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Individual - TOD - New Portfolio
Jason
Individual - TODIndividual Investor
Ranked #313,136 out of 813,701 TipRanks' Investors
Success Rate
98 out of 177
profitable transactions
profitable transactions
Average Return
8.71%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.09%
6-Month Return▼ 0.35%
12-Month Return▲ 4.31%
YTD Return▲ 6.58%
Total Return▲ 23.81%
Best Trade
Bio
Performance
27.89%0-27.89%
▲ 6.03%
▲ 2.69%
▲ 6.13%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.05%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.82%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 1.68%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 1.87%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.15%
Jun 2025
▲ 27.89%
▲ 2.30%
▼ 1.37%
Jul 2025
▲ 6.85%
▲ 1.80%
▲ 3.69%
Aug 2025
▲ 6.03%▲ 2.69%▲ 6.13%
▼ 12.86%▼ 1.27%▼ 3.05%
▼ 1.80%▼ 5.57%▼ 3.82%
▲ 1.84%▼ 0.87%▼ 1.68%
▲ 12.20%▲ 6.28%▲ 1.87%
▲ 6.24%▲ 5.14%▲ 5.15%
▲ 27.89%▲ 2.30%▼ 1.37%
▲ 6.85%▲ 1.80%▲ 3.69%
Recent Activity
Costco
3.77%
▲ 15.20%
13
Buy
Aug 16, 2025
AbbVie
3.3%
▲ 23.09%
4
Buy
Aug 16, 2025
Procter & Gamble
2.62%
▼ 2.00%
4
Buy
Aug 16, 2025
Apple
4.22%
▲ 6.82%
9
Buy
Aug 15, 2025
Otter Tail
―
▲ 4.35%
6
Close
Aug 07, 2025
Verizon
3.1%
▲ 4.33%
4
Buy
Aug 02, 2025
PIMCO Income Fund Class A
0.56%
▲ 1.12%
2
Buy
Aug 02, 2025
Northern Oil And Gas
1.4%
▼ 20.81%
4
Buy
Aug 01, 2025
Broadcom
5.91%
▲ 60.20%
8
Sell
Jul 11, 2025
Best Buy Co
2.03%
▲ 3.45%
3
Buy
Jul 11, 2025
Eli Lilly & Co
1.55%
▼ 4.67%
13
Buy
Jul 04, 2025
Nvidia
9.95%
▲ 69.82%
8
Buy
Jul 04, 2025
Alpine Income Property Trust Inc
2.09%
▼ 9.16%
10
Buy
Jul 02, 2025
Qualcomm
2.2%
▼ 3.82%
20
Buy
Jun 27, 2025
UnitedHealth
2.04%
▼ 35.36%
12
Buy
Jun 25, 2025
Alphabet Class A
5.38%
▲ 22.58%
8
Buy
Jun 17, 2025
Olin
0.79%
▼ 28.01%
4
Buy
Jun 14, 2025
Applied Materials
2.24%
▼ 4.49%
8
Buy
Jun 13, 2025
RTX
3.93%
▲ 32.93%
5
Buy
Jun 13, 2025
Microsoft
6.05%
▲ 28.78%
7
Buy
Jun 13, 2025