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Individual Brokerage -4999 - New Portfolio

cj smith

Individual Brokerage -4999
Individual Investor
Ranked #579,772 out of 789,725 TipRanks' Investors
Success Rate
39%
41 out of 104
profitable transactions
Average Return
-11.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.88%
6-Month Return-
12-Month Return-
YTD Return▼ 3.19%
Total Return▼ 1.77%

Best Trade

Opened at
Closed at-
Gain▲ 115.37%

Bio

Aggressive covered calls with a mix of high dividends

Performance

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.01%
▼ 0.89%
Oct 2024
▲ 26.01%
▲ 5.96%
Nov 2024
▲ 5.96%
▼ 2.41%
▲ 1.47%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 3.98%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.89%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 10.01%▼ 0.89%
▲ 26.01%▲ 5.96%
▲ 5.96%▼ 2.41%▲ 1.47%
▲ 5.25%▲ 2.69%▲ 3.98%
▼ 12.86%▼ 1.27%▼ 6.89%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ellington Financial
▲ 3.22%
2
Close
Jan 27, 2025
Workhorse Group
▼ 25.90%
2
Close
Jan 27, 2025
BioNano Genomics
▼ 37.95%
2
Close
Jan 27, 2025
Rithm Capital
▲ 3.29%
2
Sell
Jan 27, 2025
Ladder Capital
▼ 3.07%
2
Sell
Jan 27, 2025
Plug Power
▼ 18.75%
2
Close
Jan 27, 2025
Vale SA
▲ 0.90%
2
Sell
Jan 27, 2025
Prospect Capital
0.39%
▼ 18.59%
3
Buy
Jan 24, 2025
Ocugen
0.06%
▼ 16.22%
2
Buy
Jan 24, 2025
Kinder Morgan
0.05%
▼ 4.90%
2
Buy
Jan 24, 2025
Cerence
0.03%
▲ 7.50%
2
Buy
Jan 24, 2025
Stellus Capital
0.01%
▼ 38.36%
2
Buy
Jan 24, 2025
Direxion Daily TSLA Bull 1.5X Shares ETF
1.21%
▼ 53.08%
2
Buy
Jan 24, 2025
Rigetti Computing
0.78%
▼ 23.18%
2
Buy
Jan 24, 2025
Energy Transfer
0.06%
▲ 2.28%
2
Sell
Jan 24, 2025
Oxford Lane Capital
0.47%
▼ 19.63%
2
Buy
Jan 24, 2025
D-Wave Quantum
0.51%
▼ 54.63%
3
Sell
Jan 24, 2025
Orchid Island Capital
0.78%
▲ 7.82%
2
Buy
Jan 24, 2025
Horizon Technology
0.89%
▼ 29.44%
2
Buy
Jan 24, 2025
AGNC Investment
1.15%
▼ 25.77%
2
Buy
Jan 24, 2025