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Tony - New Portfolio
tonyheppenstall@hotmail.co.Uk
TonyIndividual Investor
Ranked #32,965 out of 747,498 TipRanks' Investors
Success Rate
60 out of 81
profitable transactions
profitable transactions
Average Return
22.40%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.93%
6-Month Return▲ 9.69%
12-Month Return▲ 11.56%
YTD Return▲ 10.17%
Total Return▲ 20.84%
Best Trade
Bio
Performance
29.87%0-29.87%
▲ 5.14%
▲ 4.57%
▲ 7.64%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.48%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.57%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.71%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 1.05%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.81%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.73%
Jun 2024
▲ 29.87%
▲ 0.88%
▲ 2.00%
Jul 2024
▲ 5.14%▲ 4.57%▲ 7.64%
▼ 1.87%▲ 1.59%▼ 0.48%
▲ 14.08%▲ 5.22%▲ 2.57%
▲ 5.05%▲ 3.27%▲ 2.71%
▼ 12.40%▼ 4.03%▲ 1.05%
▲ 11.46%▲ 5.06%▲ 4.81%
▼ 2.25%▲ 3.53%▼ 2.73%
▲ 29.87%▲ 0.88%▲ 2.00%
Recent Activity
Via Renewables
―
▼ 7.68%
2
Close
Jun 13, 2024
Pioneer Natural
―
▲ 28.58%
2
Close
May 02, 2024
Exxon Mobil
0%
▲ 0.67%
1
Open
May 02, 2024
YieldMax COIN Option Income Strategy ETF
0%
▲ 44.07%
1
Open
Dec 15, 2023
Global X NASDAQ 100 Covered Call ETF
0%
▲ 11.81%
1
Open
Dec 04, 2023
3M
0%
▲ 23.01%
1
Open
Dec 04, 2023
YieldMax Innovation Option Income Strategy ETF
0%
▲ 4.43%
1
Open
Dec 04, 2023
Altria Group
0%
▲ 26.63%
1
Open
Nov 29, 2023
Crestwood Equity
―
▲ 10.67%
2
Close
Nov 03, 2023
Oxford Square Capital
0%
▲ 15.80%
1
Open
Oct 26, 2023
ZIM Integrated Shipping Services
29.49%
▲ 30.32%
4
Sell
Oct 17, 2023
Ares Capital
1.39%
▲ 20.58%
2
Buy
Oct 17, 2023
KraneShares China Internet and Covered Call Strategy ETF
11.45%
▲ 5.77%
1
Open
Oct 17, 2023
Apple Hospitality REIT
12.97%
▼ 3.79%
1
Open
Oct 17, 2023
Gladstone Commercial
19.66%
▲ 23.06%
1
Open
Oct 17, 2023
Eagle Point Credit Company
0%
▲ 18.48%
1
Open
Oct 16, 2023
Cornerstone Total Return Fund Inc
0%
▲ 15.99%
1
Open
Sep 27, 2023
YieldMax TSLA Option Income Strategy ETF
16.09%
▼ 7.79%
3
Buy
Sep 21, 2023
Schwab US Dividend Equity ETF
0%
▲ 14.16%
1
Open
Aug 27, 2023
ARMOUR Residential REIT
0%
▲ 3.69%
1
Open
Aug 15, 2023