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New Portfolio - New Portfolio

MARK

New Portfolio
Individual Investor
Ranked #64,459 out of 810,248 TipRanks' Investors
Success Rate
73%
3453 out of 4763
profitable transactions
Average Return
18.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.05%
6-Month Return▲ 4.87%
12-Month Return▲ 7.34%
YTD Return▲ 8.18%
Total Return▲ 24.97%

Best Trade

Opened at
Closed at
Gain▲ 912.95%

Bio

Personal Portfolio

Performance

4.88%0-4.88%
▼ 4.88%
Dec 2024
▲ 2.96%
Jan 2025
▲ 0.68%
Feb 2025
▼ 1.76%
Mar 2025
▼ 3.15%
Apr 2025
▲ 3.55%
May 2025
▲ 3.29%
Jun 2025
▲ 2.56%
Jul 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 4.88%
▲ 2.96%
▲ 0.68%
▼ 1.76%
▼ 3.15%
▲ 3.55%
▲ 3.29%
▲ 2.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Global ex-U.S. Real Estate ETF
0.07%
▲ 12.12%
8
Buy
Jun 27, 2025
Vanguard FTSE Emerging Markets ETF
0.03%
▲ 16.91%
6
Buy
Jun 27, 2025
Vanguard Explorer Fund Admiral Shares
0.32%
▲ 2.84%
6
Buy
Jun 27, 2025
Waste Management
0.05%
▲ 33.93%
2
Buy
Jun 27, 2025
Walmart
0.97%
▲ 49.42%
7
Buy
Jun 27, 2025
Energy Select Sector SPDR Fund
0.17%
▲ 29.49%
3
Buy
Jun 27, 2025
XAI Octagon Floating Rate & Alternative Income Term Trust
0.01%
▲ 5.67%
11
Buy
Jun 27, 2025
Real Estate Select Sector SPDR Fund
0.02%
▲ 5.50%
5
Buy
Jun 27, 2025
Global X S&P 500 Covered Call ETF
0.34%
▲ 17.38%
13
Buy
Jun 27, 2025
Nordea Bank Abp
0.04%
▲ 60.69%
9
Buy
Jun 27, 2025
Rithm Capital
0.25%
▲ 68.51%
32
Buy
Jun 27, 2025
NETSTREIT
0.09%
▲ 4.69%
24
Sell
Jun 27, 2025
Microsoft
1.33%
▲ 67.00%
12
Buy
Jun 27, 2025
Virtus InfraCap U.S. Preferred Stock ETF
0.33%
▲ 20.18%
13
Buy
Jun 27, 2025
Global X U.S. Preferred ETF
0.09%
▲ 2.23%
9
Buy
Jun 27, 2025
PIMCO Dynamic
0.11%
▲ 30.18%
10
Buy
Jun 27, 2025
PepsiCo
0.38%
▼ 5.16%
9
Sell
Jun 27, 2025
Plains GP Holdings
0.17%
▲ 79.38%
18
Buy
Jun 27, 2025
Oneok
0.81%
▲ 27.80%
11
Buy
Jun 27, 2025
OGE Energy
0.5%
▲ 30.66%
10
Buy
Jun 27, 2025