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Mark Stock Portfolio - New Portfolio

Mark Carter

Mark Stock Portfolio
Individual Investor
Ranked #182,132 out of 781,066 TipRanks' Investors
Success Rate
60%
203 out of 338
profitable transactions
Average Return
9.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.98%
6-Month Return▲ 5.70%
12-Month Return▲ 28.95%
YTD Return▲ 3.50%
Total Return▲ 64.44%

Best Trade

Opened at
Closed at-
Gain▲ 251.76%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 5.81%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 3.35%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 1.53%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.85%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.02%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 3.80%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 0.25%
Dec 2024
▲ 11.17%
▲ 1.96%
▲ 3.50%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 5.81%
▲ 8.13%▲ 1.21%▼ 3.35%
▼ 13.14%▲ 2.34%▼ 1.53%
▲ 2.93%▲ 2.10%▲ 1.85%
▲ 10.00%▼ 0.89%▼ 1.02%
▲ 26.04%▲ 5.96%▲ 3.80%
▲ 5.93%▼ 2.41%▲ 0.25%
▲ 11.17%▲ 1.96%▲ 3.50%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
iShares Core FTSE 100 UCITS ETF GBP (Acc)
▲ 4.07%
15
Close
Jan 16, 2025
Vanguard FTSE 250 UCITS ETF
▼ 0.24%
9
Close
Jan 16, 2025
Vanguard FTSE All-World UCITS ETF
4.72%
▲ 10.99%
14
Sell
Jan 15, 2025
Amazon
3.68%
▲ 32.28%
13
Sell
Jan 14, 2025
Rolls-Royce
▲ 1.12%
2
Close
Jan 02, 2025
Rolls-Royce Holdings
▼ 1.03%
2
Close
Jan 02, 2025
Target
0.03%
▼ 2.61%
2
Buy
Jan 02, 2025
Kimberly Clark
0.3%
▼ 2.10%
1
Open
Jan 02, 2025
International Consolidated Airlines
0.03%
▲ 4.92%
1
Open
Jan 02, 2025
Procter & Gamble
0.03%
▼ 2.92%
1
Open
Jan 01, 2025
Kenvue, Inc.
0.03%
▼ 0.85%
1
Open
Jan 01, 2025
Kimberly Clark
0.03%
▼ 2.61%
1
Open
Jan 01, 2025
Mondelez International
0.03%
▼ 2.76%
1
Open
Jan 01, 2025
Colgate-Palmolive
0.03%
▼ 2.05%
1
Open
Jan 01, 2025
iShares S&P 500 Consumer Staples Sector UCITS ETF
0.61%
▼ 1.01%
1
Open
Dec 29, 2024
SAP SE
0.32%
▲ 7.96%
2
Buy
Dec 27, 2024
Novartis
0.06%
▼ 0.88%
2
Buy
Dec 27, 2024
Royal Bank Of Canada
0.06%
▲ 0.19%
2
Buy
Dec 27, 2024
SAP SE
0.00%
2
Close
Dec 26, 2024
Calnex Solutions
0.03%
▲ 8.33%
1
Open
Dec 26, 2024