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New Portfolio - New Portfolio
Marc
New PortfolioIndividual Investor
Ranked #57,769 out of 824,094 TipRanks' Investors
Success Rate
95 out of 131
profitable transactions
profitable transactions
Average Return
28.29%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 0.55%
6-Month Return▲ 25.17%
12-Month Return▲ 20.35%
YTD Return▲ 17.75%
Total Return▲ 93.28%
Best Trade
Bio
Long Term
Performance
12.88%0-12.88%
▼ 6.38%
▼ 5.57%
▼ 2.75%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 4.27%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 4.07%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.95%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 0.17%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 8.04%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.46%
Sep 2025
▲ 4.43%
▼ 0.27%
▼ 0.49%
Oct 2025
▼ 6.38%▼ 5.57%▼ 2.75%
▲ 0.80%▼ 0.87%▼ 4.27%
▲ 11.63%▲ 6.28%▲ 4.07%
▲ 9.25%▲ 5.14%▲ 4.95%
▲ 7.60%▲ 2.30%▲ 0.17%
▲ 2.76%▲ 2.05%▲ 8.04%
▲ 12.88%▲ 3.56%▲ 1.46%
▲ 4.43%▼ 0.27%▼ 0.49%
Recent Activity
SuRo Capital
0%
▲ 20.46%
7
Open
Oct 10, 2025
Warner Bros
―
▼ 13.63%
5
Close
Jul 18, 2025
Pfizer
9.21%
▼ 11.11%
8
Buy
May 05, 2025
AGNC Investment
2.9%
▲ 34.26%
4
Buy
Apr 28, 2025
Kraft Heinz
3.46%
▼ 14.89%
7
Buy
Dec 30, 2024
Microsoft
27.87%
▲ 108.55%
4
Sell
Nov 26, 2024
SoFi
―
▲ 50.99%
6
Close
Nov 26, 2024
Organon
―
▲ 15.52%
5
Close
Nov 26, 2024
Realty Income
4.47%
▲ 12.00%
5
Buy
Nov 26, 2024
Honda Motor Company
―
▲ 26.26%
3
Close
Jul 03, 2023
GlaxoSmithKline
3.81%
▲ 46.87%
4
Buy
Feb 03, 2023
Walt Disney
―
▼ 47.69%
2
Close
Jan 09, 2023
OmniAb
―
▼ 4.61%
2
Close
Jan 06, 2023
AT&T
15.19%
▲ 74.07%
13
Buy
Dec 19, 2022
Palantir Technologies
―
▼ 7.97%
2
Close
Dec 19, 2022
Ares Capital
9.27%
▲ 40.90%
8
Buy
Dec 01, 2022
Coca-Cola
―
▲ 23.64%
4
Close
Dec 01, 2022
Viatris
4.14%
▲ 1.06%
9
Buy
Dec 01, 2022
Intel
6.03%
▲ 15.22%
6
Buy
Dec 01, 2022
Apple
―
▲ 10.61%
2
Close
Oct 05, 2022