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REG 541 **3384 - New Portfolio

Marc Todd

REG 541 **3384
Individual Investor
Ranked #21,408 out of 744,113 TipRanks' Investors
Success Rate
75%
15 out of 20
profitable transactions
Average Return
136.11%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.46%
6-Month Return▲ 5.02%
12-Month Return▲ 6.41%
YTD Return▲ 5.12%
Total Return▲ 25.54%

Best Trade

Opened at
Closed at-
Gain▲ 1084.04%

Bio

Long term Trader who took advantage of the 2000 and 2008 sell-off to build a solid base. Now I day trade with my dividends and enjoy a heck of life style. I am the definition of an Investor

Performance

14.08%0-14.08%
▲ 5.14%
▲ 4.57%
▲ 4.62%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.52%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.49%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 2.48%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 4.53%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 4.23%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.33%
Jun 2024
▲ 0.45%
▲ 0.88%
▲ 0.82%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.62%
▼ 1.87%▲ 1.59%▼ 1.52%
▲ 14.08%▲ 5.22%▲ 3.49%
▲ 5.05%▲ 3.27%▲ 2.48%
▼ 12.40%▼ 4.03%▼ 4.53%
▲ 11.46%▲ 5.06%▲ 4.23%
▼ 2.25%▲ 3.53%▲ 0.33%
▲ 0.45%▲ 0.88%▲ 0.82%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GE Vernova Inc.
0.26%
▲ 137.59%
1
Buy
Apr 05, 2024
Invesco Bond Fund
0.01%
▼ 26.47%
3
Buy
Oct 26, 2023
GE Healthcare Technologies Inc
0.16%
▲ 27.69%
2
Sell
Jan 05, 2023
Citigroup
0.01%
▼ 9.37%
1
Buy
Sep 14, 2022
Waste Management
0.02%
▲ 241.66%
1
Buy
Sep 14, 2022
GE Aerospace
1%
▲ 47.23%
1
Buy
Sep 14, 2022
NY Community
0.19%
▼ 63.27%
1
Buy
Sep 14, 2022
Ford Motor
0.5%
▲ 40.52%
1
Buy
Sep 14, 2022
Volkswagen AG
0.47%
▲ 0.37%
1
Buy
Sep 14, 2022
Intel
0.84%
▲ 31.79%
1
Buy
Sep 14, 2022
Schlumberger
4.27%
▲ 239.04%
1
Buy
Sep 14, 2022
Merck & Company
8.52%
▲ 495.09%
1
Buy
Sep 14, 2022
Mondelez International
6.6%
▲ 10.79%
1
Buy
Sep 14, 2022
Altria Group
7.13%
▲ 6.94%
1
Buy
Sep 14, 2022
Occidental Petroleum
7.24%
▲ 107.51%
1
Buy
Sep 14, 2022
Pfizer
6.93%
▼ 40.03%
1
Buy
Sep 14, 2022
Philip Morris
14.56%
▲ 7.87%
1
Buy
Sep 14, 2022
Johnson & Johnson
12.26%
▲ 409.66%
1
Buy
Sep 14, 2022
Microsoft
29.06%
▲ 1,084.04%
1
Buy
Sep 14, 2022