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New Portfolio - New Portfolio
MARK
New PortfolioIndividual Investor
Ranked #73,444 out of 803,590 TipRanks' Investors
Success Rate
3106 out of 4528
profitable transactions
profitable transactions
Average Return
16.38%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Returnâ–² 2.87%
6-Month Returnâ–² 2.56%
12-Month Returnâ–² 7.45%
YTD Returnâ–² 5.02%
Total Returnâ–² 21.30%
Best Trade
Bio
Personal Portfolio
Performance
25.97%0-25.97%
â–² 25.97%
â–² 5.96%
â–² 2.91%
Nov 2024
â–² 5.43%
â–¼ 2.41%
â–¼ 4.89%
Dec 2024
â–² 5.99%
â–² 2.69%
â–² 2.93%
Jan 2025
â–¼ 12.86%
â–¼ 1.27%
â–² 0.68%
Feb 2025
â–¼ 1.80%
â–¼ 5.57%
â–¼ 1.76%
Mar 2025
â–² 1.76%
â–¼ 0.87%
â–¼ 3.02%
Apr 2025
â–² 12.21%
â–² 6.28%
â–² 3.54%
May 2025
â–² 5.90%
â–² 2.03%
â–² 2.73%
Jun 2025
â–² 25.97%â–² 5.96%â–² 2.91%
â–² 5.43%â–¼ 2.41%â–¼ 4.89%
â–² 5.99%â–² 2.69%â–² 2.93%
â–¼ 12.86%â–¼ 1.27%â–² 0.68%
â–¼ 1.80%â–¼ 5.57%â–¼ 1.76%
â–² 1.76%â–¼ 0.87%â–¼ 3.02%
â–² 12.21%â–² 6.28%â–² 3.54%
â–² 5.90%â–² 2.03%â–² 2.73%
Recent Activity
Whitecap Resources
0.58%
â–² 10.91%
8
Buy
May 09, 2025
Veren
―
â–¼ 1.08%
12
Close
May 09, 2025
Vanguard Explorer Fund Admiral Shares
0.29%
â–¼ 1.60%
5
Buy
Apr 25, 2025
Vanguard High Dividend Yield Index ETF
0.5%
â–² 24.56%
9
Buy
Apr 25, 2025
Walmart
0.99%
â–² 53.35%
6
Buy
Apr 25, 2025
XAI Octagon Floating Rate & Alternative Income Term Trust
0.01%
â–² 8.00%
10
Buy
Apr 25, 2025
Utilities Select Sector SPDR Fund
0.44%
â–² 20.03%
8
Buy
Apr 25, 2025
Global X S&P 500 Covered Call ETF
0.27%
â–² 16.32%
12
Buy
Apr 25, 2025
Nvidia
0.12%
â–¼ 4.04%
4
Buy
Apr 25, 2025
Rithm Capital
0.24%
â–² 56.68%
31
Buy
Apr 25, 2025
NETSTREIT
0.1%
â–¼ 6.36%
23
Buy
Apr 25, 2025
National Retail Properties
0.64%
â–² 9.42%
12
Buy
Apr 25, 2025
Microsoft
1.19%
â–² 67.50%
11
Buy
Apr 25, 2025
Pennantpark $
0.01%
â–² 15.30%
7
Buy
Apr 25, 2025
Virtus InfraCap U.S. Preferred Stock ETF
0.31%
â–² 16.83%
12
Buy
Apr 25, 2025
Global X U.S. Preferred ETF
0.09%
â–¼ 0.49%
8
Buy
Apr 25, 2025
Alpine Income Property Trust Inc
0.09%
â–¼ 3.26%
12
Buy
Apr 25, 2025
PepsiCo
0.9%
â–¼ 12.53%
8
Buy
Apr 25, 2025
Pembina Pipeline
0.72%
â–² 19.75%
14
Buy
Apr 25, 2025
Plains GP Holdings
0.17%
â–² 76.79%
17
Buy
Apr 25, 2025