Bryan M. Marshall Inc. - New Portfolio

Apple Inc.

Bryan M. Marshall Inc.
Individual Investor
Ranked #151,413 out of 766,001 TipRanks' Investors
Success Rate
93%
13 out of 14
profitable transactions
Average Return
11.07%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.05%
6-Month Return-
12-Month Return-
YTD Return▲ 14.88%
Total Return▲ 14.88%

Best Trade

Opened at
Closed at-
Gain▲ 27.79%

Bio

https://apple.com/ | Apple Incorporated (AAPL) | ~ Bryan M. Marshall Inc.

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%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 3.98%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.27%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.46%
Oct 2024
▲ 5.59%
▲ 5.20%
▲ 6.59%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.22%▲ 2.34%▲ 3.98%
▲ 7.82%▲ 2.10%▲ 6.27%
▲ 6.02%▼ 0.89%▼ 2.46%
▲ 5.59%▲ 5.20%▲ 6.59%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
13.49%
▲ 1.75%
2
Buy
Nov 09, 2024
Nasdaq-100 Index Fund Class S
0.2%
0.00%
1
Open
Nov 08, 2024
Invesco ESG NASDAQ 100 ETF
0.17%
0.00%
1
Open
Nov 08, 2024
Ethereum
14.16%
▲ 3.94%
1
Open
Nov 07, 2024
Nasdaq-100 Index Fund Class K
1.93%
▲ 5.78%
1
Open
Nov 04, 2024
Meta Platforms
28.11%
▲ 15.96%
2
Buy
Sep 10, 2024
Nasdaq
3.75%
▲ 13.81%
2
Buy
Sep 02, 2024
Apple
10.83%
▲ 2.43%
1
Open
Jul 31, 2024
Harley-Davidson
1.57%
▼ 11.81%
1
Open
Jul 31, 2024
Nvidia
7.04%
▲ 26.17%
1
Open
Jul 31, 2024
IMPINJ
9.71%
▲ 27.79%
1
Open
Jul 31, 2024
PayPal Holdings
3.96%
▲ 26.19%
1
Open
Jul 31, 2024
Fidelity National Financial
2.87%
▲ 9.57%
1
Open
Jul 31, 2024
Truist Financial
2.16%
▲ 3.62%
1
Open
Jul 31, 2024