~ B.- Marshall - New Portfolio

Bryan M. Marshall Inc.

~ B.- Marshall
Individual Investor
Ranked #292,173 out of 764,634 TipRanks' Investors
Success Rate
71%
5 out of 7
profitable transactions
Average Return
8.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.57%
6-Month Return-
12-Month Return-
YTD Return▲ 7.91%
Total Return▲ 7.91%

Best Trade

Opened at
Closed at-
Gain▲ 31.07%

Bio

Bryan Matthew Marshall

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.38%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 4.30%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.47%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 4.75%
Oct 2024
▼ 2.57%
▲ 0.42%
▼ 0.36%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%▲ 2.38%
▼ 4.21%▲ 2.34%▲ 4.30%
▲ 7.82%▲ 2.10%▲ 6.47%
▲ 6.02%▼ 0.89%▼ 4.75%
▼ 2.57%▲ 0.42%▼ 0.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Truist Financial
5.6%
▼ 4.72%
1
Open
Jul 30, 2024
Apple
29.15%
▲ 2.26%
1
Open
Jul 29, 2024
Harley-Davidson
4.17%
▼ 15.30%
1
Open
Jul 29, 2024
IMPINJ
25.46%
▲ 19.07%
1
Open
Jul 29, 2024
Nvidia
17.7%
▲ 21.35%
1
Open
Jul 29, 2024
Fidelity National Financial
7.69%
▲ 8.69%
1
Open
Jul 29, 2024
PayPal Holdings
10.1%
▲ 31.07%
1
Open
Jul 29, 2024