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New Portfolio - New Portfolio
Marc
New PortfolioIndividual Investor
Ranked #79,331 out of 796,165 TipRanks' Investors
Success Rate
78 out of 128
profitable transactions
profitable transactions
Average Return
14.94%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 11.74%
6-Month Return▼ 5.04%
12-Month Return▲ 8.52%
YTD Return▼ 6.71%
Total Return▲ 52.50%
Best Trade
Bio
Long Term
Performance
25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 2.40%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 1.14%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 7.30%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 3.56%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 0.55%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.53%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.75%
Mar 2025
▼ 8.94%
▼ 6.03%
▼ 9.60%
Apr 2025
▲ 2.92%▲ 2.10%▲ 2.40%
▲ 10.00%▼ 0.89%▲ 1.14%
▲ 25.98%▲ 5.96%▲ 7.30%
▲ 5.34%▼ 2.41%▼ 3.56%
▲ 5.99%▲ 2.69%▲ 0.55%
▼ 12.86%▼ 1.27%▲ 5.53%
▼ 1.80%▼ 5.57%▼ 2.75%
▼ 8.94%▼ 6.03%▼ 9.60%
Recent Activity
Kraft Heinz
4.6%
▼ 6.71%
7
Buy
Dec 30, 2024
AGNC Investment
2.69%
▲ 7.06%
3
Buy
Nov 27, 2024
Microsoft
23.75%
▲ 50.37%
4
Sell
Nov 26, 2024
Pfizer
7.64%
▼ 25.07%
7
Buy
Nov 26, 2024
SoFi Technologies
―
▲ 50.99%
6
Close
Nov 26, 2024
Organon
―
▲ 15.53%
5
Close
Nov 26, 2024
Realty Income
5.03%
▲ 4.04%
5
Buy
Nov 26, 2024
Honda Motor Company
―
▲ 26.26%
3
Close
Jul 03, 2023
GlaxoSmithKline
3.62%
▲ 15.69%
4
Buy
Feb 03, 2023
Walt Disney
―
▼ 47.69%
2
Close
Jan 09, 2023
OmniAb
―
▼ 4.61%
2
Close
Jan 06, 2023
AT&T
18.35%
▲ 74.92%
13
Buy
Dec 19, 2022
Palantir Technologies
―
▼ 7.97%
2
Close
Dec 19, 2022
Warner Bros
1.07%
▼ 46.35%
4
Buy
Dec 01, 2022
Ares Capital
11.23%
▲ 38.91%
8
Buy
Dec 01, 2022
SuRo Capital
1.73%
▼ 36.89%
5
Buy
Dec 01, 2022
Coca-Cola
―
▲ 23.64%
4
Close
Dec 01, 2022
Viatris
3.54%
▼ 28.42%
9
Buy
Dec 01, 2022
Intel
3.69%
▼ 40.14%
6
Buy
Dec 01, 2022
Apple
―
▲ 10.61%
2
Close
Oct 05, 2022