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Individual - TOD - New Portfolio
Jason
Individual - TODIndividual Investor
Ranked #383,101 out of 789,901 TipRanks' Investors
Success Rate
55 out of 117
profitable transactions
profitable transactions
Average Return
4.69%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 5.75%
6-Month Return▼ 2.69%
12-Month Return▲ 19.80%
YTD Return▲ 0.24%
Total Return▲ 17.00%
Best Trade
Bio
Performance
26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▲ 5.89%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.89%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.56%
Sep 2024
▲ 10.01%
▼ 0.89%
▼ 3.00%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 4.05%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 4.18%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.77%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.06%
Feb 2025
▲ 8.13%▲ 1.21%▲ 5.89%
▼ 13.14%▲ 2.34%▲ 3.89%
▲ 2.93%▲ 2.10%▼ 0.56%
▲ 10.01%▼ 0.89%▼ 3.00%
▲ 26.01%▲ 5.96%▲ 4.05%
▲ 5.96%▼ 2.41%▼ 4.18%
▲ 5.25%▲ 2.69%▲ 5.77%
▼ 12.86%▼ 1.27%▼ 3.06%
Recent Activity
Applied Materials
2.75%
▼ 11.78%
6
Buy
Feb 28, 2025
Qualcomm
2.78%
▼ 6.87%
18
Buy
Feb 28, 2025
Broadcom
4.88%
▲ 0.86%
4
Buy
Feb 28, 2025
Microsoft
5.9%
▼ 1.94%
5
Buy
Feb 28, 2025
Apple
5.41%
▲ 9.03%
5
Buy
Feb 28, 2025
Alphabet Class A
5.68%
▲ 0.29%
5
Buy
Feb 28, 2025
Amazon
6.23%
▲ 8.21%
4
Buy
Feb 28, 2025
Nvidia
8.25%
▲ 14.60%
6
Buy
Feb 28, 2025
Novo Nordisk
―
▲ 7.56%
2
Close
Feb 26, 2025
Costco
5.31%
▲ 25.94%
11
Buy
Feb 22, 2025
Procter & Gamble
3.85%
▲ 11.92%
2
Buy
Feb 19, 2025
AbbVie
4.36%
▲ 30.51%
2
Buy
Feb 15, 2025
Alpine Income Property Trust Inc
3%
▲ 0.44%
8
Buy
Feb 11, 2025
Berkshire Hathaway B
4.43%
▲ 22.91%
12
Buy
Feb 06, 2025
Verizon
3.91%
▲ 5.70%
2
Buy
Feb 04, 2025
Northern Oil And Gas
2.08%
▼ 22.00%
2
Buy
Feb 01, 2025
Otter Tail
2.52%
▲ 6.32%
3
Buy
Jan 11, 2025
Eli Lilly & Co
―
▼ 1.01%
5
Sell
Dec 21, 2024
Exxon Mobil
3.9%
▲ 0.34%
3
Buy
Dec 20, 2024
UnitedHealth
4.05%
▼ 6.48%
10
Buy
Dec 20, 2024