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Luis
- New Portfolio
Performance
Portfolio Details
Luie
Luis
Individual Investor
Ranked #27,285 out of 769,291 TipRanks' Investors
Success Rate
80%
159 out of 199
profitable transactions
Average Return
15.64%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
8.76%
WLKP
8.16%
EPD
7.02%
CLM
6.19%
SVOL
6.17%
CRF
63.70%
Others
By Assets
39.94%
Stocks
25.16%
ETFs
20.73%
Cash
14.17%
Funds
0.00%
Cryptocurrency
By Sector
49.61%
General
11.01%
Financial
10.67%
Energy
8.76%
Basic Materials
8.70%
Healthcare
11.25%
Other
Portfolio Holdings
Select Columns
30
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
Price Change
Analyst Price Target
Analyst Consensus
Smart Score
Market Cap
Yearly Gain
Follow
3bpazebuv
3bpazebuv
3bpazebuv
premium
3bpazebuv
premium
3bpazebuv
3bpazebuv
3bpazebuv
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8r2rkplowhl
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premium
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premium
8r2rkplowhl
8r2rkplowhl
8r2rkplowhl
j5ypb7bceh
j5ypb7bceh
j5ypb7bceh
premium
j5ypb7bceh
premium
j5ypb7bceh
j5ypb7bceh
j5ypb7bceh
n1iascahbj
n1iascahbj
n1iascahbj
premium
n1iascahbj
premium
n1iascahbj
n1iascahbj
n1iascahbj
8wdiwgqhd5
8wdiwgqhd5
8wdiwgqhd5
premium
8wdiwgqhd5
premium
8wdiwgqhd5
8wdiwgqhd5
8wdiwgqhd5
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rjqws7m7vbc
rjqws7m7vbc
premium
rjqws7m7vbc
premium
rjqws7m7vbc
rjqws7m7vbc
rjqws7m7vbc
xhuswh474i8
xhuswh474i8
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premium
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premium
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premium
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premium
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premium
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TUGN
< ETF >
STF Tactical Growth & Income ETF
$23.75
$0.039
(
0.17%
)
premium
1K
Buy
620
Hold
72
Sell
Moderate Buy
premium
$39.47M
8.79%
SVOL
< ETF >
Simplify Volatility Premium ETF
$21.76
$0.05
(
0.23%
)
Pre
0.09%
premium
―
premium
$1.23B
-5.40%
NLCP
NewLake Capital Partners
$18.78
$0.14
(
0.74%
)
premium
1
Buy
0
Hold
0
Sell
Moderate Buy
premium
$385.22M
43.01%
EPD
Enterprise Products Partners
$32.35
$0.56
(
1.76%
)
Pre
0.53%
premium
7
Buy
0
Hold
0
Sell
Strong Buy
premium
$70.12B
19.74%
CRF
< FUND >
Cornerstone Total Return Fund Inc
$8.91
$0.12
(
1.37%
)
premium
―
premium
$928.41M
22.94%
CLM
< FUND >
Cornerstone Strategic Value Fund Inc
$8.70
$0.1
(
1.16%
)
Pre
0%
premium
―
premium
$1.92B
18.62%
BTO
< FUND >
John Hancock Financial Opportunities Fund
$38.23
$0.51
(
1.35%
)
premium
―
premium
$752.62M
40.12%
ARCC
Ares Capital
$21.78
$0.01
(
0.05%
)
Pre
0.09%
premium
7
Buy
3
Hold
0
Sell
Moderate Buy
premium
$14.07B
10.38%
WLKP
Westlake Chemical PRN
$23.07
$0.36
(
1.59%
)
premium
―
premium
$812.95M
3.75%
SPOK
Spok Holdings
$16.05
$0.09
(
0.56%
)
premium
0
Buy
1
Hold
0
Sell
Hold
premium
$325.37M
-8.13%
SACH
Sachem Capital
$1.59
$0.07
(
4.22%
)
Pre
2.52%
premium
0
Buy
3
Hold
0
Sell
Hold
premium
$74.67M
-53.89%
DAPP
< ETF >
VanEck Digital Transformation ETF
$17.45
$0.72
(
3.96%
)
Pre
0%
premium
125
Buy
20
Hold
3
Sell
Moderate Buy
premium
$196.38M
201.33%
BIZD
< ETF >
VanEck BDC Income ETF
$16.48
$0
(
0%
)
premium
41
Buy
46
Hold
6
Sell
Hold
premium
$1.26B
3.84%
SPYI
< ETF >
NEOS S&P 500 High Income ETF
$51.77
$0.12
(
0.23%
)
Pre
0.27%
premium
4K
Buy
3K
Hold
325
Sell
Moderate Buy
premium
$2.35B
7.92%
SOFI
SoFi Technologies
$15.01
$0.34
(
2.32%
)
Pre
1.47%
premium
5
Buy
7
Hold
2
Sell
Hold
premium
$16.29B
118.30%
IEP
Icahn Enterprises
$11.02
$0.005
(
0.05%
)
premium
―
premium
$5.55B
-32.89%
REFI
Chicago Atlantic Real Estate ate Finance Inc
$15.97
$0.07
(
0.44%
)
premium
1
Buy
0
Hold
0
Sell
Moderate Buy
premium
$313.56M
4.67%
PFE
Pfizer
$25.13
$0.19
(
0.76%
)
Pre
0.2%
premium
7
Buy
12
Hold
1
Sell
Moderate Buy
premium
$142.41B
-17.69%
ELTP
Elite Pharmaceuticals
$0.62
$0.046
(
6.9%
)
premium
―
premium
$659.87M
333.33%
SCHD
< ETF >
Schwab US Dividend Equity ETF
$28.98
$0.27
(
0.94%
)
Pre
0.03%
premium
423
Buy
433
Hold
69
Sell
Moderate Buy
premium
$65.66B
20.80%
SCHH
< ETF >
Schwab U.S. REIT ETF
$22.59
$0.14
(
0.62%
)
premium
437
Buy
450
Hold
48
Sell
Moderate Buy
premium
$7.88B
20.12%
SCHG
< ETF >
Schwab U.S. Large-Cap Growth ETF
$27.45
$0.05
(
0.18%
)
Pre
0.04%
premium
3K
Buy
1K
Hold
132
Sell
Moderate Buy
premium
$35.54B
37.92%
ULTY
< ETF >
YieldMax Ultra Option Income Strategy ETF
$9.94
$0.11
(
1.12%
)
Pre
0%
premium
282
Buy
108
Hold
27
Sell
Hold
premium
$256.37M
-49.20%
SOUN
SoundHound AI, Inc Class A
$6.98
$0.54
(
8.39%
)
Pre
1%
premium
3
Buy
2
Hold
0
Sell
Moderate Buy
premium
$2.58B
203.77%
HUMA
Humacyte
$4.38
$0.03
(
0.68%
)
premium
5
Buy
1
Hold
0
Sell
Strong Buy
premium
$563.57M
80.74%
EMBVF
Arca Continental SAB de C V
$8.20
$0.205
(
2.44%
)
premium
―
premium
$14.45B
-14.55%
JEPQ
< ETF >
J.P. Morgan Nasdaq Equity Premium Income ETF
$56.47
$0.26
(
0.46%
)
Pre
0%
premium
1K
Buy
534
Hold
62
Sell
Moderate Buy
premium
$18.90B
14.48%
TQQQ
< ETF >
ProShares UltraPro QQQ
$77.96
$0.76
(
0.98%
)
Pre
1.14%
premium
―
premium
$24.63B
75.89%
TCNNF
Trulieve Cannabis
$6.12
$0.19
(
3.01%
)
premium
3
Buy
1
Hold
0
Sell
Strong Buy
premium
$1.16B
9.74%
GCT
GigaCloud Technology, Inc. Class A
$24.12
$0.86
(
3.7%
)
Pre
0.75%
premium
2
Buy
0
Hold
0
Sell
Moderate Buy
premium
$988.24M
138.81%
30
Results | Showing
1
out of
1
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