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Individual Brokerage -4999 - New Portfolio
cj smith
Individual Brokerage -4999Individual Investor
Ranked #519,725 out of 857,329 TipRanks' Investors
Success Rate
37 out of 104
profitable transactions
profitable transactions
Average Return
-3.54%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 6.80%
6-Month Return▼ 15.42%
12-Month Return▲ 18.33%
YTD Return▼ 10.10%
Total Return▲ 11.01%
Best Trade
Bio
Aggressive covered calls with a mix of high dividends
Performance
12.88%0-12.88%
▲ 2.76%
▲ 2.05%
▲ 1.83%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 8.77%
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
▼ 1.18%
▼ 0.86%
▼ 7.22%
Feb 2026
▲ 1.73%
▼ 5.20%
▼ 8.24%
Mar 2026
▲ 2.76%▲ 2.05%▲ 1.83%
▲ 12.88%▲ 3.56%▲ 8.77%
▲ 10.96%▲ 2.38%▲ 6.67%
▼ 3.68%▲ 0.19%▼ 8.24%
▼ 0.10%▲ 0.08%▼ 2.59%
▲ 4.06%▲ 1.47%▲ 5.59%
▼ 1.18%▼ 0.86%▼ 7.22%
▲ 1.73%▼ 5.20%▼ 8.24%
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
0.2%
▼ 53.75%
3
Buy
Jan 24, 2025
Ocugen
0.17%
▲ 162.55%
2
Buy
Jan 24, 2025
Kinder Morgan
0.05%
▲ 15.24%
2
Buy
Jan 24, 2025
Cerence
0.02%
▼ 35.56%
2
Buy
Jan 24, 2025
Stellus Capital
0.01%
▼ 63.02%
2
Buy
Jan 24, 2025
Direxion Daily TSLA Bull 1.5X Shares ETF
0.99%
▼ 57.72%
2
Buy
Jan 24, 2025
Rigetti Computing
1.25%
▲ 35.12%
2
Buy
Jan 24, 2025
Energy Transfer
0.06%
▲ 0.80%
2
Sell
Jan 24, 2025
Oxford Lane Capital
0.15%
▼ 72.27%
2
Buy
Jan 24, 2025
D-Wave Quantum
1.33%
▲ 30.23%
3
Sell
Jan 24, 2025
Orchid Island Capital
0.56%
▼ 14.00%
2
Buy
Jan 24, 2025
Horizon Technology
0.34%
▼ 70.63%
2
Buy
Jan 24, 2025