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Luis - New Portfolio

Performance Portfolio Details

Luie

Luis

Individual Investor

Ranked #40,044 out of 783,619 TipRanks' Investors

Success Rate

186 out of 242
profitable transactions

Average Return

13.82%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

8.83% EPD

8.11% WLKP

7.61% JEPQ

7.47% CLM

6.92% CRF

61.06% Others

By Assets

35.76% Stocks

30.94% ETFs

17.62% Cash

15.68% Funds

0.00% Cryptocurrency

By Sector

56.59% General

11.86% Financial

11.78% Energy

8.11% Basic Materials

5.72% Technology

5.95% Other

Portfolio Holdings

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To view investors' portfolios

TUGN < ETF >

STF Tactical Growth & Income ETF

$24.38

$0.181

(0.75%)

Pre

6.24%

premium

1K Buy

581 Hold

68 Sell

Moderate Buy

premium

$41.90M

5.13%

NLCP

NewLake Capital Partners

$16.67

$0.25

(1.52%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$357.57M

-0.48%

EPD

Enterprise Products Partners

$34.04

$0.39

(1.16%)

Pre

1.59%

premium

6 Buy

4 Hold

0 Sell

Moderate Buy

premium

$73.78B

27.20%

CRF < FUND >

Cornerstone Total Return Fund Inc

$8.83

$0.12

(1.38%)

Pre

premium

―

premium

$920.08M

22.16%

CLM < FUND >

Cornerstone Strategic Value Fund Inc

$8.90

$0.09

(1.02%)

Pre

0.22%

premium

―

premium

$1.96B

23.56%

BTO < FUND >

John Hancock Financial Opportunities Fund

$37.68

$0.38

(1.02%)

premium

―

premium

$741.79M

22.21%

ARCC

Ares Capital

$23.42

$0.24

(1.04%)

Pre

0.21%

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$15.13B

15.77%

WLKP

Westlake Chemical PRN

$24.44

$0.08

(0.33%)

premium

―

premium

$861.23M

4.53%

DAPP < ETF >

VanEck Digital Transformation ETF

$15.41

$0.73

(4.97%)

Pre

2.53%

premium

158 Buy

27 Hold

1 Sell

Moderate Buy

premium

$203.35M

81.23%

SOFI

SoFi Technologies

$16.44

$0.45

(2.81%)

Pre

0.55%

premium

6 Buy

6 Hold

3 Sell

Hold

premium

$17.84B

109.96%

ELTP

Elite Pharmaceuticals

$0.50

$0.03

(6.42%)

premium

―

premium

$532.11M

166.31%

SCHD < ETF >

Schwab US Dividend Equity ETF

$27.98

$0.03

(0.11%)

Pre

0.25%

premium

411 Buy

414 Hold

69 Sell

Moderate Buy

premium

$67.96B

8.87%

SCHG < ETF >

Schwab U.S. Large-Cap Growth ETF

$28.54

$0.07

(0.25%)

Pre

0.91%

premium

2K Buy

1K Hold

121 Sell

Moderate Buy

premium

$38.89B

34.10%

ULTY < ETF >

YieldMax Ultra Option Income Strategy ETF

$8.72

$0.11

(1.28%)

Pre

0.66%

premium

341 Buy

133 Hold

36 Sell

Moderate Buy

premium

$274.13M

-55.50%

SOUN

SoundHound AI, Inc Class A

$14.00

$0.01

(0.07%)

Pre

1.57%

premium

2 Buy

2 Hold

0 Sell

Moderate Buy

premium

$5.51B

681.56%

HUMA

Humacyte

$4.72

$0.16

(3.51%)

Pre

1.69%

premium

4 Buy

1 Hold

0 Sell

Strong Buy

premium

$607.32M

42.95%

JEPQ < ETF >

J.P. Morgan Nasdaq Equity Premium Income ETF

$57.52

$0.15

(0.26%)

Pre

0.66%

premium

1K Buy

526 Hold

65 Sell

Moderate Buy

premium

$22.58B

10.41%

TQQQ < ETF >

ProShares UltraPro QQQ

$83.17

$1.03

(1.25%)

Pre

2.39%

premium

―

premium

$25.42B

46.86%

GCT

GigaCloud Technology, Inc. Class A

$22.71

$1.45

(6.82%)

Pre

1.23%

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$930.47M

-7.52%

MJ < ETF >

ETFMG Alternative Harvest ETF

$2.12

$0.07

(3.41%)

Pre

1.89%

premium

―

premium

$144.46M

-44.14%

BWLP

BW LPG Ltd

$13.40

$1.46

(12.23%)

Pre

2.91%

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.92B

7.42%

SDCH

SideChannel

$0.04

$0.005

(13.71%)

premium

―

premium

$8.99M

5.41%

BBAI

BigBearai Holdings

$4.12

$0.48

(13.19%)

Pre

1.94%

premium

3 Buy

1 Hold

0 Sell

Strong Buy

premium

$1.04B

112.86%

BUKS

Butler National

$1.72

$0.05

(2.99%)

premium

―

premium

$116.25M

120.80%

AIPI < ETF >

REX AI Equity Premium Income ETF

$48.65

$0.43

(0.89%)

Pre

0.55%

premium

483 Buy

137 Hold

27 Sell

Moderate Buy

premium

$259.71M

-4.83%

FEPI < ETF >

REX FANG & Innovation Equity Premium Income ETF

$48.98

$0.38

(0.78%)

Pre

0.88%

premium

347 Buy

106 Hold

29 Sell

Moderate Buy

premium

$473.01M

-13.01%

XYLG < ETF >

Global X S&P 500 Covered Call & Growth ETF

$28.50

$0.07

(0.25%)

premium

4K Buy

3K Hold

289 Sell

Moderate Buy

premium

$61.46M

-0.84%

SPYT < ETF >

Defiance S&P 500 Target Income ETF

$19.60

$0.02

(0.1%)

Pre

0.36%

premium

―

premium

$103.69M

-2.36%