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Mono - New Portfolio

Taras K.

Mono
Individual Investor
Ranked #107,154 out of 736,266 TipRanks' Investors
Success Rate
84%
16 out of 19
profitable transactions
Average Return
6.91%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.97%
6-Month Return▲ 14.89%
12-Month Return-
YTD Return▲ 5.87%
Total Return▲ 14.89%

Best Trade

Opened at
Closed at-
Gain▲ 19.22%

Bio

Mix of Dividends ETFs and some risky stocks

Performance

14.08%0-14.08%
▼ 6.45%
▼ 2.17%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 0.99%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 7.45%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 0.80%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 3.60%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.33%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 5.05%
Apr 2024
▲ 6.81%
▲ 4.78%
▲ 3.34%
May 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 6.45%▼ 2.17%
▲ 9.22%▲ 9.13%▲ 0.99%
▲ 5.14%▲ 4.57%▲ 7.45%
▼ 1.87%▲ 1.59%▲ 0.80%
▲ 14.08%▲ 5.22%▲ 3.60%
▲ 5.05%▲ 3.27%▲ 3.33%
▼ 12.40%▼ 4.03%▼ 5.05%
▲ 6.81%▲ 4.78%▲ 3.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Vanguard S&P 500 ETF
13.17%
▲ 9.74%
2
Buy
May 03, 2024
BlackRock
31.74%
▼ 0.35%
3
Buy
May 03, 2024
SilverCrest Asset Management
1.22%
▲ 2.32%
2
Buy
May 03, 2024
Schwab US Dividend Equity ETF
8.45%
▲ 4.43%
2
Buy
Apr 02, 2024
J.P. Morgan Nasdaq Equity Premium Income ETF
19.87%
▲ 9.62%
2
Buy
Mar 08, 2024
Schwab U.S. REIT ETF
0.26%
▼ 4.08%
1
Open
Mar 05, 2024
AGNC Investment
1.17%
▲ 11.67%
2
Buy
Feb 05, 2024
Oneok
7.66%
▲ 19.22%
1
Open
Feb 05, 2024
Alexander's
14.2%
▲ 17.61%
1
Open
Dec 04, 2023
JPMorgan Equity Premium Income ETF
0.77%
▲ 8.29%
1
Open
Nov 27, 2023
ALPS Active REIT ETF
0.33%
▲ 6.49%
1
Open
Nov 27, 2023
Global X NASDAQ 100 Covered Call ETF
0.95%
▲ 9.20%
1
Open
Nov 20, 2023