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REG 541 **3384 - New Portfolio

Marc Todd

REG 541 **3384
Individual Investor
Ranked #30,778 out of 788,370 TipRanks' Investors
Success Rate
70%
19 out of 27
profitable transactions
Average Return
119.83%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.05%
6-Month Return▲ 9.08%
12-Month Return▲ 13.14%
YTD Return▲ 9.34%
Total Return▲ 37.06%

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

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 2.87%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.96%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.24%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.04%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.12%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 6.98%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.83%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 4.31%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 2.87%
▼ 13.14%▲ 2.34%▲ 0.96%
▲ 2.93%▲ 2.10%▲ 2.24%
▲ 9.99%▼ 0.89%▼ 2.04%
▲ 26.03%▲ 5.96%▲ 4.12%
▲ 5.97%▼ 2.41%▼ 6.98%
▲ 5.25%▲ 2.69%▲ 4.83%
▼ 9.08%▲ 1.42%▲ 4.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pfizer
4.07%
▼ 26.00%
4
Sell
Nov 27, 2024
Elfun Trusts
▲ 36.77%
2
Sell
Nov 19, 2024
GE Aerospace
1.22%
▲ 122.94%
2
Buy
Nov 18, 2024
Microsoft
25.69%
▲ 482.50%
2
Buy
Nov 18, 2024
GE Vernova Inc.
0.49%
▲ 357.48%
2
Buy
Nov 18, 2024
Flagstar Financial
0.24%
▼ 58.31%
2
Close
Oct 29, 2024
Intel
0.96%
▲ 7.82%
2
Buy
Aug 13, 2024
Invesco Bond Fund
0.01%
▼ 27.57%
3
Buy
Oct 26, 2023
GE Healthcare Technologies Inc
0.18%
▲ 50.59%
2
Sell
Jan 05, 2023
Citigroup
0.01%
▲ 11.99%
1
Buy
Sep 14, 2022
Waste Management
0.02%
▲ 270.64%
1
Buy
Sep 14, 2022
Ford Motor
0.36%
▲ 1.32%
1
Buy
Sep 14, 2022
Volkswagen AG
0.41%
▼ 11.91%
1
Buy
Sep 14, 2022
Schlumberger
3.76%
▲ 199.13%
1
Buy
Sep 14, 2022
Merck & Company
6.05%
▲ 323.21%
1
Buy
Sep 14, 2022
Mondelez International
6.42%
▲ 8.00%
1
Buy
Sep 14, 2022
Altria Group
8.52%
▲ 28.11%
1
Buy
Sep 14, 2022
Occidental Petroleum
5.85%
▲ 67.89%
1
Buy
Sep 14, 2022
Philip Morris
22.12%
▲ 64.22%
1
Buy
Sep 14, 2022
Johnson & Johnson
13.64%
▲ 467.76%
1
Buy
Sep 14, 2022