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New Portfolio - New Portfolio
Marc
New PortfolioIndividual Investor
Ranked #57,038 out of 764,637 TipRanks' Investors
Success Rate
84 out of 122
profitable transactions
profitable transactions
Average Return
15.80%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.41%
6-Month Return▲ 11.35%
12-Month Return▲ 18.85%
YTD Return▲ 7.87%
Total Return▲ 58.39%
Best Trade
Bio
Long Term
Performance
25.72%0-25.72%
▼ 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%
▲ 5.75%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 0.19%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.40%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 1.28%
Oct 2024
▼ 2.13%
▲ 0.42%
▲ 0.21%
Nov 2024
▼ 12.40%▼ 4.03%▼ 7.39%
▲ 11.46%▲ 5.06%▲ 3.61%
▼ 2.25%▲ 3.53%▼ 0.75%
▲ 25.72%▲ 1.21%▲ 5.75%
▼ 4.21%▲ 2.34%▲ 0.19%
▲ 7.82%▲ 2.10%▲ 2.40%
▲ 6.02%▼ 0.89%▲ 1.28%
▼ 2.13%▲ 0.42%▲ 0.21%
Recent Activity
Kraft Heinz
3.28%
▲ 5.26%
5
Buy
Oct 03, 2024
Pfizer
5.1%
▼ 14.00%
5
Buy
Oct 03, 2024
AGNC Investment
1.93%
▲ 21.66%
2
Buy
Oct 03, 2023
Organon
0.05%
▲ 19.23%
4
Open
Sep 13, 2023
Realty Income
3.74%
▲ 5.11%
4
Buy
Aug 04, 2023
Honda Motor Company
―
▲ 21.91%
3
Close
Jul 03, 2023
GlaxoSmithKline
3.32%
▲ 18.06%
4
Buy
Feb 03, 2023
Walt Disney
―
▼ 47.69%
2
Close
Jan 09, 2023
OmniAb
―
▼ 4.61%
2
Close
Jan 06, 2023
AT&T
13.07%
▲ 38.15%
13
Buy
Dec 19, 2022
Palantir Technologies
―
▼ 7.97%
2
Close
Dec 19, 2022
Warner Bros
0.97%
▼ 44.25%
4
Buy
Dec 01, 2022
Microsoft
33.35%
▲ 65.39%
3
Buy
Dec 01, 2022
Ares Capital
10.25%
▲ 38.87%
8
Buy
Dec 01, 2022
SuRo Capital
1.56%
▼ 35.20%
5
Buy
Dec 01, 2022
SoFi Technologies
2.37%
▲ 7.61%
5
Buy
Dec 01, 2022
Coca-Cola
―
▲ 23.64%
4
Close
Dec 01, 2022
Viatris
4.82%
▲ 10.15%
9
Buy
Dec 01, 2022
Intel
3.79%
▼ 27.78%
6
Buy
Dec 01, 2022
Apple
―
▲ 10.61%
2
Close
Oct 05, 2022