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New Portfolio - New Portfolio
MARK
New PortfolioIndividual Investor
Ranked #59,154 out of 806,643 TipRanks' Investors
Success Rate
3452 out of 4763
profitable transactions
profitable transactions
Average Return
17.62%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 3.56%
6-Month Return▲ 6.68%
12-Month Return▲ 9.30%
YTD Return▲ 7.21%
Total Return▲ 23.85%
Best Trade
Bio
Personal Portfolio
Performance
12.86%0-12.86%
▲ 5.10%
▼ 2.41%
▼ 4.88%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.96%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.68%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.76%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 3.15%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 3.55%
May 2025
▲ 6.24%
▲ 5.14%
▲ 3.29%
Jun 2025
▲ 0.31%
▲ 1.21%
▲ 1.64%
Jul 2025
▲ 5.10%▼ 2.41%▼ 4.88%
▲ 6.03%▲ 2.69%▲ 2.96%
▼ 12.86%▼ 1.27%▲ 0.68%
▼ 1.80%▼ 5.57%▼ 1.76%
▲ 1.83%▼ 0.87%▼ 3.15%
▲ 12.20%▲ 6.28%▲ 3.55%
▲ 6.24%▲ 5.14%▲ 3.29%
▲ 0.31%▲ 1.21%▲ 1.64%
Recent Activity
Vanguard Global ex-U.S. Real Estate ETF
0.07%
▲ 12.43%
8
Buy
Jun 27, 2025
Vanguard FTSE Emerging Markets ETF
0.03%
▲ 15.03%
6
Buy
Jun 27, 2025
Vanguard Explorer Fund Admiral Shares
0.32%
▲ 2.20%
6
Buy
Jun 27, 2025
Waste Management
0.05%
▲ 32.43%
2
Buy
Jun 27, 2025
Walmart
0.98%
▲ 50.78%
7
Buy
Jun 27, 2025
Energy Select Sector SPDR Fund
0.17%
▲ 29.39%
3
Buy
Jun 27, 2025
XAI Octagon Floating Rate & Alternative Income Term Trust
0.01%
▲ 7.76%
11
Buy
Jun 27, 2025
Real Estate Select Sector SPDR Fund
0.02%
▲ 3.06%
5
Buy
Jun 27, 2025
Global X S&P 500 Covered Call ETF
0.34%
▲ 16.65%
13
Buy
Jun 27, 2025
Nordea Bank Abp
0.04%
▲ 62.08%
9
Buy
Jun 27, 2025
Rithm Capital
0.24%
▲ 62.15%
32
Buy
Jun 27, 2025
NETSTREIT
0.08%
▼ 2.83%
24
Sell
Jun 27, 2025
Microsoft
1.3%
▲ 62.17%
12
Buy
Jun 27, 2025
Virtus InfraCap U.S. Preferred Stock ETF
0.32%
▲ 17.67%
13
Buy
Jun 27, 2025
Global X U.S. Preferred ETF
0.09%
▲ 1.86%
9
Buy
Jun 27, 2025
PIMCO Dynamic
0.11%
▲ 28.68%
10
Buy
Jun 27, 2025
PepsiCo
0.36%
▼ 10.50%
9
Sell
Jun 27, 2025
Plains GP Holdings
0.17%
▲ 76.85%
18
Buy
Jun 27, 2025
Oneok
0.83%
▲ 28.74%
11
Buy
Jun 27, 2025
OGE Energy
0.5%
▲ 28.33%
10
Buy
Jun 27, 2025