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A & W Enterprise (GC) - New Portfolio

Bryan M. Marshall Inc.

A & W Enterprise (GC)
Individual Investor
Ranked #249,767 out of 788,174 TipRanks' Investors
Success Rate
73%
16 out of 22
profitable transactions
Average Return
6.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 9.39%
6-Month Return▲ 4.66%
12-Month Return-
YTD Return▼ 11.30%
Total Return▲ 6.13%

Best Trade

Opened at
Closed at-
Gain▲ 37.89%

Bio

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

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.98%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.26%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.19%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 17.39%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 5.69%
Dec 2024
▲ 5.25%
▲ 2.69%
▼ 3.85%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 7.74%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%▲ 3.98%
▲ 2.93%▲ 2.10%▲ 6.26%
▲ 9.99%▼ 0.89%▼ 2.19%
▲ 26.03%▲ 5.96%▲ 17.39%
▲ 5.97%▼ 2.41%▼ 5.69%
▲ 5.25%▲ 2.69%▼ 3.85%
▼ 9.08%▲ 1.42%▼ 7.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
17.9%
▲ 8.69%
3
Buy
Jan 26, 2025
Nasdaq-100 Index Fund Class K
0%
▲ 10.62%
2
Sell
Jan 09, 2025
Ethereum
16.77%
▼ 8.12%
2
Buy
Nov 17, 2024
Nvidia
9.8%
▲ 9.86%
2
Buy
Nov 16, 2024
IMPINJ
7.05%
▼ 39.70%
2
Buy
Nov 16, 2024
Bitcoin
12.81%
▲ 28.73%
2
Buy
Nov 09, 2024
Nasdaq-100 Index Fund Class S
0.15%
▲ 4.64%
1
Open
Nov 08, 2024
Invesco ESG NASDAQ 100 ETF
0.13%
▲ 3.81%
1
Open
Nov 08, 2024
Meta Platforms
24.91%
▲ 36.82%
2
Buy
Sep 10, 2024
Nasdaq
2.95%
▲ 19.73%
2
Buy
Sep 02, 2024
Harley-Davidson
0.96%
▼ 27.46%
1
Open
Jul 31, 2024
PayPal Holdings
2.73%
▲ 18.01%
1
Open
Jul 31, 2024
Fidelity National Financial
2.17%
▲ 5.61%
1
Open
Jul 31, 2024
Truist Financial
1.66%
▲ 8.11%
1
Open
Jul 31, 2024