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Individual Brokerage -4999 - New Portfolio

Cj Smith

Individual Brokerage -4999
Individual Investor
Ranked #478,659 out of 784,572 TipRanks' Investors
Success Rate
47%
55 out of 116
profitable transactions
Average Return
-0.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.05%
6-Month Return-
12-Month Return-
YTD Return▲ 2.05%
Total Return▲ 2.05%

Best Trade

Opened at
Closed at-
Gain▲ 115.05%

Bio

high volatility covered calls with 12 month slightly out of the calls sold for around 40% of the stock price has worked well for me - stock goes down options pays them off, but usually if people pay 40%+ for a call the stocks not going down.

Performance

26.04%0-26.04%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
Aug 2024
▲ 2.93%
▲ 2.10%
Sep 2024
▲ 9.99%
▼ 0.89%
Oct 2024
▲ 26.04%
▲ 5.96%
Nov 2024
▲ 5.91%
▼ 2.41%
Dec 2024
▲ 4.65%
▲ 2.69%
▲ 1.26%
Jan 2025
▼ 13.89%
▼ 0.67%
▲ 0.78%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%
▲ 2.93%▲ 2.10%
▲ 9.99%▼ 0.89%
▲ 26.04%▲ 5.96%
▲ 5.91%▼ 2.41%
▲ 4.65%▲ 2.69%▲ 1.26%
▼ 13.89%▼ 0.67%▲ 0.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ford Motor
0.01%
▲ 0.94%
3
Sell
Feb 03, 2025
Dynex Capital
0.95%
▼ 31.92%
3
Buy
Feb 03, 2025
AT&T
▼ 1.56%
2
Close
Jan 31, 2025
Devon Energy
0.05%
▲ 1.00%
2
Buy
Jan 31, 2025
JPMorgan Equity Premium Income ETF
▼ 0.07%
2
Sell
Jan 31, 2025
Gladstone Capital
0.04%
▼ 1.68%
2
Buy
Jan 31, 2025
Northern Dynasty Minerals
0.05%
▼ 25.07%
2
Buy
Jan 31, 2025
Nvidia
▼ 2.89%
2
Close
Jan 31, 2025
KULR Technology Group
0.01%
▼ 5.50%
3
Sell
Jan 31, 2025
Oxford Lane Capital
0.37%
▼ 8.24%
3
Buy
Jan 31, 2025
Riot Platforms
0.88%
▼ 38.17%
3
Buy
Jan 31, 2025
Gladstone Commercial
1.15%
▼ 20.87%
2
Buy
Jan 31, 2025
Marathon Digital Holdings
1.26%
▼ 12.31%
3
Buy
Jan 31, 2025
Alphabet Class C
▼ 0.09%
2
Sell
Jan 31, 2025
Rithm Capital
0%
▼ 0.43%
1
Buy
Jan 31, 2025
Annaly Capital
0.05%
▲ 0.44%
1
Buy
Jan 31, 2025
Schwab International Equity ETF
0.01%
▼ 0.82%
1
Buy
Jan 31, 2025
T-Rex 2X Long NVIDIA Daily Target ETF
0.01%
▼ 8.73%
1
Buy
Jan 31, 2025
T-Rex 2X Long MSTR Daily Target ETF
0.01%
▲ 4.21%
1
Buy
Jan 31, 2025
Defiance Daily Target 1.5x Short MSTR ETF
0.01%
▼ 5.28%
1
Buy
Jan 31, 2025