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Marklist - New Portfolio

Mark N

Marklist
Individual Investor
Ranked #45,345 out of 770,014 TipRanks' Investors
Success Rate
67%
286 out of 426
profitable transactions
Average Return
32.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.19%
6-Month Return▲ 20.30%
12-Month Return▲ 46.43%
YTD Return▲ 40.12%
Total Return▲ 136.01%

Best Trade

Opened at
Closed at-
Gain▲ 478.73%

Bio

My Safe-ish Portfolio

Performance

31.73%0-31.73%
▼ 12.40%
▼ 4.03%
▼ 6.67%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 11.88%
May 2024
▼ 2.25%
▲ 3.53%
▼ 5.56%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 18.74%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 5.42%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 1.84%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 1.92%
Oct 2024
▲ 31.73%
▲ 4.73%
▼ 1.93%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 6.67%
▲ 11.46%▲ 5.06%▲ 11.88%
▼ 2.25%▲ 3.53%▼ 5.56%
▲ 25.72%▲ 1.21%▲ 18.74%
▼ 4.22%▲ 2.34%▲ 5.42%
▲ 7.82%▲ 2.10%▲ 1.84%
▲ 5.70%▼ 0.89%▲ 1.92%
▲ 31.73%▲ 4.73%▼ 1.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nike
1.13%
▲ 5.58%
3
Buy
Nov 19, 2024
Skyworks Solutions
3.94%
▼ 4.95%
7
Buy
Nov 13, 2024
Phillips 66
0.05%
▲ 28.46%
10
Buy
Sep 17, 2024
Apple Hospitality REIT
0.33%
▲ 16.37%
33
Buy
Sep 13, 2024
Apple
0%
▲ 63.16%
12
Sell
Aug 30, 2024
Philip Morris
0%
▲ 61.19%
8
Sell
Aug 30, 2024
Canadian Bank of Commerce
0%
▲ 69.50%
18
Sell
Aug 30, 2024
International Business Machines
0%
▲ 130.23%
8
Sell
Aug 30, 2024
Realty Income
9.63%
▲ 12.13%
65
Sell
Aug 30, 2024
Iron Mountain
9.91%
▲ 377.53%
8
Sell
Aug 30, 2024
Bank Of Nova Scotia
0%
▲ 40.22%
10
Sell
Aug 30, 2024
AbbVie
0%
▲ 115.84%
7
Sell
Aug 30, 2024
Qualcomm
0%
▲ 41.25%
12
Sell
Aug 30, 2024
Oaktree Specialty Lending
0%
▼ 0.87%
46
Sell
Aug 30, 2024
Verizon
0%
▲ 10.63%
21
Sell
Aug 30, 2024
Broadcom
4.41%
▲ 200.43%
6
Sell
Aug 30, 2024
Alibaba
0%
▼ 38.24%
34
Sell
Aug 30, 2024
Microsoft
0%
▲ 96.12%
13
Sell
Aug 30, 2024
Pfizer
0%
▼ 4.58%
29
Sell
Aug 30, 2024
Meta Platforms
0%
▲ 239.65%
16
Sell
Aug 30, 2024