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Marks income investments -0964 - New Portfolio

Mark Williams

Marks income investments -0964
Individual Investor
Ranked #528,444 out of 819,158 TipRanks' Investors
Success Rate
34%
19 out of 56
profitable transactions
Average Return
-3.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.02%
6-Month Return-
12-Month Return-
YTD Return▲ 5.84%
Total Return▲ 5.84%

Best Trade

Opened at
Closed at-
Gain▲ 134.14%

Bio

Performance

27.92%0-27.92%
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
Mar 2025
▲ 1.84%
▼ 0.87%
Apr 2025
▲ 12.20%
▲ 6.28%
May 2025
▲ 6.24%
▲ 5.14%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 2.31%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 0.60%
Aug 2025
▲ 9.82%
▲ 3.18%
▲ 2.84%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%
▲ 6.24%▲ 5.14%
▲ 27.92%▲ 2.30%▲ 2.31%
▲ 4.87%▲ 2.05%▲ 0.60%
▲ 9.82%▲ 3.18%▲ 2.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
YieldMax Magnificent 7 Fund of Option Income ETFs
0.55%
▼ 25.30%
5
Buy
Sep 19, 2025
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund
2.22%
▼ 26.76%
3
Buy
Sep 11, 2025
Tekla World Healthcare Fund
3.64%
▼ 32.15%
3
Buy
Sep 08, 2025
Columbia Seligman Premium Technology Growth Func Inc
4.24%
▼ 29.38%
2
Buy
Sep 08, 2025
YieldMax SNOW Option Income Strategy ETF
4.04%
▼ 14.74%
3
Buy
Sep 08, 2025
Saba Closed-End Funds ETF
5.91%
▼ 2.47%
6
Buy
Sep 08, 2025
Liberty All Star Equity Fund
4.8%
▼ 2.65%
2
Buy
Sep 08, 2025
Reaves Utility Income Fund
7.91%
▼ 39.75%
2
Buy
Sep 08, 2025
Cornerstone Total Return Fund Inc
8.77%
▼ 2.41%
4
Buy
Sep 08, 2025
Cornerstone Strategic Value Fund Inc
9.35%
▲ 5.86%
4
Buy
Sep 08, 2025
YieldMax Ultra Option Income Strategy ETF
2.32%
▼ 7.50%
5
Buy
Aug 20, 2025
YieldMax MSTR Option Income Strategy ETF
7.78%
▼ 12.54%
2
Buy
Aug 20, 2025
Nicholas Global Equity and Income ETF
15.86%
▲ 35.71%
6
Buy
Aug 20, 2025
OFS Credit Company
3.82%
▲ 33.24%
2
Buy
Jul 25, 2025
Morgan Stanley Emerging Markets Debt Fund Inc (ex: Morgan Stanley Dean Witter Emerging MarketsDebt Fund Inc)
2.3%
▲ 13.73%
3
Buy
Jul 17, 2025
YieldMax META Option Income Strategy ETF
2.28%
▲ 2.38%
2
Buy
Jul 15, 2025
Defiance Nasdaq 100 Enhanced Options Income ETF
4.04%
▼ 1.06%
1
Buy
Jul 09, 2025
YieldMax GOOGL Option Income Strategy ETF
5.1%
▲ 20.34%
1
Buy
Jul 09, 2025
YieldMax COIN Option Income Strategy ETF
5.07%
▼ 26.60%
1
Buy
Jul 09, 2025