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Luis - New Portfolio

Luie

Luis
Individual Investor
Ranked #143,939 out of 811,229 TipRanks' Investors
Success Rate
66%
229 out of 349
profitable transactions
Average Return
10.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.84%
6-Month Return▲ 6.79%
12-Month Return▲ 21.28%
YTD Return▲ 9.80%
Total Return▲ 61.12%

Best Trade

Opened at
Closed at
Gain▲ 278.92%

Bio

Performance

29.14%0-29.14%
▲ 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
▲ 29.14%
▲ 2.30%
▲ 3.88%
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%
▲ 29.14%▲ 2.30%▲ 3.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Tekla World Healthcare Fund
▲ 9.64%
7
Close
Jul 26, 2025
Westlake Chemical PRN
6.24%
▲ 9.34%
7
Buy
Jul 23, 2025
Nicholas Crypto Income ETF
2.12%
▼ 1.11%
3
Buy
Jul 23, 2025
Nicholas Global Equity and Income ETF
3.3%
▲ 2.30%
3
Buy
Jul 22, 2025
REX AI Equity Premium Income ETF
4.96%
▲ 6.22%
6
Buy
Jul 17, 2025
REX FANG & Innovation Equity Premium Income ETF
4.64%
▲ 6.85%
6
Buy
Jul 09, 2025
Roundhill N-100 0DTE Covered Call Strategy ETF
3.27%
▲ 17.17%
5
Buy
Jul 02, 2025
Innovative Industrial Properties
4.78%
▼ 6.08%
2
Buy
Jul 01, 2025
Schwab US Dividend Equity ETF
▲ 0.35%
8
Close
Jun 23, 2025
SoFi Enhanced Yield ETF
▼ 6.38%
4
Close
Jun 21, 2025
Goldman Sachs Nasdaq 100 Core Premium Income ETF
1.17%
▲ 5.89%
4
Buy
Jun 21, 2025
Goldman Sachs S&P 500 Core Premium Income ETF
1.17%
▲ 0.14%
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
3.71%
▲ 31.00%
7
Sell
Jun 06, 2025
Enterprise Products Partners
6.97%
▲ 19.61%
9
Buy
Jun 03, 2025
ZTEST Electronics
▼ 32.70%
5
Close
May 28, 2025
Hercules Capital
1.74%
▲ 6.29%
1
Open
May 28, 2025
VanEck BDC Income ETF
▲ 2.97%
7
Close
May 26, 2025
SNDL
0.32%
▲ 19.97%
3
Open
May 13, 2025