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Luis
- New Portfolio
Performance
Portfolio Details
Luie
Luis
Individual Investor
Ranked #26,642 out of 770,014 TipRanks' Investors
Success Rate
81%
161 out of 200
profitable transactions
Average Return
16.53%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
8.99%
WLKP
8.34%
EPD
7.24%
CLM
6.39%
CRF
6.20%
SVOL
62.84%
Others
By Assets
40.72%
Stocks
23.84%
ETFs
20.83%
Cash
14.61%
Funds
0.00%
Cryptocurrency
By Sector
48.56%
General
11.30%
Financial
10.89%
Energy
10.06%
Healthcare
8.99%
Basic Materials
10.20%
Other
Portfolio Holdings
Select Columns
30
Results | Showing
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1
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10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
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TUGN
< ETF >
STF Tactical Growth & Income ETF
$23.95
$0.07
(
0.29%
)
After
0%
premium
1K
Buy
628
Hold
73
Sell
Moderate Buy
premium
$39.47M
9.19%
SVOL
< ETF >
Simplify Volatility Premium ETF
$21.67
$0.05
(
0.23%
)
After
0%
premium
―
premium
$1.23B
-4.55%
NLCP
NewLake Capital Partners
$18.99
$0.106
(
0.55%
)
premium
1
Buy
0
Hold
0
Sell
Moderate Buy
premium
$391.69M
45.21%
EPD
Enterprise Products Partners
$32.86
$0.52
(
1.61%
)
After
0.06%
premium
6
Buy
0
Hold
0
Sell
Strong Buy
premium
$70.10B
20.94%
CRF
< FUND >
Cornerstone Total Return Fund Inc
$9.16
$0.01
(
0.11%
)
After
0%
premium
―
premium
$953.42M
25.49%
CLM
< FUND >
Cornerstone Strategic Value Fund Inc
$8.91
$0.05
(
0.56%
)
After
>0.01%
premium
―
premium
$1.95B
21.58%
BTO
< FUND >
John Hancock Financial Opportunities Fund
$39.27
$0.18
(
0.46%
)
premium
―
premium
$776.64M
45.34%
ARCC
Ares Capital
$22.00
$0
(
0%
)
After
0.09%
premium
7
Buy
3
Hold
0
Sell
Moderate Buy
premium
$14.21B
10.61%
WLKP
Westlake Chemical PRN
$23.55
$0.15
(
0.64%
)
After
0%
premium
―
premium
$824.58M
5.41%
SPOK
Spok Holdings
$16.37
$0.01
(
0.06%
)
After
0.12%
premium
0
Buy
1
Hold
0
Sell
Hold
premium
$332.06M
-6.88%
SACH
Sachem Capital
$1.61
$0.02
(
1.26%
)
After
0.62%
premium
0
Buy
3
Hold
0
Sell
Hold
premium
$74.67M
-57.03%
DAPP
< ETF >
VanEck Digital Transformation ETF
$16.98
$1.345
(
7.34%
)
premium
125
Buy
20
Hold
3
Sell
Moderate Buy
premium
$196.38M
183.67%
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$52.21
$0.17
(
0.33%
)
After
0.02%
premium
4K
Buy
3K
Hold
328
Sell
Moderate Buy
premium
$2.35B
9.67%
SOFI
SoFi Technologies
$15.49
$0.21
(
1.34%
)
After
0.13%
premium
5
Buy
7
Hold
2
Sell
Hold
premium
$17.04B
128.86%
IEP
Icahn Enterprises
$11.12
$0.06
(
0.54%
)
After
0%
premium
―
premium
$5.63B
-35.23%
REFI
Chicago Atlantic Real Estate ate Finance Inc
$16.04
$0.05
(
0.31%
)
After
0%
premium
1
Buy
0
Hold
0
Sell
Moderate Buy
premium
$315.92M
5.16%
PFE
Pfizer
$25.77
$0.4
(
1.53%
)
After
0.08%
premium
7
Buy
11
Hold
1
Sell
Moderate Buy
premium
$148.31B
-14.20%
ELTP
Elite Pharmaceuticals
$0.59
$0.019
(
3.07%
)
premium
―
premium
$647.48M
285.99%
SCHD
< ETF >
Schwab US Dividend Equity ETF
$29.45
$0.06
(
0.2%
)
After
0.1%
premium
428
Buy
434
Hold
68
Sell
Moderate Buy
premium
$65.66B
23.25%
SCHH
< ETF >
Schwab U.S. REIT ETF
$23.11
$0.09
(
0.39%
)
After
0%
premium
434
Buy
450
Hold
46
Sell
Moderate Buy
premium
$7.88B
20.76%
SCHG
< ETF >
Schwab U.S. Large-Cap Growth ETF
$27.74
$0.22
(
0.8%
)
After
0.07%
premium
3K
Buy
1K
Hold
135
Sell
Moderate Buy
premium
$35.54B
38.06%
ULTY
< ETF >
YieldMax Ultra Option Income Strategy ETF
$10.00
$0.07
(
0.7%
)
After
0.4%
premium
278
Buy
103
Hold
28
Sell
Hold
premium
$257.93M
-47.96%
SOUN
SoundHound AI, Inc Class A
$7.61
$0.42
(
5.23%
)
After
1.31%
premium
3
Buy
2
Hold
0
Sell
Moderate Buy
premium
$2.97B
271.76%
HUMA
Humacyte
$4.43
$0.15
(
3.5%
)
After
0.23%
premium
5
Buy
1
Hold
0
Sell
Strong Buy
premium
$550.70M
65.25%
EMBVF
Arca Continental SAB de C V
$8.38
$0.48
(
5.42%
)
premium
―
premium
$14.72B
-12.02%
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$56.97
$0.28
(
0.49%
)
After
0.02%
premium
1K
Buy
532
Hold
63
Sell
Moderate Buy
premium
$18.90B
15.06%
TQQQ
< ETF >
ProShares UltraPro QQQ
$79.83
$1.22
(
1.55%
)
After
0.05%
premium
―
premium
$24.75B
77.64%
TCNNF
Trulieve Cannabis
$5.92
$0.15
(
2.47%
)
premium
3
Buy
1
Hold
0
Sell
Strong Buy
premium
$1.13B
8.78%
GCT
GigaCloud Technology, Inc. Class A
$24.73
$0.76
(
2.98%
)
After
0.73%
premium
2
Buy
0
Hold
0
Sell
Moderate Buy
premium
$1.04B
153.13%
MJ
< ETF >
ETFMG Alternative Harvest ETF
$2.60
$0.01
(
0.38%
)
After
0%
premium
―
premium
$178.21M
-18.18%
30
Results | Showing
1
out of
1
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