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Individual Brokerage -4999 - New Portfolio

cj smith

Individual Brokerage -4999
Individual Investor
Ranked #523,186 out of 833,691 TipRanks' Investors
Success Rate
38%
39 out of 104
profitable transactions
Average Return
8.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.28%
6-Month Return▲ 19.55%
12-Month Return▲ 24.05%
YTD Return▲ 26.01%
Total Return▲ 27.86%

Best Trade

Opened at
Closed at-
Gain▲ 352.17%

Bio

Aggressive covered calls with a mix of high dividends

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 10.94%
May 2025
▲ 9.25%
▲ 5.14%
▲ 8.39%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 6.42%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 1.84%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 8.77%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.67%
Oct 2025
▼ 3.57%
▲ 0.19%
▼ 8.31%
Nov 2025
▲ 1.45%
▲ 0.97%
▲ 0.98%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 10.94%
▲ 9.25%▲ 5.14%▲ 8.39%
▲ 7.60%▲ 2.30%▲ 6.42%
▲ 2.76%▲ 2.05%▲ 1.84%
▲ 12.88%▲ 3.56%▲ 8.77%
▲ 10.96%▲ 2.38%▲ 6.67%
▼ 3.57%▲ 0.19%▼ 8.31%
▲ 1.45%▲ 0.97%▲ 0.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
WK Kellogg Co
▲ 35.53%
2
Close
Sep 25, 2025
Ellington Financial
▲ 3.22%
2
Close
Jan 27, 2025
Workhorse Group
▼ 25.90%
2
Close
Jan 27, 2025
BioNano Genomics
▼ 37.95%
2
Close
Jan 27, 2025
Rithm Capital
▲ 3.29%
2
Close
Jan 27, 2025
Ladder Capital
▼ 3.07%
2
Close
Jan 27, 2025
Plug Power
▼ 18.75%
2
Close
Jan 27, 2025
Vale SA
▲ 0.90%
2
Close
Jan 27, 2025
Prospect Capital
0.16%
▼ 54.67%
3
Buy
Jan 24, 2025
Ocugen
0.09%
▲ 80.18%
2
Buy
Jan 24, 2025
Kinder Morgan
0.04%
▼ 4.27%
2
Buy
Jan 24, 2025
Cerence
0.02%
▲ 6.46%
2
Buy
Jan 24, 2025
Stellus Capital
0.01%
▼ 49.66%
2
Buy
Jan 24, 2025
Direxion Daily TSLA Bull 1.5X Shares ETF
1.51%
▼ 21.86%
2
Buy
Jan 24, 2025
Rigetti Computing
1.74%
▲ 128.02%
2
Buy
Jan 24, 2025
Energy Transfer
0.04%
▼ 13.26%
2
Sell
Jan 24, 2025
Oxford Lane Capital
0.2%
▼ 55.53%
2
Buy
Jan 24, 2025
D-Wave Quantum
2.04%
▲ 141.09%
3
Sell
Jan 24, 2025
Orchid Island Capital
0.5%
▼ 8.20%
2
Buy
Jan 24, 2025
Horizon Technology
0.43%
▼ 54.80%
2
Buy
Jan 24, 2025