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New Portfolio - New Portfolio

MARK

New Portfolio
Individual Investor
Ranked #115,850 out of 797,896 TipRanks' Investors
Success Rate
62%
2795 out of 4527
profitable transactions
Average Return
11.94%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.44%
6-Month Return▼ 2.03%
12-Month Return▲ 3.70%
YTD Return▼ 0.10%
Total Return▲ 15.38%

Best Trade

Opened at
Closed at
Gain▲ 912.95%

Bio

Personal Portfolio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 2.88%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 2.91%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 4.89%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 2.93%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.68%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.77%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 3.02%
Apr 2025
▲ 1.60%
▲ 2.20%
▲ 1.19%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 2.88%
▲ 25.97%▲ 5.96%▲ 2.91%
▲ 5.39%▼ 2.41%▼ 4.89%
▲ 6.00%▲ 2.69%▲ 2.93%
▼ 12.86%▼ 1.27%▲ 0.68%
▼ 1.80%▼ 5.57%▼ 1.77%
▲ 1.74%▼ 0.87%▼ 3.02%
▲ 1.60%▲ 2.20%▲ 1.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard Explorer Fund Admiral Shares
0.28%
▼ 7.05%
5
Buy
Apr 25, 2025
Vanguard High Dividend Yield Index ETF
0.5%
▲ 18.93%
9
Buy
Apr 25, 2025
Walmart
1.07%
▲ 59.30%
6
Buy
Apr 25, 2025
XAI Octagon Floating Rate & Alternative Income Term Trust
0.01%
▲ 6.27%
10
Buy
Apr 25, 2025
Utilities Select Sector SPDR Fund
0.45%
▲ 16.89%
8
Buy
Apr 25, 2025
Global X S&P 500 Covered Call ETF
0.28%
▲ 14.08%
12
Buy
Apr 25, 2025
Nvidia
0.1%
▼ 20.51%
4
Buy
Apr 25, 2025
Rithm Capital
0.25%
▲ 54.36%
31
Buy
Apr 25, 2025
NETSTREIT
0.11%
▼ 9.94%
23
Buy
Apr 25, 2025
National Retail Properties
0.65%
▲ 7.36%
12
Buy
Apr 25, 2025
Microsoft
1.12%
▲ 51.97%
11
Buy
Apr 25, 2025
Pennantpark $
0.01%
▲ 10.75%
7
Buy
Apr 25, 2025
Virtus InfraCap U.S. Preferred Stock ETF
0.32%
▲ 16.21%
12
Buy
Apr 25, 2025
Global X U.S. Preferred ETF
0.09%
▼ 1.39%
8
Buy
Apr 25, 2025
Alpine Income Property Trust Inc
0.1%
▼ 1.73%
12
Buy
Apr 25, 2025
PepsiCo
0.94%
▼ 12.53%
8
Buy
Apr 25, 2025
Pembina Pipeline
0.76%
▲ 22.96%
14
Buy
Apr 25, 2025
Plains GP Holdings
0.16%
▲ 65.44%
17
Buy
Apr 25, 2025
Oneok
0.9%
▲ 31.57%
10
Buy
Apr 25, 2025
Realty Income
0.68%
▲ 1.65%
16
Buy
Apr 25, 2025