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Marklist - New Portfolio

Mark N

Marklist
Individual Investor
Ranked #33,502 out of 820,354 TipRanks' Investors
Success Rate
75%
385 out of 517
profitable transactions
Average Return
40.13%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.19%
6-Month Return▲ 40.91%
12-Month Return▲ 47.95%
YTD Return▲ 45.61%
Total Return▲ 271.59%

Best Trade

Opened at
Closed at-
Gain▲ 949.11%

Bio

My Safe-ish Portfolio

Performance

27.92%0-27.92%
▼ 12.86%
▼ 1.27%
▼ 3.31%
Feb 2025
▼ 1.80%
▼ 5.57%
▲ 5.56%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 4.75%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 6.33%
May 2025
▲ 6.24%
▲ 5.14%
▲ 4.23%
Jun 2025
▲ 27.92%
▲ 2.30%
▲ 6.77%
Jul 2025
▲ 4.87%
▲ 2.05%
▲ 5.23%
Aug 2025
▲ 5.04%
▲ 2.88%
▲ 8.22%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 3.31%
▼ 1.80%▼ 5.57%▲ 5.56%
▲ 1.84%▼ 0.87%▲ 4.75%
▲ 12.20%▲ 6.28%▲ 6.33%
▲ 6.24%▲ 5.14%▲ 4.23%
▲ 27.92%▲ 2.30%▲ 6.77%
▲ 4.87%▲ 2.05%▲ 5.23%
▲ 5.04%▲ 2.88%▲ 8.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
5.97%
▲ 180.39%
28
Buy
Sep 26, 2025
UnitedHealth
3.96%
▲ 9.01%
4
Buy
Sep 23, 2025
TSMC
5.68%
▲ 42.05%
16
Buy
Sep 15, 2025
Nvidia
8.71%
▲ 51.69%
8
Buy
Sep 15, 2025
Realty Income
5.23%
▲ 22.21%
73
Buy
Aug 29, 2025
ASML Holding
7.17%
▲ 41.39%
8
Buy
Jul 16, 2025
Alphabet Class A
8.47%
▲ 44.92%
26
Buy
Jul 15, 2025
Applied Digital Corporation
2.22%
▲ 75.41%
2
Buy
Jun 13, 2025
Chevron
3.28%
▲ 14.96%
5
Buy
May 06, 2025
Main Street Capital
4.54%
▲ 25.32%
2
Buy
Apr 21, 2025
Broadcom
4.12%
▲ 449.47%
7
Buy
Apr 03, 2025
Phillips 66
▲ 18.63%
12
Close
Jan 27, 2025
Apple
▲ 61.05%
13
Close
Jan 27, 2025
Philip Morris
▲ 62.63%
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