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REG 541 **3384 - New Portfolio

Marc Todd

REG 541 **3384
Individual Investor
Ranked #39,252 out of 781,066 TipRanks' Investors
Success Rate
63%
17 out of 27
profitable transactions
Average Return
118.40%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.25%
6-Month Return▲ 0.59%
12-Month Return▲ 11.15%
YTD Return▲ 4.81%
Total Return▲ 31.06%

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

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.25%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.87%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 0.96%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.24%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.93%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.12%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 7.31%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 4.81%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.25%
▲ 8.13%▲ 1.21%▲ 2.87%
▼ 13.14%▲ 2.34%▲ 0.96%
▲ 2.93%▲ 2.10%▲ 2.24%
▲ 10.00%▼ 0.89%▼ 1.93%
▲ 26.04%▲ 5.96%▲ 4.12%
▲ 5.93%▼ 2.41%▼ 7.31%
▲ 9.79%▲ 0.95%▲ 4.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pfizer
4.28%
▼ 26.00%
4
Sell
Nov 27, 2024
Elfun Trusts
▲ 36.77%
2
Sell
Nov 19, 2024
GE Aerospace
1.17%
▲ 110.79%
2
Buy
Nov 18, 2024
Microsoft
28.4%
▲ 484.91%
2
Buy
Nov 18, 2024
GE Vernova Inc.
0.64%
▲ 409.20%
2
Buy
Nov 18, 2024
Flagstar Financial
0.19%
▼ 63.36%
2
Close
Oct 29, 2024
Intel
0.87%
▼ 6.83%
2
Buy
Aug 13, 2024
Invesco Bond Fund
0.01%
▼ 27.72%
3
Buy
Oct 26, 2023
GE Healthcare Technologies Inc
0.18%
▲ 40.09%
2
Sell
Jan 05, 2023
Citigroup
0.01%
▲ 12.47%
1
Buy
Sep 14, 2022
Waste Management
0.02%
▲ 244.11%
1
Buy
Sep 14, 2022
Ford Motor
0.41%
▲ 11.15%
1
Buy
Sep 14, 2022
Volkswagen AG
0.4%
▼ 19.10%
1
Buy
Sep 14, 2022
Schlumberger
4.13%
▲ 212.31%
1
Buy
Sep 14, 2022
Merck & Company
6.96%
▲ 363.02%
1
Buy
Sep 14, 2022
Mondelez International
6.04%
▼ 3.37%
1
Buy
Sep 14, 2022
Altria Group
8.45%
▲ 20.69%
1
Buy
Sep 14, 2022
Occidental Petroleum
6.34%
▲ 73.05%
1
Buy
Sep 14, 2022
Philip Morris
18.32%
▲ 29.32%
1
Buy
Sep 14, 2022
Johnson & Johnson
12.99%
▲ 414.34%
1
Buy
Sep 14, 2022