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Sumo - New Portfolio

oiram1188@yahoo.ca

Sumo
Individual Investor
Ranked #52,533 out of 747,498 TipRanks' Investors
Success Rate
69%
223 out of 322
profitable transactions
Average Return
13.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 20.57%
6-Month Return▲ 27.46%
12-Month Return▲ 34.11%
YTD Return▲ 26.96%
Total Return▲ 72.81%

Best Trade

Opened at
Closed at-
Gain▲ 270.42%

Bio

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

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 6.16%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.11%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.00%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.67%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 2.20%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.84%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.15%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 19.45%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 6.16%
▼ 1.87%▲ 1.59%▲ 0.11%
▲ 14.08%▲ 5.22%▲ 1.00%
▲ 5.05%▲ 3.27%▲ 4.67%
▼ 12.40%▼ 4.03%▼ 2.20%
▲ 11.46%▲ 5.06%▲ 2.84%
▼ 2.25%▲ 3.53%▼ 0.15%
▲ 25.65%▲ 0.88%▲ 19.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Broadcom
1.69%
▲ 270.42%
2
Sell
Jul 16, 2024
Realty Income
0.62%
▼ 0.67%
3
Sell
Jul 16, 2024
Oneok
0.9%
▲ 30.99%
4
Sell
Jul 16, 2024
Southern Copper
1.12%
▲ 50.50%
3
Sell
Jul 16, 2024
Petroleo Brasileiro SA- Petrobras
▲ 16.31%
2
Close
Jul 16, 2024
YieldMax TSLA Option Income Strategy ETF
0.17%
▲ 1.25%
3
Buy
Jul 16, 2024
Exxon Mobil
1.25%
▲ 0.67%
2
Sell
Jul 16, 2024
Roundhill N-100 0DTE Covered Call Strategy ETF
0.47%
▼ 2.86%
2
Buy
Jul 16, 2024
Bitcoin
0%
▲ 11.47%
1
Open
Jul 03, 2024
YieldMax AMZN Option Income Strategy ETF
0.22%
▼ 5.73%
1
Open
Jul 01, 2024
YieldMax MSTR Option Income Strategy ETF
0.32%
▲ 9.52%
1
Open
Jun 21, 2024
Hamilton Enhanced U.S. Covered Call ETF Trust Units -Hedged-
0.11%
▲ 4.50%
1
Open
Jun 07, 2024
Evolve S&P 500 Enhanced Yield Fund Trust Units -Hedged-
0.19%
▲ 3.24%
1
Open
Jun 07, 2024
Horizons NASDAQ-100 Covered Call ETF
0.09%
▲ 1.65%
1
Open
Jun 07, 2024
Horizons Enhanced Nasdaq 100 Covered Call ETF Trust Units A
0.18%
▲ 1.98%
1
Open
Jun 07, 2024
Pioneer Natural
▲ 22.68%
5
Close
May 02, 2024
Spirit Realty Capital
▼ 2.36%
2
Close
Jan 23, 2024
Essex Property
▼ 21.58%
3
Close
Jan 15, 2024
Sempra Energy
▲ 19.22%
3
Close
Jan 15, 2024
Blackstone Group
▲ 4.32%
2
Close
Jan 15, 2024