M1 Finance - New Portfolio

M1 Finance
Individual Investor
Ranked #127,397 out of 755,539 TipRanks' Investors
Success Rate
100%
5 out of 5
profitable transactions
Average Return
37.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.05%
6-Month Return▲ 4.80%
12-Month Return▲ 22.39%
YTD Return▲ 12.30%
Total Return▲ 37.26%

Best Trade

Opened at
Closed at-
Gain▲ 45.91%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 4.85%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.54%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.50%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 5.43%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.94%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 0.71%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.71%
Aug 2024
▼ 12.37%
▼ 4.14%
▼ 5.07%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 4.85%
▲ 5.05%▲ 3.27%▲ 2.54%
▼ 12.40%▼ 4.03%▼ 4.50%
▲ 11.46%▲ 5.06%▲ 5.43%
▼ 2.25%▲ 3.53%▲ 4.94%
▲ 25.76%▲ 1.21%▲ 0.71%
▼ 4.21%▲ 2.34%▲ 1.71%
▼ 12.37%▼ 4.14%▼ 5.07%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fidelity MSCI Information Technology Index ETF
20%
▲ 44.81%
1
Open
Aug 07, 2022
Invesco NASDAQ 100 ETF
20%
▲ 42.15%
1
Open
Aug 07, 2022
Schwab US Dividend Equity ETF
20%
▲ 18.12%
1
Open
Aug 07, 2022
Schwab U.S. Large-Cap Growth ETF
20%
▲ 45.91%
1
Open
Aug 07, 2022
Schwab U.S. Large-Cap ETF
20%
▲ 34.20%
1
Open
Aug 07, 2022