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REG 541 **3384 - New Portfolio

Marc Todd

REG 541 **3384
Individual Investor
Ranked #29,841 out of 793,835 TipRanks' Investors
Success Rate
63%
17 out of 27
profitable transactions
Average Return
116.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.19%
6-Month Return▲ 1.68%
12-Month Return▲ 7.71%
YTD Return▲ 7.54%
Total Return▲ 34.34%

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

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 0.96%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 2.24%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.10%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.12%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 7.24%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 5.42%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 4.30%
Feb 2025
▲ 1.87%
▼ 6.20%
▼ 2.19%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 0.96%
▲ 2.93%▲ 2.10%▲ 2.24%
▲ 10.00%▼ 0.89%▼ 2.10%
▲ 26.01%▲ 5.96%▲ 4.12%
▲ 5.33%▼ 2.41%▼ 7.24%
▲ 5.89%▲ 2.69%▲ 5.42%
▼ 12.86%▼ 1.27%▲ 4.30%
▲ 1.87%▼ 6.20%▼ 2.19%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Pfizer
3.94%
▼ 29.06%
4
Sell
Nov 27, 2024
Elfun Trusts
▲ 36.77%
2
Sell
Nov 19, 2024
GE Aerospace
1.23%
▲ 122.98%
2
Buy
Nov 18, 2024
Microsoft
24.11%
▲ 478.95%
2
Buy
Nov 18, 2024
GE Vernova Inc.
0.46%
▲ 339.93%
2
Buy
Nov 18, 2024
Flagstar Financial
0.23%
▼ 59.41%
2
Close
Oct 29, 2024
Intel
0.89%
▼ 1.54%
2
Buy
Aug 13, 2024
Invesco Bond Fund
0.01%
▼ 27.96%
3
Buy
Oct 26, 2023
GE Healthcare Technologies Inc
0.16%
▲ 32.27%
2
Sell
Jan 05, 2023
Citigroup
0.01%
▼ 1.11%
1
Buy
Sep 14, 2022
Waste Management
0.02%
▲ 270.46%
1
Buy
Sep 14, 2022
Ford Motor
0.38%
▲ 6.13%
1
Buy
Sep 14, 2022
Volkswagen AG
0.42%
▼ 11.61%
1
Buy
Sep 14, 2022
Schlumberger
3.81%
▲ 200.13%
1
Buy
Sep 14, 2022
Merck & Company
6.09%
▲ 321.93%
1
Buy
Sep 14, 2022
Mondelez International
6.8%
▲ 13.09%
1
Buy
Sep 14, 2022
Altria Group
9.1%
▲ 35.33%
1
Buy
Sep 14, 2022
Occidental Petroleum
5.72%
▲ 62.59%
1
Buy
Sep 14, 2022
Philip Morris
22.48%
▲ 65.03%
1
Buy
Sep 14, 2022
Johnson & Johnson
13.91%
▲ 472.69%
1
Buy
Sep 14, 2022