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New Portfolio - New Portfolio

Mark Williams

New Portfolio
Individual Investor
Ranked #72,206 out of 747,498 TipRanks' Investors
Success Rate
67%
100 out of 150
profitable transactions
Average Return
11.05%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.79%
6-Month Return▲ 21.63%
12-Month Return▲ 18.84%
YTD Return▲ 21.19%
Total Return▲ 9.26%

Best Trade

Opened at
Closed at-
Gain▲ 379.27%

Bio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 2.81%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 1.28%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.18%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 8.50%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 0.92%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.34%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.35%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 3.09%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 2.81%
▼ 1.87%▲ 1.59%▲ 1.28%
▲ 14.08%▲ 5.22%▲ 1.18%
▲ 5.05%▲ 3.27%▲ 8.50%
▼ 12.40%▼ 4.03%▼ 0.92%
▲ 11.46%▲ 5.06%▲ 6.34%
▼ 2.25%▲ 3.53%▲ 0.35%
▲ 25.65%▲ 0.88%▲ 3.09%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vitesse Energy, Inc.
0.22%
▲ 30.69%
5
Buy
Jun 30, 2024
Cornerstone Strategic Value Fund Inc
13.29%
▲ 12.13%
7
Buy
Jun 30, 2024
OFS Credit Company
3.67%
▲ 9.45%
6
Buy
Jun 30, 2024
Tekla World Healthcare Fund
3.06%
▲ 7.61%
6
Buy
Jun 30, 2024
Cornerstone Total Return Fund Inc
10.85%
▲ 8.62%
8
Buy
Jun 30, 2024
Reaves Utility Income Fund
6.97%
▲ 10.75%
5
Buy
Jun 30, 2024
Highland Income Fund
▼ 10.04%
6
Close
Jun 26, 2024
Columbia Seligman Premium Technology Growth Func Inc
1.97%
▼ 0.27%
1
Open
Jun 26, 2024
Woodside Energy Group
2.26%
▼ 7.29%
3
Buy
Jun 04, 2024
EnLink Midstream
7.76%
▲ 13.04%
6
Buy
Jun 04, 2024
Enterprise Products Partners
2.61%
▲ 14.05%
5
Buy
Jun 04, 2024
Energy Transfer
6.21%
▲ 21.19%
5
Buy
Jun 04, 2024
FTAI Infrastructure Incorporation
8.89%
▲ 122.52%
7
Buy
Jun 04, 2024
Huntington Bancshares
1.56%
▲ 20.91%
4
Buy
Jun 04, 2024
Cohen & Steers Infrastructure Fund
1.9%
▲ 9.77%
3
Buy
Jun 04, 2024
Aberdeen Total Dynamic Dividend Fund of Benef Interest
1.46%
▲ 7.57%
3
Buy
Jun 04, 2024
Duff & Phelps Utility and Infrastructure Fund Inc
0.78%
▲ 9.68%
2
Buy
Jun 04, 2024
Oneok
0.34%
▲ 13.64%
2
Buy
Jun 04, 2024
Brookfield Renewable Partners
1.32%
▼ 0.18%
5
Buy
May 30, 2024
Nokia
3.57%
▼ 5.93%
6
Buy
May 18, 2024