Individual Brokerage -0964 - New Portfolio

Mark Williams

Individual Brokerage -0964
Individual Investor
Ranked #290,937 out of 757,311 TipRanks' Investors
Success Rate
63%
12 out of 19
profitable transactions
Average Return
0.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.75%
6-Month Return-
12-Month Return-
YTD Return▲ 0.75%
Total Return▲ 0.75%

Best Trade

Opened at
Closed at-
Gain▲ 3.61%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.76%
▲ 1.21%
Jul 2024
▼ 4.21%
▲ 2.34%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 0.75%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.76%▲ 1.21%
▼ 4.21%▲ 2.34%
▲ 2.65%▼ 0.40%▲ 0.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
YieldMax Ultra Option Income Strategy ETF
2.51%
0.00%
1
Buy
Sep 19, 2024
Duff & Phelps Utility and Infrastructure Fund Inc
▲ 0.09%
2
Sell
Sep 16, 2024
Oneok
0.26%
▲ 3.04%
1
Buy
Sep 13, 2024
Tekla Healthcare Opportunities Fund
1.33%
▲ 0.48%
1
Buy
Sep 13, 2024
YieldMax COIN Option Income Strategy ETF
1.42%
▲ 0.22%
1
Buy
Sep 13, 2024
Columbia Seligman Premium Technology Growth Func Inc
1.82%
▲ 0.89%
1
Buy
Sep 13, 2024
Cohen & Steers Infrastructure Fund
1.83%
▲ 0.86%
1
Buy
Sep 13, 2024
Liberty All Star Equity Fund
2.15%
▲ 0.87%
1
Buy
Sep 13, 2024
Enterprise Products Partners
2.35%
▼ 0.30%
1
Buy
Sep 13, 2024
YieldMax TSLA Option Income Strategy ETF
2.88%
▲ 0.65%
1
Buy
Sep 13, 2024
Tekla World Healthcare Fund
2.87%
▲ 0.15%
1
Buy
Sep 13, 2024
OFS Credit Company
3.67%
▼ 0.03%
1
Buy
Sep 13, 2024
FTAI Aviation
5.38%
▼ 0.25%
1
Buy
Sep 13, 2024
Energy Transfer
5.66%
▼ 0.40%
1
Buy
Sep 13, 2024
Reaves Utility Income Fund
7.03%
▲ 0.63%
1
Buy
Sep 13, 2024
EnLink Midstream
7.28%
▼ 0.65%
1
Buy
Sep 13, 2024
FTAI Infrastructure Incorporation
7.69%
▲ 3.61%
1
Buy
Sep 13, 2024
Hess Midstream Partners
7.47%
▲ 0.86%
1
Buy
Sep 13, 2024
Cornerstone Total Return Fund Inc
11.7%
▼ 0.88%
1
Buy
Sep 13, 2024
Cornerstone Strategic Value Fund Inc
14.84%
▼ 2.03%
1
Buy
Sep 13, 2024