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Individual - TOD - New Portfolio
Jason
Individual - TODIndividual Investor
Ranked #426,522 out of 801,238 TipRanks' Investors
Success Rate
71 out of 155
profitable transactions
profitable transactions
Average Return
2.97%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.33%
6-Month Return▼ 5.08%
12-Month Return▲ 7.78%
YTD Return▼ 1.28%
Total Return▲ 14.68%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 3.00%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.05%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 4.63%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 6.13%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.05%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.82%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 2.17%
Apr 2025
▲ 9.54%
▲ 6.60%
▲ 1.97%
May 2025
▲ 9.99%▼ 0.89%▼ 3.00%
▲ 25.97%▲ 5.96%▲ 4.05%
▲ 5.42%▼ 2.41%▼ 4.63%
▲ 6.01%▲ 2.69%▲ 6.13%
▼ 12.86%▼ 1.27%▼ 3.05%
▼ 1.80%▼ 5.57%▼ 3.82%
▲ 1.76%▼ 0.87%▼ 2.17%
▲ 9.54%▲ 6.60%▲ 1.97%
Recent Activity
Eli Lilly & Co
1.49%
▼ 2.08%
11
Buy
May 23, 2025
Costco
4.9%
▲ 20.62%
12
Buy
May 17, 2025
AbbVie
3.67%
▲ 10.60%
3
Buy
May 17, 2025
Procter & Gamble
3.52%
▲ 6.50%
3
Buy
May 17, 2025
Apple
4.54%
▼ 7.65%
8
Buy
May 17, 2025
Verizon
3.74%
▲ 2.97%
3
Buy
May 03, 2025
Northern Oil And Gas
1.94%
▼ 12.54%
3
Buy
May 01, 2025
RTX
4.24%
▲ 20.68%
4
Buy
Apr 23, 2025
Best Buy Co
2.52%
▲ 6.57%
2
Buy
Apr 16, 2025
Berkshire Hathaway B
4.2%
▲ 26.45%
16
Buy
Apr 05, 2025
Nvidia
9.3%
▲ 34.04%
7
Buy
Apr 03, 2025
Alpine Income Property Trust Inc
2.64%
▼ 7.36%
9
Buy
Apr 01, 2025
Broadcom
6.17%
▲ 29.28%
6
Buy
Apr 01, 2025
Qualcomm
2.56%
▼ 9.71%
19
Buy
Mar 28, 2025
UnitedHealth
2.44%
▼ 40.87%
11
Buy
Mar 19, 2025
Alphabet Class A
5.67%
▲ 4.76%
7
Buy
Mar 19, 2025
Amazon
6.08%
▲ 8.48%
5
Buy
Mar 19, 2025
Olin
0.93%
▼ 40.15%
3
Buy
Mar 15, 2025
Honeywell International
3.23%
▲ 8.21%
3
Buy
Mar 15, 2025
Applied Materials
2.78%
▼ 4.24%
7
Buy
Mar 14, 2025