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Individual Brokerage -4999 - New Portfolio

cj smith

Individual Brokerage -4999
Individual Investor
Ranked #464,268 out of 803,420 TipRanks' Investors
Success Rate
30%
31 out of 104
profitable transactions
Average Return
-6.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.08%
6-Month Return-
12-Month Return-
YTD Return▲ 7.38%
Total Return▲ 8.96%

Best Trade

Opened at
Closed at-
Gain▲ 156.68%

Bio

Aggressive covered calls with a mix of high dividends

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
Nov 2024
▲ 5.43%
▼ 2.41%
▲ 1.47%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 3.36%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.85%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.22%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 1.11%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 10.94%
May 2025
▲ 5.90%
▲ 2.03%
▲ 7.17%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%
▲ 5.43%▼ 2.41%▲ 1.47%
▲ 5.99%▲ 2.69%▲ 3.36%
▼ 12.86%▼ 1.27%▼ 6.85%
▼ 1.80%▼ 5.57%▼ 7.22%
▲ 1.76%▼ 0.87%▲ 1.11%
▲ 12.21%▲ 6.28%▲ 10.94%
▲ 5.90%▲ 2.03%▲ 7.17%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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
0.23%
▼ 37.83%
3
Buy
Jan 24, 2025
Ocugen
0.08%
▲ 49.29%
2
Buy
Jan 24, 2025
Kinder Morgan
0.04%
▼ 3.43%
2
Buy
Jan 24, 2025
Cerence
0.02%
▼ 8.23%
2
Buy
Jan 24, 2025
Stellus Capital
0.01%
▼ 44.94%
2
Buy
Jan 24, 2025
Direxion Daily TSLA Bull 1.5X Shares ETF
0.88%
▼ 55.42%
2
Buy
Jan 24, 2025
Rigetti Computing
0.89%
▲ 13.69%
2
Buy
Jan 24, 2025
Energy Transfer
0.05%
▼ 3.23%
2
Sell
Jan 24, 2025
Oxford Lane Capital
0.32%
▼ 29.32%
2
Buy
Jan 24, 2025
D-Wave Quantum
1.18%
▲ 36.85%
3
Sell
Jan 24, 2025
Orchid Island Capital
0.49%
▼ 11.48%
2
Buy
Jan 24, 2025
Horizon Technology
0.53%
▼ 45.63%
2
Buy
Jan 24, 2025
AGNC Investment
0.79%
▼ 33.67%
2
Buy
Jan 24, 2025