Individual Brokerage -4999 - New Portfolio
cj smith
Individual Brokerage -4999Individual Investor
Ranked #533,658 out of 858,896 TipRanks' Investors
Success Rate
42 out of 104
profitable transactions
profitable transactions
Average Return
-0.70%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.28%
6-Month Return▼ 12.60%
12-Month Return▲ 37.57%
YTD Return▼ 5.87%
Total Return▲ 16.24%
Best Trade
Bio
Aggressive covered calls with a mix of high dividends
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 8.78%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.67%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 8.24%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.59%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 5.59%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 7.30%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 7.54%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 4.01%
Apr 2026
▲ 12.88%▲ 3.56%▲ 8.78%
▲ 10.96%▲ 2.38%▲ 6.67%
▼ 3.68%▲ 0.19%▼ 8.24%
▼ 0.10%▲ 0.08%▼ 2.59%
▲ 4.06%▲ 1.47%▲ 5.59%
▼ 1.12%▼ 0.86%▼ 7.30%
▲ 0.60%▼ 4.94%▼ 7.54%
▲ 4.89%▲ 4.48%▲ 4.01%
Recent Activity
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
0.22%
▼ 51.53%
3
Buy
Jan 24, 2025
Ocugen
0.15%
▲ 126.52%
2
Buy
Jan 24, 2025
Kinder Morgan
0.06%
▲ 14.68%
2
Buy
Jan 24, 2025
Cerence
0.02%
▼ 29.81%
2
Buy
Jan 24, 2025
Stellus Capital
0.01%
▼ 62.26%
2
Buy
Jan 24, 2025
Direxion Daily TSLA Bull 1.5X Shares ETF
0.89%
▼ 62.99%
2
Buy
Jan 24, 2025
Rigetti Computing
1.28%
▲ 33.30%
2
Buy
Jan 24, 2025
Energy Transfer
0.06%
▲ 1.75%
2
Sell
Jan 24, 2025
Oxford Lane Capital
0.17%
▼ 69.03%
2
Buy
Jan 24, 2025
D-Wave Quantum
1.25%
▲ 17.98%
3
Sell
Jan 24, 2025
Orchid Island Capital
0.62%
▼ 9.21%
2
Buy
Jan 24, 2025
Horizon Technology
0.39%
▼ 67.62%
2
Buy
Jan 24, 2025