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New Portfolio - New Portfolio
Marc
New PortfolioIndividual Investor
Ranked #56,290 out of 769,603 TipRanks' Investors
Success Rate
86 out of 123
profitable transactions
profitable transactions
Average Return
19.91%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 5.55%
6-Month Return▲ 17.59%
12-Month Return▲ 25.23%
YTD Return▲ 14.47%
Total Return▲ 68.07%
Best Trade
Bio
Long Term
Performance
37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 7.39%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 3.61%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.75%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 5.74%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 0.18%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.40%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.28%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 6.35%
Nov 2024
▼ 12.40%▼ 4.03%▼ 7.39%
▲ 11.46%▲ 5.06%▲ 3.61%
▼ 2.25%▲ 3.53%▼ 0.75%
▲ 25.72%▲ 1.21%▲ 5.74%
▼ 4.22%▲ 2.34%▲ 0.18%
▲ 7.82%▲ 2.10%▲ 2.40%
▲ 5.70%▼ 0.89%▲ 1.28%
▲ 37.60%▲ 4.40%▲ 6.35%
Recent Activity
Pfizer
7.05%
▼ 16.51%
6
Buy
Nov 19, 2024
Kraft Heinz
2.96%
▼ 0.02%
5
Buy
Oct 03, 2024
AGNC Investment
1.9%
▲ 27.28%
2
Buy
Oct 03, 2023
Organon
0.04%
▲ 14.06%
4
Open
Sep 13, 2023
Realty Income
3.43%
▲ 2.56%
4
Buy
Aug 04, 2023
Honda Motor Company
―
▲ 21.91%
3
Close
Jul 03, 2023
GlaxoSmithKline
2.88%
▲ 9.93%
4
Buy
Feb 03, 2023
Walt Disney
―
▼ 47.69%
2
Close
Jan 09, 2023
OmniAb
―
▼ 4.61%
2
Close
Jan 06, 2023
AT&T
13.08%
▲ 44.78%
13
Buy
Dec 19, 2022
Palantir Technologies
―
▼ 7.97%
2
Close
Dec 19, 2022
Warner Bros
1.13%
▼ 31.51%
4
Buy
Dec 01, 2022
Microsoft
32.21%
▲ 68.40%
3
Buy
Dec 01, 2022
Ares Capital
10.23%
▲ 45.61%
8
Buy
Dec 01, 2022
SuRo Capital
1.61%
▼ 29.17%
5
Buy
Dec 01, 2022
SoFi Technologies
3.21%
▲ 52.06%
5
Buy
Dec 01, 2022
Coca-Cola
―
▲ 23.64%
4
Close
Dec 01, 2022
Viatris
5.33%
▲ 27.90%
9
Buy
Dec 01, 2022
Intel
3.9%
▼ 23.73%
6
Buy
Dec 01, 2022
Apple
―
▲ 10.61%
2
Close
Oct 05, 2022