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Tony - New Portfolio

tonyheppenstall@hotmail.co.Uk

Tony
Individual Investor
Ranked #24,102 out of 769,002 TipRanks' Investors
Success Rate
79%
64 out of 81
profitable transactions
Average Return
32.43%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.67%
6-Month Return▲ 6.85%
12-Month Return▲ 29.78%
YTD Return▲ 18.75%
Total Return▲ 30.25%

Best Trade

Opened at
Closed at-
Gain▲ 368.20%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▲ 1.05%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.94%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.68%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.22%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.57%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.07%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 0.24%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 2.33%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▲ 1.05%
▲ 11.46%▲ 5.06%▲ 4.94%
▼ 2.25%▲ 3.53%▼ 2.68%
▲ 25.72%▲ 1.21%▲ 3.22%
▼ 4.22%▲ 2.34%▲ 0.57%
▲ 7.82%▲ 2.10%▲ 3.07%
▲ 5.70%▼ 0.89%▲ 0.24%
▲ 21.94%▲ 3.81%▲ 2.33%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Equitrans Midstream
▲ 41.41%
2
Close
Jul 22, 2024
Via Renewables
▼ 7.68%
2
Close
Jun 13, 2024
Pioneer Natural
▲ 28.58%
2
Close
May 02, 2024
Exxon Mobil
0%
▲ 6.06%
1
Open
May 02, 2024
YieldMax COIN Option Income Strategy ETF
0%
▲ 69.12%
1
Open
Dec 15, 2023
Global X NASDAQ 100 Covered Call ETF
0%
▲ 19.15%
1
Open
Dec 04, 2023
3M
0%
▲ 52.94%
1
Open
Dec 04, 2023
YieldMax Innovation Option Income Strategy ETF
0%
▲ 12.56%
1
Open
Dec 04, 2023
Altria Group
0%
▲ 46.17%
1
Open
Nov 29, 2023
Crestwood Equity
▲ 10.67%
2
Close
Nov 03, 2023
Oxford Square Capital
0%
▲ 7.04%
1
Open
Oct 26, 2023
ZIM Integrated Shipping Services
35.49%
▲ 118.49%
4
Sell
Oct 17, 2023
Ares Capital
1.31%
▲ 29.89%
2
Buy
Oct 17, 2023
KraneShares China Internet and Covered Call Strategy ETF
8.82%
▲ 6.79%
1
Open
Oct 17, 2023
Apple Hospitality REIT
12.22%
▲ 1.76%
1
Open
Oct 17, 2023
Gladstone Commercial
20.98%
▲ 48.78%
1
Open
Oct 17, 2023
Eagle Point Credit Company
0%
▲ 12.57%
1
Open
Oct 16, 2023
Cornerstone Total Return Fund Inc
0%
▲ 38.53%
1
Open
Sep 27, 2023
YieldMax TSLA Option Income Strategy ETF
13.38%
▲ 14.05%
3
Buy
Sep 21, 2023
Schwab US Dividend Equity ETF
0%
▲ 22.32%
1
Open
Aug 27, 2023