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Sumo - New Portfolio

oiram1188@yahoo.ca

Sumo
Individual Investor
Ranked #45,104 out of 807,269 TipRanks' Investors
Success Rate
74%
243 out of 330
profitable transactions
Average Return
22.37%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.84%
6-Month Return▲ 19.29%
12-Month Return▲ 36.98%
YTD Return▲ 21.24%
Total Return▲ 96.43%

Best Trade

Opened at
Closed at-
Gain▲ 547.14%

Bio

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

Performance

12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 2.00%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 4.08%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.86%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 4.87%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.30%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 7.84%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.19%
Jun 2025
▲ 2.03%
▲ 0.40%
▲ 3.07%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 5.10%▼ 2.41%▼ 2.00%
▲ 6.03%▲ 2.69%▲ 4.08%
▼ 12.86%▼ 1.27%▼ 2.86%
▼ 1.80%▼ 5.57%▲ 4.87%
▲ 1.84%▼ 0.87%▼ 0.30%
▲ 12.20%▲ 6.28%▲ 7.84%
▲ 6.24%▲ 5.14%▲ 3.19%
▲ 2.03%▲ 0.40%▲ 3.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Canadian Western Bank
▲ 87.14%
5
Close
Feb 04, 2025
National Bank of Canada
0.45%
▲ 13.35%
1
Open
Feb 04, 2025
Cornerstone Total Return Fund Inc
0.08%
▲ 21.81%
1
Open
Aug 09, 2024
Hamilton Enhanced Multi-Sector Covered Call ETF Trust Units E
0.13%
▲ 24.10%
1
Open
Aug 08, 2024
Coinbase Global
0%
▲ 73.56%
1
Open
Aug 02, 2024
YieldMax COIN Option Income Strategy ETF
0.09%
▲ 35.97%
1
Open
Aug 02, 2024
Canoe EIT Income Fund
0.11%
▲ 20.55%
1
Open
Aug 02, 2024
YieldMax NVDA Option Income Strategy ETF
0.17%
▲ 15.66%
3
Open
Jul 31, 2024
YieldMax AMD Option Income Strategy ETF
0.08%
▼ 3.90%
1
Open
Jul 31, 2024
Broadcom
2.66%
▲ 547.14%
2
Sell
Jul 16, 2024
Realty Income
0.56%
▲ 4.81%
3
Sell
Jul 16, 2024
Oneok
0.8%
▲ 34.00%
4
Sell
Jul 16, 2024
Southern Copper
1.05%
▲ 55.89%
3
Sell
Jul 16, 2024
Petroleo Brasileiro SA- Petrobras
▲ 18.59%
2
Close
Jul 16, 2024
YieldMax TSLA Option Income Strategy ETF
0.08%
▲ 8.11%
3
Buy
Jul 16, 2024
Exxon Mobil
1.12%
▲ 2.49%
2
Sell
Jul 16, 2024
Roundhill N-100 0DTE Covered Call Strategy ETF
0.34%
▲ 11.94%
2
Buy
Jul 16, 2024
Bitcoin
0%
▲ 80.27%
1
Open
Jul 03, 2024
YieldMax AMZN Option Income Strategy ETF
0.15%
▲ 12.08%
1
Open
Jul 01, 2024
YieldMax MSTR Option Income Strategy ETF
0.2%
▲ 115.30%
1
Open
Jun 21, 2024