tiprankstipranks

New Portfolio - New Portfolio

E. Z. Money

New Portfolio
Individual Investor
Ranked #103,353 out of 775,923 TipRanks' Investors
Success Rate
63%
54 out of 86
profitable transactions
Average Return
19.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.04%
6-Month Return▲ 5.59%
12-Month Return▲ 11.13%
YTD Return▲ 10.84%
Total Return▲ 17.48%

Best Trade

Opened at
Closed at-
Gain▲ 360.02%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 1.98%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.93%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 5.02%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 2.26%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.96%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.58%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.92%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 5.86%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 1.98%
▼ 2.25%▲ 3.53%▲ 0.93%
▲ 25.71%▲ 1.21%▲ 5.02%
▼ 4.22%▲ 2.34%▲ 2.26%
▲ 7.82%▲ 2.10%▲ 1.96%
▲ 5.38%▼ 0.89%▼ 1.58%
▲ 43.22%▲ 5.96%▲ 3.92%
▲ 3.34%▼ 1.56%▼ 5.86%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
WestRock
▲ 14.47%
2
Close
Jul 08, 2024
Smurfit Westrock
1.13%
▲ 16.83%
1
Open
Jul 08, 2024
Spectrum Pharmaceuticals
▼ 48.24%
2
Close
Jul 31, 2023
Assertio Therapeutics
0.01%
▼ 84.45%
1
Open
Jul 31, 2023
Shaw Communications
▲ 9.83%
2
Close
Apr 03, 2023
Warner Bros
0.24%
▼ 58.88%
1
Open
Apr 13, 2022
Vanguard S&P 500 ETF
6.04%
▲ 37.12%
3
Buy
Feb 17, 2022
Vale SA
0.21%
▼ 22.01%
2
Buy
Feb 14, 2022
Vanguard Dividend Appreciation ETF
2%
▲ 26.48%
3
Buy
Jan 31, 2022
Schwab US Dividend Equity ETF
3.48%
▲ 14.75%
2
Buy
Jan 10, 2022
Williams Co
0.44%
▲ 121.04%
2
Buy
Jan 10, 2022
Cisco Systems
0.65%
▲ 9.92%
2
Buy
Jan 10, 2022
Pembina Pipeline
1.34%
▲ 31.08%
2
Buy
Nov 19, 2021
British American Tobacco
1%
▲ 33.67%
2
Buy
Nov 19, 2021
Realty Income
1.22%
▼ 11.99%
2
Buy
Nov 19, 2021
Nationwide Risk-Managed Income ETF
1.22%
▲ 15.29%
1
Open
Nov 19, 2021
Prospect Capital
0.39%
▼ 34.43%
1
Open
Nov 19, 2021
Global X Russell 2000 Covered Call ETF
0.76%
▼ 7.20%
1
Open
Nov 19, 2021
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X Shares
0.19%
▼ 5.94%
1
Open
Oct 22, 2021
Global X NASDAQ 100 Covered Call ETF
1.71%
▲ 19.98%
1
Open
Oct 22, 2021