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Tony - New Portfolio

tonyheppenstall@hotmail.co.Uk

Tony
Individual Investor
Ranked #35,422 out of 799,702 TipRanks' Investors
Success Rate
75%
61 out of 81
profitable transactions
Average Return
26.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 12.29%
6-Month Return▼ 4.54%
12-Month Return▲ 0.43%
YTD Return▼ 3.08%
Total Return▲ 22.61%

Best Trade

Opened at
Closed at-
Gain▲ 334.60%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 0.62%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 3.47%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 3.09%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 2.52%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 2.36%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.70%
Mar 2025
▲ 1.73%
▼ 0.87%
▼ 5.28%
Apr 2025
▲ 14.05%
▲ 6.48%
▲ 7.26%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 0.62%
▲ 25.97%▲ 5.96%▲ 3.47%
▲ 5.41%▼ 2.41%▼ 3.09%
▲ 6.02%▲ 2.69%▲ 2.52%
▼ 12.86%▼ 1.27%▼ 2.36%
▼ 1.80%▼ 5.57%▼ 4.70%
▲ 1.73%▼ 0.87%▼ 5.28%
▲ 14.05%▲ 6.48%▲ 7.26%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
1847 Holdings
▼ 99.99%
2
Close
Apr 03, 2025
Equitrans Midstream
▲ 41.41%
2
Close
Jul 22, 2024
Via Renewables
▼ 7.68%
2
Close
Jun 13, 2024
Pioneer Natural
▲ 28.58%
2
Close
May 02, 2024
Exxon Mobil
0%
▼ 2.90%
1
Open
May 02, 2024
YieldMax COIN Option Income Strategy ETF
0%
▲ 23.97%
1
Open
Dec 15, 2023
Global X NASDAQ 100 Covered Call ETF
0%
▲ 15.42%
1
Open
Dec 04, 2023
3M
0%
▲ 84.08%
1
Open
Dec 04, 2023
YieldMax Innovation Option Income Strategy ETF
0%
▲ 11.86%
1
Open
Dec 04, 2023
Altria Group
0%
▲ 59.58%
1
Open
Nov 29, 2023
Crestwood Equity
▲ 10.67%
2
Close
Nov 03, 2023
Oxford Square Capital
0%
▲ 6.75%
1
Open
Oct 26, 2023
ZIM Integrated Shipping Services
34.9%
▲ 116.16%
4
Sell
Oct 17, 2023
Ares Capital
1.67%
▲ 36.56%
2
Buy
Oct 17, 2023
KraneShares China Internet and Covered Call Strategy ETF
10.51%
▲ 16.03%
1
Open
Oct 17, 2023
Apple Hospitality REIT
12.08%
▼ 16.17%
1
Open
Oct 17, 2023
Gladstone Commercial
22.25%
▲ 30.36%
1
Open
Oct 17, 2023
Eagle Point Credit Company
0%
▲ 11.14%
1
Open
Oct 16, 2023
Cornerstone Total Return Fund Inc
0%
▲ 21.41%
1
Open
Sep 27, 2023
YieldMax TSLA Option Income Strategy ETF
10.2%
▲ 11.82%
3
Buy
Sep 21, 2023