Individual - TOD - New Portfolio
Jason
Individual - TODIndividual Investor
Ranked #138,500 out of 858,896 TipRanks' Investors
Success Rate
169 out of 246
profitable transactions
profitable transactions
Average Return
11.80%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 1.52%
6-Month Return▲ 3.94%
12-Month Return▲ 23.53%
YTD Return▲ 0.15%
Total Return▲ 37.95%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 6.03%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.74%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 0.34%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.65%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 0.61%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 1.16%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 3.34%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 5.47%
Apr 2026
▲ 12.88%▲ 3.56%▲ 6.03%
▲ 10.96%▲ 2.38%▲ 4.74%
▼ 3.68%▲ 0.19%▲ 0.34%
▼ 0.10%▲ 0.08%▼ 1.65%
▲ 4.06%▲ 1.47%▼ 0.61%
▼ 1.12%▼ 0.86%▼ 1.16%
▲ 0.60%▼ 4.94%▼ 3.34%
▲ 4.89%▲ 4.48%▲ 5.47%
Recent Activity
Costco
4.52%
▲ 15.29%
16
Buy
Feb 14, 2026
Apple
4.34%
▲ 14.64%
11
Buy
Feb 13, 2026
PIMCO Multisector Bond Active Exchange-Traded Fund
3.56%
▼ 0.85%
10
Buy
Feb 05, 2026
Northern Oil And Gas
1.47%
▼ 2.90%
6
Buy
Feb 03, 2026
PIMCO Income Fund Class A
5.05%
▲ 0.80%
11
Buy
Feb 03, 2026
Broadcom
7.48%
▲ 81.46%
11
Buy
Jan 01, 2026
Nvidia
9.48%
▲ 60.86%
10
Buy
Dec 27, 2025
Fidelity High Dividend ETF
5.18%
▲ 3.28%
6
Buy
Dec 24, 2025
Fidelity 500 Index Fund
11.53%
▲ 2.60%
6
Buy
Dec 20, 2025
UnitedHealth
1.88%
▼ 31.51%
14
Buy
Dec 17, 2025
Alphabet Class A
7.63%
▲ 75.95%
10
Buy
Dec 16, 2025
Berkshire Hathaway B
3.62%
▲ 23.06%
17
Buy
Dec 13, 2025
Microsoft
4.84%
▼ 14.56%
12
Buy
Dec 13, 2025
Netflix
5.17%
▲ 4.31%
1
Buy
Dec 05, 2025
Visa
4.59%
▼ 5.23%
7
Buy
Dec 03, 2025
Amazon
5.99%
▲ 21.92%
6
Buy
Nov 26, 2025
Fidelity Blue Chip Growth Fund
8.7%
▲ 5.29%
5
Buy
Nov 14, 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