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Mono - New Portfolio

Taras K.

Mono
Individual Investor
Ranked #55,293 out of 788,370 TipRanks' Investors
Success Rate
92%
33 out of 36
profitable transactions
Average Return
16.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.73%
6-Month Return▲ 9.00%
12-Month Return▲ 21.41%
YTD Return▲ 3.62%
Total Return▲ 36.38%

Best Trade

Opened at
Closed at-
Gain▲ 50.72%

Bio

Mix of Dividends ETFs and some risky stocks

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 5.38%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.61%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.53%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 1.41%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 5.15%
Nov 2024
▲ 5.94%
▼ 2.41%
▼ 3.00%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 2.76%
Jan 2025
▼ 10.49%
▼ 0.31%
▲ 0.84%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 5.38%
▼ 13.14%▲ 2.34%▲ 1.61%
▲ 2.93%▲ 2.10%▲ 3.53%
▲ 9.99%▼ 0.89%▼ 1.41%
▲ 26.03%▲ 5.96%▲ 5.15%
▲ 5.94%▼ 2.41%▼ 3.00%
▲ 5.25%▲ 2.69%▲ 2.76%
▼ 10.49%▼ 0.31%▲ 0.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AGNC Investment
8.59%
▲ 19.67%
5
Buy
Feb 04, 2025
ALPS Active REIT ETF
8.34%
▲ 6.58%
4
Buy
Feb 04, 2025
Alexander's
8.99%
▲ 14.86%
2
Buy
Feb 04, 2025
Oneok
6.52%
▲ 25.92%
2
Buy
Feb 04, 2025
Global X NASDAQ 100 Covered Call ETF
9.55%
▲ 13.42%
3
Buy
Dec 06, 2024
Schwab US Dividend Equity ETF
7.5%
▲ 10.62%
3
Buy
Nov 14, 2024
Schwab U.S. REIT ETF
6.34%
▲ 2.93%
3
Buy
Nov 14, 2024
SilverCrest Asset Management
6.84%
▲ 21.00%
4
Buy
Oct 07, 2024
JPMorgan Equity Premium Income ETF
6.23%
▲ 10.25%
3
Buy
Sep 25, 2024
Vanguard S&P 500 ETF
6.11%
▲ 26.48%
2
Buy
May 03, 2024
BlackRock
16.2%
▲ 25.92%
3
Buy
May 03, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
8.61%
▲ 25.89%
2
Buy
Mar 08, 2024