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Individual - TOD - New Portfolio
Jason
Individual - TODIndividual Investor
Ranked #307,004 out of 808,802 TipRanks' Investors
Success Rate
97 out of 174
profitable transactions
profitable transactions
Average Return
7.36%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 2.85%
6-Month Return▼ 0.49%
12-Month Return▲ 3.99%
YTD Return▲ 4.02%
Total Return▲ 20.83%
Best Trade
Bio
Performance
14.83%0-14.83%
▲ 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
▲ 1.84%
▼ 0.87%
▼ 2.03%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 1.86%
May 2025
▲ 6.24%
▲ 5.14%
▲ 5.15%
Jun 2025
▲ 14.83%
▲ 1.65%
▲ 0.17%
Jul 2025
▲ 5.10%▼ 2.41%▼ 4.63%
▲ 6.03%▲ 2.69%▲ 6.13%
▼ 12.86%▼ 1.27%▼ 3.05%
▼ 1.80%▼ 5.57%▼ 3.82%
▲ 1.84%▼ 0.87%▼ 2.03%
▲ 12.20%▲ 6.28%▲ 1.86%
▲ 6.24%▲ 5.14%▲ 5.15%
▲ 14.83%▲ 1.65%▲ 0.17%
Recent Activity
PIMCO Income Fund Class A
0.57%
▼ 0.09%
1
Buy
Jul 16, 2025
Broadcom
5.7%
▲ 49.79%
8
Sell
Jul 11, 2025
Best Buy Co
1.98%
▼ 2.27%
3
Buy
Jul 11, 2025
Eli Lilly & Co
1.73%
▲ 0.69%
13
Buy
Jul 04, 2025
Nvidia
9.83%
▲ 62.81%
8
Buy
Jul 04, 2025
Alpine Income Property Trust Inc
2.11%
▼ 10.75%
10
Buy
Jul 02, 2025
Qualcomm
2.19%
▼ 7.01%
20
Buy
Jun 27, 2025
UnitedHealth
1.99%
▼ 38.75%
12
Buy
Jun 25, 2025
Alphabet Class A
4.99%
▲ 10.36%
8
Buy
Jun 17, 2025
Olin
0.8%
▼ 29.43%
4
Buy
Jun 14, 2025
Applied Materials
2.75%
▲ 13.68%
8
Buy
Jun 13, 2025
RTX
3.98%
▲ 30.70%
5
Buy
Jun 13, 2025
Microsoft
6.13%
▲ 26.68%
7
Buy
Jun 13, 2025
Otter Tail
1.9%
▼ 1.30%
5
Buy
Jun 11, 2025
Exxon Mobil
3.23%
▲ 4.01%
5
Buy
Jun 11, 2025
Honeywell International
2.83%
▲ 11.59%
4
Buy
Jun 07, 2025
Wells Fargo
3.22%
▲ 25.61%
4
Buy
Jun 03, 2025
Visa
4%
▲ 13.14%
4
Buy
Jun 03, 2025
Costco
3.8%
▲ 13.05%
12
Buy
May 17, 2025
AbbVie
3.13%
▲ 13.98%
3
Buy
May 17, 2025