New Portfolio - New Portfolio

evchau

New Portfolio
Individual Investor
Ranked #5,896 out of 757,311 TipRanks' Investors
Success Rate
83%
138 out of 167
profitable transactions
Average Return
48.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.93%
6-Month Return▲ 4.38%
12-Month Return▲ 14.06%
YTD Return▲ 8.68%
Total Return▲ 306.92%

Best Trade

Opened at
Closed at-
Gain▲ 435.99%

Bio

see my portfolio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 2.08%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.60%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.26%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.79%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.66%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 2.38%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.76%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.39%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 2.08%
▲ 5.05%▲ 3.27%▲ 1.60%
▼ 12.40%▼ 4.03%▼ 1.26%
▲ 11.46%▲ 5.06%▲ 3.79%
▼ 2.25%▲ 3.53%▼ 2.66%
▲ 25.76%▲ 1.21%▲ 2.38%
▼ 4.21%▲ 2.34%▲ 0.76%
▲ 2.65%▼ 0.40%▲ 0.39%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Merck & Company
4.2%
▲ 16.92%
6
Buy
Aug 24, 2024
Enterprise Products Partners
14.39%
▲ 31.39%
13
Buy
Aug 24, 2024
Energy Transfer
41.4%
▲ 107.99%
17
Buy
Aug 24, 2024
Cross Timbers Royalty
1.85%
▼ 17.60%
11
Buy
May 13, 2024
Global X NASDAQ 100 Covered Call ETF
0.01%
▲ 17.40%
11
Sell
Dec 17, 2023
Global X Russell 2000 Covered Call ETF
4.83%
▼ 0.22%
9
Buy
Dec 03, 2023
Oxford Lane Capital
5.42%
▲ 93.64%
15
Buy
Dec 03, 2023
Rolls-Royce Holdings
2.31%
▲ 114.22%
1
Open
Nov 25, 2023
ZIM Integrated Shipping Services
0.19%
▲ 20.18%
1
Open
Apr 30, 2023
NGL Energy Partners
0%
▲ 69.16%
14
Sell
Feb 21, 2023
Prospect Capital
0%
▲ 70.47%
4
Sell
Feb 17, 2023
Monroe Capital
0%
▲ 79.33%
2
Sell
Feb 17, 2023
Store Capital
▲ 6.99%
2
Close
Feb 03, 2023
Lucid Group
0.84%
▼ 83.98%
6
Buy
Jan 17, 2023
SLR Investment Corp.
0.42%
▲ 18.44%
2
Buy
Aug 23, 2022
Mobile Telesystems
▼ 26.01%
2
Close
Jul 13, 2022
Phillips 66
0%
▲ 69.59%
1
Open
Mar 08, 2022
Moderna
▲ 9.89%
6
Close
Nov 26, 2021
Eagle Point Credit Company
1%
▲ 167.18%
3
Buy
Nov 04, 2021
Walmart
▲ 14.72%
2
Close
Nov 04, 2021