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REG 541 **3384 - New Portfolio

Marc Todd

REG 541 **3384
Individual Investor
Ranked #32,473 out of 770,014 TipRanks' Investors
Success Rate
70%
19 out of 27
profitable transactions
Average Return
119.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.11%
6-Month Return▲ 8.22%
12-Month Return▲ 18.28%
YTD Return▲ 13.15%
Total Return▲ 35.13%

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

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 4.53%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.23%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.25%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.87%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.96%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.24%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.79%
Oct 2024
▲ 31.73%
▲ 4.73%
▲ 4.13%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 4.53%
▲ 11.46%▲ 5.06%▲ 4.23%
▼ 2.25%▲ 3.53%▲ 0.25%
▲ 25.72%▲ 1.21%▲ 2.87%
▼ 4.22%▲ 2.34%▲ 0.96%
▲ 7.82%▲ 2.10%▲ 2.24%
▲ 5.70%▼ 0.89%▼ 1.79%
▲ 31.73%▲ 4.73%▲ 4.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Elfun Trusts
▲ 36.77%
2
Sell
Nov 19, 2024
GE Aerospace
1.13%
▲ 108.90%
2
Buy
Nov 18, 2024
Microsoft
26.91%
▲ 483.68%
2
Buy
Nov 18, 2024
GE Vernova Inc.
0.51%
▲ 358.25%
2
Buy
Nov 18, 2024
Pfizer
5.47%
▼ 26.36%
3
Sell
Nov 13, 2024
Flagstar Financial
0.23%
▼ 58.17%
2
Close
Oct 29, 2024
Intel
0.93%
▲ 7.82%
2
Buy
Aug 13, 2024
Invesco Bond Fund
0.01%
▼ 26.74%
3
Buy
Oct 26, 2023
GE Healthcare Technologies Inc
0.17%
▲ 36.65%
2
Sell
Jan 05, 2023
Citigroup
0.01%
▼ 0.52%
1
Buy
Sep 14, 2022
Waste Management
0.02%
▲ 266.77%
1
Buy
Sep 14, 2022
Ford Motor
0.43%
▲ 24.47%
1
Buy
Sep 14, 2022
Volkswagen AG
0.33%
▼ 26.64%
1
Buy
Sep 14, 2022
Schlumberger
3.91%
▲ 213.53%
1
Buy
Sep 14, 2022
Merck & Company
6.86%
▲ 378.34%
1
Buy
Sep 14, 2022
Mondelez International
6.44%
▲ 8.45%
1
Buy
Sep 14, 2022
Altria Group
8.91%
▲ 32.07%
1
Buy
Sep 14, 2022
Occidental Petroleum
5.78%
▲ 67.95%
1
Buy
Sep 14, 2022
Philip Morris
18.94%
▲ 39.02%
1
Buy
Sep 14, 2022
Johnson & Johnson
12.97%
▲ 444.95%
1
Buy
Sep 14, 2022