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New Portfolio - New Portfolio
MARK
New PortfolioIndividual Investor
Ranked #80,933 out of 774,430 TipRanks' Investors
Success Rate
2645 out of 3941
profitable transactions
profitable transactions
Average Return
16.95%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.26%
6-Month Return▲ 5.32%
12-Month Return▲ 13.52%
YTD Return▲ 11.70%
Total Return▲ 18.12%
Best Trade
Bio
Personal Portfolio
Performance
43.24%0-43.24%
▲ 11.46%
▲ 5.06%
▲ 4.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 0.61%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.16%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.45%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.40%
Sep 2024
▲ 5.41%
▼ 0.89%
▼ 2.85%
Oct 2024
▲ 43.24%
▲ 5.96%
▲ 2.94%
Nov 2024
▲ 10.18%
▲ 0.28%
▼ 2.86%
Dec 2024
▲ 11.46%▲ 5.06%▲ 4.06%
▼ 2.25%▲ 3.53%▼ 0.61%
▲ 25.72%▲ 1.21%▲ 3.16%
▼ 4.22%▲ 2.34%▲ 1.45%
▲ 7.82%▲ 2.10%▲ 2.40%
▲ 5.41%▼ 0.89%▼ 2.85%
▲ 43.24%▲ 5.96%▲ 2.94%
▲ 10.18%▲ 0.28%▼ 2.86%
Recent Activity
Vanguard FTSE Pacific ETF
0.02%
▲ 15.46%
7
Sell
Dec 11, 2024
Vanguard Global ex-U.S. Real Estate ETF
0.06%
▼ 2.34%
6
Sell
Dec 11, 2024
Vanguard FTSE Emerging Markets ETF
0.03%
▲ 6.38%
5
Buy
Dec 11, 2024
Viatris
―
▲ 31.84%
7
Close
Dec 11, 2024
Vanguard Value ETF
0.19%
▲ 18.30%
3
Buy
Dec 11, 2024
Vanguard Dividend Appreciation ETF
0.17%
▼ 4.51%
4
Open
Dec 11, 2024
VICI Properties
0.3%
▲ 15.39%
9
Buy
Dec 11, 2024
Vanguard Health Care ETF
0.21%
▲ 5.96%
3
Buy
Dec 11, 2024
Vanguard FTSE Europe ETF
0.03%
▲ 14.85%
5
Buy
Dec 11, 2024
Vanguard Explorer Fund Admiral Shares
0.24%
▲ 11.20%
3
Buy
Dec 11, 2024
Vanguard FTSE Social Index Fund Institutional Shs
―
▲ 40.97%
3
Close
Dec 11, 2024
Vanguard High Dividend Yield Index ETF
0.49%
▲ 28.79%
7
Buy
Dec 11, 2024
Washington Bancorp
―
▼ 14.56%
5
Close
Dec 11, 2024
Walmart
0.94%
▲ 77.86%
4
Buy
Dec 11, 2024
W. P. Carey Inc.
0.02%
▼ 16.15%
5
Sell
Dec 11, 2024
XAI Octagon Floating Rate & Alternative Income Term Trust
0.01%
▲ 19.48%
9
Sell
Dec 11, 2024
Utilities Select Sector SPDR Fund
0.39%
▲ 16.98%
6
Buy
Dec 11, 2024
Technology Select Sector SPDR Fund
0.32%
▲ 35.58%
3
Buy
Dec 11, 2024
Consumer Staples Select Sector SPDR Fund
0.29%
▲ 15.41%
4
Buy
Dec 11, 2024
Real Estate Select Sector SPDR Fund
0.02%
▲ 3.23%
4
Buy
Dec 11, 2024