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Marcus P - New Portfolio

Marcus Parker

Marcus P
Individual Investor
Ranked #299,571 out of 793,101 TipRanks' Investors
Success Rate
51%
469 out of 913
profitable transactions
Average Return
8.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.16%
6-Month Return▲ 14.03%
12-Month Return▲ 27.54%
YTD Return▲ 4.87%
Total Return▲ 96.89%

Best Trade

Opened at
Closed at-
Gain▲ 354.81%

Bio

This is my 401k retirement portfolio invested with a plan of retiring ~2040.

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 4.36%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.08%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.90%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 11.20%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 4.03%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 8.17%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.76%
Feb 2025
▲ 2.82%
▼ 4.80%
▲ 0.74%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 4.36%
▲ 2.93%▲ 2.10%▲ 3.08%
▲ 10.00%▼ 0.89%▲ 1.90%
▲ 26.01%▲ 5.96%▲ 11.20%
▲ 5.39%▼ 2.41%▼ 4.03%
▲ 5.83%▲ 2.69%▲ 8.17%
▼ 12.86%▼ 1.27%▼ 3.76%
▲ 2.82%▼ 4.80%▲ 0.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares MSCI USA Min Vol Factor ETF
2.26%
▲ 5.74%
4
Open
Mar 24, 2025
Northrop Grumman
▲ 15.11%
4
Close
Mar 24, 2025
JPMorgan Chase
1.53%
▲ 17.59%
35
Sell
Mar 11, 2025
Palantir Technologies
0.41%
▲ 146.68%
8
Sell
Mar 10, 2025
Invesco S&P 500 Equal Weight ETF
5.13%
▼ 1.29%
3
Buy
Mar 08, 2025
Amazon
1.65%
▲ 19.63%
27
Sell
Mar 07, 2025
Sea
1.3%
▲ 9.91%
27
Sell
Mar 07, 2025
Vanguard S&P 500 ETF
3.09%
▲ 41.24%
21
Sell
Mar 07, 2025
Spotify
1.37%
▲ 51.24%
2
Sell
Mar 07, 2025
UnitedHealth
1.68%
▲ 5.11%
1
Open
Mar 07, 2025
Procter & Gamble
1.4%
▲ 3.61%
7
Buy
Mar 05, 2025
Mondelez International
1.26%
▲ 1.17%
6
Open
Mar 03, 2025
Fidelity Wise Origin Bitcoin Fund
48.46%
▲ 66.32%
23
Buy
Feb 25, 2025
Microsoft
▲ 4.55%
20
Close
Feb 24, 2025
Uber Technologies
1.56%
▲ 28.49%
13
Sell
Feb 24, 2025
PayPal Holdings
▼ 5.53%
36
Close
Feb 21, 2025
Vanguard Russell 2000 ETF
▲ 0.11%
11
Close
Jan 10, 2025
Trupanion
▼ 0.82%
9
Close
Jan 08, 2025
Freeport-McMoRan
1.31%
▲ 15.40%
10
Buy
Dec 31, 2024
BYD Company
1.18%
▲ 50.19%
1
Open
Dec 30, 2024