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A & W Enterprise (GC) - New Portfolio

Bryan M. Marshall Inc.

A & W Enterprise (GC)
Individual Investor
Ranked #172,532 out of 783,079 TipRanks' Investors
Success Rate
82%
18 out of 22
profitable transactions
Average Return
8.42%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.99%
6-Month Return-
12-Month Return-
YTD Return▼ 4.36%
Total Return▲ 14.19%

Best Trade

Opened at
Closed at-
Gain▲ 34.07%

Bio

apple.com | apple-incorporated.com | apple-inc.link | ??

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
Jun 2024
▲ 8.13%
▲ 1.21%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.98%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 6.26%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 2.19%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 17.39%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 5.89%
Dec 2024
▲ 2.91%
▲ 3.15%
▼ 4.36%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%
▲ 8.13%▲ 1.21%
▼ 13.14%▲ 2.34%▲ 3.98%
▲ 2.93%▲ 2.10%▲ 6.26%
▲ 9.99%▼ 0.89%▼ 2.19%
▲ 26.04%▲ 5.96%▲ 17.39%
▲ 5.93%▼ 2.41%▼ 5.89%
▲ 2.91%▲ 3.15%▼ 4.36%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
16.53%
▲ 5.22%
3
Buy
Jan 26, 2025
Nasdaq-100 Index Fund Class K
0%
▲ 7.59%
2
Sell
Jan 09, 2025
Ethereum
18.79%
▲ 4.23%
2
Buy
Nov 17, 2024
Nvidia
8.54%
▲ 1.15%
2
Buy
Nov 16, 2024
IMPINJ
9.08%
▼ 20.65%
2
Buy
Nov 16, 2024
Bitcoin
12.97%
▲ 33.10%
2
Buy
Nov 09, 2024
Nasdaq-100 Index Fund Class S
0.14%
▲ 1.75%
1
Open
Nov 08, 2024
Invesco ESG NASDAQ 100 ETF
0.12%
▲ 0.58%
1
Open
Nov 08, 2024
Meta Platforms
23.35%
▲ 32.78%
2
Buy
Sep 10, 2024
Nasdaq
2.82%
▲ 17.77%
2
Buy
Sep 02, 2024
Harley-Davidson
0.95%
▼ 26.06%
1
Open
Jul 31, 2024
PayPal Holdings
3.06%
▲ 34.07%
1
Open
Jul 31, 2024
Fidelity National Financial
2%
▲ 6.53%
1
Open
Jul 31, 2024
Truist Financial
1.64%
▲ 8.32%
1
Open
Jul 31, 2024