Individual Brokerage -4999 - New Portfolio

cj smith

Individual Brokerage -4999
Individual Investor
Ranked #516,001 out of 794,370 TipRanks' Investors
Success Rate
24%
25 out of 104
profitable transactions
Average Return
-16.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.55%
6-Month Return-
12-Month Return-
YTD Return▼ 8.69%
Total Return▼ 7.36%

Best Trade

Opened at
Closed at-
Gain▲ 128.39%

Bio

Aggressive covered calls with a mix of high dividends

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 10.00%
▼ 0.89%
Oct 2024
▲ 26.01%
▲ 5.96%
Nov 2024
▲ 5.33%
▼ 2.41%
▲ 1.47%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 3.33%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 6.90%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.22%
Mar 2025
▲ 0.58%
▲ 0.28%
▲ 2.30%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%
▲ 10.00%▼ 0.89%
▲ 26.01%▲ 5.96%
▲ 5.33%▼ 2.41%▲ 1.47%
▲ 5.87%▲ 2.69%▲ 3.33%
▼ 12.86%▼ 1.27%▼ 6.90%
▼ 1.80%▼ 5.57%▼ 7.22%
▲ 0.58%▲ 0.28%▲ 2.30%

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
Close
Jan 27, 2025
Ladder Capital
▼ 3.07%
2
Close
Jan 27, 2025
Plug Power
▼ 18.75%
2
Close
Jan 27, 2025
Vale SA
▲ 0.90%
2
Close
Jan 27, 2025
Prospect Capital
0.37%
▼ 25.25%
3
Buy
Jan 24, 2025
Ocugen
0.06%
▼ 11.32%
2
Buy
Jan 24, 2025
Kinder Morgan
0.05%
▲ 1.48%
2
Buy
Jan 24, 2025
Cerence
0.02%
▼ 20.67%
2
Buy
Jan 24, 2025
Stellus Capital
0.01%
▼ 44.33%
2
Buy
Jan 24, 2025
Direxion Daily TSLA Bull 1.5X Shares ETF
1.04%
▼ 60.69%
2
Buy
Jan 24, 2025
Rigetti Computing
0.81%
▼ 22.91%
2
Buy
Jan 24, 2025
Energy Transfer
0.06%
▲ 0.37%
2
Sell
Jan 24, 2025
Oxford Lane Capital
0.47%
▼ 21.54%
2
Buy
Jan 24, 2025
D-Wave Quantum
0.71%
▼ 39.23%
3
Sell
Jan 24, 2025
Orchid Island Capital
0.68%
▼ 8.83%
2
Buy
Jan 24, 2025
Horizon Technology
0.88%
▼ 32.52%
2
Buy
Jan 24, 2025
AGNC Investment
1.08%
▼ 32.54%
2
Buy
Jan 24, 2025