~ B.- Marshall - New Portfolio

Bryan M. Marshall Inc.

~ B.- Marshall
Individual Investor
Ranked #247,308 out of 766,001 TipRanks' Investors
Success Rate
86%
6 out of 7
profitable transactions
Average Return
14.82%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.04%
6-Month Return-
12-Month Return-
YTD Return▲ 13.42%
Total Return▲ 13.42%

Best Trade

Opened at
Closed at-
Gain▲ 40.84%

Bio

Bryan Matthew Marshall

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 2.38%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.27%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.47%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 4.75%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 4.76%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%▲ 2.38%
▼ 4.22%▲ 2.34%▲ 4.27%
▲ 7.82%▲ 2.10%▲ 6.47%
▲ 6.02%▼ 0.89%▼ 4.75%
▲ 5.59%▲ 5.20%▲ 4.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Truist Financial
5.65%
▲ 3.04%
1
Open
Jul 30, 2024
Apple
28.35%
▲ 4.23%
1
Open
Jul 29, 2024
Harley-Davidson
4.11%
▼ 12.51%
1
Open
Jul 29, 2024
IMPINJ
25.43%
▲ 24.49%
1
Open
Jul 29, 2024
Nvidia
18.44%
▲ 32.31%
1
Open
Jul 29, 2024
Fidelity National Financial
7.52%
▲ 11.34%
1
Open
Jul 29, 2024
PayPal Holdings
10.37%
▲ 40.84%
1
Open
Jul 29, 2024