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New Portfolio - New Portfolio

Marc

New Portfolio
Individual Investor
Ranked #39,125 out of 861,174 TipRanks' Investors
Success Rate
78%
109 out of 139
profitable transactions
Average Return
33.65%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.12%
6-Month Return▲ 12.77%
12-Month Return▲ 34.44%
YTD Return▲ 7.20%
Total Return▲ 116.68%

Best Trade

Opened at
Closed at
Gain▲ 226.79%

Bio

Long Term

Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▼ 0.12%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 4.11%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.07%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.42%
Jan 2026
▼ 1.33%
▼ 0.86%
▲ 5.52%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 3.17%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 0.85%
Apr 2026
▲ 2.08%
▼ 0.09%
▼ 0.38%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▼ 0.12%
▼ 3.68%▲ 0.19%▲ 4.11%
▼ 0.10%▲ 0.08%▲ 0.07%
▲ 4.06%▲ 1.47%▲ 4.42%
▼ 1.33%▼ 0.86%▲ 5.52%
▲ 0.52%▼ 4.94%▼ 3.17%
▲ 16.06%▲ 10.51%▲ 0.85%
▲ 2.08%▼ 0.09%▼ 0.38%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AES
0.78%
▲ 2.49%
2
Buy
Mar 30, 2026
Viatris
6.84%
▲ 51.05%
10
Buy
Jan 06, 2026
Kraft Heinz
3.51%
▼ 20.67%
8
Buy
Dec 29, 2025
Pfizer
13.76%
▲ 1.09%
10
Buy
Oct 28, 2025
SuRo Capital
▲ 20.55%
8
Close
Oct 28, 2025
Intel
▲ 29.29%
7
Close
Oct 28, 2025
Merck & Company
3.39%
▲ 50.41%
2
Buy
Oct 28, 2025
Realty Income
8.94%
▲ 20.38%
6
Buy
Oct 28, 2025
Warner Bros
▼ 13.63%
5
Close
Jul 18, 2025
AGNC Investment
2.97%
▲ 54.85%
4
Buy
Apr 28, 2025
Microsoft
21.59%
▲ 68.27%
4
Sell
Nov 26, 2024
SoFi
▲ 50.99%
6
Close
Nov 26, 2024
Organon
▲ 15.52%
5
Close
Nov 26, 2024
Honda Motor Company
▲ 26.26%
3
Close
Jul 03, 2023
GlaxoSmithKline
4.25%
▲ 73.14%
4
Buy
Feb 03, 2023
Walt Disney
▼ 47.69%
2
Close
Jan 09, 2023
OmniAb
▼ 4.61%
2
Close
Jan 06, 2023
AT&T
14.47%
▲ 76.33%
13
Buy
Dec 19, 2022
Palantir Technologies
▼ 7.97%
2
Close
Dec 19, 2022
Ares Capital
8.76%
▲ 45.65%
8
Buy
Dec 01, 2022