Marcus P - New Portfolio
Portfolio Gain
1-Month Returnâ–¼5.76%
6-Month Returnâ–¼1.44%
12-Month Returnâ–¼10.56%
YTD Returnâ–¼4.58%
Total Returnâ–²112.63%
Best Trade
Bio
This is my 401k retirement portfolio invested with a plan of retiring ~2040.
Performance
TipRanks Averageâ–¼ 0.82%â–² 16.06%â–² 15.50%â–¼ 5.57%â–¼ 4.52%â–² 11.68%â–² 3.10%â–¼ 8.57%
S&P 500â–¼ 4.94%â–² 10.51%â–² 5.26%â–¼ 1.03%â–² 0.03%â–² 2.68%â–¼ 0.33%â–¼ 0.91%
Investor Portfolioâ–¼ 4.14%â–² 9.92%â–² 1.19%â–¼ 4.76%â–² 3.94%â–² 6.14%â–¼ 0.74%â–¼ 5.63%
Recent Activity
| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
MUMicron | 1.99% | â–²42.26% | 4 | Sell | Oct 30, 2026 | |
COWZPacer US Cash Cows 100 ETF | 2.51% | â–²0.41% | 2 | Buy | Oct 30, 2026 | |
MELIMercadolibre | 3.66% | â–²24.40% | 38 | Sell | Oct 23, 2026 | |
FBTCFidelity Wise Origin Bitcoin Fund | 32.08% | â–²29.52% | 34 | Buy | Oct 23, 2026 | |
ABBVAbbVie | 2.74% | â–²79.61% | 12 | Buy | Oct 20, 2026 | |
METAMeta Platforms | 1.9% | â–²3.80% | 45 | Sell | Oct 20, 2026 | |
UBERUber Technologies | — | ▲23.96% | 15 | Close | Oct 20, 2026 | |
LLYEli Lilly & Co | 1.59% | â–²46.21% | 2 | Buy | Oct 20, 2026 | |
SNDKSanDisk Corp | — | ▼7.75% | 4 | Close | Oct 16, 2026 | |
SQMSociedad Quimica Y Minera SA | — | ▼7.83% | 10 | Close | Oct 15, 2026 | |
AAPLApple | 2.04% | â–²8.09% | 11 | Buy | Oct 12, 2026 | |
NVDANvidia | 5.18% | â–²26.28% | 24 | Buy | Oct 01, 2026 | |
ZZillow Group Class C | — | ▼36.15% | 3 | Close | Oct 01, 2026 | |
BYDDYBYD Company | — | ▼29.94% | 6 | Close | Sep 29, 2026 | |
FSLRFirst Solar | — | ▼30.14% | 3 | Close | Sep 24, 2026 | |
NFLXNetflix | 1.57% | â–¼8.29% | 14 | Buy | Sep 21, 2026 | |
VTWOVanguard Russell 2000 ETF | — | ▼0.20% | 13 | Close | Sep 21, 2026 | |
FIDUFidelity MSCI Industrial Index ETF | — | ▲0.53% | 9 | Close | Sep 21, 2026 | |
AMZNAmazon | 4.93% | â–²24.07% | 34 | Buy | Sep 11, 2026 | |
BEPCBrookfield Renewable | — | ▼14.74% | 2 | Close | Sep 10, 2026 |