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Marklist - New Portfolio

Mark N

Marklist
Individual Investor
Ranked #39,970 out of 826,007 TipRanks' Investors
Success Rate
73%
386 out of 528
profitable transactions
Average Return
41.36%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.21%
6-Month Return▲ 52.50%
12-Month Return▲ 64.76%
YTD Return▲ 64.80%
Total Return▲ 320.57%

Best Trade

Opened at
Closed at-
Gain▲ 1080.64%

Bio

My Safe-ish Portfolio

Performance

12.92%0-12.92%
▼ 6.38%
▼ 5.57%
▲ 5.56%
Mar 2025
▲ 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%
▲ 6.76%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.23%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 11.13%
Sep 2025
▲ 12.92%
▲ 3.18%
▲ 10.21%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%▲ 5.56%
▲ 0.80%▼ 0.87%▲ 4.75%
▲ 11.63%▲ 6.28%▲ 6.32%
▲ 9.25%▲ 5.14%▲ 4.23%
▲ 7.60%▲ 2.30%▲ 6.76%
▲ 2.76%▲ 2.05%▲ 5.23%
▲ 12.88%▲ 3.56%▲ 11.13%
▲ 12.92%▲ 3.18%▲ 10.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TSMC
6.05%
▲ 49.10%
19
Buy
Oct 15, 2025
Main Street Capital
4.11%
▲ 4.08%
5
Buy
Oct 15, 2025
Meta Platforms
5.64%
▲ 142.00%
32
Buy
Oct 10, 2025
UnitedHealth
3.78%
▲ 9.23%
4
Buy
Sep 23, 2025
Nvidia
9.45%
▲ 72.71%
8
Buy
Sep 15, 2025
Realty Income
4.79%
▲ 17.85%
73
Buy
Aug 29, 2025
ASML Holding
7.69%
▲ 59.36%
8
Buy
Jul 16, 2025
Alphabet Class A
9.22%
▲ 65.46%
26
Buy
Jul 15, 2025
Applied Digital Corporation
3.31%
▲ 174.31%
2
Buy
Jun 13, 2025
Chevron
2.99%
▲ 11.22%
5
Buy
May 06, 2025
Broadcom
4.42%
▲ 518.36%
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
Oaktree Specialty Lending
▲ 1.30%
47
Close
Jan 27, 2025