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New Portfolio - New Portfolio
Marc
New PortfolioIndividual Investor
Ranked #45,798 out of 833,681 TipRanks' Investors
Success Rate
102 out of 135
profitable transactions
profitable transactions
Average Return
29.38%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.11%
6-Month Return▲ 15.09%
12-Month Return▲ 21.47%
YTD Return▲ 22.17%
Total Return▲ 100.53%
Best Trade
Bio
Long Term
Performance
12.88%0-12.88%
▲ 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
▲ 10.96%
▲ 2.38%
▼ 0.12%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 4.50%
Nov 2025
▲ 0.76%
▲ 0.97%
▼ 1.09%
Dec 2025
▲ 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%
▲ 10.96%▲ 2.38%▼ 0.12%
▼ 3.57%▲ 0.19%▲ 4.50%
▲ 0.76%▲ 0.97%▼ 1.09%
Recent Activity
Pfizer
13.29%
▼ 5.95%
10
Buy
Oct 28, 2025
SuRo Capital
―
▲ 20.55%
8
Close
Oct 28, 2025
Intel
―
▲ 29.29%
7
Close
Oct 28, 2025
Merck & Company
3.22%
▲ 38.66%
2
Buy
Oct 28, 2025
Realty Income
8.05%
▲ 3.80%
6
Buy
Oct 28, 2025
Warner Bros
―
▼ 13.63%
5
Close
Jul 18, 2025
AGNC Investment
3.07%
▲ 48.05%
4
Buy
Apr 28, 2025
Kraft Heinz
3.16%
▼ 19.71%
7
Buy
Dec 30, 2024
Microsoft
25.94%
▲ 98.06%
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
4.16%
▲ 64.81%
4
Buy
Feb 03, 2023
Walt Disney
―
▼ 47.69%
2
Close
Jan 09, 2023
OmniAb
―
▼ 4.61%
2
Close
Jan 06, 2023
AT&T
13.85%
▲ 61.65%
13
Buy
Dec 19, 2022
Palantir Technologies
―
▼ 7.97%
2
Close
Dec 19, 2022
Ares Capital
9.29%
▲ 47.25%
8
Buy
Dec 01, 2022
Coca-Cola
―
▲ 23.64%
4
Close
Dec 01, 2022
Viatris
4.8%
▲ 20.83%
9
Buy
Dec 01, 2022