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A & W Enterprise (GC) - New Portfolio

Bryan M. Marshall Inc.

A & W Enterprise (GC)
Individual Investor
Ranked #422,860 out of 858,971 TipRanks' Investors
Success Rate
59%
13 out of 22
profitable transactions
Average Return
6.72%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 8.78%
6-Month Return▼ 16.54%
12-Month Return▲ 40.32%
YTD Return▼ 20.65%
Total Return▲ 27.81%

Best Trade

Opened at
Closed at-
Gain▲ 61.85%

Bio

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

Performance

13.07%0-13.07%
▲ 12.88%
▲ 3.56%
▼ 0.29%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 11.33%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 7.99%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 6.90%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 11.60%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 13.07%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.81%
Mar 2026
▲ 7.53%
▲ 5.50%
▲ 7.34%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▼ 0.29%
▲ 10.96%▲ 2.38%▲ 11.33%
▼ 3.68%▲ 0.19%▼ 7.99%
▼ 0.10%▲ 0.08%▲ 6.90%
▲ 4.06%▲ 1.47%▼ 11.60%
▼ 1.12%▼ 0.86%▼ 13.07%
▲ 0.60%▼ 4.94%▼ 3.81%
▲ 7.53%▲ 5.50%▲ 7.34%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
19.25%
▲ 15.10%
3
Buy
Jan 26, 2025
Nasdaq-100 Index Fund Class K
0%
▲ 27.51%
2
Sell
Jan 09, 2025
Ethereum
15.38%
▼ 20.66%
2
Buy
Nov 17, 2024
Nvidia
14.06%
▲ 48.49%
2
Buy
Nov 16, 2024
IMPINJ
7.78%
▼ 37.37%
2
Buy
Nov 16, 2024
Bitcoin
10.23%
▼ 2.41%
2
Buy
Nov 09, 2024
Nasdaq-100 Index Fund Class S
0.17%
▲ 20.87%
1
Open
Nov 08, 2024
Invesco ESG NASDAQ 100 ETF
0.16%
▲ 21.48%
1
Open
Nov 08, 2024
Meta Platforms
23.56%
▲ 25.45%
2
Buy
Sep 10, 2024
Nasdaq
3.2%
▲ 26.91%
2
Buy
Sep 02, 2024
Harley-Davidson
0.85%
▼ 35.93%
1
Open
Jul 31, 2024
PayPal Holdings
1.76%
▼ 27.39%
1
Open
Jul 31, 2024
Fidelity National Financial
1.75%
▼ 6.21%
1
Open
Jul 31, 2024
Truist Financial
1.86%
▲ 21.47%
1
Open
Jul 31, 2024