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Marklist - New Portfolio

Mark N

Marklist
Individual Investor
Ranked #42,067 out of 829,418 TipRanks' Investors
Success Rate
71%
380 out of 538
profitable transactions
Average Return
37.98%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.24%
6-Month Return▲ 44.80%
12-Month Return▲ 59.23%
YTD Return▲ 59.17%
Total Return▲ 306.17%

Best Trade

Opened at
Closed at-
Gain▲ 966.89%

Bio

My Safe-ish Portfolio

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 4.75%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 6.32%
May 2025
▲ 9.25%
▲ 5.14%
▲ 4.23%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 6.77%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.23%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 11.13%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 10.61%
Oct 2025
▼ 9.41%
▼ 4.33%
▼ 3.77%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 4.75%
▲ 11.63%▲ 6.28%▲ 6.32%
▲ 9.25%▲ 5.14%▲ 4.23%
▲ 7.60%▲ 2.30%▲ 6.77%
▲ 2.76%▲ 2.05%▲ 5.23%
▲ 12.88%▲ 3.56%▲ 11.13%
▲ 10.96%▲ 2.38%▲ 10.61%
▼ 9.41%▼ 4.33%▼ 3.77%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Iron Mountain
3.45%
▲ 211.01%
9
Buy
Nov 17, 2025
Meta Platforms
6.96%
▲ 114.52%
37
Buy
Nov 14, 2025
TSMC
6.2%
▲ 31.59%
21
Buy
Nov 14, 2025
UnitedHealth
3.94%
▲ 0.44%
5
Buy
Nov 04, 2025
Main Street Capital
4.55%
▲ 2.17%
6
Buy
Nov 02, 2025
Nvidia
9.34%
▲ 52.27%
8
Buy
Sep 15, 2025
Realty Income
5.26%
▲ 15.87%
73
Buy
Aug 29, 2025
ASML Holding
7.78%
▲ 43.84%
8
Buy
Jul 16, 2025
Alphabet Class A
11%
▲ 76.15%
26
Buy
Jul 15, 2025
Applied Digital Corporation
2.31%
▲ 70.40%
2
Buy
Jun 13, 2025
Chevron
3.28%
▲ 10.17%
5
Buy
May 06, 2025
Broadcom
4.47%
▲ 458.78%
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
Bank Of Nova Scotia
▲ 31.13%
11
Close
Jan 27, 2025
AbbVie
▲ 117.68%
8
Close
Jan 27, 2025
Qualcomm
▲ 53.04%
13
Close
Jan 27, 2025