Marklist - New Portfolio

Mark N

Marklist
Individual Investor
Ranked #35,018 out of 764,630 TipRanks' Investors
Success Rate
68%
286 out of 423
profitable transactions
Average Return
31.96%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.54%
6-Month Return▲ 33.41%
12-Month Return▲ 63.63%
YTD Return▲ 42.48%
Total Return▲ 139.99%

Best Trade

Opened at
Closed at-
Gain▲ 480.83%

Bio

My Safe-ish Portfolio

Performance

25.72%0-25.72%
▲ 5.05%
▲ 3.27%
▲ 3.45%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 6.67%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.88%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.56%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 18.74%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 5.42%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.84%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 1.87%
Oct 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.05%▲ 3.27%▲ 3.45%
▼ 12.40%▼ 4.03%▼ 6.67%
▲ 11.46%▲ 5.06%▲ 11.88%
▼ 2.25%▲ 3.53%▼ 5.56%
▲ 25.72%▲ 1.21%▲ 18.74%
▼ 4.21%▲ 2.34%▲ 5.42%
▲ 7.82%▲ 2.10%▲ 1.84%
▲ 6.02%▼ 0.89%▲ 1.87%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Skyworks Solutions
4.15%
▼ 5.69%
6
Buy
Oct 31, 2024
Nike
1.18%
▲ 2.11%
1
Open
Oct 30, 2024
Phillips 66
0.05%
▲ 14.66%
10
Buy
Sep 17, 2024
Apple Hospitality REIT
0.36%
▲ 4.68%
33
Buy
Sep 13, 2024
Apple
0%
▲ 56.01%
12
Sell
Aug 30, 2024
Philip Morris
0%
▲ 61.12%
8
Sell
Aug 30, 2024
Canadian Bank of Commerce
0%
▲ 63.13%
18
Sell
Aug 30, 2024
International Business Machines
0%
▲ 112.03%
8
Sell
Aug 30, 2024
Realty Income
11.89%
▲ 14.92%
65
Sell
Aug 30, 2024
Iron Mountain
11.93%
▲ 379.03%
8
Sell
Aug 30, 2024
Bank Of Nova Scotia
0%
▲ 28.71%
10
Sell
Aug 30, 2024
AbbVie
0%
▲ 148.13%
7
Sell
Aug 30, 2024
Qualcomm
0%
▲ 46.99%
12
Sell
Aug 30, 2024
Oaktree Specialty Lending
0%
▼ 1.24%
46
Sell
Aug 30, 2024
Verizon
0%
▲ 4.04%
21
Sell
Aug 30, 2024
Broadcom
5.48%
▲ 207.90%
6
Sell
Aug 30, 2024
Alibaba
0%
▼ 29.58%
34
Sell
Aug 30, 2024
Microsoft
0%
▲ 91.80%
13
Sell
Aug 30, 2024
Pfizer
0%
▲ 0.86%
29
Sell
Aug 30, 2024
Meta Platforms
0%
▲ 240.88%
16
Sell
Aug 30, 2024