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New Portfolio - New Portfolio

Mystic

New Portfolio
Individual Investor
Ranked #210,926 out of 788,174 TipRanks' Investors
Success Rate
63%
170 out of 270
profitable transactions
Average Return
3.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.45%
6-Month Return▲ 12.88%
12-Month Return▲ 23.27%
YTD Return▲ 3.97%
Total Return▲ 87.04%

Best Trade

Opened at
Closed at
Gain▲ 93.37%

Bio

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

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 3.58%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.59%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.40%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.11%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 6.20%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 3.85%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.14%
Jan 2025
▼ 9.08%
▲ 1.42%
▲ 1.79%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 3.58%
▼ 13.14%▲ 2.34%▲ 1.59%
▲ 2.93%▲ 2.10%▲ 4.40%
▲ 9.99%▼ 0.89%▼ 1.11%
▲ 26.03%▲ 5.96%▲ 6.20%
▲ 5.97%▼ 2.41%▼ 3.85%
▲ 5.25%▲ 2.69%▲ 2.14%
▼ 9.08%▲ 1.42%▲ 1.79%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
WisdomTree US Quality Growth UCITS ETF
1.9%
▲ 2.10%
1
Open
Jan 26, 2025
Arbor Realty
0.71%
▲ 47.53%
3
Open
Jan 25, 2025
Main Street Capital
3.69%
▲ 9.56%
6
Buy
Jan 25, 2025
Stag Industrial
▲ 0.03%
8
Close
Jan 25, 2025
VanEck Mortgage REIT Income ETF
0.68%
▲ 4.75%
3
Open
Jan 25, 2025
iShares Preferred & Income Securities ETF
▲ 1.62%
3
Close
Jan 25, 2025
Vanguard Total Bond Market ETF
4.31%
▼ 1.49%
2
Buy
Jan 25, 2025
Invesco S&P 500 GARP ETF
6.27%
▲ 3.07%
2
Buy
Jan 25, 2025
Vanguard Total Stock Market ETF
▲ 4.56%
2
Close
Jan 25, 2025
Vanguard Dividend Appreciation ETF
▲ 3.50%
2
Close
Jan 25, 2025
Vanguard High Dividend Yield Index ETF
▲ 6.05%
2
Close
Jan 25, 2025
Schwab US Dividend Equity ETF
1.67%
▲ 2.82%
2
Sell
Jan 25, 2025
Vanguard FTSE Developed Markets ETF
▼ 2.29%
2
Close
Jan 25, 2025
Schwab International Equity ETF
1.18%
▲ 2.19%
2
Buy
Jan 25, 2025
Fidelity MSCI Information Technology Index ETF
▲ 7.65%
2
Close
Jan 25, 2025
Invesco Buyback Achievers ETF
6.91%
▲ 3.21%
2
Buy
Jan 25, 2025
Schwab Long-Term U.S. Treasury ETF
▼ 8.74%
2
Close
Jan 25, 2025
Schwab U.S. Large-Cap ETF
▲ 6.32%
2
Close
Jan 25, 2025
Global X Superdividend UCITS ETF USD
0.52%
▲ 1.94%
1
Open
Jan 25, 2025
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
1.41%
▲ 1.61%
1
Open
Jan 25, 2025