Mark Roussin, CPA

Mark Roussin, CPA

Investment Portfolio (Last 12 Months)

Last updated June 22, 2026 at 12:01 AM

Buy Recommendations

Stocks recommended for purchase in the last 12 months

Stock Name Date Added Avg Price Recommendations Current Price Return
AAPL Apple Inc. - Common Stock Jun 20, 2026 R$298,01 1 R$297,01 -0.34%
ABBV AbbVie Inc. Common Stock Jan 10, 2026 R$213,10 2 R$230,06 +7.96%
AIPO Defiance AI & Power Infrastructure ETF May 26, 2026 R$33,15 1 R$34,77 +4.89%
AIQ Global X Artificial Intelligence & Technology ETF May 26, 2026 R$65,20 1 R$67,09 +2.90%
AMD Advanced Micro Devices, Inc. - Common Stock May 12, 2026 R$490,90 4 R$551,63 +12.37%
AMZN Amazon.com, Inc. - Common Stock Jan 10, 2026 R$251,40 10 R$232,79 -7.40%
AP Ampco-Pittsburgh Corporation Common Stock May 16, 2026 R$10,85 2 R$10,64 -1.94%
AVGO Broadcom Inc. - Common Stock Jun 06, 2026 R$398,54 2 R$392,13 -1.61%
BA Boeing Company (The) Common Stock Apr 28, 2026 R$230,94 2 R$220,83 -4.38%
BABA Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share May 30, 2026 R$124,22 1 R$104,97 -15.50%
BE Bloom Energy Corporation Class A Common Stock Jun 06, 2026 R$261,92 2 R$345,85 +32.04%
BUG Global X Cybersecurity ETF May 26, 2026 R$34,89 2 R$33,31 -4.53%
CMG Chipotle Mexican Grill, Inc. Common Stock Jun 09, 2026 R$29,88 1 R$30,55 +2.24%
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock Jun 06, 2026 R$677,94 2 R$675,44 -0.37%
CRWV CoreWeave, Inc. - Class A Common Stock Jun 20, 2026 R$117,95 1 R$111,29 -5.65%
DIS Walt Disney Company (The) Common Stock May 05, 2026 R$100,48 1 R$102,43 +1.94%
FCX Freeport-McMoRan, Inc. Common Stock May 02, 2026 R$57,78 1 R$69,21 +19.78%
GOOG Alphabet Inc. - Class C Capital Stock May 02, 2026 R$381,94 1 R$348,78 -8.68%
GOOGL Alphabet Inc. - Class A Common Stock Apr 25, 2026 R$352,24 9 R$349,68 -0.73%
HOOD Robinhood Markets, Inc. - Class A Common Stock Jun 13, 2026 R$100,67 2 R$105,71 +5.01%
IREN IREN Limited - Ordinary Shares May 09, 2026 R$60,58 2 R$56,87 -6.12%
IRM Iron Mountain Incorporated (Delaware)Common Stock REIT Jun 06, 2026 R$124,66 1 R$131,86 +5.78%
JOBY Joby Aviation, Inc. Common Stock Jun 20, 2026 R$10,00 1 R$9,86 -1.40%
LLY Eli Lilly and Company Common Stock Jun 20, 2026 R$1.098,57 1 R$1.103,68 +0.47%
LMT Lockheed Martin Corporation Common Stock Apr 28, 2026 R$512,29 1 R$493,60 -3.65%
MA Mastercard Incorporated Common Stock Jun 09, 2026 R$495,24 3 R$484,09 -2.25%
MELI MercadoLibre, Inc. - Common Stock May 19, 2026 R$1.645,42 4 R$1.589,45 -3.40%
META Meta Platforms, Inc. - Class A Common Stock Apr 30, 2026 R$599,31 11 R$563,85 -5.92%
MRK Merck & Company, Inc. Common Stock (new) Jan 10, 2026 R$110,53 2 R$115,46 +4.46%
MRVL Marvell Technology, Inc. - Common Stock Jun 20, 2026 R$310,58 1 R$307,86 -0.88%
MSFT Microsoft Corporation - Common Stock Apr 30, 2026 R$412,60 2 R$367,34 -10.97%
MU Micron Technology, Inc. - Common Stock Jan 10, 2026 R$345,09 1 R$1.211,38 +251.03%
NFLX Netflix, Inc. - Common Stock Jan 10, 2026 R$88,54 4 R$72,88 -17.69%
NOW ServiceNow, Inc. Common Stock May 19, 2026 R$109,87 7 R$93,01 -15.35%
NU Nu Holdings Ltd. Class A Ordinary Shares Jun 09, 2026 R$11,88 1 R$12,79 +7.66%
NVDA NVIDIA Corporation - Common Stock Jan 10, 2026 R$207,16 12 R$208,65 +0.72%
PLTR Palantir Technologies Inc. - Class A Common Stock May 12, 2026 R$132,24 2 R$119,50 -9.63%
QQQ Invesco QQQ Trust, Series 1 Jun 20, 2026 R$740,62 1 R$737,95 -0.36%
QQQM Invesco NASDAQ 100 ETF Jun 20, 2026 R$304,52 1 R$303,90 -0.20%
RKLB Rocket Lab Corporation - Common Stock May 02, 2026 R$82,51 1 R$100,29 +21.55%
SOFI SoFi Technologies, Inc. - Common Stock May 05, 2026 R$16,84 3 R$17,10 +1.54%
SPGI S&P Global Inc. Common Stock Jan 10, 2026 R$541,94 1 R$407,39 -24.83%
SPOT Spotify Technology S.A. Ordinary Shares May 02, 2026 R$446,55 1 R$459,34 +2.86%
TSM Taiwan Semiconductor Manufacturing Company Ltd. Jan 10, 2026 R$323,63 2 R$467,67 +44.51%
UBER Uber Technologies, Inc. Common Stock Jun 09, 2026 R$70,38 2 R$71,43 +1.49%
UNH UnitedHealth Group Incorporated Common Stock (DE) Jun 20, 2026 R$400,96 1 R$406,68 +1.43%
VICI VICI Properties Inc. Common Stock May 02, 2026 R$29,20 1 R$26,09 -10.65%
VST Vistra Corp. Common Stock Apr 28, 2026 R$158,70 2 R$167,26 +5.39%
Apple Inc. - Common Stock
-0.34%
Date Added
Jun 20, 2026
Avg Price
R$298,01
Recommendations
1
Current Price
R$297,01
AbbVie Inc. Common Stock
+7.96%
Date Added
Jan 10, 2026
Avg Price
R$213,10
Recommendations
2
Current Price
R$230,06
Defiance AI & Power Infrastructure ETF
+4.89%
Date Added
May 26, 2026
Avg Price
R$33,15
Recommendations
1
Current Price
R$34,77
AIQ
Global X Artificial Intelligence & Technology ETF
+2.90%
Date Added
May 26, 2026
Avg Price
R$65,20
Recommendations
1
Current Price
R$67,09
AMD
Advanced Micro Devices, Inc. - Common Stock
+12.37%
Date Added
May 12, 2026
Avg Price
R$490,90
Recommendations
4
Current Price
R$551,63
Amazon.com, Inc. - Common Stock
-7.40%
Date Added
Jan 10, 2026
Avg Price
R$251,40
Recommendations
10
Current Price
R$232,79
AP
Ampco-Pittsburgh Corporation Common Stock
-1.94%
Date Added
May 16, 2026
Avg Price
R$10,85
Recommendations
2
Current Price
R$10,64
Broadcom Inc. - Common Stock
-1.61%
Date Added
Jun 06, 2026
Avg Price
R$398,54
Recommendations
2
Current Price
R$392,13
BA
Boeing Company (The) Common Stock
-4.38%
Date Added
Apr 28, 2026
Avg Price
R$230,94
Recommendations
2
Current Price
R$220,83
Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share
-15.50%
Date Added
May 30, 2026
Avg Price
R$124,22
Recommendations
1
Current Price
R$104,97
BE
Bloom Energy Corporation Class A Common Stock
+32.04%
Date Added
Jun 06, 2026
Avg Price
R$261,92
Recommendations
2
Current Price
R$345,85
BUG
Global X Cybersecurity ETF
-4.53%
Date Added
May 26, 2026
Avg Price
R$34,89
Recommendations
2
Current Price
R$33,31
CMG
Chipotle Mexican Grill, Inc. Common Stock
+2.24%
Date Added
Jun 09, 2026
Avg Price
R$29,88
Recommendations
1
Current Price
R$30,55
CrowdStrike Holdings, Inc. - Class A Common Stock
-0.37%
Date Added
Jun 06, 2026
Avg Price
R$677,94
Recommendations
2
Current Price
R$675,44
CoreWeave, Inc. - Class A Common Stock
-5.65%
Date Added
Jun 20, 2026
Avg Price
R$117,95
Recommendations
1
Current Price
R$111,29
DIS
Walt Disney Company (The) Common Stock
+1.94%
Date Added
May 05, 2026
Avg Price
R$100,48
Recommendations
1
Current Price
R$102,43
FCX
Freeport-McMoRan, Inc. Common Stock
+19.78%
Date Added
May 02, 2026
Avg Price
R$57,78
Recommendations
1
Current Price
R$69,21
Alphabet Inc. - Class C Capital Stock
-8.68%
Date Added
May 02, 2026
Avg Price
R$381,94
Recommendations
1
Current Price
R$348,78
Alphabet Inc. - Class A Common Stock
-0.73%
Date Added
Apr 25, 2026
Avg Price
R$352,24
Recommendations
9
Current Price
R$349,68
Robinhood Markets, Inc. - Class A Common Stock
+5.01%
Date Added
Jun 13, 2026
Avg Price
R$100,67
Recommendations
2
Current Price
R$105,71
IREN Limited - Ordinary Shares
-6.12%
Date Added
May 09, 2026
Avg Price
R$60,58
Recommendations
2
Current Price
R$56,87
IRM
Iron Mountain Incorporated (Delaware)Common Stock REIT
+5.78%
Date Added
Jun 06, 2026
Avg Price
R$124,66
Recommendations
1
Current Price
R$131,86
Joby Aviation, Inc. Common Stock
-1.40%
Date Added
Jun 20, 2026
Avg Price
R$10,00
Recommendations
1
Current Price
R$9,86
LLY
Eli Lilly and Company Common Stock
+0.47%
Date Added
Jun 20, 2026
Avg Price
R$1.098,57
Recommendations
1
Current Price
R$1.103,68
LMT
Lockheed Martin Corporation Common Stock
-3.65%
Date Added
Apr 28, 2026
Avg Price
R$512,29
Recommendations
1
Current Price
R$493,60
MA
Mastercard Incorporated Common Stock
-2.25%
Date Added
Jun 09, 2026
Avg Price
R$495,24
Recommendations
3
Current Price
R$484,09
MercadoLibre, Inc. - Common Stock
-3.40%
Date Added
May 19, 2026
Avg Price
R$1.645,42
Recommendations
4
Current Price
R$1.589,45
Meta Platforms, Inc. - Class A Common Stock
-5.92%
Date Added
Apr 30, 2026
Avg Price
R$599,31
Recommendations
11
Current Price
R$563,85
MRK
Merck & Company, Inc. Common Stock (new)
+4.46%
Date Added
Jan 10, 2026
Avg Price
R$110,53
Recommendations
2
Current Price
R$115,46
Marvell Technology, Inc. - Common Stock
-0.88%
Date Added
Jun 20, 2026
Avg Price
R$310,58
Recommendations
1
Current Price
R$307,86
Microsoft Corporation - Common Stock
-10.97%
Date Added
Apr 30, 2026
Avg Price
R$412,60
Recommendations
2
Current Price
R$367,34
MU
Micron Technology, Inc. - Common Stock
+251.03%
Date Added
Jan 10, 2026
Avg Price
R$345,09
Recommendations
1
Current Price
R$1.211,38
Netflix, Inc. - Common Stock
-17.69%
Date Added
Jan 10, 2026
Avg Price
R$88,54
Recommendations
4
Current Price
R$72,88
NOW
ServiceNow, Inc. Common Stock
-15.35%
Date Added
May 19, 2026
Avg Price
R$109,87
Recommendations
7
Current Price
R$93,01
NU
Nu Holdings Ltd. Class A Ordinary Shares
+7.66%
Date Added
Jun 09, 2026
Avg Price
R$11,88
Recommendations
1
Current Price
R$12,79
NVIDIA Corporation - Common Stock
+0.72%
Date Added
Jan 10, 2026
Avg Price
R$207,16
Recommendations
12
Current Price
R$208,65
Palantir Technologies Inc. - Class A Common Stock
-9.63%
Date Added
May 12, 2026
Avg Price
R$132,24
Recommendations
2
Current Price
R$119,50
QQQ
Invesco QQQ Trust, Series 1
-0.36%
Date Added
Jun 20, 2026
Avg Price
R$740,62
Recommendations
1
Current Price
R$737,95
Invesco NASDAQ 100 ETF
-0.20%
Date Added
Jun 20, 2026
Avg Price
R$304,52
Recommendations
1
Current Price
R$303,90
Rocket Lab Corporation - Common Stock
+21.55%
Date Added
May 02, 2026
Avg Price
R$82,51
Recommendations
1
Current Price
R$100,29
SoFi Technologies, Inc. - Common Stock
+1.54%
Date Added
May 05, 2026
Avg Price
R$16,84
Recommendations
3
Current Price
R$17,10
S&P Global Inc. Common Stock
-24.83%
Date Added
Jan 10, 2026
Avg Price
R$541,94
Recommendations
1
Current Price
R$407,39
Spotify Technology S.A. Ordinary Shares
+2.86%
Date Added
May 02, 2026
Avg Price
R$446,55
Recommendations
1
Current Price
R$459,34
TSM
Taiwan Semiconductor Manufacturing Company Ltd.
+44.51%
Date Added
Jan 10, 2026
Avg Price
R$323,63
Recommendations
2
Current Price
R$467,67
Uber Technologies, Inc. Common Stock
+1.49%
Date Added
Jun 09, 2026
Avg Price
R$70,38
Recommendations
2
Current Price
R$71,43
UNH
UnitedHealth Group Incorporated Common Stock (DE)
+1.43%
Date Added
Jun 20, 2026
Avg Price
R$400,96
Recommendations
1
Current Price
R$406,68
VICI Properties Inc. Common Stock
-10.65%
Date Added
May 02, 2026
Avg Price
R$29,20
Recommendations
1
Current Price
R$26,09
VST
Vistra Corp. Common Stock
+5.39%
Date Added
Apr 28, 2026
Avg Price
R$158,70
Recommendations
2
Current Price
R$167,26

Sell Recommendations

Stocks recommended for sale in the last 12 months

Stock Name Date Added Avg Price Recommendations Current Price Return
LMT Lockheed Martin Corporation Common Stock May 19, 2026 R$526,63 1 R$493,60 +6.27%
NOW ServiceNow, Inc. Common Stock May 23, 2026 R$102,13 1 R$93,01 +8.93%
PYPL PayPal Holdings, Inc. - Common Stock May 19, 2026 R$43,83 1 R$42,34 +3.40%
RKLB Rocket Lab Corporation - Common Stock May 02, 2026 R$82,51 1 R$100,29 -21.55%
VST Vistra Corp. Common Stock May 23, 2026 R$156,27 1 R$167,26 -7.03%
LMT
Lockheed Martin Corporation Common Stock
+6.27%
Date Added
May 19, 2026
Avg Price
R$526,63
Recommendations
1
Current Price
R$493,60
NOW
ServiceNow, Inc. Common Stock
+8.93%
Date Added
May 23, 2026
Avg Price
R$102,13
Recommendations
1
Current Price
R$93,01
PayPal Holdings, Inc. - Common Stock
+3.40%
Date Added
May 19, 2026
Avg Price
R$43,83
Recommendations
1
Current Price
R$42,34
Rocket Lab Corporation - Common Stock
-21.55%
Date Added
May 02, 2026
Avg Price
R$82,51
Recommendations
1
Current Price
R$100,29
VST
Vistra Corp. Common Stock
-7.03%
Date Added
May 23, 2026
Avg Price
R$156,27
Recommendations
1
Current Price
R$167,26