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New Portfolio - New Portfolio
MARK
New PortfolioIndividual Investor
Ranked #78,828 out of 803,751 TipRanks' Investors
Success Rate
3058 out of 4528
profitable transactions
profitable transactions
Average Return
15.80%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.04%
6-Month Return▲ 1.85%
12-Month Return▲ 7.41%
YTD Return▲ 4.30%
Total Return▲ 20.47%
Best Trade
Bio
Personal Portfolio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 2.91%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 4.89%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 2.93%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.68%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.76%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 3.11%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 3.54%
May 2025
▲ 2.29%
▲ 1.29%
▲ 2.12%
Jun 2025
▲ 25.97%▲ 5.96%▲ 2.91%
▲ 5.10%▼ 2.41%▼ 4.89%
▲ 6.03%▲ 2.69%▲ 2.93%
▼ 12.86%▼ 1.27%▲ 0.68%
▼ 1.80%▼ 5.57%▼ 1.76%
▲ 1.83%▼ 0.87%▼ 3.11%
▲ 12.21%▲ 6.28%▲ 3.54%
▲ 2.29%▲ 1.29%▲ 2.12%
Recent Activity
Whitecap Resources
0.6%
▲ 14.22%
8
Buy
May 09, 2025
Veren
―
▼ 1.08%
12
Close
May 09, 2025
Vanguard Explorer Fund Admiral Shares
0.28%
▼ 3.21%
5
Buy
Apr 25, 2025
Vanguard High Dividend Yield Index ETF
0.5%
▲ 23.32%
9
Buy
Apr 25, 2025
Walmart
0.99%
▲ 52.72%
6
Buy
Apr 25, 2025
XAI Octagon Floating Rate & Alternative Income Term Trust
0.01%
▲ 7.15%
10
Buy
Apr 25, 2025
Utilities Select Sector SPDR Fund
0.44%
▲ 19.34%
8
Buy
Apr 25, 2025
Global X S&P 500 Covered Call ETF
0.27%
▲ 15.96%
12
Buy
Apr 25, 2025
Nvidia
0.12%
▼ 5.68%
4
Buy
Apr 25, 2025
Rithm Capital
0.24%
▲ 54.49%
31
Buy
Apr 25, 2025
NETSTREIT
0.1%
▼ 6.70%
23
Buy
Apr 25, 2025
National Retail Properties
0.64%
▲ 9.09%
12
Buy
Apr 25, 2025
Microsoft
1.19%
▲ 66.13%
11
Buy
Apr 25, 2025
Pennantpark $
0.01%
▲ 14.64%
7
Buy
Apr 25, 2025
Virtus InfraCap U.S. Preferred Stock ETF
0.31%
▲ 15.93%
12
Buy
Apr 25, 2025
Global X U.S. Preferred ETF
0.09%
▼ 1.07%
8
Buy
Apr 25, 2025
Alpine Income Property Trust Inc
0.09%
▼ 4.10%
12
Buy
Apr 25, 2025
PepsiCo
0.9%
▼ 13.49%
8
Buy
Apr 25, 2025
Pembina Pipeline
0.73%
▲ 21.01%
14
Buy
Apr 25, 2025
Plains GP Holdings
0.17%
▲ 78.75%
17
Buy
Apr 25, 2025