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Mark Stock Portfolio - New Portfolio

Mark Carter

Mark Stock Portfolio
Individual Investor
Ranked #206,406 out of 793,549 TipRanks' Investors
Success Rate
58%
197 out of 340
profitable transactions
Average Return
6.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.85%
6-Month Return▲ 3.82%
12-Month Return▲ 8.56%
YTD Return▲ 0.91%
Total Return▲ 60.94%

Best Trade

Opened at
Closed at-
Gain▲ 190.61%

Bio

Performance

26.01%0-26.01%
▼ 13.14%
▲ 2.34%
▼ 1.53%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 1.85%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 1.01%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 3.80%
Nov 2024
▲ 5.34%
▼ 2.41%
▲ 0.62%
Dec 2024
▲ 5.88%
▲ 2.69%
▲ 5.24%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 1.30%
Feb 2025
▲ 5.30%
▼ 4.02%
▼ 2.85%
Mar 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 13.14%▲ 2.34%▼ 1.53%
▲ 2.93%▲ 2.10%▲ 1.85%
▲ 10.00%▼ 0.89%▼ 1.01%
▲ 26.01%▲ 5.96%▲ 3.80%
▲ 5.34%▼ 2.41%▲ 0.62%
▲ 5.88%▲ 2.69%▲ 5.24%
▼ 12.86%▼ 1.27%▼ 1.30%
▲ 5.30%▼ 4.02%▼ 2.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
▼ 8.65%
15
Close
Mar 21, 2025
Allianz
2.74%
▲ 49.88%
7
Sell
Mar 21, 2025
Caterpillar
▲ 2.17%
4
Close
Mar 21, 2025
Marks and Spencer
▲ 2.03%
4
Close
Mar 21, 2025
Adobe
▼ 10.88%
4
Close
Mar 21, 2025
B&M European Value Retail SA
▼ 15.80%
4
Close
Mar 21, 2025
Amazon
2.98%
▲ 17.75%
14
Sell
Mar 21, 2025
Berkshire Hathaway B
3.09%
▲ 33.10%
7
Sell
Mar 21, 2025
Pfizer
▲ 0.58%
4
Close
Mar 21, 2025
Novo Nordisk
▼ 17.43%
4
Close
Mar 21, 2025
Toast Inc
▼ 5.63%
2
Close
Mar 21, 2025
Siemens Energy
▲ 20.93%
2
Close
Mar 21, 2025
Shift4 Payments
▼ 15.95%
2
Close
Mar 21, 2025
Reinsurance Group
▼ 8.61%
2
Close
Mar 21, 2025
Nike
▼ 11.08%
2
Close
Mar 21, 2025
PepsiCo
▼ 3.97%
2
Close
Mar 21, 2025
Calnex Solutions
▼ 25.30%
2
Close
Mar 21, 2025
DP Poland plc
▼ 12.08%
2
Close
Mar 21, 2025
Goldman Sachs Group
▼ 2.55%
2
Close
Mar 21, 2025
Intuitive Surgical
▼ 8.60%
2
Close
Mar 21, 2025