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Mono - New Portfolio

Taras K.

Mono
Individual Investor
Ranked #74,515 out of 747,498 TipRanks' Investors
Success Rate
91%
21 out of 23
profitable transactions
Average Return
11.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.30%
6-Month Return▲ 10.83%
12-Month Return-
YTD Return▲ 12.60%
Total Return▲ 22.19%

Best Trade

Opened at
Closed at-
Gain▲ 32.38%

Bio

Mix of Dividends ETFs and some risky stocks

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 7.45%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.80%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.60%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.33%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.05%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.86%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.37%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 3.37%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 7.45%
▼ 1.87%▲ 1.59%▲ 0.80%
▲ 14.08%▲ 5.22%▲ 3.60%
▲ 5.05%▲ 3.27%▲ 3.33%
▼ 12.40%▼ 4.03%▼ 5.05%
▲ 11.46%▲ 5.06%▲ 3.86%
▼ 2.25%▲ 3.53%▲ 2.37%
▲ 25.65%▲ 0.88%▲ 3.37%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
AGNC Investment
6.13%
▲ 14.47%
3
Buy
Jul 15, 2024
SilverCrest Asset Management
6.24%
▲ 9.30%
3
Buy
Jul 15, 2024
Global X NASDAQ 100 Covered Call ETF
6.87%
▲ 6.28%
2
Buy
Jun 18, 2024
JPMorgan Equity Premium Income ETF
5.2%
▲ 5.36%
2
Buy
Jun 17, 2024
Vanguard S&P 500 ETF
10.26%
▲ 14.53%
2
Buy
May 03, 2024
BlackRock
25.35%
▲ 6.21%
3
Buy
May 03, 2024
Schwab US Dividend Equity ETF
6.6%
▲ 9.78%
2
Buy
Apr 02, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
14.88%
▲ 11.35%
2
Buy
Mar 08, 2024
Schwab U.S. REIT ETF
0.21%
▲ 5.83%
1
Open
Mar 05, 2024
Oneok
5.94%
▲ 24.10%
1
Open
Feb 05, 2024
Alexander's
12.01%
▲ 32.38%
1
Open
Dec 04, 2023
ALPS Active REIT ETF
0.27%
▲ 16.91%
1
Open
Nov 27, 2023