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New Portfolio - New Portfolio
MARK
New PortfolioIndividual Investor
Ranked #79,891 out of 781,066 TipRanks' Investors
Success Rate
2642 out of 3961
profitable transactions
profitable transactions
Average Return
16.97%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 4.10%
6-Month Return▲ 1.75%
12-Month Return▲ 13.72%
YTD Return▲ 2.45%
Total Return▲ 18.43%
Best Trade
Bio
Personal Portfolio
Performance
26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▼ 0.63%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.16%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.45%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.40%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.87%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 2.93%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.86%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 2.45%
Jan 2025
▲ 9.79%▲ 3.53%▼ 0.63%
▲ 8.13%▲ 1.21%▲ 3.16%
▼ 13.14%▲ 2.34%▲ 1.45%
▲ 2.93%▲ 2.10%▲ 2.40%
▲ 10.00%▼ 0.89%▼ 2.87%
▲ 26.04%▲ 5.96%▲ 2.93%
▲ 5.93%▼ 2.41%▼ 4.86%
▲ 9.79%▲ 0.95%▲ 2.45%
Recent Activity
BlackRock Credit Allocation Income Trust
0.19%
▲ 16.90%
27
Buy
Dec 24, 2024
BlackRock Enhanced Capital and Income Fund Inc
0.38%
▲ 33.59%
20
Buy
Dec 24, 2024
Calamos Convertible Opportunities And Income Fund
0.16%
▲ 25.34%
23
Buy
Dec 24, 2024
BlackRock Resources & Commodities Strategy Trust
0.12%
▲ 10.02%
25
Buy
Dec 24, 2024
Fidelity Balanced Fund
0.32%
▲ 10.65%
7
Buy
Dec 24, 2024
Fidelity Capital and Income Fund
0.62%
▲ 6.62%
19
Buy
Dec 24, 2024
BlackRock Utilities. Infrastructure & Power Opportunities Trust of Benef Interest
0.32%
▲ 20.19%
14
Buy
Dec 24, 2024
ACCO Brands
0.07%
▲ 5.40%
14
Buy
Dec 24, 2024
Calamos Long/Short Equity & Dynamic Income Trust
0.14%
▲ 13.64%
5
Buy
Dec 24, 2024
American Century Government Bond Fund - R5 Class
0.02%
▲ 0.22%
3
Buy
Dec 24, 2024
YieldMax AMZN Option Income Strategy ETF
0.17%
▼ 2.50%
3
Buy
Dec 24, 2024
BlackRock Enhanced Equity Dividend Trust
0.09%
▲ 2.25%
2
Buy
Dec 24, 2024
BlackRock Innovation and Growth Trust of Benef Interest
0.1%
▲ 2.65%
2
Buy
Dec 24, 2024
BlackRock Inflation Protected Bond Portfolio - Institutional
0.04%
▼ 0.56%
2
Buy
Dec 24, 2024
B2Gold
0.04%
▼ 8.07%
2
Buy
Dec 21, 2024
Vanguard FTSE Pacific ETF
0.02%
▲ 12.61%
7
Sell
Dec 11, 2024
Vanguard Global ex-U.S. Real Estate ETF
0.06%
▼ 3.73%
6
Sell
Dec 11, 2024
Vanguard FTSE Emerging Markets ETF
0.02%
▲ 2.73%
5
Buy
Dec 11, 2024
Viatris
―
▲ 31.84%
7
Close
Dec 11, 2024
Vanguard Value ETF
0.19%
▲ 18.72%
3
Buy
Dec 11, 2024