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New Portfolio - New Portfolio

PerformancePortfolio Details

evchau

New Portfolio
Individual Investor
Ranked #6,334 out of 781,107 TipRanks' Investors
Success Rate
82%
138 out of 169
profitable transactions
Average Return
62.71%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.73%
6-Month Return▲ 8.46%
12-Month Return▲ 18.28%
YTD Return▲ 2.64%
Total Return▲ 340.69%

Best Trade

AssetOneok (OKE)
Opened at
Closed at-
Gain▲ 528.37%

Bio

see my portfolio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 2.66%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.38%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.50%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.78%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.27%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 8.99%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 1.03%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 2.64%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 2.66%
▲ 8.13%▲ 1.21%▲ 2.38%
▼ 13.14%▲ 2.34%▲ 0.50%
▲ 2.93%▲ 2.10%▲ 1.78%
▲ 10.00%▼ 0.89%▼ 3.27%
▲ 26.04%▲ 5.96%▲ 8.99%
▲ 5.93%▼ 2.41%▼ 1.03%
▲ 6.90%▲ 1.96%▲ 2.64%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
EPD
Enterprise Products Partners
14.87%
▲ 48.84%
14
Buy
Nov 24, 2024
ET
Energy Transfer
47.78%
▲ 162.93%
18
Buy
Nov 24, 2024
MRK
Merck & Company
3.02%
▼ 2.73%
6
Buy
Aug 24, 2024
CRT
Cross Timbers Royalty
1.82%
▼ 7.33%
11
Buy
May 13, 2024
QYLD
Global X NASDAQ 100 Covered Call ETF
0.01%
▲ 27.12%
11
Sell
Dec 17, 2023
RYLD
Global X Russell 2000 Covered Call ETF
4.31%
▲ 6.18%
9
Buy
Dec 03, 2023
OXLC
Oxford Lane Capital
4.63%
▲ 101.79%
15
Buy
Dec 03, 2023
RYCEF
Rolls-Royce Holdings
2.13%
▲ 133.37%
1
Open
Nov 25, 2023
ZIM
ZIM Integrated Shipping Services
0.13%
▲ 25.06%
1
Open
Apr 30, 2023
NGL
NGL Energy Partners
0%
▲ 97.73%
14
Sell
Feb 21, 2023
PSEC
Prospect Capital
0%
▲ 40.61%
4
Sell
Feb 17, 2023
MRCC
Monroe Capital
0%
▲ 94.36%
2
Sell
Feb 17, 2023
STOR
Store Capital
―
▲ 6.99%
2
Close
Feb 03, 2023
LCID
Lucid Group
0.59%
▼ 86.49%
6
Buy
Jan 17, 2023
SLRC
SLR Investment Corp.
0.4%
▲ 34.24%
2
Buy
Aug 23, 2022
MBT
Mobile Telesystems
―
▼ 26.01%
2
Close
Jul 13, 2022
PSX
Phillips 66
0%
▲ 58.25%
1
Open
Mar 08, 2022
MRNA
Moderna
―
▲ 9.89%
6
Close
Nov 26, 2021
ECC
Eagle Point Credit Company
0.79%
▲ 157.65%
3
Buy
Nov 04, 2021
WMT
Walmart
―
▲ 14.72%
2
Close
Nov 04, 2021