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New Portfolio - New Portfolio
MARK
New PortfolioIndividual Investor
Ranked #135,344 out of 797,087 TipRanks' Investors
Success Rate
2592 out of 4369
profitable transactions
profitable transactions
Average Return
11.06%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 3.72%
6-Month Return▼ 4.44%
12-Month Return▲ 3.04%
YTD Return▼ 1.49%
Total Return▲ 13.78%
Best Trade
Bio
Personal Portfolio
Performance
25.97%0-25.97%
▲ 2.92%
▲ 2.10%
▲ 2.38%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.88%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 2.91%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 4.89%
Dec 2024
▲ 6.04%
▲ 2.69%
▲ 2.93%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.68%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 1.77%
Mar 2025
▲ 3.87%
▼ 1.56%
▼ 3.23%
Apr 2025
▲ 2.92%▲ 2.10%▲ 2.38%
▲ 10.00%▼ 0.89%▼ 2.88%
▲ 25.97%▲ 5.96%▲ 2.91%
▲ 5.39%▼ 2.41%▼ 4.89%
▲ 6.04%▲ 2.69%▲ 2.93%
▼ 12.86%▼ 1.27%▲ 0.68%
▼ 1.80%▼ 5.57%▼ 1.77%
▲ 3.87%▼ 1.56%▼ 3.23%
Recent Activity
Vanguard Explorer Fund Admiral Shares
0.28%
▼ 12.44%
5
Buy
Apr 25, 2025
Vanguard High Dividend Yield Index ETF
0.49%
▲ 18.54%
9
Buy
Apr 25, 2025
Walmart
1.04%
▲ 64.08%
6
Buy
Apr 25, 2025
XAI Octagon Floating Rate & Alternative Income Term Trust
0.01%
▲ 5.26%
10
Buy
Apr 25, 2025
Utilities Select Sector SPDR Fund
0.44%
▲ 16.72%
8
Buy
Apr 25, 2025
Global X S&P 500 Covered Call ETF
0.28%
▲ 14.55%
12
Buy
Apr 25, 2025
Nvidia
0.1%
▼ 33.59%
4
Buy
Apr 25, 2025
Rithm Capital
0.24%
▲ 45.81%
31
Buy
Apr 25, 2025
NETSTREIT
0.1%
▼ 12.92%
23
Buy
Apr 25, 2025
National Retail Properties
0.64%
▲ 3.93%
12
Buy
Apr 25, 2025
Microsoft
1.02%
▲ 46.01%
11
Buy
Apr 25, 2025
Pennantpark $
0.02%
▲ 12.29%
7
Buy
Apr 25, 2025
Virtus InfraCap U.S. Preferred Stock ETF
0.32%
▲ 15.87%
12
Buy
Apr 25, 2025
Global X U.S. Preferred ETF
0.1%
▼ 1.32%
8
Buy
Apr 25, 2025
Alpine Income Property Trust Inc
0.1%
▼ 1.77%
12
Buy
Apr 25, 2025
PepsiCo
0.96%
▼ 14.60%
8
Buy
Apr 25, 2025
Pembina Pipeline
0.76%
▲ 23.19%
14
Buy
Apr 25, 2025
Plains GP Holdings
0.18%
▲ 86.27%
17
Buy
Apr 25, 2025
Oneok
0.95%
▲ 42.49%
10
Buy
Apr 25, 2025
Realty Income
0.69%
▲ 1.66%
16
Buy
Apr 25, 2025