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REG 541 **3384 - New Portfolio

Marc Todd

REG 541 **3384
Individual Investor
Ranked #45,820 out of 775,913 TipRanks' Investors
Success Rate
59%
16 out of 27
profitable transactions
Average Return
110.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.51%
6-Month Return▲ 0.40%
12-Month Return▲ 4.48%
YTD Return▲ 3.95%
Total Return▲ 24.14%

Best Trade

Opened at
Closed at
Gain▲ 966.43%

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

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 4.23%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.25%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.87%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.96%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.24%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.92%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 4.12%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 8.00%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 4.23%
▼ 2.25%▲ 3.53%▲ 0.25%
▲ 25.71%▲ 1.21%▲ 2.87%
▼ 4.22%▲ 2.34%▲ 0.96%
▲ 7.82%▲ 2.10%▲ 2.24%
▲ 5.38%▼ 0.89%▼ 1.92%
▲ 43.22%▲ 5.96%▲ 4.12%
▲ 3.34%▼ 1.56%▼ 8.00%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pfizer
4.3%
▼ 25.83%
4
Sell
Nov 27, 2024
Elfun Trusts
▲ 36.77%
2
Sell
Nov 19, 2024
GE Aerospace
1.09%
▲ 100.42%
2
Buy
Nov 18, 2024
Microsoft
29.01%
▲ 485.82%
2
Buy
Nov 18, 2024
GE Vernova Inc.
0.55%
▲ 367.88%
2
Buy
Nov 18, 2024
Flagstar Financial
0.18%
▼ 64.07%
2
Close
Oct 29, 2024
Intel
0.8%
▼ 15.37%
2
Buy
Aug 13, 2024
Invesco Bond Fund
0.01%
▼ 27.55%
3
Buy
Oct 26, 2023
GE Healthcare Technologies Inc
0.17%
▲ 30.45%
2
Sell
Jan 05, 2023
Citigroup
0.01%
▼ 2.72%
1
Buy
Sep 14, 2022
Waste Management
0.02%
▲ 234.55%
1
Buy
Sep 14, 2022
Ford Motor
0.4%
▲ 7.87%
1
Buy
Sep 14, 2022
Volkswagen AG
0.38%
▼ 22.44%
1
Buy
Sep 14, 2022
Schlumberger
3.5%
▲ 163.94%
1
Buy
Sep 14, 2022
Merck & Company
6.99%
▲ 363.64%
1
Buy
Sep 14, 2022
Mondelez International
6.23%
▼ 0.82%
1
Buy
Sep 14, 2022
Altria Group
8.8%
▲ 25.30%
1
Buy
Sep 14, 2022
Occidental Petroleum
5.77%
▲ 56.93%
1
Buy
Sep 14, 2022
Philip Morris
18.79%
▲ 32.12%
1
Buy
Sep 14, 2022
Johnson & Johnson
12.81%
▲ 405.39%
1
Buy
Sep 14, 2022