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~ B.- Marshall - New Portfolio

Bryan M. Marshall Inc.

~ B.- Marshall
Individual Investor
Ranked #246,788 out of 769,002 TipRanks' Investors
Success Rate
86%
6 out of 7
profitable transactions
Average Return
13.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.10%
6-Month Return-
12-Month Return-
YTD Return▲ 12.46%
Total Return▲ 12.46%

Best Trade

Opened at
Closed at-
Gain▲ 43.77%

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
▼ 4.22%
▲ 2.34%
▲ 4.27%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.47%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 4.75%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 3.88%
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%
▼ 4.22%▲ 2.34%▲ 4.27%
▲ 7.82%▲ 2.10%▲ 6.47%
▲ 5.70%▼ 0.89%▼ 4.75%
▲ 23.63%▲ 3.84%▲ 3.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Truist Financial
5.93%
▲ 5.23%
1
Open
Jul 30, 2024
Apple
28.94%
▲ 5.17%
1
Open
Jul 29, 2024
Harley-Davidson
4.16%
▼ 13.65%
1
Open
Jul 29, 2024
IMPINJ
23.85%
▲ 13.71%
1
Open
Jul 29, 2024
Nvidia
18.57%
▲ 30.75%
1
Open
Jul 29, 2024
Fidelity National Financial
7.68%
▲ 11.06%
1
Open
Jul 29, 2024
PayPal Holdings
10.74%
▲ 43.77%
1
Open
Jul 29, 2024