New Portfolio - New Portfolio

Mystic

New Portfolio
Individual Investor
Ranked #220,519 out of 764,630 TipRanks' Investors
Success Rate
59%
148 out of 250
profitable transactions
Average Return
2.68%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.75%
6-Month Return▲ 16.56%
12-Month Return▲ 38.78%
YTD Return▲ 16.98%
Total Return▲ 76.11%

Best Trade

Opened at
Closed at
Gain▲ 93.39%

Bio

An intuitive investor who seeks stability over gains for the long term.

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 3.04%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.56%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 8.12%
May 2024
▼ 2.25%
▲ 3.53%
▲ 0.57%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 3.58%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.59%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 4.40%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 1.20%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 3.04%
▼ 12.40%▼ 4.03%▼ 5.56%
▲ 11.46%▲ 5.06%▲ 8.12%
▼ 2.25%▲ 3.53%▲ 0.57%
▲ 25.72%▲ 1.21%▲ 3.58%
▼ 4.21%▲ 2.34%▲ 1.59%
▲ 7.82%▲ 2.10%▲ 4.40%
▲ 6.02%▼ 0.89%▼ 1.20%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab Long-Term U.S. Treasury ETF
1.26%
▼ 7.36%
1
Open
Sep 19, 2024
Schwab U.S. Large-Cap ETF
2.62%
▲ 0.53%
1
Open
Sep 19, 2024
iShares MSCI USA Quality Factor ETF
6.84%
▼ 0.76%
1
Open
Sep 19, 2024
ClearBridge All Cap Growth ESG ETF
▲ 48.11%
2
Close
Sep 16, 2024
Siren DIVCON Leaders Dividend ETF
▲ 60.96%
2
Close
Sep 16, 2024
Global Water Resources
▲ 28.87%
2
Close
Sep 16, 2024
Fidelity Growth Company Fund Retail Class
▲ 34.95%
2
Close
Sep 16, 2024
Fidelity OTC Pt
▲ 22.87%
2
Close
Sep 16, 2024
Fidelity MSCI Consumer Discretionary Index ETF
▲ 10.12%
7
Close
Sep 16, 2024
SPDR Portfolio S&P 500 Growth ETF
▲ 32.63%
4
Close
Sep 16, 2024
Fidelity MSCI Health Care Index ETF
▲ 16.77%
7
Close
Sep 16, 2024
Arbor Realty
▲ 93.39%
2
Close
Sep 16, 2024
HASI
▲ 1.86%
4
Close
Sep 16, 2024
Main Street Capital
1.96%
▲ 2.40%
5
Open
Sep 16, 2024
Stag Industrial
1.42%
▲ 1.27%
7
Open
Sep 16, 2024
Invesco S&P 500 Quality ETF
2.55%
▼ 0.57%
3
Open
Sep 16, 2024
Vanguard Total Bond Market ETF
2.8%
▼ 3.51%
1
Open
Sep 16, 2024
Invesco S&P 500 GARP ETF
4.06%
▲ 3.38%
1
Open
Sep 16, 2024
Vanguard Total Stock Market ETF
10.91%
▲ 1.92%
1
Open
Sep 16, 2024
Global X MLP ETF
1.83%
▼ 1.62%
1
Open
Sep 16, 2024