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New Portfolio - New Portfolio
Marc
New PortfolioIndividual Investor
Ranked #64,503 out of 820,354 TipRanks' Investors
Success Rate
92 out of 130
profitable transactions
profitable transactions
Average Return
28.22%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.04%
6-Month Return▲ 13.79%
12-Month Return▲ 22.69%
YTD Return▲ 16.68%
Total Return▲ 91.52%
Best Trade
Bio
Long Term
Performance
27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▲ 5.53%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.75%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 4.27%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 4.07%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.95%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 0.17%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 8.04%
Aug 2025
▲ 5.04%
▲ 2.88%
▲ 0.04%
Sep 2025
▼ 12.86%▼ 1.27%▲ 5.53%
▼ 1.80%▼ 5.57%▼ 2.75%
▲ 1.84%▼ 0.87%▼ 4.27%
▲ 12.20%▲ 6.28%▲ 4.07%
▲ 6.24%▲ 5.14%▲ 4.95%
▲ 27.92%▲ 2.30%▲ 0.17%
▲ 4.87%▲ 2.05%▲ 8.04%
▲ 5.04%▲ 2.88%▲ 0.04%
Recent Activity
Warner Bros
―
▼ 13.63%
5
Close
Jul 18, 2025
SuRo Capital
―
▲ 25.12%
6
Close
Jul 18, 2025
Pfizer
8.97%
▼ 13.83%
8
Buy
May 05, 2025
AGNC Investment
2.87%
▲ 30.63%
4
Buy
Apr 28, 2025
Kraft Heinz
3.55%
▼ 13.12%
7
Buy
Dec 30, 2024
Microsoft
27.89%
▲ 107.69%
4
Sell
Nov 26, 2024
SoFi
―
▲ 50.99%
6
Close
Nov 26, 2024
Organon
―
▲ 15.52%
5
Close
Nov 26, 2024
Realty Income
4.52%
▲ 12.21%
5
Buy
Nov 26, 2024
Honda Motor Company
―
▲ 26.26%
3
Close
Jul 03, 2023
GlaxoSmithKline
3.48%
▲ 33.29%
4
Buy
Feb 03, 2023
Walt Disney
―
▼ 47.69%
2
Close
Jan 09, 2023
OmniAb
―
▼ 4.61%
2
Close
Jan 06, 2023
AT&T
16.4%
▲ 85.10%
13
Buy
Dec 19, 2022
Palantir Technologies
―
▼ 7.97%
2
Close
Dec 19, 2022
Ares Capital
9.76%
▲ 47.77%
8
Buy
Dec 01, 2022
Coca-Cola
―
▲ 23.64%
4
Close
Dec 01, 2022
Viatris
3.89%
▼ 5.40%
9
Buy
Dec 01, 2022
Intel
5.81%
▲ 10.52%
6
Buy
Dec 01, 2022
Apple
―
▲ 10.61%
2
Close
Oct 05, 2022