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Individual - TOD - New Portfolio
Jason
Individual - TODIndividual Investor
Ranked #405,117 out of 804,570 TipRanks' Investors
Success Rate
81 out of 166
profitable transactions
profitable transactions
Average Return
3.96%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.71%
6-Month Return▲ 0.18%
12-Month Return▲ 9.17%
YTD Return▲ 0.53%
Total Return▲ 16.78%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 4.05%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 4.63%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 6.13%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.05%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.82%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 2.03%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 1.86%
May 2025
▲ 4.35%
▲ 1.13%
▲ 1.79%
Jun 2025
▲ 25.97%▲ 5.96%▲ 4.05%
▲ 5.10%▼ 2.41%▼ 4.63%
▲ 6.03%▲ 2.69%▲ 6.13%
▼ 12.86%▼ 1.27%▼ 3.05%
▼ 1.80%▼ 5.57%▼ 3.82%
▲ 1.83%▼ 0.87%▼ 2.03%
▲ 12.21%▲ 6.28%▲ 1.86%
▲ 4.35%▲ 1.13%▲ 1.79%
Recent Activity
Alphabet Class A
4.76%
▲ 0.18%
8
Buy
Jun 17, 2025
Olin
0.78%
▼ 34.71%
4
Buy
Jun 14, 2025
Applied Materials
2.55%
▲ 0.06%
8
Buy
Jun 13, 2025
RTX
4.05%
▲ 26.50%
5
Buy
Jun 13, 2025
Microsoft
6.02%
▲ 18.19%
7
Buy
Jun 13, 2025
Otter Tail
1.99%
▼ 1.32%
5
Buy
Jun 11, 2025
Eli Lilly & Co
1.37%
▲ 1.01%
12
Buy
Jun 11, 2025
Exxon Mobil
3.49%
▲ 6.85%
5
Buy
Jun 11, 2025
Honeywell International
2.77%
▲ 3.83%
4
Buy
Jun 07, 2025
Wells Fargo
3.21%
▲ 18.81%
4
Buy
Jun 03, 2025
Visa
4.08%
▲ 9.51%
4
Buy
Jun 03, 2025
Costco
4.11%
▲ 16.17%
12
Buy
May 17, 2025
AbbVie
3.19%
▲ 10.35%
3
Buy
May 17, 2025
Procter & Gamble
2.91%
▲ 0.99%
3
Buy
May 17, 2025
Apple
3.97%
▼ 7.29%
8
Buy
May 17, 2025
Verizon
3.12%
▼ 1.29%
3
Buy
May 03, 2025
Northern Oil And Gas
1.92%
▼ 0.58%
3
Buy
May 01, 2025
Best Buy Co
2.05%
▼ 0.36%
2
Buy
Apr 16, 2025
Berkshire Hathaway B
3.48%
▲ 25.83%
16
Buy
Apr 05, 2025
Nvidia
8.6%
▲ 42.30%
7
Buy
Apr 03, 2025