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New Portfolio - New Portfolio

evan t

New Portfolio
Individual Investor
Ranked #149,682 out of 798,764 TipRanks' Investors
Success Rate
72%
21 out of 29
profitable transactions
Average Return
12.18%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.46%
6-Month Return▼ 3.56%
12-Month Return▲ 6.67%
YTD Return▼ 1.79%
Total Return▲ 30.50%

Best Trade

Opened at
Closed at-
Gain▲ 65.17%

Bio

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Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 1.50%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 8.40%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 6.14%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 4.44%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.11%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.52%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 4.21%
Apr 2025
▲ 6.31%
▲ 1.77%
▲ 0.82%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 1.50%
▲ 25.97%▲ 5.96%▲ 8.40%
▲ 5.41%▼ 2.41%▼ 6.14%
▲ 6.02%▲ 2.69%▲ 4.44%
▼ 12.86%▼ 1.27%▼ 0.11%
▼ 1.80%▼ 5.57%▼ 2.52%
▲ 1.74%▼ 0.87%▼ 4.21%
▲ 6.31%▲ 1.77%▲ 0.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Global X NASDAQ 100 Covered Call ETF
6.56%
▼ 2.72%
1
Open
Oct 12, 2024
JPMorgan Equity Premium Income ETF
5.32%
▲ 6.26%
4
Buy
Sep 13, 2024
MPLX
20.61%
▲ 38.43%
4
Buy
Sep 13, 2024
Invesco QQQ Trust
16.71%
▲ 13.60%
4
Buy
Sep 13, 2024
Vanguard S&P 500 ETF
16.25%
▲ 12.64%
4
Buy
Sep 13, 2024
Western Midstream Partners
9.92%
▲ 21.37%
4
Buy
Sep 13, 2024
SPDR S&P Homebuilders ETF
5.93%
▼ 2.21%
4
Buy
Sep 13, 2024
Energy Select Sector SPDR Fund
18.7%
▼ 1.10%
4
Buy
Sep 13, 2024