New Portfolio - New Portfolio

evchau

New Portfolio
Individual Investor
Ranked #6,866 out of 762,027 TipRanks' Investors
Success Rate
83%
139 out of 167
profitable transactions
Average Return
50.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.66%
6-Month Return▲ 6.79%
12-Month Return▲ 18.54%
YTD Return▲ 9.57%
Total Return▲ 310.28%

Best Trade

Opened at
Closed at-
Gain▲ 455.00%

Bio

see my portfolio

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 1.61%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.26%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.79%
May 2024
▼ 2.25%
▲ 3.53%
▼ 2.66%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.38%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.76%
Aug 2024
▲ 7.81%
▲ 2.10%
▲ 1.78%
Sep 2024
▲ 8.83%
▲ 1.50%
▼ 0.55%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 1.61%
▼ 12.40%▼ 4.03%▼ 1.26%
▲ 11.46%▲ 5.06%▲ 3.79%
▼ 2.25%▲ 3.53%▼ 2.66%
▲ 25.72%▲ 1.21%▲ 2.38%
▼ 4.21%▲ 2.34%▲ 0.76%
▲ 7.81%▲ 2.10%▲ 1.78%
▲ 8.83%▲ 1.50%▼ 0.55%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Merck & Company
3.87%
▲ 7.13%
6
Buy
Aug 24, 2024
Enterprise Products Partners
14.22%
▲ 30.01%
13
Buy
Aug 24, 2024
Energy Transfer
41.82%
▲ 111.86%
17
Buy
Aug 24, 2024
Cross Timbers Royalty
2.23%
▼ 1.34%
11
Buy
May 13, 2024
Global X NASDAQ 100 Covered Call ETF
0.01%
▲ 20.69%
11
Sell
Dec 17, 2023
Global X Russell 2000 Covered Call ETF
4.86%
▲ 1.90%
9
Buy
Dec 03, 2023
Oxford Lane Capital
5.38%
▲ 96.09%
15
Buy
Dec 03, 2023
Rolls-Royce Holdings
2.46%
▲ 142.35%
1
Open
Nov 25, 2023
ZIM Integrated Shipping Services
0.22%
▲ 43.76%
1
Open
Apr 30, 2023
NGL Energy Partners
0%
▲ 61.64%
14
Sell
Feb 21, 2023
Prospect Capital
0%
▲ 68.60%
4
Sell
Feb 17, 2023
Monroe Capital
0%
▲ 86.23%
2
Sell
Feb 17, 2023
Store Capital
▲ 6.99%
2
Close
Feb 03, 2023
Lucid Group
0.61%
▼ 88.43%
6
Buy
Jan 17, 2023
SLR Investment Corp.
0.42%
▲ 19.15%
2
Buy
Aug 23, 2022
Mobile Telesystems
▼ 26.01%
2
Close
Jul 13, 2022
Phillips 66
0%
▲ 72.57%
1
Open
Mar 08, 2022
Moderna
▲ 9.89%
6
Close
Nov 26, 2021
Eagle Point Credit Company
0.99%
▲ 169.36%
3
Buy
Nov 04, 2021
Walmart
▲ 14.72%
2
Close
Nov 04, 2021