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Marklist
- New Portfolio
Performance
Portfolio Details
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
Asset
Meta Platforms (META)
Opened at
Oct 27, 2022
Closed at
-
Gain
▲ 480.83%
Bio
My Safe-ish Portfolio
Edit
Performance
TipRanks Average
TipRanks Best
S&P 500
Investor Portfolio
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 Average
S&P 500
Investor 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
SWKS
Skyworks Solutions
4.15%
▼ 5.69%
6
Buy
Oct 31, 2024
NKE
Nike
1.18%
▲ 2.11%
1
Open
Oct 30, 2024
PSX
Phillips 66
0.05%
▲ 14.66%
10
Buy
Sep 17, 2024
APLE
Apple Hospitality REIT
0.36%
▲ 4.68%
33
Buy
Sep 13, 2024
AAPL
Apple
0%
▲ 56.01%
12
Sell
Aug 30, 2024
PM
Philip Morris
0%
▲ 61.12%
8
Sell
Aug 30, 2024
CM
Canadian Bank of Commerce
0%
▲ 63.13%
18
Sell
Aug 30, 2024
IBM
International Business Machines
0%
▲ 112.03%
8
Sell
Aug 30, 2024
O
Realty Income
11.89%
▲ 14.92%
65
Sell
Aug 30, 2024
IRM
Iron Mountain
11.93%
▲ 379.03%
8
Sell
Aug 30, 2024
BNS
Bank Of Nova Scotia
0%
▲ 28.71%
10
Sell
Aug 30, 2024
ABBV
AbbVie
0%
▲ 148.13%
7
Sell
Aug 30, 2024
QCOM
Qualcomm
0%
▲ 46.99%
12
Sell
Aug 30, 2024
OCSL
Oaktree Specialty Lending
0%
▼ 1.24%
46
Sell
Aug 30, 2024
VZ
Verizon
0%
▲ 4.04%
21
Sell
Aug 30, 2024
AVGO
Broadcom
5.48%
▲ 207.90%
6
Sell
Aug 30, 2024
BABA
Alibaba
0%
▼ 29.58%
34
Sell
Aug 30, 2024
MSFT
Microsoft
0%
▲ 91.80%
13
Sell
Aug 30, 2024
PFE
Pfizer
0%
▲ 0.86%
29
Sell
Aug 30, 2024
META
Meta Platforms
0%
▲ 240.88%
16
Sell
Aug 30, 2024
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