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Marks income investments -0964 - New Portfolio

Mark Williams

Marks income investments -0964
Individual Investor
Ranked #497,373 out of 815,805 TipRanks' Investors
Success Rate
36%
16 out of 45
profitable transactions
Average Return
7.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.38%
6-Month Return-
12-Month Return-
YTD Return▲ 3.35%
Total Return▲ 3.35%

Best Trade

Opened at
Closed at-
Gain▲ 129.68%

Bio

Performance

27.87%0-27.87%
▲ 6.03%
▲ 2.69%
Jan 2025
▼ 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
▲ 27.87%
▲ 2.30%
▲ 2.30%
Jul 2025
▲ 7.86%
▲ 2.66%
▲ 1.03%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.84%▼ 0.87%
▲ 12.20%▲ 6.28%
▲ 6.24%▲ 5.14%
▲ 27.87%▲ 2.30%▲ 2.30%
▲ 7.86%▲ 2.66%▲ 1.03%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
YieldMax Magnificent 7 Fund of Option Income ETFs
0.53%
▼ 0.59%
2
Buy
Aug 22, 2025
YieldMax Ultra Option Income Strategy ETF
2.4%
▼ 6.48%
5
Buy
Aug 20, 2025
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund
2.26%
▼ 0.05%
2
Buy
Aug 20, 2025
YieldMax SNOW Option Income Strategy ETF
4.27%
▼ 0.06%
2
Buy
Aug 20, 2025
Saba Closed-End Funds ETF
5.93%
▲ 2.94%
5
Buy
Aug 20, 2025
Cornerstone Total Return Fund Inc
8.68%
▲ 14.00%
3
Buy
Aug 20, 2025
Cornerstone Strategic Value Fund Inc
9.33%
▲ 25.50%
3
Buy
Aug 20, 2025
YieldMax MSTR Option Income Strategy ETF
7.78%
▼ 13.33%
2
Buy
Aug 20, 2025
Nicholas Global Equity and Income ETF
15.89%
▲ 33.12%
6
Buy
Aug 20, 2025
Tekla World Healthcare Fund
3.6%
▼ 6.60%
2
Buy
Jul 25, 2025
OFS Credit Company
4.02%
▲ 37.20%
2
Buy
Jul 25, 2025
Morgan Stanley Emerging Markets Debt Fund Inc (ex: Morgan Stanley Dean Witter Emerging MarketsDebt Fund Inc)
2.3%
▲ 11.65%
3
Buy
Jul 17, 2025
YieldMax META Option Income Strategy ETF
2.3%
▲ 1.38%
2
Buy
Jul 15, 2025
Columbia Seligman Premium Technology Growth Func Inc
3.86%
▲ 2.93%
1
Buy
Jul 09, 2025
Defiance Nasdaq 100 Enhanced Options Income ETF
4.09%
▼ 2.02%
1
Buy
Jul 09, 2025
YieldMax GOOGL Option Income Strategy ETF
4.78%
▲ 10.36%
1
Buy
Jul 09, 2025
Liberty All Star Equity Fund
4.84%
▼ 4.13%
1
Buy
Jul 09, 2025
YieldMax COIN Option Income Strategy ETF
5.12%
▼ 27.43%
1
Buy
Jul 09, 2025
Reaves Utility Income Fund
8.03%
▲ 6.75%
1
Buy
Jul 09, 2025