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New Portfolio - New Portfolio

Mystic

New Portfolio
Individual Investor
Ranked #245,637 out of 832,409 TipRanks' Investors
Success Rate
64%
180 out of 280
profitable transactions
Average Return
4.38%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.29%
6-Month Return▲ 8.19%
12-Month Return▲ 9.87%
YTD Return▲ 12.88%
Total Return▲ 103.08%

Best Trade

Opened at
Closed at
Gain▲ 93.37%

Bio

An intuitive investor who seeks stability over gains for the long term.

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 5.38%
May 2025
▲ 9.25%
▲ 5.14%
▲ 2.83%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.85%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.57%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 1.14%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.21%
Oct 2025
▼ 3.44%
▲ 0.19%
▲ 0.77%
Nov 2025
▼ 0.68%
▼ 0.24%
▲ 0.65%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 5.38%
▲ 9.25%▲ 5.14%▲ 2.83%
▲ 7.60%▲ 2.30%▲ 1.85%
▲ 2.76%▲ 2.05%▲ 2.57%
▲ 12.88%▲ 3.56%▲ 1.14%
▲ 10.96%▲ 2.38%▼ 0.21%
▼ 3.44%▲ 0.19%▲ 0.77%
▼ 0.68%▼ 0.24%▲ 0.65%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VictoryShares Dividend Accelerator ETF
2.88%
▲ 2.66%
3
Open
Feb 27, 2025
Invesco International BuyBack Achievers ETF
2.97%
▲ 17.10%
3
Open
Feb 27, 2025
WisdomTree U.S. LargeCap Dividend Fund
4.76%
▲ 8.50%
3
Open
Feb 27, 2025
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
1.23%
▲ 4.52%
3
Open
Feb 27, 2025
Fidelity National Financial
▲ 4.81%
2
Close
Feb 27, 2025
Fidelity Floating Rate High Income
0.49%
▼ 1.41%
1
Open
Feb 27, 2025
Global X Superdividend ETF
1.3%
▲ 24.14%
1
Open
Feb 27, 2025
Stag Industrial
2.03%
▲ 2.11%
9
Open
Feb 23, 2025
VanEck Mortgage REIT Income ETF
▲ 4.12%
4
Close
Feb 23, 2025
Vanguard Dividend Appreciation ETF
11.97%
▲ 7.58%
3
Open
Feb 23, 2025
Schwab International Equity ETF
▲ 1.37%
3
Close
Feb 23, 2025
Invesco Buyback Achievers ETF
▲ 1.30%
3
Close
Feb 23, 2025
ProShares S&P 500 Dividend Aristocrats ETF
▼ 2.00%
2
Close
Feb 23, 2025
Global X Superdividend UCITS ETF USD
▲ 1.52%
2
Close
Feb 23, 2025
Williams Co
3.22%
▲ 7.81%
1
Open
Feb 23, 2025
WisdomTree US Quality Growth UCITS ETF
2.03%
▲ 6.64%
1
Open
Jan 26, 2025
Arbor Realty
0.48%
▲ 33.53%
3
Open
Jan 25, 2025
Main Street Capital
3.34%
▲ 12.38%
6
Buy
Jan 25, 2025
iShares Preferred & Income Securities ETF
▲ 3.38%
3
Close
Jan 25, 2025
Vanguard Total Bond Market ETF
3.99%
▲ 4.29%
2
Buy
Jan 25, 2025