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Mark Stock Portfolio - New Portfolio

Mark Carter

Mark Stock Portfolio
Individual Investor
Ranked #138,068 out of 775,923 TipRanks' Investors
Success Rate
63%
169 out of 269
profitable transactions
Average Return
10.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.71%
6-Month Return▲ 0.45%
12-Month Return▲ 25.08%
YTD Return▲ 23.17%
Total Return▲ 60.38%

Best Trade

Opened at
Closed at-
Gain▲ 244.07%

Bio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 6.44%
May 2024
▼ 2.25%
▲ 3.53%
▲ 5.81%
Jun 2024
▲ 25.71%
▲ 1.21%
▼ 3.35%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 1.53%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.85%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 0.88%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 3.88%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 0.97%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 6.44%
▼ 2.25%▲ 3.53%▲ 5.81%
▲ 25.71%▲ 1.21%▼ 3.35%
▼ 4.22%▲ 2.34%▼ 1.53%
▲ 7.82%▲ 2.10%▲ 1.85%
▲ 5.38%▼ 0.89%▼ 0.88%
▲ 43.22%▲ 5.96%▲ 3.88%
▲ 3.34%▼ 1.56%▲ 0.97%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Barclays
0.63%
▼ 4.64%
3
Open
Dec 20, 2024
NatWest Group
0.62%
0.00%
1
Open
Dec 20, 2024
Nvidia
21.91%
▲ 155.34%
17
Buy
Dec 19, 2024
Amazon
6.25%
▲ 31.68%
12
Buy
Dec 19, 2024
Vistra Energy
1.32%
▲ 2.17%
1
Open
Dec 19, 2024
Vertiv Holdings
0.66%
▲ 3.98%
1
Open
Dec 19, 2024
Microstrategy
0.62%
▲ 11.56%
1
Open
Dec 19, 2024
Invesco Nasdaq Biotechnology ETF
▲ 1.84%
7
Close
Dec 13, 2024
Vanguard FTSE Developed Europe UCITS ETF
▼ 0.15%
13
Close
Dec 13, 2024
Vanguard FTSE 250 UCITS ETF
1.57%
▼ 0.55%
8
Sell
Dec 13, 2024
Vanguard FTSE All-World UCITS ETF
8.28%
▲ 6.43%
13
Buy
Nov 25, 2024
Invesco S&P 500 UCITS ETF
8.67%
▲ 6.45%
4
Buy
Nov 25, 2024
iShares Core FTSE 100 UCITS ETF GBP (Acc)
1.89%
▲ 2.53%
14
Sell
Nov 19, 2024
WisdomTree Japan Equity UCITS ETF USD Hedged
▲ 2.42%
6
Close
Nov 19, 2024
Franklin FTSE India UCITS USD
0.04%
▼ 1.38%
4
Sell
Nov 19, 2024
Xtrackers DAX UCITS ETF
0.65%
▲ 6.18%
4
Sell
Nov 19, 2024
Micron
0.58%
▼ 18.30%
4
Sell
Nov 18, 2024
Eli Lilly & Co
▼ 4.96%
3
Close
Nov 18, 2024
Novo Nordisk
▼ 21.51%
2
Close
Nov 18, 2024
UBS ETF - MSCI Switzerland 20/35 UCITS ETF (hedged to GBP) A-dis
▼ 2.04%
4
Close
Nov 12, 2024