Ameritrade - New Portfolio

Jason

Ameritrade
Individual Investor
Ranked #133,616 out of 757,311 TipRanks' Investors
Success Rate
60%
27 out of 45
profitable transactions
Average Return
23.73%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 11.36%
6-Month Return▲ 2.05%
12-Month Return▲ 17.44%
YTD Return▼ 6.61%
Total Return▲ 40.64%

Best Trade

Opened at
Closed at-
Gain▲ 192.33%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▼ 1.33%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 0.46%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 11.36%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 0.35%
May 2024
▼ 2.25%
▲ 3.53%
▼ 1.85%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 7.12%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 2.01%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 7.57%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▼ 1.33%
▲ 5.05%▲ 3.27%▲ 0.46%
▼ 12.40%▼ 4.03%▼ 11.36%
▲ 11.46%▲ 5.06%▼ 0.35%
▼ 2.25%▲ 3.53%▼ 1.85%
▲ 25.76%▲ 1.21%▲ 7.12%
▼ 4.21%▲ 2.34%▼ 2.01%
▲ 2.65%▼ 0.40%▲ 7.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
BTCS
▼ 22.57%
7
Close
Sep 18, 2024
Fastly
0%
▼ 62.56%
7
Sell
May 28, 2024
CAVA Group, Inc.
99.78%
▲ 129.85%
8
Buy
May 28, 2024
Hertz Global
0%
▼ 58.19%
4
Sell
May 28, 2024
GE Aerospace
0%
▲ 18.90%
2
Sell
May 28, 2024
Micron
0%
▼ 28.71%
2
Sell
May 28, 2024
Zoomcar Holdings
0%
▼ 95.61%
3
Sell
Apr 12, 2024
Amazon
▲ 71.39%
6
Close
Feb 15, 2024
Blackstone Group
0.22%
▲ 56.89%
12
Buy
Feb 15, 2024
Up Fintech Holding
▼ 1.25%
3
Close
Feb 15, 2024
Coty
▲ 27.80%
3
Close
Feb 05, 2024
Sirius XM Holdings
▼ 33.50%
3
Close
Feb 05, 2024
Block
▲ 12.58%
3
Close
Jul 20, 2023
Juva Life
0.01%
▼ 86.84%
1
Open
Jan 21, 2023