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~ B.- Marshall - New Portfolio

Bryan M. Marshall Inc.

~ B.- Marshall
Individual Investor
Ranked #336,933 out of 781,348 TipRanks' Investors
Success Rate
71%
5 out of 7
profitable transactions
Average Return
8.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.45%
6-Month Return-
12-Month Return-
YTD Return▲ 0.80%
Total Return▲ 9.03%

Best Trade

Opened at
Closed at-
Gain▲ 52.31%

Bio

Bryan Matthew Marshall

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.38%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 4.27%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.47%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.90%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.33%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 6.86%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 0.80%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%▲ 2.38%
▼ 13.14%▲ 2.34%▲ 4.27%
▲ 2.93%▲ 2.10%▲ 6.47%
▲ 10.00%▼ 0.89%▼ 3.90%
▲ 26.04%▲ 5.96%▲ 6.33%
▲ 5.93%▼ 2.41%▼ 6.86%
▲ 6.90%▲ 1.96%▲ 0.80%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Truist Financial
6.57%
▲ 9.13%
1
Open
Jul 30, 2024
Apple
30.55%
▲ 2.25%
1
Open
Jul 29, 2024
Harley-Davidson
3.96%
▼ 22.96%
1
Open
Jul 29, 2024
IMPINJ
19.09%
▼ 14.92%
1
Open
Jul 29, 2024
Nvidia
19.32%
▲ 26.22%
1
Open
Jul 29, 2024
Fidelity National Financial
8.07%
▲ 9.59%
1
Open
Jul 29, 2024
PayPal Holdings
12.32%
▲ 52.31%
1
Open
Jul 29, 2024