tiprankstipranks

New Portfolio - New Portfolio

Mystic

New Portfolio
Individual Investor
Ranked #228,230 out of 781,107 TipRanks' Investors
Success Rate
61%
152 out of 250
profitable transactions
Average Return
3.26%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.25%
6-Month Return▲ 11.54%
12-Month Return▲ 26.30%
YTD Return▲ 2.42%
Total Return▲ 84.36%

Best Trade

Opened at
Closed at
Gain▲ 93.37%

Bio

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

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 0.57%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 3.57%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.59%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.40%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.11%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.20%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 3.80%
Dec 2024
▲ 7.55%
▲ 1.96%
▲ 2.42%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 0.57%
▲ 8.13%▲ 1.21%▲ 3.57%
▼ 13.14%▲ 2.34%▲ 1.59%
▲ 2.93%▲ 2.10%▲ 4.40%
▲ 10.00%▼ 0.89%▼ 1.11%
▲ 26.04%▲ 5.96%▲ 6.20%
▲ 5.93%▼ 2.41%▼ 3.80%
▲ 7.55%▲ 1.96%▲ 2.42%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Schwab Long-Term U.S. Treasury ETF
1.16%
▼ 9.89%
1
Open
Sep 19, 2024
Schwab U.S. Large-Cap ETF
2.64%
▲ 6.00%
1
Open
Sep 19, 2024
iShares MSCI USA Quality Factor ETF
6.7%
▲ 1.56%
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
▲ 28.86%
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
▲ 93.37%
2
Close
Sep 16, 2024
HASI
▲ 1.86%
4
Close
Sep 16, 2024
Main Street Capital
2.23%
▲ 9.47%
5
Open
Sep 16, 2024
Stag Industrial
1.27%
▼ 0.42%
7
Open
Sep 16, 2024
Invesco S&P 500 Quality ETF
2.53%
▲ 1.24%
3
Open
Sep 16, 2024
Vanguard Total Bond Market ETF
2.65%
▼ 3.70%
1
Open
Sep 16, 2024
Invesco S&P 500 GARP ETF
4.08%
▲ 8.93%
1
Open
Sep 16, 2024
Vanguard Total Stock Market ETF
11%
▲ 7.31%
1
Open
Sep 16, 2024
Global X MLP ETF
1.98%
▲ 11.78%
1
Open
Sep 16, 2024