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REG 541 **3384 - New Portfolio

Marc Todd

REG 541 **3384
Individual Investor
Ranked #37,295 out of 833,691 TipRanks' Investors
Success Rate
71%
20 out of 28
profitable transactions
Average Return
151.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.25%
6-Month Return▲ 19.58%
12-Month Return▲ 34.08%
YTD Return▲ 35.07%
Total Return▲ 65.07%

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%
▲ 11.63%
▲ 6.28%
▲ 3.76%
May 2025
▲ 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
▼ 3.57%
▲ 0.19%
▲ 4.70%
Nov 2025
▲ 1.45%
▲ 0.97%
▲ 0.97%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 3.76%
▲ 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%
▼ 3.57%▲ 0.19%▲ 4.70%
▲ 1.45%▲ 0.97%▲ 0.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Johnson & Johnson
14.59%
▲ 619.86%
2
Sell
Sep 02, 2025
Lockheed Martin
0.02%
▼ 0.52%
1
Buy
Jun 13, 2025
Pfizer
3.53%
▼ 29.99%
4
Sell
Nov 27, 2024
Elfun Trusts
▲ 36.77%
2
Sell
Nov 19, 2024
GE Aerospace
1.77%
▲ 205.76%
2
Buy
Nov 18, 2024
Microsoft
28.1%
▲ 492.31%
2
Buy
Nov 18, 2024
GE Vernova Inc.
0.91%
▲ 592.11%
2
Buy
Nov 18, 2024
Flagstar Financial
0.23%
▼ 57.04%
2
Close
Oct 29, 2024
Intel
1.29%
▲ 57.59%
2
Buy
Aug 13, 2024
Invesco Bond Fund
0.01%
▼ 27.96%
3
Buy
Oct 26, 2023
GE Healthcare Technologies Inc
0.15%
▲ 37.74%
2
Sell
Jan 05, 2023
Citigroup
0.01%
▲ 67.88%
1
Buy
Sep 14, 2022
Waste Management
0.01%
▲ 258.14%
1
Buy
Sep 14, 2022
Ford Motor
0.47%
▲ 45.10%
1
Buy
Sep 14, 2022
Volkswagen AG
0.44%
▲ 1.15%
1
Buy
Sep 14, 2022
Schlumberger
3.15%
▲ 173.76%
1
Buy
Sep 14, 2022
Merck & Company
6.51%
▲ 396.69%
1
Buy
Sep 14, 2022
Mondelez International
4.93%
▼ 9.57%
1
Buy
Sep 14, 2022
Altria Group
8.34%
▲ 36.72%
1
Buy
Sep 14, 2022
Occidental Petroleum
4.26%
▲ 33.52%
1
Buy
Sep 14, 2022