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Marklist - New Portfolio

Mark N

Marklist
Individual Investor
Ranked #40,920 out of 788,174 TipRanks' Investors
Success Rate
69%
310 out of 449
profitable transactions
Average Return
33.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.18%
6-Month Return▲ 7.06%
12-Month Return▲ 29.77%
YTD Return▼ 1.84%
Total Return▲ 150.70%

Best Trade

Opened at
Closed at-
Gain▲ 606.05%

Bio

My Safe-ish Portfolio

Performance

26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 6.32%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 6.26%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 4.75%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 1.92%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 0.83%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 0.77%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 1.25%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 3.05%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 6.32%
▼ 13.14%▲ 2.34%▼ 6.26%
▲ 2.93%▲ 2.10%▲ 4.75%
▲ 9.99%▼ 0.89%▲ 1.92%
▲ 26.03%▲ 5.96%▲ 0.83%
▲ 5.97%▼ 2.41%▼ 0.77%
▲ 5.25%▲ 2.69%▲ 1.25%
▼ 9.08%▲ 1.42%▼ 3.05%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alphabet Class A
2.91%
▼ 0.81%
8
Buy
Feb 20, 2025
TSMC
0.49%
▲ 1.81%
2
Buy
Feb 19, 2025
Nvidia
7.03%
▲ 15.68%
3
Buy
Feb 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
Verizon
▲ 5.66%
22
Close
Jan 27, 2025
Alibaba
▼ 35.05%
35
Close
Jan 27, 2025
Microsoft
▲ 103.51%
14
Close
Jan 27, 2025
Pfizer
▼ 0.44%
30
Close
Jan 27, 2025
Meta Platforms
▲ 296.93%
17
Close
Jan 27, 2025
3M
▲ 83.47%
18
Close
Jan 27, 2025
Barings BDC
▲ 34.97%
13
Close
Jan 27, 2025
Apple Hospitality REIT
▲ 12.66%
35
Close
Jan 27, 2025