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Sumo - New Portfolio

oiram1188@yahoo.ca

Sumo
Individual Investor
Ranked #48,102 out of 797,534 TipRanks' Investors
Success Rate
69%
227 out of 330
profitable transactions
Average Return
16.14%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.25%
6-Month Return▲ 11.56%
12-Month Return▲ 21.77%
YTD Return▲ 6.09%
Total Return▲ 71.83%

Best Trade

Opened at
Closed at-
Gain▲ 354.10%

Bio

As it goes and learning at the same times. Loving it.

Performance

25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 0.66%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 4.27%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 6.99%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 2.03%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 4.09%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.88%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 4.87%
Mar 2025
▲ 2.66%
▼ 0.91%
▲ 0.07%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 0.66%
▲ 10.00%▼ 0.89%▲ 4.27%
▲ 25.97%▲ 5.96%▲ 6.99%
▲ 5.39%▼ 2.41%▼ 2.03%
▲ 6.01%▲ 2.69%▲ 4.09%
▼ 12.86%▼ 1.27%▼ 2.88%
▼ 1.80%▼ 5.57%▲ 4.87%
▲ 2.66%▼ 0.91%▲ 0.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Canadian Western Bank
▲ 87.14%
5
Close
Feb 04, 2025
National Bank of Canada
0.42%
▼ 3.60%
1
Open
Feb 04, 2025
Cornerstone Total Return Fund Inc
0.07%
▲ 0.72%
1
Open
Aug 09, 2024
Hamilton Enhanced Multi-Sector Covered Call ETF Trust Units E
0.13%
▲ 12.39%
1
Open
Aug 08, 2024
Coinbase Global
0%
▲ 0.83%
1
Open
Aug 02, 2024
YieldMax COIN Option Income Strategy ETF
0.09%
▼ 3.69%
1
Open
Aug 02, 2024
Canoe EIT Income Fund
0.11%
▲ 13.73%
1
Open
Aug 02, 2024
YieldMax NVDA Option Income Strategy ETF
0.15%
▼ 0.84%
3
Open
Jul 31, 2024
YieldMax AMD Option Income Strategy ETF
0.08%
▼ 27.63%
1
Open
Jul 31, 2024
Broadcom
2.05%
▲ 354.10%
2
Sell
Jul 16, 2024
Realty Income
0.62%
▲ 3.14%
3
Sell
Jul 16, 2024
Oneok
0.87%
▲ 42.49%
4
Sell
Jul 16, 2024
Southern Copper
0.98%
▲ 39.25%
3
Sell
Jul 16, 2024
Petroleo Brasileiro SA- Petrobras
▲ 18.60%
2
Close
Jul 16, 2024
YieldMax TSLA Option Income Strategy ETF
0.09%
▲ 5.00%
3
Buy
Jul 16, 2024
Exxon Mobil
1.12%
▼ 3.63%
2
Sell
Jul 16, 2024
Roundhill N-100 0DTE Covered Call Strategy ETF
0.34%
▼ 4.32%
2
Buy
Jul 16, 2024
Bitcoin
0%
▲ 57.98%
1
Open
Jul 03, 2024
YieldMax AMZN Option Income Strategy ETF
0.16%
▼ 3.16%
1
Open
Jul 01, 2024
YieldMax MSTR Option Income Strategy ETF
0.26%
▲ 101.29%
1
Open
Jun 21, 2024