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New Portfolio - New Portfolio

MARK

New Portfolio
Individual Investor
Ranked #78,313 out of 792,944 TipRanks' Investors
Success Rate
65%
2758 out of 4232
profitable transactions
Average Return
14.78%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.55%
6-Month Return▼ 2.22%
12-Month Return▲ 6.62%
YTD Return▲ 1.97%
Total Return▲ 17.80%

Best Trade

Opened at
Closed at
Gain▲ 912.95%

Bio

Personal Portfolio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.45%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.39%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.87%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 2.94%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 4.93%
Dec 2024
▲ 5.83%
▲ 2.69%
▲ 2.95%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.66%
Feb 2025
▲ 2.62%
▼ 4.80%
▼ 1.60%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 1.45%
▲ 2.93%▲ 2.10%▲ 2.39%
▲ 10.00%▼ 0.89%▼ 2.87%
▲ 26.01%▲ 5.96%▲ 2.94%
▲ 5.39%▼ 2.41%▼ 4.93%
▲ 5.83%▲ 2.69%▲ 2.95%
▼ 12.86%▼ 1.27%▲ 0.66%
▲ 2.62%▼ 4.80%▼ 1.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Oneok
1.09%
▲ 64.00%
9
Buy
Jan 30, 2025
EnLink Midstream
▲ 62.60%
12
Close
Jan 30, 2025
Vanguard Global ex-U.S. Real Estate ETF
0.06%
▼ 0.19%
7
Buy
Jan 24, 2025
VICI Properties
0.31%
▲ 18.92%
10
Buy
Jan 24, 2025
Vanguard Explorer Fund Admiral Shares
0.24%
▼ 8.34%
4
Buy
Jan 24, 2025
Vanguard High Dividend Yield Index ETF
0.5%
▲ 23.44%
8
Buy
Jan 24, 2025
Walmart
0.9%
▲ 48.36%
5
Buy
Jan 24, 2025
Utilities Select Sector SPDR Fund
0.41%
▲ 16.70%
7
Buy
Jan 24, 2025
Consumer Staples Select Sector SPDR Fund
0.29%
▲ 10.33%
5
Buy
Jan 24, 2025
Global X S&P 500 Covered Call ETF
0.29%
▲ 17.35%
11
Buy
Jan 24, 2025
Rithm Capital
0.25%
▲ 57.36%
30
Sell
Jan 24, 2025
Norfolk Southern
0.37%
▼ 5.04%
6
Buy
Jan 24, 2025
NETSTREIT
0.1%
▼ 16.27%
22
Buy
Jan 24, 2025
Merck & Company
0.5%
▲ 9.60%
9
Buy
Jan 24, 2025
Virtus InfraCap U.S. Preferred Stock ETF
0.3%
▲ 20.52%
11
Buy
Jan 24, 2025
Global X U.S. Preferred ETF
0.1%
▲ 1.88%
7
Buy
Jan 24, 2025
Alpine Income Property Trust Inc
0.1%
▲ 2.87%
11
Buy
Jan 24, 2025
PepsiCo
0.93%
▼ 6.87%
7
Buy
Jan 24, 2025
Pembina Pipeline
0.77%
▲ 26.67%
13
Buy
Jan 24, 2025
Realty Income
0.66%
▼ 0.75%
15
Sell
Jan 24, 2025