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Mono - New Portfolio

Taras K.

Mono
Individual Investor
Ranked #70,676 out of 793,971 TipRanks' Investors
Success Rate
82%
31 out of 38
profitable transactions
Average Return
10.95%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.32%
6-Month Return▲ 0.79%
12-Month Return▲ 12.49%
YTD Return▼ 0.49%
Total Return▲ 30.56%

Best Trade

Opened at
Closed at-
Gain▲ 52.44%

Bio

Mix of Dividends ETFs and some risky stocks

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.61%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.53%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.41%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.15%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.32%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 2.63%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.35%
Feb 2025
▼ 1.28%
▼ 6.20%
▼ 4.32%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 1.61%
▲ 2.93%▲ 2.10%▲ 3.53%
▲ 10.00%▼ 0.89%▼ 1.41%
▲ 26.01%▲ 5.96%▲ 5.15%
▲ 5.33%▼ 2.41%▼ 3.32%
▲ 5.89%▲ 2.69%▲ 2.63%
▼ 12.86%▼ 1.27%▲ 1.35%
▼ 1.28%▼ 6.20%▼ 4.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard S&P 500 ETF
8.32%
▲ 11.86%
3
Buy
Mar 20, 2025
JPMorgan Equity Premium Income ETF
9.86%
▲ 5.74%
4
Buy
Mar 20, 2025
AGNC Investment
7.6%
▲ 11.45%
5
Buy
Feb 04, 2025
ALPS Active REIT ETF
7.95%
▲ 5.12%
4
Buy
Feb 04, 2025
Alexander's
9.03%
▲ 18.47%
2
Buy
Feb 04, 2025
Oneok
6.42%
▲ 27.36%
2
Buy
Feb 04, 2025
Global X NASDAQ 100 Covered Call ETF
8.34%
▲ 4.80%
3
Buy
Dec 06, 2024
Schwab US Dividend Equity ETF
7.24%
▲ 10.63%
3
Buy
Nov 14, 2024
Schwab U.S. REIT ETF
6.15%
▲ 3.07%
3
Buy
Nov 14, 2024
SilverCrest Asset Management
5.91%
▲ 8.81%
4
Buy
Oct 07, 2024
BlackRock
15.32%
▲ 23.00%
3
Buy
May 03, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
7.54%
▲ 14.22%
2
Buy
Mar 08, 2024