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Tony - New Portfolio
tonyheppenstall@hotmail.co.Uk
TonyIndividual Investor
Ranked #27,907 out of 775,923 TipRanks' Investors
Success Rate
63 out of 81
profitable transactions
profitable transactions
Average Return
28.15%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.31%
6-Month Return▲ 6.39%
12-Month Return▲ 12.94%
YTD Return▲ 13.96%
Total Return▲ 25.00%
Best Trade
Bio
Performance
43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.94%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.68%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 3.22%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.57%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 3.05%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.40%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.38%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 4.38%
Dec 2024
▲ 11.46%▲ 5.06%▲ 4.94%
▼ 2.25%▲ 3.53%▼ 2.68%
▲ 25.71%▲ 1.21%▲ 3.22%
▼ 4.22%▲ 2.34%▲ 0.57%
▲ 7.82%▲ 2.10%▲ 3.05%
▲ 5.38%▼ 0.89%▼ 0.40%
▲ 43.22%▲ 5.96%▲ 3.38%
▲ 3.34%▼ 1.56%▼ 4.38%
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%
▼ 6.68%
1
Open
May 02, 2024
YieldMax COIN Option Income Strategy ETF
0%
▲ 56.03%
1
Open
Dec 15, 2023
Global X NASDAQ 100 Covered Call ETF
0%
▲ 22.73%
1
Open
Dec 04, 2023
3M
0%
▲ 54.67%
1
Open
Dec 04, 2023
YieldMax Innovation Option Income Strategy ETF
0%
▲ 22.54%
1
Open
Dec 04, 2023
Altria Group
0%
▲ 40.58%
1
Open
Nov 29, 2023
Crestwood Equity
―
▲ 10.67%
2
Close
Nov 03, 2023
Oxford Square Capital
0%
▲ 1.96%
1
Open
Oct 26, 2023
ZIM Integrated Shipping Services
30.36%
▲ 77.31%
4
Sell
Oct 17, 2023
Ares Capital
1.42%
▲ 30.27%
2
Buy
Oct 17, 2023
KraneShares China Internet and Covered Call Strategy ETF
9.62%
▲ 4.72%
1
Open
Oct 17, 2023
Apple Hospitality REIT
13.47%
▲ 3.35%
1
Open
Oct 17, 2023
Gladstone Commercial
21.83%
▲ 42.93%
1
Open
Oct 17, 2023
Eagle Point Credit Company
0%
▲ 13.99%
1
Open
Oct 16, 2023
Cornerstone Total Return Fund Inc
0%
▲ 36.18%
1
Open
Sep 27, 2023
YieldMax TSLA Option Income Strategy ETF
15.35%
▲ 29.02%
3
Buy
Sep 21, 2023
Schwab US Dividend Equity ETF
0%
▲ 17.35%
1
Open
Aug 27, 2023