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New Portfolio - New Portfolio
Marc
New PortfolioIndividual Investor
Ranked #103,473 out of 798,754 TipRanks' Investors
Success Rate
78 out of 130
profitable transactions
profitable transactions
Average Return
18.36%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.43%
6-Month Return▼ 0.60%
12-Month Return▲ 13.70%
YTD Return▼ 0.56%
Total Return▲ 62.55%
Best Trade
Bio
Long Term
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 1.14%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 7.30%
Nov 2024
▲ 5.41%
▼ 2.41%
▼ 3.56%
Dec 2024
▲ 6.02%
▲ 2.69%
▲ 0.55%
Jan 2025
▼ 12.86%
▼ 1.27%
▲ 5.53%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 2.75%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 4.28%
Apr 2025
▲ 5.08%
▲ 1.77%
▲ 0.67%
May 2025
▲ 9.99%▼ 0.89%▲ 1.14%
▲ 25.97%▲ 5.96%▲ 7.30%
▲ 5.41%▼ 2.41%▼ 3.56%
▲ 6.02%▲ 2.69%▲ 0.55%
▼ 12.86%▼ 1.27%▲ 5.53%
▼ 1.80%▼ 5.57%▼ 2.75%
▲ 1.74%▼ 0.87%▼ 4.28%
▲ 5.08%▲ 1.77%▲ 0.67%
Recent Activity
Pfizer
9.01%
▼ 20.57%
8
Buy
May 05, 2025
AGNC Investment
2.75%
▲ 10.87%
4
Buy
Apr 28, 2025
Kraft Heinz
4.1%
▼ 9.11%
7
Buy
Dec 30, 2024
Microsoft
25.62%
▲ 77.53%
4
Sell
Nov 26, 2024
SoFi Technologies
―
▲ 50.99%
6
Close
Nov 26, 2024
Organon
―
▲ 15.53%
5
Close
Nov 26, 2024
Realty Income
4.55%
▲ 3.01%
5
Buy
Nov 26, 2024
Honda Motor Company
―
▲ 26.26%
3
Close
Jul 03, 2023
GlaxoSmithKline
3.42%
▲ 19.78%
4
Buy
Feb 03, 2023
Walt Disney
―
▼ 47.69%
2
Close
Jan 09, 2023
OmniAb
―
▼ 4.61%
2
Close
Jan 06, 2023
AT&T
17.27%
▲ 80.23%
13
Buy
Dec 19, 2022
Palantir Technologies
―
▼ 7.97%
2
Close
Dec 19, 2022
Warner Bros
1.12%
▼ 38.56%
4
Buy
Dec 01, 2022
Ares Capital
10.76%
▲ 45.62%
8
Buy
Dec 01, 2022
SuRo Capital
1.85%
▼ 26.09%
5
Buy
Dec 01, 2022
Coca-Cola
―
▲ 23.64%
4
Close
Dec 01, 2022
Viatris
3.84%
▼ 15.05%
9
Buy
Dec 01, 2022
Intel
3.75%
▼ 33.32%
6
Buy
Dec 01, 2022
Apple
―
▲ 10.61%
2
Close
Oct 05, 2022