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New Portfolio - New Portfolio

Mystic

New Portfolio
Individual Investor
Ranked #250,556 out of 833,691 TipRanks' Investors
Success Rate
64%
180 out of 280
profitable transactions
Average Return
4.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.20%
6-Month Return▲ 7.89%
12-Month Return▲ 10.57%
YTD Return▲ 12.23%
Total Return▲ 101.92%

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
▼ 3.57%
▲ 0.19%
▲ 0.74%
Nov 2025
▲ 1.45%
▲ 0.97%
▲ 0.05%
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%
▼ 3.57%▲ 0.19%▲ 0.74%
▲ 1.45%▲ 0.97%▲ 0.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VictoryShares Dividend Accelerator ETF
2.86%
▲ 2.25%
3
Open
Feb 27, 2025
Invesco International BuyBack Achievers ETF
2.99%
▲ 18.32%
3
Open
Feb 27, 2025
WisdomTree U.S. LargeCap Dividend Fund
4.78%
▲ 8.79%
3
Open
Feb 27, 2025
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
1.22%
▲ 4.83%
3
Open
Feb 27, 2025
Fidelity National Financial
▲ 4.81%
2
Close
Feb 27, 2025
Fidelity Floating Rate High Income
0.49%
▼ 1.62%
1
Open
Feb 27, 2025
Global X Superdividend ETF
1.3%
▲ 24.39%
1
Open
Feb 27, 2025
Stag Industrial
2%
▲ 1.74%
9
Open
Feb 23, 2025
VanEck Mortgage REIT Income ETF
▲ 4.12%
4
Close
Feb 23, 2025
Vanguard Dividend Appreciation ETF
11.92%
▲ 7.59%
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%
▲ 7.83%
1
Open
Feb 23, 2025
WisdomTree US Quality Growth UCITS ETF
2.07%
▲ 8.25%
1
Open
Jan 26, 2025
Arbor Realty
0.42%
▲ 28.67%
3
Open
Jan 25, 2025
Main Street Capital
3.18%
▲ 9.62%
6
Buy
Jan 25, 2025
iShares Preferred & Income Securities ETF
▲ 3.54%
3
Close
Jan 25, 2025
Vanguard Total Bond Market ETF
3.99%
▲ 4.61%
2
Buy
Jan 25, 2025