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A & W Enterprise (GC) - New Portfolio

Bryan M. Marshall Inc.

A & W Enterprise (GC)
Individual Investor
Ranked #177,414 out of 781,107 TipRanks' Investors
Success Rate
81%
17 out of 21
profitable transactions
Average Return
8.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 3.99%
6-Month Return-
12-Month Return-
YTD Return▼ 1.60%
Total Return▲ 17.48%

Best Trade

Opened at
Closed at-
Gain▲ 39.57%

Bio

apple.com | apple-incorporated.com | apple-inc.link | ??

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.98%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.26%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 2.19%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 17.39%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.89%
Dec 2024
▲ 7.55%
▲ 1.96%
▼ 1.60%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%▲ 3.98%
▲ 2.93%▲ 2.10%▲ 6.26%
▲ 10.00%▼ 0.89%▼ 2.19%
▲ 26.04%▲ 5.96%▲ 17.39%
▲ 5.93%▼ 2.41%▼ 5.89%
▲ 7.55%▲ 1.96%▼ 1.60%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nasdaq-100 Index Fund Class K
0%
▲ 7.47%
2
Sell
Jan 09, 2025
Ethereum
21.47%
▲ 11.01%
2
Buy
Nov 17, 2024
Apple
9.01%
▲ 2.33%
2
Buy
Nov 16, 2024
Nvidia
10.46%
▲ 7.98%
2
Buy
Nov 16, 2024
IMPINJ
10.48%
▼ 21.08%
2
Buy
Nov 16, 2024
Bitcoin
14.23%
▲ 36.06%
2
Buy
Nov 09, 2024
Nasdaq-100 Index Fund Class S
0.15%
▲ 1.64%
1
Open
Nov 08, 2024
Invesco ESG NASDAQ 100 ETF
0.13%
▲ 0.67%
1
Open
Nov 08, 2024
Meta Platforms
22.78%
▲ 20.66%
2
Buy
Sep 10, 2024
Nasdaq
2.95%
▲ 14.35%
2
Buy
Sep 02, 2024
Harley-Davidson
1.07%
▼ 21.80%
1
Open
Jul 31, 2024
PayPal Holdings
3.32%
▲ 39.57%
1
Open
Jul 31, 2024
Fidelity National Financial
2.17%
▲ 6.47%
1
Open
Jul 31, 2024
Truist Financial
1.78%
▲ 9.19%
1
Open
Jul 31, 2024