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Individual Brokerage -4999 - New Portfolio

Cj Smith

Individual Brokerage -4999
Individual Investor
Ranked #548,966 out of 832,415 TipRanks' Investors
Success Rate
40%
92 out of 230
profitable transactions
Average Return
-4.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.66%
6-Month Return▲ 22.11%
12-Month Return-
YTD Return▲ 21.52%
Total Return▲ 21.52%

Best Trade

Opened at
Closed at-
Gain▲ 354.70%

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

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 9.13%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.89%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.09%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 4.84%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 8.79%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 8.20%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 6.28%
Nov 2025
▼ 0.68%
▼ 0.24%
▼ 0.11%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 9.13%
▲ 9.25%▲ 5.14%▲ 7.89%
▲ 7.60%▲ 2.30%▲ 2.09%
▲ 2.76%▲ 2.05%▲ 4.84%
▲ 12.88%▲ 3.56%▲ 8.79%
▲ 10.96%▲ 2.38%▲ 8.20%
▼ 3.44%▲ 0.19%▼ 6.28%
▼ 0.68%▼ 0.24%▼ 0.11%

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
1.56%
▼ 32.49%
4
Buy
Feb 25, 2025
Dynex Capital
▼ 45.77%
7
Close
Feb 25, 2025
Global Ship Lease
0.2%
▲ 60.63%
3
Sell
Feb 25, 2025
JPMorgan Nasdaq Equity Premium Income Active ETF Trust Unit
▼ 31.07%
2
Close
Feb 23, 2025