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Tony - New Portfolio
tonyheppenstall@hotmail.co.Uk
TonyIndividual Investor
Ranked #39,316 out of 791,381 TipRanks' Investors
Success Rate
58 out of 81
profitable transactions
profitable transactions
Average Return
22.66%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 7.09%
6-Month Return▼ 1.80%
12-Month Return▲ 4.97%
YTD Return▼ 5.76%
Total Return▲ 18.99%
Best Trade
Bio
Performance
26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 0.57%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.04%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.62%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.47%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 3.27%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 2.35%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.36%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 5.70%
Mar 2025
▼ 13.14%▲ 2.34%▲ 0.57%
▲ 2.93%▲ 2.10%▲ 3.04%
▲ 10.00%▼ 0.89%▼ 0.62%
▲ 26.01%▲ 5.96%▲ 3.47%
▲ 5.75%▼ 2.41%▼ 3.27%
▲ 5.32%▲ 2.69%▲ 2.35%
▼ 12.86%▼ 1.27%▼ 2.36%
▼ 2.15%▼ 5.65%▼ 5.70%
Recent Activity
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%
▼ 2.92%
1
Open
May 02, 2024
YieldMax COIN Option Income Strategy ETF
0%
▲ 13.64%
1
Open
Dec 15, 2023
Global X NASDAQ 100 Covered Call ETF
0%
▲ 14.56%
1
Open
Dec 04, 2023
3M
0%
▲ 77.38%
1
Open
Dec 04, 2023
YieldMax Innovation Option Income Strategy ETF
0%
▼ 0.45%
1
Open
Dec 04, 2023
Altria Group
0%
▲ 54.79%
1
Open
Nov 29, 2023
Crestwood Equity
―
▲ 10.67%
2
Close
Nov 03, 2023
Oxford Square Capital
0%
▲ 12.51%
1
Open
Oct 26, 2023
ZIM Integrated Shipping Services
36.53%
▲ 96.89%
4
Sell
Oct 17, 2023
Ares Capital
1.57%
▲ 33.20%
2
Buy
Oct 17, 2023
KraneShares China Internet and Covered Call Strategy ETF
10.39%
▲ 16.67%
1
Open
Oct 17, 2023
Apple Hospitality REIT
12.81%
▼ 7.09%
1
Open
Oct 17, 2023
Gladstone Commercial
22.15%
▲ 35.52%
1
Open
Oct 17, 2023
Eagle Point Credit Company
0%
▲ 12.32%
1
Open
Oct 16, 2023
Cornerstone Total Return Fund Inc
0%
▲ 24.26%
1
Open
Sep 27, 2023
YieldMax TSLA Option Income Strategy ETF
8.22%
▼ 23.72%
3
Buy
Sep 21, 2023
Schwab US Dividend Equity ETF
0%
▲ 19.29%
1
Open
Aug 27, 2023