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REG 541 **3384 - New Portfolio

Marc Todd

REG 541 **3384
Individual Investor
Ranked #30,789 out of 796,840 TipRanks' Investors
Success Rate
59%
16 out of 27
profitable transactions
Average Return
110.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 6.98%
6-Month Return▼ 2.14%
12-Month Return▲ 4.16%
YTD Return▲ 2.33%
Total Return▲ 27.84%

Best Trade

Opened at
Closed at
Gain▲ 966.43%

Bio

Long term Trader who took advantage of the 2000 and 2008 sell-off to build a solid base. Now I day trade with my dividends and enjoy a heck of life style. I am the definition of an Investor

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 2.24%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.10%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 4.12%
Nov 2024
▲ 5.36%
▼ 2.41%
▼ 7.24%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 5.58%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 4.30%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.33%
Mar 2025
▼ 1.23%
▼ 4.29%
▼ 5.82%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 2.24%
▲ 10.00%▼ 0.89%▼ 2.10%
▲ 25.98%▲ 5.96%▲ 4.12%
▲ 5.36%▼ 2.41%▼ 7.24%
▲ 6.01%▲ 2.69%▲ 5.58%
▼ 12.86%▼ 1.27%▲ 4.30%
▼ 1.80%▼ 5.57%▼ 1.33%
▼ 1.23%▼ 4.29%▼ 5.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pfizer
3.56%
▼ 37.00%
4
Sell
Nov 27, 2024
Elfun Trusts
▲ 36.77%
2
Sell
Nov 19, 2024
GE Aerospace
1.22%
▲ 118.54%
2
Buy
Nov 18, 2024
Microsoft
24.25%
▲ 478.42%
2
Buy
Nov 18, 2024
GE Vernova Inc.
0.52%
▲ 363.25%
2
Buy
Nov 18, 2024
Flagstar Financial
0.22%
▼ 60.12%
2
Close
Oct 29, 2024
Intel
0.82%
▼ 10.73%
2
Buy
Aug 13, 2024
Invesco Bond Fund
0.01%
▼ 28.33%
3
Buy
Oct 26, 2023
GE Healthcare Technologies Inc
0.13%
▲ 7.27%
2
Sell
Jan 05, 2023
Citigroup
0.01%
▼ 6.78%
1
Buy
Sep 14, 2022
Waste Management
0.02%
▲ 271.61%
1
Buy
Sep 14, 2022
Ford Motor
0.39%
▲ 6.78%
1
Buy
Sep 14, 2022
Volkswagen AG
0.44%
▼ 9.27%
1
Buy
Sep 14, 2022
Schlumberger
3.15%
▲ 143.87%
1
Buy
Sep 14, 2022
Merck & Company
5.47%
▲ 272.33%
1
Buy
Sep 14, 2022
Mondelez International
6.89%
▲ 12.53%
1
Buy
Sep 14, 2022
Altria Group
9.33%
▲ 36.28%
1
Buy
Sep 14, 2022
Occidental Petroleum
4.75%
▲ 32.63%
1
Buy
Sep 14, 2022
Philip Morris
24.79%
▲ 78.80%
1
Buy
Sep 14, 2022
Johnson & Johnson
13.43%
▲ 443.55%
1
Buy
Sep 14, 2022