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Marklist - New Portfolio

Mark N

Marklist
Individual Investor
Ranked #40,601 out of 858,746 TipRanks' Investors
Success Rate
73%
426 out of 587
profitable transactions
Average Return
41.85%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.87%
6-Month Return▲ 12.87%
12-Month Return▲ 77.86%
YTD Return▼ 2.00%
Total Return▲ 335.42%

Best Trade

Opened at
Closed at-
Gain▲ 1004.00%

Bio

My Safe-ish Portfolio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 11.13%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 10.59%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.32%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 4.95%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 0.33%
Jan 2026
▼ 1.10%
▼ 0.86%
▼ 0.28%
Feb 2026
▲ 1.22%
▼ 4.94%
▼ 9.39%
Mar 2026
▲ 5.30%
▲ 3.95%
▲ 8.83%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 11.13%
▲ 10.96%▲ 2.38%▲ 10.59%
▼ 3.68%▲ 0.19%▲ 0.32%
▼ 0.10%▲ 0.08%▲ 4.95%
▲ 4.06%▲ 1.47%▼ 0.33%
▼ 1.10%▼ 0.86%▼ 0.28%
▲ 1.22%▼ 4.94%▼ 9.39%
▲ 5.30%▲ 3.95%▲ 8.83%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
0.88%
▲ 94.15%
15
Open
Apr 07, 2026
Main Street Capital
4.26%
▲ 2.74%
12
Buy
Apr 07, 2026
Chevron
3.09%
▲ 35.68%
8
Sell
Apr 02, 2026
UnitedHealth
3.87%
▲ 5.41%
10
Buy
Apr 01, 2026
Uber Technologies
3%
▼ 2.95%
15
Buy
Apr 01, 2026
Meta Platforms
6.5%
▲ 109.90%
40
Buy
Mar 26, 2026
Netflix
3.77%
▲ 12.45%
20
Buy
Feb 23, 2026
Nvidia
7.94%
▲ 55.01%
10
Sell
Jan 21, 2026
Alphabet Class A
9.98%
▲ 86.78%
27
Sell
Dec 05, 2025
Iron Mountain
3.8%
▲ 298.63%
9
Buy
Nov 17, 2025
TSMC
7.22%
▲ 75.74%
21
Buy
Nov 14, 2025
Realty Income
5.1%
▲ 31.29%
73
Buy
Aug 29, 2025
ASML Holding
10.03%
▲ 111.72%
8
Buy
Jul 16, 2025
Applied Digital Corporation
2.66%
▲ 124.54%
2
Buy
Jun 13, 2025
Broadcom
4.04%
▲ 478.23%
7
Buy
Apr 03, 2025
Phillips 66
▲ 18.63%
12
Close
Jan 27, 2025
Apple
▲ 61.05%
13
Close
Jan 27, 2025
Philip Morris
▲ 62.64%
9
Close
Jan 27, 2025
Canadian Bank of Commerce
▲ 66.69%
19
Close
Jan 27, 2025
International Business Machines
▲ 132.00%
9
Close
Jan 27, 2025