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Luis - New Portfolio

Luie

Luis
Individual Investor
Ranked #69,029 out of 788,370 TipRanks' Investors
Success Rate
71%
182 out of 256
profitable transactions
Average Return
12.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.22%
6-Month Return▲ 9.02%
12-Month Return▲ 21.03%
YTD Return▲ 2.02%
Total Return▲ 50.32%

Best Trade

Opened at
Closed at
Gain▲ 278.81%

Bio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 2.27%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 2.21%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.80%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.60%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 6.19%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 2.51%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.82%
Jan 2025
▼ 10.49%
▼ 0.31%
▼ 0.77%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 2.27%
▼ 13.14%▲ 2.34%▲ 2.21%
▲ 2.93%▲ 2.10%▲ 2.80%
▲ 9.99%▼ 0.89%▲ 0.60%
▲ 26.03%▲ 5.96%▲ 6.19%
▲ 5.94%▼ 2.41%▼ 2.51%
▲ 5.25%▲ 2.69%▲ 2.82%
▼ 10.49%▼ 0.31%▼ 0.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
ETFMG Alternative Harvest ETF
▼ 18.98%
2
Close
Feb 22, 2025
REX FANG & Innovation Equity Premium Income ETF
4.42%
▲ 0.09%
3
Buy
Feb 22, 2025
Green Thumb Industries
0.65%
0.00%
1
Open
Feb 22, 2025
Schwab U.S. Large-Cap Growth ETF
2.56%
▲ 1.51%
12
Buy
Feb 14, 2025
Goldman Sachs S&P 500 Core Premium Income ETF
0%
▼ 0.62%
2
Sell
Feb 14, 2025
Defiance S&P 500 Target Income ETF
▲ 0.47%
2
Close
Feb 13, 2025
Cornerstone Total Return Fund Inc
5.86%
▲ 32.90%
11
Buy
Feb 08, 2025
Cornerstone Strategic Value Fund Inc
6.27%
▲ 33.33%
12
Buy
Feb 08, 2025
ZTEST Electronics
0.26%
▲ 4.31%
4
Buy
Feb 08, 2025
NewLake Capital Partners
4.23%
▲ 1.03%
6
Buy
Feb 07, 2025
Schwab US Dividend Equity ETF
▼ 0.36%
6
Close
Feb 04, 2025
REX AI Equity Premium Income ETF
4.42%
▼ 0.51%
3
Buy
Feb 04, 2025
Simplify Volatility Premium ETF
▲ 10.57%
11
Close
Jan 30, 2025
BigBearai Holdings
0%
▲ 82.04%
2
Sell
Jan 29, 2025
STF Tactical Growth & Income ETF
5.27%
▲ 20.67%
8
Buy
Jan 28, 2025
Enterprise Products Partners
7.16%
▲ 30.00%
7
Buy
Jan 28, 2025
John Hancock Financial Opportunities Fund
3.69%
▲ 32.61%
4
Buy
Jan 28, 2025
Ares Capital
5.28%
▲ 20.04%
4
Buy
Jan 28, 2025
ProShares UltraPro QQQ
0.08%
▲ 9.85%
3
Buy
Jan 28, 2025
Global X S&P 500 Covered Call & Growth ETF
2.58%
▼ 0.77%
1
Open
Jan 28, 2025