tiprankstipranks

~ B.- Marshall - New Portfolio

Bryan M. Marshall Inc.

~ B.- Marshall
Individual Investor
Ranked #331,350 out of 781,066 TipRanks' Investors
Success Rate
71%
5 out of 7
profitable transactions
Average Return
8.55%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.48%
6-Month Return-
12-Month Return-
YTD Return▲ 0.31%
Total Return▲ 8.51%

Best Trade

Opened at
Closed at-
Gain▲ 55.77%

Bio

Bryan Matthew Marshall

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 2.38%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 4.27%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.47%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.90%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 6.33%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 6.86%
Dec 2024
▲ 9.79%
▲ 0.95%
▲ 0.31%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%▲ 2.38%
▼ 13.14%▲ 2.34%▲ 4.27%
▲ 2.93%▲ 2.10%▲ 6.47%
▲ 10.00%▼ 0.89%▼ 3.90%
▲ 26.04%▲ 5.96%▲ 6.33%
▲ 5.93%▼ 2.41%▼ 6.86%
▲ 9.79%▲ 0.95%▲ 0.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Truist Financial
6.55%
▲ 8.58%
1
Open
Jul 30, 2024
Apple
31.63%
▲ 5.62%
1
Open
Jul 29, 2024
Harley-Davidson
3.99%
▼ 22.42%
1
Open
Jul 29, 2024
IMPINJ
18.14%
▼ 19.31%
1
Open
Jul 29, 2024
Nvidia
18.94%
▲ 23.43%
1
Open
Jul 29, 2024
Fidelity National Financial
7.98%
▲ 8.19%
1
Open
Jul 29, 2024
PayPal Holdings
12.63%
▲ 55.77%
1
Open
Jul 29, 2024