Al portfolio - New Portfolio

Alan

Al portfolio
Individual Investor
Ranked #265,492 out of 748,870 TipRanks' Investors
Success Rate
53%
133 out of 252
profitable transactions
Average Return
5.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.15%
6-Month Return▲ 10.35%
12-Month Return▲ 9.95%
YTD Return▲ 10.43%
Total Return▲ 81.28%

Best Trade

Opened at
Closed at
Gain▲ 171.37%

Bio

Performance

24.15%0-24.15%
▲ 5.14%
▲ 4.57%
▲ 5.23%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.38%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.07%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.81%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.90%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 1.91%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.42%
Jun 2024
▲ 24.15%
▲ 0.04%
▲ 2.15%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 5.23%
▼ 1.87%▲ 1.59%▼ 1.38%
▲ 14.08%▲ 5.22%▲ 3.07%
▲ 5.05%▲ 3.27%▲ 2.81%
▼ 12.40%▼ 4.03%▼ 0.90%
▲ 11.46%▲ 5.06%▲ 1.91%
▼ 2.25%▲ 3.53%▲ 2.42%
▲ 24.15%▲ 0.04%▲ 2.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Global X NASDAQ 100 Covered Call ETF
▲ 18.39%
7
Close
Jul 26, 2024
Schwab US Dividend Equity ETF
0.79%
▲ 7.86%
2
Buy
Jul 26, 2024
Roundhill N-100 0DTE Covered Call Strategy ETF
4.95%
▼ 0.34%
2
Buy
Jul 26, 2024
Broadcom
4.01%
▼ 16.83%
2
Sell
Jul 26, 2024
Trxade Group
2.71%
0.00%
1
Open
Jul 26, 2024
YieldMax AMZN Option Income Strategy ETF
1.52%
▼ 2.93%
2
Buy
Jun 17, 2024
CompoSecure
▲ 2.37%
2
Close
Jun 16, 2024
FS Global Credit Opportunities Fund
▲ 10.30%
3
Close
Jun 11, 2024
SolarWinds
▼ 2.07%
2
Close
Jun 11, 2024
Nvidia
8.38%
▼ 6.49%
1
Open
Jun 11, 2024
Kurv Yield Premium Strategy Netflix (NFLX) ETF
0.03%
▼ 2.27%
1
Open
Jun 11, 2024
Roundhill S&P 500 0DTE Covered Call Strategy ETF
0.05%
▲ 1.54%
1
Open
Jun 11, 2024
Apple
23.08%
▲ 18.25%
7
Buy
May 16, 2024
Zurich Insurance Group AG
▲ 3.77%
7
Close
May 16, 2024
REX FANG & Innovation Equity Premium Income ETF
2.99%
▼ 0.49%
1
Open
May 16, 2024
iShares Core S&P 500 ETF
29.55%
▲ 42.93%
5
Buy
May 02, 2024
OFS Credit Company
▲ 2.06%
24
Close
May 02, 2024
John Hancock Preferred Income Fund II
▲ 17.87%
2
Close
May 02, 2024
Amazon
▲ 46.73%
7
Close
May 02, 2024
PepsiCo
9.15%
▲ 3.48%
20
Buy
May 02, 2024