tiprankstipranks

Bryan M. Marshall Inc. - New Portfolio

Bryan M. Marshall Inc.

Bryan M. Marshall Inc.
Individual Investor
Ranked #263,060 out of 775,913 TipRanks' Investors
Success Rate
67%
14 out of 21
profitable transactions
Average Return
8.24%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.69%
6-Month Return-
12-Month Return-
YTD Return▲ 35.81%
Total Return▲ 35.81%

Best Trade

Opened at
Closed at-
Gain▲ 32.46%

Bio

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

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.71%
▲ 1.21%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.98%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.26%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 2.19%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 23.73%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 1.56%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.71%▲ 1.21%
▼ 4.22%▲ 2.34%▲ 3.98%
▲ 7.82%▲ 2.10%▲ 6.26%
▲ 5.38%▼ 0.89%▼ 2.19%
▲ 43.22%▲ 5.96%▲ 23.73%
▲ 3.34%▼ 1.56%▲ 1.56%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ethereum
22.12%
▲ 16.90%
2
Buy
Nov 17, 2024
Apple
10.21%
▲ 13.23%
2
Buy
Nov 16, 2024
Nvidia
9.82%
▲ 5.62%
2
Buy
Nov 16, 2024
IMPINJ
10.93%
▼ 10.38%
2
Buy
Nov 16, 2024
Bitcoin
13.15%
▲ 28.64%
2
Buy
Nov 09, 2024
Nasdaq-100 Index Fund Class S
0.14%
▼ 6.88%
1
Open
Nov 08, 2024
Invesco ESG NASDAQ 100 ETF
0.13%
▲ 0.37%
1
Open
Nov 08, 2024
Nasdaq-100 Index Fund Class K
1.37%
▼ 1.90%
1
Open
Nov 04, 2024
Meta Platforms
21.34%
▲ 15.24%
2
Buy
Sep 10, 2024
Nasdaq
2.83%
▲ 12.71%
2
Buy
Sep 02, 2024
Harley-Davidson
1.12%
▼ 17.20%
1
Open
Jul 31, 2024
PayPal Holdings
3.18%
▲ 32.46%
1
Open
Jul 31, 2024
Fidelity National Financial
2.05%
▲ 2.93%
1
Open
Jul 31, 2024
Truist Financial
1.58%
▼ 0.73%
1
Open
Jul 31, 2024