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Marks income investments -0964 - New Portfolio

Mark Williams

Marks income investments -0964
Individual Investor
Ranked #522,061 out of 827,325 TipRanks' Investors
Success Rate
29%
33 out of 115
profitable transactions
Average Return
-0.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.46%
6-Month Return-
12-Month Return-
YTD Return▲ 2.97%
Total Return▲ 2.97%

Best Trade

Opened at
Closed at
Gain▲ 258.29%

Bio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.63%
▲ 6.28%
May 2025
▲ 9.25%
▲ 5.14%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 2.32%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.59%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 2.43%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.25%
Oct 2025
▼ 4.30%
▼ 1.63%
▼ 3.53%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 6.28%
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%▲ 2.32%
▲ 2.76%▲ 2.05%▲ 0.59%
▲ 12.88%▲ 3.56%▲ 2.43%
▲ 10.96%▲ 2.38%▲ 1.25%
▼ 4.30%▼ 1.63%▼ 3.53%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
YieldMax SNOW Option Income Strategy ETF
4.65%
▲ 1.00%
8
Buy
Nov 07, 2025
Defiance Nasdaq 100 Enhanced Options Income ETF
4.25%
▼ 20.16%
7
Buy
Nov 07, 2025
YieldMax COIN Option Income Strategy ETF
4.27%
▲ 4.48%
4
Buy
Nov 07, 2025
YieldMax MSTR Option Income Strategy ETF
5.7%
▲ 29.75%
7
Buy
Nov 07, 2025
YieldMax Ultra Option Income Strategy ETF
2.85%
▲ 3.68%
11
Buy
Nov 06, 2025
OFS Credit Company
▲ 69.90%
5
Sell
Nov 06, 2025
YieldMax Magnificent 7 Fund of Option Income ETFs
3.01%
▼ 5.65%
15
Buy
Nov 06, 2025
Tekla World Healthcare Fund
3.56%
▼ 36.58%
5
Buy
Nov 05, 2025
Roundhill WeeklyPay Universe ETF
1.76%
▼ 24.73%
8
Buy
Nov 05, 2025
Cornerstone Total Return Fund Inc
9.12%
▲ 0.28%
7
Buy
Nov 04, 2025
Cornerstone Strategic Value Fund Inc
9.68%
▲ 32.85%
7
Buy
Nov 04, 2025
Clough Global Opportunities Fund
0.96%
▼ 1.80%
1
Buy
Nov 03, 2025
Eagle Point Credit Company
0.98%
▲ 0.16%
1
Buy
Nov 03, 2025
Cohen & Steers Closed-End Opportunity Fund Inc
0.96%
▼ 2.13%
1
Buy
Nov 03, 2025
Bexil Investment Trust
0.97%
▼ 0.77%
1
Buy
Nov 03, 2025
Saba Closed-End Funds ETF
5.66%
▼ 15.85%
8
Buy
Oct 31, 2025
Morgan Stanley Emerging Markets Debt Fund Inc (ex: Morgan Stanley Dean Witter Emerging MarketsDebt Fund Inc)
2.13%
▲ 7.46%
4
Buy
Oct 22, 2025
YieldMax Ultra Short Option Income Strategy ETF
0.45%
▼ 2.02%
1
Buy
Oct 21, 2025
Eaton Vance Tax Advantaged Global Dividend Opportunities Fund
2.17%
▼ 19.50%
4
Buy
Oct 10, 2025
Reaves Utility Income Fund
7.37%
▼ 59.14%
3
Buy
Oct 07, 2025