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Individual - TOD - New Portfolio
Jason
Individual - TODIndividual Investor
Ranked #80,704 out of 834,043 TipRanks' Investors
Success Rate
179 out of 237
profitable transactions
profitable transactions
Average Return
13.05%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 0.92%
6-Month Return▲ 14.50%
12-Month Return▲ 18.94%
YTD Return▲ 19.33%
Total Return▲ 38.62%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 1.87%
May 2025
▲ 9.25%
▲ 5.14%
▲ 5.14%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 1.37%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 5.24%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 6.03%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.74%
Oct 2025
▼ 3.57%
▲ 0.19%
▲ 0.24%
Nov 2025
▲ 1.55%
▲ 1.31%
▼ 0.92%
Dec 2025
▲ 11.63%▲ 6.28%▲ 1.87%
▲ 9.25%▲ 5.14%▲ 5.14%
▲ 7.60%▲ 2.30%▼ 1.37%
▲ 2.76%▲ 2.05%▲ 5.24%
▲ 12.88%▲ 3.56%▲ 6.03%
▲ 10.96%▲ 2.38%▲ 4.74%
▼ 3.57%▲ 0.19%▲ 0.24%
▲ 1.55%▲ 1.31%▼ 0.92%
Recent Activity
Nvidia
9.72%
▲ 69.91%
10
Buy
Dec 27, 2025
Fidelity High Dividend ETF
5.25%
▲ 3.05%
6
Buy
Dec 24, 2025
Fidelity 500 Index Fund
11.89%
▲ 4.23%
6
Buy
Dec 20, 2025
UnitedHealth
2.08%
▼ 25.32%
14
Buy
Dec 17, 2025
Alphabet Class A
7.66%
▲ 73.88%
10
Buy
Dec 16, 2025
Costco
4.01%
▲ 1.60%
15
Buy
Dec 13, 2025
Berkshire Hathaway B
3.81%
▲ 23.82%
17
Buy
Dec 13, 2025
Broadcom
7.19%
▲ 79.96%
10
Buy
Dec 13, 2025
Microsoft
6.47%
▲ 12.36%
12
Buy
Dec 13, 2025
PIMCO Multisector Bond Active Exchange-Traded Fund
3.63%
▲ 0.66%
8
Buy
Dec 13, 2025
Netflix
4.82%
▼ 4.33%
1
Buy
Dec 05, 2025
Visa
5.43%
▲ 10.53%
7
Buy
Dec 03, 2025
PIMCO Income Fund Class A
5.14%
▲ 2.01%
9
Buy
Dec 03, 2025
Amazon
5.93%
▲ 18.92%
6
Buy
Nov 26, 2025
Apple
4.62%
▲ 22.52%
10
Buy
Nov 14, 2025
Fidelity Blue Chip Growth Fund
8.95%
▲ 6.62%
5
Buy
Nov 14, 2025
Northern Oil And Gas
1.17%
▼ 24.53%
5
Buy
Nov 04, 2025
Eli Lilly & Co
―
▲ 7.97%
15
Sell
Oct 04, 2025
Qualcomm
―
▲ 3.41%
21
Close
Sep 23, 2025
Applied Materials
―
▲ 12.55%
10
Close
Sep 19, 2025