tiprankstipranks

New Portfolio - New Portfolio

evchau

New Portfolio
Individual Investor
Ranked #5,711 out of 737,695 TipRanks' Investors
Success Rate
80%
131 out of 164
profitable transactions
Average Return
51.34%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.88%
6-Month Return▲ 12.55%
12-Month Return▲ 17.81%
YTD Return▲ 7.81%
Total Return▲ 303.69%

Best Trade

Opened at
Closed at-
Gain▲ 381.75%

Bio

see my portfolio

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
▼ 4.24%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 5.37%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.07%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.43%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.08%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.60%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 1.26%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.79%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%▼ 4.24%
▲ 9.22%▲ 9.13%▲ 5.37%
▲ 5.14%▲ 4.57%▲ 5.07%
▼ 1.87%▲ 1.59%▲ 1.43%
▲ 14.08%▲ 5.22%▲ 2.08%
▲ 5.05%▲ 3.27%▲ 1.60%
▼ 12.40%▼ 4.03%▼ 1.26%
▲ 11.46%▲ 5.06%▲ 3.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Merck & Company
4.57%
▲ 25.14%
5
Buy
May 13, 2024
Enterprise Products Partners
13.79%
▲ 27.18%
12
Buy
May 13, 2024
Energy Transfer
39.49%
▲ 108.87%
16
Buy
May 13, 2024
Cross Timbers Royalty
2.91%
▲ 18.65%
11
Buy
May 13, 2024
Global X NASDAQ 100 Covered Call ETF
0.01%
▲ 10.81%
11
Sell
Dec 17, 2023
Global X Russell 2000 Covered Call ETF
4.94%
▼ 3.35%
9
Buy
Dec 03, 2023
Oxford Lane Capital
5.83%
▲ 90.39%
15
Buy
Dec 03, 2023
Rolls-Royce Holdings
1.98%
▲ 89.54%
1
Open
Nov 25, 2023
ZIM Integrated Shipping Services
0.22%
▲ 33.37%
1
Open
Apr 30, 2023
NGL Energy Partners
0%
▲ 113.52%
14
Sell
Feb 21, 2023
Prospect Capital
0%
▲ 70.93%
4
Sell
Feb 17, 2023
Monroe Capital
0%
▲ 55.07%
2
Sell
Feb 17, 2023
Store Capital
▲ 6.99%
2
Close
Feb 03, 2023
Lucid Group
0.68%
▼ 87.50%
6
Buy
Jan 17, 2023
SLR Investment Corp.
0.46%
▲ 22.07%
2
Buy
Aug 23, 2022
Mobile Telesystems
▼ 26.01%
2
Close
Jul 13, 2022
Phillips 66
0%
▲ 83.42%
1
Open
Mar 08, 2022
Moderna
▲ 9.89%
6
Close
Nov 26, 2021
Eagle Point Credit Company
1.07%
▲ 160.75%
3
Buy
Nov 04, 2021
Walmart
▲ 14.72%
2
Close
Nov 04, 2021