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~ B.- Marshall - New Portfolio

Bryan M. Marshall Inc.

~ B.- Marshall
Individual Investor
Ranked #366,795 out of 775,913 TipRanks' Investors
Success Rate
57%
4 out of 7
profitable transactions
Average Return
8.93%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.23%
6-Month Return-
12-Month Return-
YTD Return▲ 9.53%
Total Return▲ 9.53%

Best Trade

Opened at
Closed at-
Gain▲ 47.83%

Bio

Bryan Matthew Marshall

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 2.38%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.27%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.47%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 3.90%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.33%
Nov 2024
▲ 3.34%
▼ 1.56%
▼ 5.69%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.71%▲ 1.21%▲ 2.38%
▼ 4.22%▲ 2.34%▲ 4.27%
▲ 7.82%▲ 2.10%▲ 6.47%
▲ 5.38%▼ 0.89%▼ 3.90%
▲ 43.22%▲ 5.96%▲ 6.33%
▲ 3.34%▼ 1.56%▼ 5.69%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Truist Financial
5.72%
▼ 1.29%
1
Open
Jul 30, 2024
Apple
33.6%
▲ 16.87%
1
Open
Jul 29, 2024
Harley-Davidson
4.06%
▼ 17.85%
1
Open
Jul 29, 2024
IMPINJ
19.78%
▼ 8.37%
1
Open
Jul 29, 2024
Nvidia
17.79%
▲ 20.73%
1
Open
Jul 29, 2024
Fidelity National Financial
7.41%
▲ 4.59%
1
Open
Jul 29, 2024
PayPal Holdings
11.5%
▲ 47.83%
1
Open
Jul 29, 2024