tiprankstipranks

New Portfolio - New Portfolio

evchau

New Portfolio
Individual Investor
Ranked #6,824 out of 788,174 TipRanks' Investors
Success Rate
82%
138 out of 169
profitable transactions
Average Return
62.44%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.69%
6-Month Return▲ 11.19%
12-Month Return▲ 15.45%
YTD Return▲ 4.21%
Total Return▲ 347.11%

Best Trade

Opened at
Closed at-
Gain▲ 474.90%

Bio

see my portfolio

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
▲ 2.38%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.50%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.78%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 3.27%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 8.99%
Nov 2024
▲ 5.81%
▼ 2.41%
▼ 1.10%
Dec 2024
▲ 4.98%
▲ 2.69%
▲ 3.04%
Jan 2025
▼ 8.93%
▲ 1.85%
▲ 1.13%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 2.38%
▼ 13.14%▲ 2.34%▲ 0.50%
▲ 2.93%▲ 2.10%▲ 1.78%
▲ 9.99%▼ 0.89%▼ 3.27%
▲ 26.04%▲ 5.96%▲ 8.99%
▲ 5.81%▼ 2.41%▼ 1.10%
▲ 4.98%▲ 2.69%▲ 3.04%
▼ 8.93%▲ 1.85%▲ 1.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Enterprise Products Partners
14.97%
▲ 51.26%
14
Buy
Nov 24, 2024
Energy Transfer
46.58%
▲ 162.59%
18
Buy
Nov 24, 2024
Merck & Company
2.81%
▼ 12.90%
6
Buy
Aug 24, 2024
Cross Timbers Royalty
1.96%
▼ 1.00%
11
Buy
May 13, 2024
Global X NASDAQ 100 Covered Call ETF
0.01%
▲ 28.97%
11
Sell
Dec 17, 2023
Global X Russell 2000 Covered Call ETF
4.44%
▲ 6.69%
9
Buy
Dec 03, 2023
Oxford Lane Capital
4.77%
▲ 106.33%
15
Buy
Dec 03, 2023
Rolls-Royce Holdings
2.34%
▲ 155.88%
1
Open
Nov 25, 2023
ZIM Integrated Shipping Services
0.18%
▲ 56.85%
1
Open
Apr 30, 2023
NGL Energy Partners
0%
▲ 83.82%
14
Sell
Feb 21, 2023
Prospect Capital
0%
▲ 47.54%
4
Sell
Feb 17, 2023
Monroe Capital
0%
▲ 99.63%
2
Sell
Feb 17, 2023
Store Capital
▲ 6.99%
2
Close
Feb 03, 2023
Lucid Group
0.69%
▼ 85.43%
6
Buy
Jan 17, 2023
SLR Investment Corp.
0.44%
▲ 42.17%
2
Buy
Aug 23, 2022
Mobile Telesystems
▼ 26.01%
2
Close
Jul 13, 2022
Phillips 66
0%
▲ 72.72%
1
Open
Mar 08, 2022
Moderna
▲ 9.89%
6
Close
Nov 26, 2021
Eagle Point Credit Company
0.81%
▲ 162.04%
3
Buy
Nov 04, 2021
Walmart
▲ 14.72%
2
Close
Nov 04, 2021