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New Portfolio - New Portfolio

Marc

New Portfolio
Individual Investor
Ranked #34,516 out of 858,896 TipRanks' Investors
Success Rate
78%
108 out of 139
profitable transactions
Average Return
32.97%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.83%
6-Month Return▲ 12.84%
12-Month Return▲ 39.79%
YTD Return▲ 5.95%
Total Return▲ 114.16%

Best Trade

Opened at
Closed at
Gain▲ 226.79%

Bio

Long Term

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 1.46%
Sep 2025
▲ 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
▼ 1.12%
▼ 0.86%
▲ 5.51%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.20%
Mar 2026
▲ 4.89%
▲ 4.48%
▼ 0.66%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 1.46%
▲ 10.96%▲ 2.38%▼ 0.12%
▼ 3.68%▲ 0.19%▲ 4.11%
▼ 0.10%▲ 0.08%▲ 0.07%
▲ 4.06%▲ 1.47%▲ 4.42%
▼ 1.12%▼ 0.86%▲ 5.51%
▲ 0.60%▼ 4.94%▼ 3.20%
▲ 4.89%▲ 4.48%▼ 0.66%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AES
0.8%
▲ 2.02%
2
Buy
Mar 30, 2026
Viatris
6.17%
▲ 33.86%
10
Buy
Jan 06, 2026
Kraft Heinz
3.68%
▼ 18.41%
8
Buy
Dec 29, 2025
Pfizer
14.34%
▲ 3.47%
10
Buy
Oct 28, 2025
SuRo Capital
▲ 20.55%
8
Close
Oct 28, 2025
Intel
▲ 29.29%
7
Close
Oct 28, 2025
Merck & Company
3.71%
▲ 61.47%
2
Buy
Oct 28, 2025
Realty Income
9.15%
▲ 20.43%
6
Buy
Oct 28, 2025
Warner Bros
▼ 13.63%
5
Close
Jul 18, 2025
AGNC Investment
2.98%
▲ 50.56%
4
Buy
Apr 28, 2025
Microsoft
19.71%
▲ 50.88%
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
4.95%
▲ 98.01%
4
Buy
Feb 03, 2023
Walt Disney
▼ 47.69%
2
Close
Jan 09, 2023
OmniAb
▼ 4.61%
2
Close
Jan 06, 2023
AT&T
14.94%
▲ 78.76%
13
Buy
Dec 19, 2022
Palantir Technologies
▼ 7.97%
2
Close
Dec 19, 2022
Ares Capital
8.41%
▲ 37.38%
8
Buy
Dec 01, 2022