Mono - New Portfolio

Taras K.

Mono
Individual Investor
Ranked #98,006 out of 794,241 TipRanks' Investors
Success Rate
76%
29 out of 38
profitable transactions
Average Return
11.08%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.38%
6-Month Return▲ 0.89%
12-Month Return▲ 13.42%
YTD Return▼ 0.37%
Total Return▲ 30.72%

Best Trade

Opened at
Closed at-
Gain▲ 52.87%

Bio

Mix of Dividends ETFs and some risky stocks

Performance

26.01%0-26.01%
▲ 2.93%
▲ 2.10%
▲ 3.53%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.41%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 5.15%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.32%
Dec 2024
▲ 5.87%
▲ 2.69%
▲ 2.63%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 1.35%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 4.32%
Mar 2025
▲ 0.58%
▲ 0.28%
▲ 0.12%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.93%▲ 2.10%▲ 3.53%
▲ 10.00%▼ 0.89%▼ 1.41%
▲ 26.01%▲ 5.96%▲ 5.15%
▲ 5.33%▼ 2.41%▼ 3.32%
▲ 5.87%▲ 2.69%▲ 2.63%
▼ 12.86%▼ 1.27%▲ 1.35%
▼ 1.80%▼ 5.57%▼ 4.32%
▲ 0.58%▲ 0.28%▲ 0.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard S&P 500 ETF
8.35%
▲ 12.27%
3
Buy
Mar 20, 2025
JPMorgan Equity Premium Income ETF
9.8%
▲ 5.81%
4
Buy
Mar 20, 2025
AGNC Investment
7.52%
▲ 10.40%
5
Buy
Feb 04, 2025
ALPS Active REIT ETF
7.95%
▲ 5.05%
4
Buy
Feb 04, 2025
Alexander's
9.09%
▲ 19.34%
2
Buy
Feb 04, 2025
Oneok
6.44%
▲ 27.72%
2
Buy
Feb 04, 2025
Global X NASDAQ 100 Covered Call ETF
8.39%
▲ 5.37%
3
Buy
Dec 06, 2024
Schwab US Dividend Equity ETF
7.22%
▲ 10.28%
3
Buy
Nov 14, 2024
Schwab U.S. REIT ETF
6.15%
▲ 3.17%
3
Buy
Nov 14, 2024
SilverCrest Asset Management
5.98%
▲ 10.01%
4
Buy
Oct 07, 2024
BlackRock
15.28%
▲ 22.69%
3
Buy
May 03, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
7.52%
▲ 15.04%
2
Buy
Mar 08, 2024