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Individual Brokerage -4999 - New Portfolio

Cj Smith

Individual Brokerage -4999
Individual Investor
Ranked #550,312 out of 812,140 TipRanks' Investors
Success Rate
40%
93 out of 230
profitable transactions
Average Return
-7.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.79%
6-Month Return▲ 2.57%
12-Month Return-
YTD Return▲ 5.18%
Total Return▲ 5.18%

Best Trade

Opened at
Closed at-
Gain▲ 423.45%

Bio

high volatility covered calls with 12 month slightly out of the calls sold for around 40% of the stock price has worked well for me - stock goes down options pays them off, but usually if people pay 40%+ for a call the stocks not going down.

Performance

27.86%0-27.86%
▲ 6.03%
▲ 2.69%
▲ 1.26%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 4.94%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.49%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.73%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.13%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.89%
Jun 2025
▲ 27.86%
▲ 2.30%
▲ 2.09%
Jul 2025
▲ 0.42%
▲ 0.11%
▼ 0.01%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 1.26%
▼ 12.86%▼ 1.27%▼ 4.94%
▼ 1.80%▼ 5.57%▼ 7.49%
▲ 1.84%▼ 0.87%▼ 1.73%
▲ 12.20%▲ 6.28%▲ 9.13%
▲ 6.24%▲ 5.14%▲ 7.89%
▲ 27.86%▲ 2.30%▲ 2.09%
▲ 0.42%▲ 0.11%▼ 0.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Orchid Island Capital
▼ 3.44%
6
Close
Feb 26, 2025
Archer Aviation
▼ 51.94%
5
Close
Feb 26, 2025
Horizon Technology
▼ 41.47%
7
Close
Feb 26, 2025
AGNC Investment
▼ 32.27%
7
Close
Feb 26, 2025
ARMOUR Residential REIT
▼ 34.28%
5
Close
Feb 26, 2025
Hut 8
▼ 15.35%
4
Close
Feb 26, 2025
AST SpaceMobile
▼ 49.50%
7
Close
Feb 26, 2025
NuScale Power
▼ 11.89%
4
Close
Feb 26, 2025
Intuitive Machines
▼ 10.57%
4
Close
Feb 26, 2025
Direxion Daily TSLA Bull 1.5X Shares ETF
▼ 33.19%
3
Close
Feb 26, 2025
Rocket Lab USA
▼ 22.39%
4
Close
Feb 26, 2025
Oklo Inc
▼ 49.20%
4
Sell
Feb 26, 2025
IonQ
▼ 9.07%
5
Close
Feb 26, 2025
Upstart Holdings
▼ 45.33%
4
Close
Feb 26, 2025
Palantir Technologies
▼ 60.28%
5
Close
Feb 26, 2025
Super Micro Computer
▼ 21.46%
3
Close
Feb 26, 2025
Prospect Capital
1.97%
▼ 31.09%
4
Buy
Feb 25, 2025
Dynex Capital
▼ 45.77%
7
Close
Feb 25, 2025
Global Ship Lease
0.21%
▲ 43.72%
3
Sell
Feb 25, 2025
JPMorgan Nasdaq Equity Premium Income Active ETF Trust Unit
▼ 31.07%
2
Close
Feb 23, 2025