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M1 Finance - New Portfolio

M1 Finance
Individual Investor
Ranked #144,958 out of 791,381 TipRanks' Investors
Success Rate
100%
5 out of 5
profitable transactions
Average Return
42.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 8.74%
6-Month Return▼ 0.84%
12-Month Return▲ 7.10%
YTD Return▼ 7.45%
Total Return▲ 41.84%

Best Trade

Opened at
Closed at-
Gain▲ 52.48%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.71%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.17%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 0.52%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.15%
Nov 2024
▲ 5.75%
▼ 2.41%
▼ 1.74%
Dec 2024
▲ 5.32%
▲ 2.69%
▲ 0.86%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.75%
Feb 2025
▼ 2.15%
▼ 5.65%
▼ 6.60%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 1.71%
▲ 2.93%▲ 2.10%▲ 2.17%
▲ 10.00%▼ 0.89%▼ 0.52%
▲ 26.01%▲ 5.96%▲ 6.15%
▲ 5.75%▼ 2.41%▼ 1.74%
▲ 5.32%▲ 2.69%▲ 0.86%
▼ 12.86%▼ 1.27%▼ 1.75%
▼ 2.15%▼ 5.65%▼ 6.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Fidelity MSCI Information Technology Index ETF
20%
▲ 49.35%
1
Open
Aug 07, 2022
Invesco NASDAQ 100 ETF
20%
▲ 49.85%
1
Open
Aug 07, 2022
Schwab US Dividend Equity ETF
20%
▲ 22.08%
1
Open
Aug 07, 2022
Schwab U.S. Large-Cap Growth ETF
20%
▲ 52.48%
1
Open
Aug 07, 2022
Schwab U.S. Large-Cap ETF
20%
▲ 39.38%
1
Open
Aug 07, 2022