tiprankstipranks

New Portfolio - New Portfolio

Marc

New Portfolio
Individual Investor
Ranked #291,583 out of 730,653 TipRanks' Investors
Success Rate
45%
857 out of 1888
profitable transactions
Average Return
7.32%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.90%
6-Month Return▲ 36.67%
12-Month Return▲ 43.01%
YTD Return▲ 14.57%
Total Return▲ 70.79%

Best Trade

Opened at
Closed at-
Gain▲ 426.21%

Bio

My portfolio is relatively new and is still evolving. It's based upon selecting companies that will be relevant 10+ years from now, innovative leadership, a protective moat, P/E ratios, ongoing daily research and strike point ranges per company.

Performance

14.08%0-14.08%
▼ 4.52%
▼ 4.74%
▼ 5.11%
Sep 2023
▼ 6.45%
▼ 2.17%
▼ 1.14%
Oct 2023
▲ 9.22%
▲ 9.13%
▲ 10.69%
Nov 2023
▲ 5.14%
▲ 4.57%
▲ 5.74%
Dec 2023
▼ 1.87%
▲ 1.59%
▲ 5.39%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 7.31%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.27%
Mar 2024
▼ 11.79%
▼ 2.83%
▼ 1.90%
Apr 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 4.52%▼ 4.74%▼ 5.11%
▼ 6.45%▼ 2.17%▼ 1.14%
▲ 9.22%▲ 9.13%▲ 10.69%
▲ 5.14%▲ 4.57%▲ 5.74%
▼ 1.87%▲ 1.59%▲ 5.39%
▲ 14.08%▲ 5.22%▲ 7.31%
▲ 5.05%▲ 3.27%▲ 3.27%
▼ 11.79%▼ 2.83%▼ 1.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
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Okta
0%
▲ 4.40%
5
Open
Apr 23, 2024
CrowdStrike Holdings
0%
▲ 18.64%
9
Open
Apr 23, 2024
ETFMG Prime Cyber Security ETF
0%
▲ 0.16%
12
Open
Apr 23, 2024
iShares Cybersecurity & Tech ETF
0%
▲ 0.45%
1
Open
Apr 23, 2024
CyberArk Software
0%
▲ 1.04%
1
Open
Apr 23, 2024
Telos
0%
▲ 3.78%
1
Open
Apr 23, 2024
Rapid7
0%
▼ 0.52%
1
Open
Apr 23, 2024
Zscaler
0%
▲ 0.07%
1
Open
Apr 23, 2024
Marvel Biosciences Corp
0%
0.00%
1
Open
Apr 12, 2024
Industrial Select Sector SPDR Fund
0%
▲ 7.48%
5
Open
Apr 10, 2024
Strategas Macro Momentum ETF
0%
▼ 1.97%
1
Open
Apr 09, 2024
Applied Materials
0%
▼ 2.25%
11
Open
Apr 02, 2024
KLA
0%
▲ 1.78%
1
Open
Apr 02, 2024
ServiceNow
0%
▲ 32.04%
21
Open
Apr 01, 2024
Entegris
0%
▼ 5.70%
1
Open
Apr 01, 2024
Terns Pharmaceuticals
0%
▼ 25.15%
1
Open
Mar 29, 2024
Samoth Oilfield
0%
▲ 8.90%
1
Open
Mar 29, 2024
Vanguard S&P 500 ETF
0%
▲ 11.09%
29
Open
Mar 25, 2024
Vanguard Mid-Cap ETF
0%
▲ 1.56%
7
Open
Mar 25, 2024
Tapestry
0%
▼ 12.07%
1
Open
Mar 25, 2024