%
12-Month Return▲ 9.31%
YTD Return▼ 6.70%
Total Return▲ 37.47%

Best Trade

Opened at
Closed at
Gain▲ 278.81%

Bio

Performance

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▲ 2.27%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.21%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.80%
Sep 2024
▲ 10.01%
▼ 0.89%
▲ 0.60%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.19%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 2.51%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.82%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 7.36%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 2.27%
▼ 13.14%▲ 2.34%▲ 2.21%
▲ 2.93%▲ 2.10%▲ 2.80%
▲ 10.01%▼ 0.89%▲ 0.60%
▲ 26.01%▲ 5.96%▲ 6.19%
▲ 5.96%▼ 2.41%▼ 2.51%
▲ 5.25%▲ 2.69%▲ 2.82%
▼ 12.86%▼ 1.27%▼ 7.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BW LPG Ltd
3.29%
▲ 4.59%
3
Buy
Mar 04, 2025
Goldman Sachs S&P 500 Core Premium Income ETF
▼ 2.95%
3
Close
Mar 04, 2025
REX AI Equity Premium Income ETF
4.4%
▼ 8.48%
4
Buy
Mar 03, 2025
REX FANG & Innovation Equity Premium Income ETF
4.43%
▼ 5.90%
4
Buy
Mar 03, 2025
Cornerstone Total Return Fund Inc
5.53%
▲ 14.34%
12
Buy
Mar 02, 2025
Cornerstone Strategic Value Fund Inc
6.03%
▲ 18.45%
13
Buy
Mar 02, 2025
Schwab U.S. Large-Cap Growth ETF
3.29%
▼ 3.61%
14
Buy
Mar 01, 2025
NEOS S&P 500 High Income ETF
2.47%
▲ 4.82%
7
Open
Feb 28, 2025
BigBearai Holdings
▲ 38.34%
3
Close
Feb 28, 2025
NEOS Nasdaq 100 High Income ETF
0%
▼ 1.73%
1
Open
Feb 28, 2025
Global X S&P 500 Covered Call & Growth ETF
▼ 1.27%
2
Close
Feb 26, 2025
ETFMG Alternative Harvest ETF
▼ 22.85%
2
Close
Feb 22, 2025
Green Thumb Industries
0.69%
▼ 0.10%
1
Open
Feb 22, 2025
Defiance S&P 500 Target Income ETF
▲ 0.46%
2
Close
Feb 13, 2025
ZTEST Electronics
0.16%
▼ 40.18%
4
Buy
Feb 08, 2025
NewLake Capital Partners
4.69%
▲ 3.30%
6
Buy
Feb 07, 2025
Schwab US Dividend Equity ETF
▼ 0.36%
6
Close
Feb 04, 2025
Simplify Volatility Premium ETF
▲ 10.56%
11
Close
Jan 30, 2025
STF Tactical Growth & Income ETF
5.34%
▲ 14.03%
8
Buy
Jan 28, 2025
Enterprise Products Partners
7.84%
▲ 31.52%
7
Buy
Jan 28, 2025