Sumo - New Portfolio

oiram1188@yahoo.ca

Sumo
Individual Investor
Ranked #46,462 out of 757,311 TipRanks' Investors
Success Rate
70%
231 out of 329
profitable transactions
Average Return
15.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.63%
6-Month Return▲ 30.10%
12-Month Return▲ 46.06%
YTD Return▲ 35.42%
Total Return▲ 84.33%

Best Trade

Opened at
Closed at-
Gain▲ 280.59%

Bio

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

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 1.00%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.67%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.20%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.85%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.14%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 21.98%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.41%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 1.98%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 1.00%
▲ 5.05%▲ 3.27%▲ 4.67%
▼ 12.40%▼ 4.03%▼ 2.20%
▲ 11.46%▲ 5.06%▲ 2.85%
▼ 2.25%▲ 3.53%▼ 0.14%
▲ 25.76%▲ 1.21%▲ 21.98%
▼ 4.21%▲ 2.34%▲ 2.41%
▲ 2.65%▼ 0.40%▲ 1.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Cornerstone Total Return Fund Inc
0.08%
▲ 7.75%
1
Open
Aug 09, 2024
Hamilton Enhanced Multi-Sector Covered Call ETF Trust Units E
0.13%
▲ 7.76%
1
Open
Aug 08, 2024
Coinbase Global
0%
▼ 20.45%
1
Open
Aug 02, 2024
YieldMax COIN Option Income Strategy ETF
0.13%
▼ 15.19%
1
Open
Aug 02, 2024
Canoe EIT Income Fund
0.11%
▲ 5.57%
1
Open
Aug 02, 2024
YieldMax NVDA Option Income Strategy ETF
0.24%
▲ 3.09%
3
Open
Jul 31, 2024
YieldMax AMD Option Income Strategy ETF
0.14%
▲ 4.28%
1
Open
Jul 31, 2024
Broadcom
1.7%
▲ 280.59%
2
Sell
Jul 16, 2024
Realty Income
0.62%
▲ 8.23%
3
Sell
Jul 16, 2024
Oneok
0.95%
▲ 49.13%
4
Sell
Jul 16, 2024
Southern Copper
1.07%
▲ 46.96%
3
Sell
Jul 16, 2024
Petroleo Brasileiro SA- Petrobras
▲ 18.60%
2
Close
Jul 16, 2024
YieldMax TSLA Option Income Strategy ETF
0.14%
▼ 5.15%
3
Buy
Jul 16, 2024
Exxon Mobil
1.18%
▲ 0.17%
2
Sell
Jul 16, 2024
Roundhill N-100 0DTE Covered Call Strategy ETF
0.43%
▼ 1.16%
2
Buy
Jul 16, 2024
Bitcoin
0%
▲ 2.04%
1
Open
Jul 03, 2024
YieldMax AMZN Option Income Strategy ETF
0.2%
▼ 5.08%
1
Open
Jul 01, 2024
YieldMax MSTR Option Income Strategy ETF
0.23%
▼ 8.98%
1
Open
Jun 21, 2024
Hamilton Enhanced U.S. Covered Call ETF Trust Units -Hedged-
0.1%
▲ 6.34%
1
Open
Jun 07, 2024
Evolve S&P 500 Enhanced Yield Fund Trust Units -Hedged-
0.19%
▲ 5.48%
1
Open
Jun 07, 2024