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New Portfolio - New Portfolio

Mystic

New Portfolio
Individual Investor
Ranked #216,256 out of 793,835 TipRanks' Investors
Success Rate
59%
165 out of 280
profitable transactions
Average Return
2.50%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.21%
6-Month Return▲ 1.03%
12-Month Return▲ 13.79%
YTD Return▼ 0.10%
Total Return▲ 79.73%

Best Trade

Opened at
Closed at
Gain▲ 93.37%

Bio

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

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▲ 1.59%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.40%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.11%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 6.20%
Nov 2024
▲ 5.33%
▼ 2.41%
▼ 3.85%
Dec 2024
▲ 5.89%
▲ 2.69%
▲ 2.92%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 0.28%
Feb 2025
▲ 3.73%
▼ 4.27%
▼ 3.21%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▲ 1.59%
▲ 2.93%▲ 2.10%▲ 4.40%
▲ 10.00%▼ 0.89%▼ 1.11%
▲ 26.01%▲ 5.96%▲ 6.20%
▲ 5.33%▼ 2.41%▼ 3.85%
▲ 5.89%▲ 2.69%▲ 2.92%
▼ 12.86%▼ 1.27%▲ 0.28%
▲ 3.73%▼ 4.27%▼ 3.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VictoryShares Dividend Accelerator ETF
3.03%
▼ 0.85%
3
Open
Feb 27, 2025
Invesco International BuyBack Achievers ETF
2.72%
▲ 5.70%
3
Open
Feb 27, 2025
WisdomTree U.S. LargeCap Dividend Fund
4.66%
▲ 1.76%
3
Open
Feb 27, 2025
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
1.42%
▲ 1.36%
3
Open
Feb 27, 2025
Fidelity National Financial
▲ 4.81%
2
Close
Feb 27, 2025
Fidelity Floating Rate High Income
0.54%
▼ 0.86%
1
Open
Feb 27, 2025
Global X Superdividend ETF
1.25%
▲ 0.53%
1
Open
Feb 27, 2025
Stag Industrial
2.11%
▲ 0.24%
9
Open
Feb 23, 2025
VanEck Mortgage REIT Income ETF
▲ 4.12%
4
Close
Feb 23, 2025
Vanguard Dividend Appreciation ETF
11.39%
▼ 0.40%
3
Open
Feb 23, 2025
Schwab International Equity ETF
▲ 1.37%
3
Close
Feb 23, 2025
Invesco Buyback Achievers ETF
▲ 1.30%
3
Close
Feb 23, 2025
ProShares S&P 500 Dividend Aristocrats ETF
▼ 2.00%
2
Close
Feb 23, 2025
Global X Superdividend UCITS ETF USD
▲ 1.52%
2
Close
Feb 23, 2025
Williams Co
3.51%
▲ 4.17%
1
Open
Feb 23, 2025
WisdomTree US Quality Growth UCITS ETF
1.65%
▼ 14.84%
1
Open
Jan 26, 2025
Arbor Realty
0.7%
▲ 41.46%
3
Open
Jan 25, 2025
Main Street Capital
3.36%
▲ 4.41%
6
Buy
Jan 25, 2025
iShares Preferred & Income Securities ETF
▲ 0.63%
3
Close
Jan 25, 2025
Vanguard Total Bond Market ETF
4.35%
▲ 0.31%
2
Buy
Jan 25, 2025