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REG 541 **3384 - New Portfolio

Marc Todd

REG 541 **3384
Individual Investor
Ranked #44,718 out of 827,344 TipRanks' Investors
Success Rate
68%
19 out of 28
profitable transactions
Average Return
137.62%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.16%
6-Month Return▲ 17.76%
12-Month Return▲ 18.28%
YTD Return▲ 26.83%
Total Return▲ 55.01%

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%
▲ 0.80%
▼ 0.87%
▼ 2.38%
Apr 2025
▲ 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
▼ 4.30%
▼ 1.63%
▼ 0.73%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▼ 2.38%
▲ 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%
▼ 4.30%▼ 1.63%▼ 0.73%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Johnson & Johnson
13.66%
▲ 552.66%
2
Sell
Sep 02, 2025
Lockheed Martin
0.02%
▼ 5.51%
1
Buy
Jun 13, 2025
Pfizer
3.58%
▼ 31.26%
4
Sell
Nov 27, 2024
Elfun Trusts
▲ 36.77%
2
Sell
Nov 19, 2024
GE Aerospace
1.78%
▲ 199.84%
2
Buy
Nov 18, 2024
Microsoft
29.61%
▲ 493.41%
2
Buy
Nov 18, 2024
GE Vernova Inc.
0.82%
▲ 531.39%
2
Buy
Nov 18, 2024
Flagstar Financial
0.2%
▼ 60.73%
2
Close
Oct 29, 2024
Intel
1.4%
▲ 65.31%
2
Buy
Aug 13, 2024
Invesco Bond Fund
0.01%
▼ 27.33%
3
Buy
Oct 26, 2023
GE Healthcare Technologies Inc
0.14%
▲ 20.76%
2
Sell
Jan 05, 2023
Citigroup
0.01%
▲ 41.72%
1
Buy
Sep 14, 2022
Waste Management
0.01%
▲ 228.20%
1
Buy
Sep 14, 2022
Ford Motor
0.48%
▲ 44.23%
1
Buy
Sep 14, 2022
Volkswagen AG
0.41%
▼ 8.82%
1
Buy
Sep 14, 2022
Schlumberger
3.13%
▲ 162.72%
1
Buy
Sep 14, 2022
Merck & Company
5.52%
▲ 307.98%
1
Buy
Sep 14, 2022
Mondelez International
5.38%
▼ 4.51%
1
Buy
Sep 14, 2022
Altria Group
8.51%
▲ 35.05%
1
Buy
Sep 14, 2022
Occidental Petroleum
4.53%
▲ 37.55%
1
Buy
Sep 14, 2022