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New Portfolio - New Portfolio

E. Z. Money

New Portfolio
Individual Investor
Ranked #76,483 out of 769,291 TipRanks' Investors
Success Rate
66%
57 out of 86
profitable transactions
Average Return
22.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.31%
6-Month Return▲ 10.17%
12-Month Return▲ 22.54%
YTD Return▲ 15.64%
Total Return▲ 22.59%

Best Trade

Opened at
Closed at-
Gain▲ 266.68%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 3.25%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.98%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.93%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.03%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.26%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.96%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.64%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 2.13%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 3.25%
▲ 11.46%▲ 5.06%▲ 1.98%
▼ 2.25%▲ 3.53%▲ 0.93%
▲ 25.72%▲ 1.21%▲ 5.03%
▼ 4.22%▲ 2.34%▲ 2.26%
▲ 7.82%▲ 2.10%▲ 1.96%
▲ 5.70%▼ 0.89%▼ 1.64%
▲ 23.63%▲ 3.84%▲ 2.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
WestRock
▲ 14.47%
2
Close
Jul 08, 2024
Smurfit Westrock
1.22%
▲ 23.60%
1
Open
Jul 08, 2024
Spectrum Pharmaceuticals
▼ 48.24%
2
Close
Jul 31, 2023
Assertio Therapeutics
0.01%
▼ 83.04%
1
Open
Jul 31, 2023
Shaw Communications
▲ 9.83%
2
Close
Apr 03, 2023
Warner Bros
0.23%
▼ 60.65%
1
Open
Apr 13, 2022
Vanguard S&P 500 ETF
6.17%
▲ 37.28%
3
Buy
Feb 17, 2022
Vale SA
0.23%
▼ 13.33%
2
Buy
Feb 14, 2022
Vanguard Dividend Appreciation ETF
2.08%
▲ 28.85%
3
Buy
Jan 31, 2022
Schwab US Dividend Equity ETF
3.77%
▲ 20.73%
2
Buy
Jan 10, 2022
Williams Co
0.51%
▲ 144.75%
2
Buy
Jan 10, 2022
Cisco Systems
0.65%
▲ 8.12%
2
Buy
Jan 10, 2022
Pembina Pipeline
1.63%
▲ 53.49%
2
Buy
Nov 19, 2021
British American Tobacco
1.05%
▲ 33.61%
2
Buy
Nov 19, 2021
Realty Income
1.35%
▼ 4.76%
2
Buy
Nov 19, 2021
Nationwide Risk-Managed Income ETF
1.22%
▲ 13.15%
1
Open
Nov 19, 2021
Prospect Capital
0.44%
▼ 27.91%
1
Open
Nov 19, 2021
Global X Russell 2000 Covered Call ETF
0.78%
▼ 6.58%
1
Open
Nov 19, 2021
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares
0.26%
▲ 28.70%
1
Open
Oct 22, 2021
Global X NASDAQ 100 Covered Call ETF
1.7%
▲ 16.87%
1
Open
Oct 22, 2021