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Marklist - New Portfolio

PerformancePortfolio Details

Mark N

Marklist
Individual Investor
Ranked #34,216 out of 747,498 TipRanks' Investors
Success Rate
69%
280 out of 406
profitable transactions
Average Return
24.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.12%
6-Month Return▲ 34.37%
12-Month Return▲ 41.41%
YTD Return▲ 27.12%
Total Return▲ 114.13%

Best Trade

AssetMeta Platforms (META)
Opened at
Closed at-
Gain▲ 387.82%

Bio

My Safe-ish Portfolio

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 4.35%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 0.40%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 8.24%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 3.44%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.67%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.88%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.68%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 15.74%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 4.35%
▼ 1.87%▲ 1.59%▼ 0.40%
▲ 14.08%▲ 5.22%▲ 8.24%
▲ 5.05%▲ 3.27%▲ 3.44%
▼ 12.40%▼ 4.03%▼ 6.67%
▲ 11.46%▲ 5.06%▲ 11.88%
▼ 2.25%▲ 3.53%▼ 5.68%
▲ 25.65%▲ 0.88%▲ 15.74%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
OCSL
Oaktree Specialty Lending
3.66%
▲ 5.71%
44
Buy
Jul 17, 2024
AVGO
Broadcom
5.22%
▲ 185.87%
5
Buy
Jul 17, 2024
O
Realty Income
9.18%
▲ 10.63%
63
Buy
Jul 16, 2024
BBDC
Barings BDC
3.67%
▲ 34.89%
10
Buy
Jul 16, 2024
APLE
Apple Hospitality REIT
3.06%
▲ 4.27%
27
Buy
Jul 16, 2024
PSX
Phillips 66
4.62%
▲ 78.72%
7
Sell
Jul 15, 2024
AAPL
Apple
3.42%
▲ 56.80%
11
Sell
Jul 15, 2024
PM
Philip Morris
1.73%
▲ 30.64%
7
Sell
Jul 15, 2024
CM
Canadian Bank of Commerce
2.59%
▲ 28.15%
17
Sell
Jul 15, 2024
IBM
International Business Machines
1.93%
▲ 86.57%
7
Sell
Jul 15, 2024
IRM
Iron Mountain
5.93%
▲ 283.46%
7
Buy
Jul 15, 2024
BNS
Bank Of Nova Scotia
1.86%
▲ 14.25%
9
Buy
Jul 15, 2024
ABBV
AbbVie
2.29%
▲ 108.40%
6
Buy
Jul 15, 2024
QCOM
Qualcomm
2.11%
▲ 64.76%
11
Sell
Jul 15, 2024
VZ
Verizon
3.36%
▲ 4.69%
20
Buy
Jul 15, 2024
BABA
Alibaba
6.42%
▼ 45.68%
33
Buy
Jul 15, 2024
MSFT
Microsoft
4.49%
▲ 103.93%
12
Buy
Jul 15, 2024
PFE
Pfizer
3.07%
▲ 6.11%
28
Buy
Jul 15, 2024
OHI
Omega Healthcare
3.78%
▲ 40.47%
13
Buy
Jul 15, 2024
MMM
3M
2.55%
▲ 24.50%
16
Buy
Jul 15, 2024