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Sumo - New Portfolio

oiram1188@yahoo.ca

Sumo
Individual Investor
Ranked #47,373 out of 781,066 TipRanks' Investors
Success Rate
72%
237 out of 329
profitable transactions
Average Return
19.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.59%
6-Month Return▲ 8.05%
12-Month Return▲ 24.94%
YTD Return▲ 3.56%
Total Return▲ 67.65%

Best Trade

Opened at
Closed at-
Gain▲ 462.29%

Bio

As it goes and learning at the same times. Loving it.

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.14%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 11.69%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 8.93%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 0.66%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 4.32%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.11%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.17%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 3.56%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 0.14%
▲ 8.13%▲ 1.21%▲ 11.69%
▼ 13.14%▲ 2.34%▼ 8.93%
▲ 2.93%▲ 2.10%▲ 0.66%
▲ 10.00%▼ 0.89%▲ 4.32%
▲ 26.04%▲ 5.96%▲ 7.11%
▲ 5.93%▼ 2.41%▼ 2.17%
▲ 9.79%▲ 0.95%▲ 3.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Cornerstone Total Return Fund Inc
0.09%
▲ 24.19%
1
Open
Aug 09, 2024
Hamilton Enhanced Multi-Sector Covered Call ETF Trust Units E
0.13%
▲ 16.41%
1
Open
Aug 08, 2024
Coinbase Global
0%
▲ 44.53%
1
Open
Aug 02, 2024
YieldMax COIN Option Income Strategy ETF
0.14%
▲ 30.55%
1
Open
Aug 02, 2024
Canoe EIT Income Fund
0.11%
▲ 15.24%
1
Open
Aug 02, 2024
YieldMax NVDA Option Income Strategy ETF
0.23%
▲ 11.16%
3
Open
Jul 31, 2024
YieldMax AMD Option Income Strategy ETF
0.1%
▼ 10.44%
1
Open
Jul 31, 2024
Broadcom
2.4%
▲ 462.29%
2
Sell
Jul 16, 2024
Realty Income
0.55%
▼ 3.20%
3
Sell
Jul 16, 2024
Oneok
1.1%
▲ 74.83%
4
Sell
Jul 16, 2024
Southern Copper
1.01%
▲ 43.23%
3
Sell
Jul 16, 2024
Petroleo Brasileiro SA- Petrobras
▲ 18.59%
2
Close
Jul 16, 2024
YieldMax TSLA Option Income Strategy ETF
0.15%
▲ 39.28%
3
Buy
Jul 16, 2024
Exxon Mobil
1.14%
▼ 1.00%
2
Sell
Jul 16, 2024
Roundhill N-100 0DTE Covered Call Strategy ETF
0.41%
▲ 10.14%
2
Buy
Jul 16, 2024
Bitcoin
0%
▲ 74.57%
1
Open
Jul 03, 2024
YieldMax AMZN Option Income Strategy ETF
0.19%
▲ 6.60%
1
Open
Jul 01, 2024
YieldMax MSTR Option Income Strategy ETF
0.3%
▲ 84.60%
1
Open
Jun 21, 2024
Hamilton Enhanced U.S. Covered Call ETF Trust Units -Hedged-
0.1%
▲ 14.41%
1
Open
Jun 07, 2024
Evolve S&P 500 Enhanced Yield Fund Trust Units -Hedged-
0.18%
▲ 11.72%
1
Open
Jun 07, 2024