tiprankstipranks

New Portfolio - New Portfolio

evchau

New Portfolio
Individual Investor
Ranked #7,425 out of 770,014 TipRanks' Investors
Success Rate
82%
137 out of 167
profitable transactions
Average Return
58.09%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.67%
6-Month Return▲ 5.99%
12-Month Return▲ 19.89%
YTD Return▲ 13.45%
Total Return▲ 324.84%

Best Trade

Opened at
Closed at-
Gain▲ 543.14%

Bio

see my portfolio

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 1.26%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.79%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.66%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.38%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.50%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.78%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 3.16%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 6.60%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.26%
▲ 11.46%▲ 5.06%▲ 3.79%
▼ 2.25%▲ 3.53%▼ 2.66%
▲ 25.72%▲ 1.21%▲ 2.38%
▼ 4.22%▲ 2.34%▲ 0.50%
▲ 7.82%▲ 2.10%▲ 1.78%
▲ 5.70%▼ 0.89%▼ 3.16%
▲ 31.73%▲ 4.73%▲ 6.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Enterprise Products Partners
14.8%
▲ 46.72%
14
Buy
Nov 24, 2024
Energy Transfer
45.47%
▲ 154.40%
18
Buy
Nov 24, 2024
Merck & Company
3.33%
▼ 0.31%
6
Buy
Aug 24, 2024
Cross Timbers Royalty
1.97%
▼ 4.66%
11
Buy
May 13, 2024
Global X NASDAQ 100 Covered Call ETF
0.01%
▲ 21.86%
11
Sell
Dec 17, 2023
Global X Russell 2000 Covered Call ETF
4.54%
▲ 5.37%
9
Buy
Dec 03, 2023
Oxford Lane Capital
5%
▲ 100.34%
15
Buy
Dec 03, 2023
Rolls-Royce Holdings
2.08%
▲ 122.03%
1
Open
Nov 25, 2023
ZIM Integrated Shipping Services
0.19%
▲ 39.73%
1
Open
Apr 30, 2023
NGL Energy Partners
0%
▲ 72.17%
14
Sell
Feb 21, 2023
Prospect Capital
0%
▲ 54.77%
4
Sell
Feb 17, 2023
Monroe Capital
0%
▲ 89.13%
2
Sell
Feb 17, 2023
Store Capital
▲ 6.99%
2
Close
Feb 03, 2023
Lucid Group
0.47%
▼ 90.45%
6
Buy
Jan 17, 2023
SLR Investment Corp.
0.42%
▲ 30.09%
2
Buy
Aug 23, 2022
Mobile Telesystems
▼ 26.01%
2
Close
Jul 13, 2022
Phillips 66
0%
▲ 74.99%
1
Open
Mar 08, 2022
Moderna
▲ 9.89%
6
Close
Nov 26, 2021
Eagle Point Credit Company
0.85%
▲ 152.46%
3
Buy
Nov 04, 2021
Walmart
▲ 14.72%
2
Close
Nov 04, 2021