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New Portfolio - New Portfolio

Mystic

New Portfolio
Individual Investor
Ranked #266,971 out of 858,971 TipRanks' Investors
Success Rate
63%
187 out of 297
profitable transactions
Average Return
4.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.62%
6-Month Return▲ 8.27%
12-Month Return▲ 27.24%
YTD Return▲ 7.31%
Total Return▲ 116.26%

Best Trade

Opened at
Closed at
Gain▲ 97.88%

Bio

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

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 1.14%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 0.21%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.81%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 0.26%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 8.71%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.22%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.09%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 2.08%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 1.14%
▲ 10.96%▲ 2.38%▼ 0.21%
▼ 3.68%▲ 0.19%▲ 0.81%
▼ 0.10%▲ 0.08%▼ 0.26%
▲ 4.06%▲ 1.47%▲ 8.71%
▼ 1.12%▼ 0.86%▼ 0.22%
▲ 0.60%▼ 4.94%▼ 3.09%
▲ 4.89%▲ 4.48%▲ 2.08%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
WisdomTree US Quality Growth UCITS ETF
▲ 8.90%
2
Close
Jan 04, 2026
Oneok
5.95%
▲ 20.16%
1
Open
Jan 04, 2026
Arbor Realty
▲ 29.84%
4
Close
Jan 03, 2026
Main Street Capital
3.7%
▲ 2.44%
7
Buy
Jan 03, 2026
Stag Industrial
▲ 1.74%
10
Close
Jan 03, 2026
Global X S&P 500 Covered Call ETF
2.74%
▼ 2.38%
3
Open
Jan 03, 2026
Schwab U.S. Large-Cap Growth ETF
0%
▼ 2.20%
3
Open
Jan 03, 2026
Vanguard Total Bond Market ETF
▲ 4.85%
3
Close
Jan 03, 2026
Invesco S&P 500 GARP ETF
▲ 11.62%
3
Close
Jan 03, 2026
Global X MLP ETF
▲ 11.05%
2
Close
Jan 03, 2026
Vanguard High Dividend Yield Index ETF
0%
▲ 5.86%
3
Open
Jan 03, 2026
WisdomTree U.S. Quality Growth Fund
▲ 33.64%
2
Close
Jan 03, 2026
Motley Fool 100 Index ETF
▲ 32.00%
2
Close
Jan 03, 2026
VictoryShares Dividend Accelerator ETF
▲ 2.61%
4
Close
Jan 03, 2026
Invesco International BuyBack Achievers ETF
▲ 19.75%
4
Close
Jan 03, 2026
iShares Morningstar Growth ETF
▲ 28.64%
2
Close
Jan 03, 2026
WisdomTree U.S. LargeCap Dividend Fund
▲ 9.22%
4
Close
Jan 03, 2026
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
▲ 4.85%
4
Close
Jan 03, 2026
FT Cboe Vest S&P 500 Dividend Aristocrats Target Income ETF
▲ 3.70%
2
Close
Jan 03, 2026
Fundstrat Granny Shots US Large Cap ETF
▲ 24.11%
2
Close
Jan 03, 2026