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REG 541 **3384 - New Portfolio

Marc Todd

REG 541 **3384
Individual Investor
Ranked #37,915 out of 848,813 TipRanks' Investors
Success Rate
71%
20 out of 28
profitable transactions
Average Return
160.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.90%
6-Month Return▲ 24.10%
12-Month Return▲ 41.49%
YTD Return▲ 7.79%
Total Return▲ 77.24%

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

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 3.97%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.11%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.96%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.76%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.46%
Oct 2025
▼ 3.58%
▲ 0.19%
▲ 4.57%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.71%
Dec 2025
▲ 3.61%
▲ 1.24%
▲ 7.79%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 3.97%
▲ 7.60%▲ 2.30%▲ 1.11%
▲ 2.76%▲ 2.05%▲ 5.96%
▲ 12.88%▲ 3.56%▲ 4.76%
▲ 10.96%▲ 2.38%▼ 0.46%
▼ 3.58%▲ 0.19%▲ 4.57%
▼ 0.10%▲ 0.08%▲ 0.71%
▲ 3.61%▲ 1.24%▲ 7.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Citigroup
▲ 69.57%
2
Close
Jan 10, 2026
Invesco Bond Fund
▼ 27.79%
4
Close
Jan 10, 2026
Waste Management
▲ 254.11%
2
Sell
Jan 10, 2026
Lockheed Martin
▲ 6.88%
2
Sell
Jan 10, 2026
Flagstar Financial
▼ 57.36%
3
Close
Dec 31, 2025
Johnson & Johnson
14.94%
▲ 664.54%
2
Sell
Sep 02, 2025
Pfizer
3.5%
▼ 28.02%
4
Sell
Nov 27, 2024
Elfun Trusts
▲ 36.77%
2
Sell
Nov 19, 2024
GE Aerospace
1.72%
▲ 208.15%
2
Buy
Nov 18, 2024
Microsoft
25.56%
▲ 488.98%
2
Buy
Nov 18, 2024
GE Vernova Inc.
0.86%
▲ 579.96%
2
Buy
Nov 18, 2024
Intel
1.67%
▲ 111.22%
2
Buy
Aug 13, 2024
GE Healthcare Technologies Inc
0.15%
▲ 41.02%
2
Sell
Jan 05, 2023
Ford Motor
0.47%
▲ 51.11%
1
Buy
Sep 14, 2022
Volkswagen AG
0.41%
▼ 0.12%
1
Buy
Sep 14, 2022
Schlumberger
3.74%
▲ 236.61%
1
Buy
Sep 14, 2022
Merck & Company
6.63%
▲ 424.92%
1
Buy
Sep 14, 2022
Mondelez International
5.02%
▼ 4.43%
1
Buy
Sep 14, 2022
Altria Group
8.41%
▲ 43.05%
1
Buy
Sep 14, 2022
Occidental Petroleum
4.54%
▲ 47.58%
1
Buy
Sep 14, 2022