tiprankstipranks

M1 Finance - New Portfolio

M1 Finance
Individual Investor
Ranked #161,772 out of 775,913 TipRanks' Investors
Success Rate
100%
5 out of 5
profitable transactions
Average Return
55.49%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.03%
6-Month Return▲ 9.90%
12-Month Return▲ 26.98%
YTD Return▲ 26.71%
Total Return▲ 54.87%

Best Trade

Opened at
Closed at-
Gain▲ 72.11%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 5.43%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.95%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 0.71%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.71%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.17%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.52%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.15%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 0.71%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 5.43%
▼ 2.25%▲ 3.53%▲ 4.95%
▲ 25.71%▲ 1.21%▲ 0.71%
▼ 4.22%▲ 2.34%▲ 1.71%
▲ 7.82%▲ 2.10%▲ 2.17%
▲ 5.38%▼ 0.89%▼ 0.52%
▲ 43.22%▲ 5.96%▲ 6.15%
▲ 3.34%▼ 1.56%▼ 0.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fidelity MSCI Information Technology Index ETF
20%
▲ 72.11%
1
Open
Aug 07, 2022
Invesco NASDAQ 100 ETF
20%
▲ 64.59%
1
Open
Aug 07, 2022
Schwab US Dividend Equity ETF
20%
▲ 20.10%
1
Open
Aug 07, 2022
Schwab U.S. Large-Cap Growth ETF
20%
▲ 72.06%
1
Open
Aug 07, 2022
Schwab U.S. Large-Cap ETF
20%
▲ 48.58%
1
Open
Aug 07, 2022