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Luis
- New Portfolio
Performance
Portfolio Details
Luie
Luis
Individual Investor
Ranked #37,057 out of 781,107 TipRanks' Investors
Success Rate
77%
179 out of 232
profitable transactions
Average Return
13.84%
Average return
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return
▲ 3.09%
6-Month Return
▲ 9.92%
12-Month Return
▲ 22.86%
YTD Return
▲ 1.81%
Total Return
▲ 50.33%
Best Trade
Asset
KULR Techno... (KULR)
Opened at
Feb 09, 2024
Closed at
Apr 19, 2024
Gain
▲ 278.81%
Bio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
26.04%
0
-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.55%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.27%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.21%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.80%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.67%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.18%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 2.35%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 1.81%
Jan 2025
TipRanks Average
S&P 500
Investor Portfolio
▲ 9.79%
▲ 3.53%
▼ 0.55%
▲ 8.13%
▲ 1.21%
▲ 2.27%
▼ 13.14%
▲ 2.34%
▲ 2.21%
▲ 2.93%
▲ 2.10%
▲ 2.80%
▲ 10.00%
▼ 0.89%
▲ 0.67%
▲ 26.04%
▲ 5.96%
▲ 6.18%
▲ 5.93%
▼ 2.41%
▼ 2.35%
▲ 6.90%
▲ 1.96%
▲ 1.81%
Recent Activity
Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
REFI
Chicago Atlantic Real Estate ate Finance Inc
―
▲ 9.95%
3
Close
Jan 22, 2025
SCHG
Schwab U.S. Large-Cap Growth ETF
2.21%
▲ 3.96%
10
Buy
Jan 22, 2025
WLKP
Westlake Chemical PRN
6.7%
▲ 13.93%
6
Sell
Jan 19, 2025
SVOL
Simplify Volatility Premium ETF
3.99%
▲ 8.56%
10
Sell
Jan 18, 2025
NLCP
NewLake Capital Partners
2.99%
▲ 11.75%
4
Buy
Jan 14, 2025
SACH
Sachem Capital
―
▼ 61.25%
8
Close
Jan 14, 2025
SPYI
NEOS S&P 500 High Income ETF
―
▲ 6.08%
6
Close
Jan 14, 2025
IEP
Icahn Enterprises
―
▼ 40.49%
2
Close
Jan 14, 2025
JEPQ
J.P. Morgan Nasdaq Equity Premium Income ETF
6.37%
▲ 2.96%
10
Buy
Jan 14, 2025
BUKS
Butler National
0.33%
▲ 1.30%
2
Buy
Jan 14, 2025
AIPI
REX AI Equity Premium Income ETF
2.33%
▲ 2.68%
1
Open
Jan 14, 2025
FEPI
REX FANG & Innovation Equity Premium Income ETF
2.32%
▲ 2.96%
1
Open
Jan 14, 2025
EMBVF
Arca Continental SAB de C V
―
▼ 7.30%
3
Close
Dec 31, 2024
BWLP
BW LPG Ltd
2.21%
▲ 15.72%
2
Buy
Dec 30, 2024
SPOK
Spok Holdings
―
▲ 16.13%
6
Close
Dec 24, 2024
SDCH
SideChannel
0.1%
▲ 33.33%
1
Open
Dec 24, 2024
BBAI
BigBearai Holdings
0.41%
▲ 5.09%
1
Open
Dec 24, 2024
CRF
Cornerstone Total Return Fund Inc
5.71%
▲ 34.80%
9
Buy
Dec 18, 2024
PFE
Pfizer
―
▼ 3.74%
2
Close
Dec 18, 2024
SCHD
Schwab US Dividend Equity ETF
5.21%
▲ 0.47%
5
Buy
Dec 18, 2024
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