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REG 541 **3384 - New Portfolio

Marc Todd

REG 541 **3384
Individual Investor
Ranked #35,596 out of 820,504 TipRanks' Investors
Success Rate
75%
21 out of 28
profitable transactions
Average Return
138.04%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.68%
6-Month Return▲ 18.10%
12-Month Return▲ 20.22%
YTD Return▲ 27.04%
Total Return▲ 55.26%

Best Trade

Opened at
Closed at
Gain▲ 966.43%

Bio

Long term Trader who took advantage of the 2000 and 2008 sell-off to build a solid base. Now I day trade with my dividends and enjoy a heck of life style. I am the definition of an Investor

Performance

12.51%0-12.51%
▼ 2.29%
▼ 1.27%
▲ 4.25%
Feb 2025
▼ 6.38%
▼ 5.57%
▼ 1.58%
Mar 2025
▲ 0.80%
▼ 0.87%
▼ 2.38%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 3.76%
May 2025
▲ 9.25%
▲ 5.14%
▲ 3.97%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.11%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.96%
Aug 2025
▲ 12.51%
▲ 3.17%
▲ 3.68%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 2.29%▼ 1.27%▲ 4.25%
▼ 6.38%▼ 5.57%▼ 1.58%
▲ 0.80%▼ 0.87%▼ 2.38%
▲ 11.63%▲ 6.28%▲ 3.76%
▲ 9.25%▲ 5.14%▲ 3.97%
▲ 7.60%▲ 2.30%▲ 1.11%
▲ 2.76%▲ 2.05%▲ 5.96%
▲ 12.51%▲ 3.17%▲ 3.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Johnson & Johnson
12.82%
▲ 535.35%
2
Sell
Sep 02, 2025
Lockheed Martin
0.02%
▲ 1.42%
1
Buy
Jun 13, 2025
Pfizer
3.37%
▼ 32.89%
4
Sell
Nov 27, 2024
Elfun Trusts
▲ 36.77%
2
Sell
Nov 19, 2024
GE Aerospace
1.64%
▲ 190.08%
2
Buy
Nov 18, 2024
Microsoft
29.58%
▲ 495.56%
2
Buy
Nov 18, 2024
GE Vernova Inc.
0.83%
▲ 550.59%
2
Buy
Nov 18, 2024
Flagstar Financial
0.2%
▼ 59.58%
2
Close
Oct 29, 2024
Intel
1.22%
▲ 49.49%
2
Buy
Aug 13, 2024
Invesco Bond Fund
0.01%
▼ 26.98%
3
Buy
Oct 26, 2023
GE Healthcare Technologies Inc
0.13%
▲ 20.83%
2
Sell
Jan 05, 2023
Citigroup
0.01%
▲ 45.05%
1
Buy
Sep 14, 2022
Waste Management
0.01%
▲ 256.66%
1
Buy
Sep 14, 2022
Ford Motor
0.43%
▲ 32.00%
1
Buy
Sep 14, 2022
Volkswagen AG
0.39%
▼ 9.61%
1
Buy
Sep 14, 2022
Schlumberger
2.89%
▲ 151.61%
1
Buy
Sep 14, 2022
Merck & Company
4.85%
▲ 271.57%
1
Buy
Sep 14, 2022
Mondelez International
5.68%
▲ 4.59%
1
Buy
Sep 14, 2022
Altria Group
9.29%
▲ 52.83%
1
Buy
Sep 14, 2022
Occidental Petroleum
5.09%
▲ 60.16%
1
Buy
Sep 14, 2022