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Stephen23m - New Portfolio

murgohs@gmail.com

Stephen23m
Individual Investor
Ranked #151,693 out of 747,498 TipRanks' Investors
Success Rate
60%
131 out of 220
profitable transactions
Average Return
8.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.77%
6-Month Return▲ 20.87%
12-Month Return▲ 11.19%
YTD Return▲ 19.77%
Total Return▲ 32.24%

Best Trade

Opened at
Closed at-
Gain▲ 92.39%

Bio

Chaos

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 4.67%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.89%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 4.28%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.75%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 3.73%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.51%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.42%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 2.69%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.67%
▼ 1.87%▲ 1.59%▼ 1.89%
▲ 14.08%▲ 5.22%▲ 4.28%
▲ 5.05%▲ 3.27%▲ 2.75%
▼ 12.40%▼ 4.03%▲ 3.73%
▲ 11.46%▲ 5.06%▲ 6.51%
▼ 2.25%▲ 3.53%▲ 0.42%
▲ 25.65%▲ 0.88%▲ 2.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Goldman Sachs BDC
0%
▼ 1.28%
1
Open
Apr 27, 2024
Blue Owl Capital
0%
▲ 2.18%
1
Open
Apr 27, 2024
JPMorgan Equity Premium Income ETF
0.49%
▲ 9.55%
2
Buy
Apr 26, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
0.37%
▲ 31.50%
4
Buy
Apr 26, 2024
Lufax Holding
▼ 40.06%
8
Close
Apr 09, 2024
Sabre
▼ 16.78%
2
Close
May 17, 2023
Credit Suisse X-Links Crude Oil Shares Covered Call ETN
▲ 3.85%
11
Close
May 05, 2023
Pioneer Natural
▼ 7.05%
5
Close
May 02, 2023
Orchid Island Capital
7.49%
▲ 8.52%
4
Buy
May 02, 2023
Cango
11.17%
▲ 62.23%
11
Buy
May 02, 2023
Terex
▲ 4.89%
3
Close
May 02, 2023
Invesco KBW High Dividend Yield Financial ETF
▼ 2.39%
4
Close
Apr 29, 2023
Diana Shipping
3.2%
▼ 9.02%
6
Buy
Apr 29, 2023
Hercules Capital
8.54%
▲ 81.71%
7
Buy
Apr 29, 2023
Ares Capital
6.27%
▲ 28.65%
6
Buy
Apr 29, 2023
Moatable
1.6%
▼ 42.85%
7
Buy
Apr 29, 2023
New York Mortgage
0%
▼ 23.42%
8
Sell
Apr 29, 2023
Charles Schwab
2.54%
▲ 23.28%
3
Buy
Apr 29, 2023
Bitcoin
▲ 3.60%
2
Close
Apr 26, 2023
Ethereum
▲ 1.90%
2
Close
Apr 26, 2023