tiprankstipranks

New Portfolio - New Portfolio

MARK

New Portfolio
Individual Investor
Ranked #71,841 out of 730,641 TipRanks' Investors
Success Rate
64%
2263 out of 3554
profitable transactions
Average Return
9.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.81%
6-Month Return▲ 21.08%
12-Month Return▲ 17.18%
YTD Return▲ 4.43%
Total Return▲ 10.43%

Best Trade

Opened at
Closed at-
Gain▲ 435.96%

Bio

Personal Portfolio

Performance

14.47%0-14.47%
▼ 4.52%
▼ 4.74%
▼ 3.37%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 4.03%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 8.55%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.51%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.38%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 1.97%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 4.70%
Mar 2024
▼ 14.47%
▼ 2.83%
▼ 1.81%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 3.37%
▼ 6.45%▼ 2.17%▼ 4.03%
▲ 9.22%▲ 9.13%▲ 8.55%
▲ 5.14%▲ 4.57%▲ 5.51%
▼ 1.87%▲ 1.59%▼ 0.38%
▲ 14.08%▲ 5.22%▲ 1.97%
▲ 5.05%▲ 3.27%▲ 4.70%
▼ 14.47%▼ 2.83%▼ 1.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Star Bulk Carriers
0.61%
▲ 18.90%
25
Buy
Apr 10, 2024
Eagle Bulk Shipping
▲ 28.30%
8
Close
Apr 10, 2024
Physicians Realty
▼ 23.29%
8
Close
Feb 29, 2024
Healthpeak Properties
0.07%
▲ 12.24%
1
Open
Feb 29, 2024
Newcrest Mining Limited
▲ 27.80%
5
Close
Nov 06, 2023
iShares Currency Hedged MSCI Canada ETF
▼ 4.47%
6
Close
Oct 30, 2023
NETSTREIT
0.19%
▼ 11.41%
20
Sell
Oct 16, 2023
National Retail Properties
0.66%
▼ 1.09%
10
Sell
Oct 16, 2023
National Fuel Gas Company
0.63%
▼ 10.19%
8
Sell
Oct 16, 2023
Nextera Energy Partners
0.11%
▼ 35.18%
5
Buy
Oct 16, 2023
Merck & Company
0.81%
▲ 53.09%
7
Buy
Oct 16, 2023
M&T Bank
0.52%
▼ 15.53%
4
Sell
Oct 16, 2023
MSC Industrial
0.55%
▲ 20.01%
5
Sell
Oct 16, 2023
Microsoft
1.16%
▲ 50.26%
9
Sell
Oct 16, 2023
PIMCO Dynamic
0.15%
▲ 12.57%
8
Sell
Oct 16, 2023
PepsiCo
0.86%
▲ 7.46%
5
Buy
Oct 16, 2023
Pfizer
0.24%
▼ 44.72%
8
Sell
Oct 16, 2023
Pembina Pipeline
0.71%
▲ 12.69%
11
Sell
Oct 16, 2023
Plains GP Holdings
0.19%
▲ 68.24%
15
Sell
Oct 16, 2023
Oneok
1.17%
▲ 36.17%
7
Sell
Oct 16, 2023