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Marklist - New Portfolio

Mark N

Marklist
Individual Investor
Ranked #67,932 out of 775,913 TipRanks' Investors
Success Rate
61%
264 out of 430
profitable transactions
Average Return
29.99%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 5.94%
6-Month Return▲ 38.10%
12-Month Return▲ 50.33%
YTD Return▲ 53.86%
Total Return▲ 159.16%

Best Trade

Opened at
Closed at-
Gain▲ 585.68%

Bio

My Safe-ish Portfolio

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 11.88%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.56%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 18.74%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.42%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.84%
Sep 2024
▲ 5.38%
▼ 0.89%
▲ 2.27%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 6.06%
Nov 2024
▲ 3.34%
▼ 1.56%
▲ 1.18%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 11.88%
▼ 2.25%▲ 3.53%▼ 5.56%
▲ 25.71%▲ 1.21%▲ 18.74%
▼ 4.22%▲ 2.34%▲ 5.42%
▲ 7.82%▲ 2.10%▲ 1.84%
▲ 5.38%▼ 0.89%▲ 2.27%
▲ 43.22%▲ 5.96%▲ 6.06%
▲ 3.34%▼ 1.56%▲ 1.18%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Realty Income
8.43%
▲ 3.45%
66
Buy
Dec 18, 2024
Alphabet Class A
2.09%
▲ 7.42%
2
Buy
Dec 18, 2024
ASML Holding
2.01%
▲ 5.25%
1
Open
Nov 27, 2024
Nike
1.05%
▲ 3.02%
3
Buy
Nov 19, 2024
Skyworks Solutions
3.84%
▼ 3.30%
7
Buy
Nov 13, 2024
Phillips 66
0.04%
▲ 6.38%
10
Buy
Sep 17, 2024
Apple Hospitality REIT
0.3%
▲ 11.31%
33
Buy
Sep 13, 2024
Apple
0%
▲ 78.30%
12
Sell
Aug 30, 2024
Philip Morris
0%
▲ 53.19%
8
Sell
Aug 30, 2024
Canadian Bank of Commerce
0%
▲ 66.81%
18
Sell
Aug 30, 2024
International Business Machines
0%
▲ 127.41%
8
Sell
Aug 30, 2024
Iron Mountain
8.15%
▲ 318.21%
8
Sell
Aug 30, 2024
Bank Of Nova Scotia
0%
▲ 32.95%
10
Sell
Aug 30, 2024
AbbVie
0%
▲ 114.04%
7
Sell
Aug 30, 2024
Qualcomm
0%
▲ 36.69%
12
Sell
Aug 30, 2024
Oaktree Specialty Lending
0%
▼ 2.74%
46
Sell
Aug 30, 2024
Verizon
0%
▲ 0.44%
21
Sell
Aug 30, 2024
Broadcom
5.65%
▲ 302.44%
6
Sell
Aug 30, 2024
Alibaba
0%
▼ 40.62%
34
Sell
Aug 30, 2024
Microsoft
0%
▲ 104.47%
13
Sell
Aug 30, 2024