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Individual Brokerage -4999 - New Portfolio

Cj Smith

Individual Brokerage -4999
Individual Investor
Ranked #366,644 out of 787,214 TipRanks' Investors
Success Rate
55%
94 out of 172
profitable transactions
Average Return
1.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.79%
6-Month Return-
12-Month Return-
YTD Return▲ 4.79%
Total Return▲ 4.79%

Best Trade

Opened at
Closed at-
Gain▲ 542.89%

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

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 9.99%
▼ 0.89%
Oct 2024
▲ 26.04%
▲ 5.96%
Nov 2024
▲ 5.81%
▼ 2.41%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 1.26%
Jan 2025
▼ 9.03%
▲ 1.61%
▲ 3.48%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 9.99%▼ 0.89%
▲ 26.04%▲ 5.96%
▲ 5.81%▼ 2.41%
▲ 4.98%▲ 2.69%▲ 1.26%
▼ 9.03%▲ 1.61%▲ 3.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ford Motor
0.06%
▼ 5.81%
4
Buy
Feb 18, 2025
Stellus Capital
0.05%
▲ 2.99%
4
Buy
Feb 18, 2025
Schlumberger
0.06%
▲ 3.22%
2
Buy
Feb 18, 2025
iShares Mortgage Real Estate ETF
0.08%
▲ 1.67%
3
Buy
Feb 18, 2025
Invesco S&P 500 High Dividend Low Volatility ETF
0.14%
▲ 0.30%
4
Buy
Feb 18, 2025
Hercules Capital
0.05%
▲ 3.28%
2
Buy
Feb 18, 2025
Realty Income
0.04%
▼ 0.18%
4
Buy
Feb 18, 2025
Global X Uranium ETF
0.09%
▲ 2.25%
2
Buy
Feb 18, 2025
IShares Bitcoin Trust Registered
0.04%
▼ 7.80%
4
Buy
Feb 18, 2025
Gladstone Capital
0.06%
▼ 0.69%
5
Buy
Feb 18, 2025
Main Street Capital
0.13%
▼ 14.13%
3
Buy
Feb 18, 2025
Orchid Island Capital
0.65%
▲ 68.38%
3
Buy
Feb 18, 2025
Archer Aviation
0.72%
▲ 16.48%
3
Buy
Feb 18, 2025
Horizon Technology
0.72%
▼ 29.30%
4
Buy
Feb 18, 2025
Bloomin' Brands
0.02%
▼ 1.08%
4
Sell
Feb 18, 2025
Serve Robotics Inc
0.95%
▼ 32.50%
2
Buy
Feb 18, 2025
Marathon Digital Holdings
1.14%
▼ 13.51%
5
Sell
Feb 18, 2025
IonQ
2.42%
▼ 6.14%
3
Buy
Feb 18, 2025
Upstart Holdings
5.88%
▲ 30.62%
2
Buy
Feb 18, 2025
YieldMax Magnificent 7 Fund of Option Income ETFs
0.13%
▲ 67.61%
5
Buy
Feb 18, 2025