tiprankstipranks

Individual - TOD - New Portfolio

Jason

Individual - TOD
Individual Investor
Ranked #49,973 out of 783,334 TipRanks' Investors
Success Rate
77%
69 out of 90
profitable transactions
Average Return
11.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.92%
6-Month Return▲ 9.65%
12-Month Return▲ 22.65%
YTD Return▲ 7.27%
Total Return▲ 25.18%

Best Trade

Opened at
Closed at-
Gain▲ 158.44%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 4.73%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.89%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.89%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.56%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 3.00%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.05%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.19%
Dec 2024
▲ 2.91%
▲ 3.15%
▲ 7.27%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 4.73%
▲ 8.13%▲ 1.21%▲ 5.89%
▼ 13.14%▲ 2.34%▲ 3.89%
▲ 2.93%▲ 2.10%▼ 0.56%
▲ 9.99%▼ 0.89%▼ 3.00%
▲ 26.04%▲ 5.96%▲ 4.05%
▲ 5.93%▼ 2.41%▼ 4.19%
▲ 2.91%▲ 3.15%▲ 7.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Alpine Income Property Trust Inc
1.49%
▼ 3.30%
5
Buy
Jan 25, 2025
Apple
5.37%
▲ 15.16%
3
Buy
Jan 22, 2025
Otter Tail
2.43%
▲ 1.86%
3
Buy
Jan 11, 2025
Nvidia
6.52%
▲ 44.84%
3
Buy
Jan 11, 2025
Costco
4.98%
▲ 18.07%
10
Buy
Jan 01, 2025
Broadcom
5.46%
▲ 24.70%
2
Buy
Jan 01, 2025
Applied Materials
2.63%
▲ 0.55%
5
Buy
Dec 21, 2024
Qualcomm
2.51%
▲ 3.85%
17
Buy
Dec 21, 2024
Eli Lilly & Co
▼ 1.01%
5
Sell
Dec 21, 2024
Exxon Mobil
3.97%
▲ 1.19%
3
Buy
Dec 20, 2024
UnitedHealth
4.72%
▲ 7.75%
10
Buy
Dec 20, 2024
Northern Oil And Gas
2.73%
▲ 7.17%
1
Buy
Dec 20, 2024
Novo Nordisk
3.77%
▼ 0.63%
1
Buy
Dec 20, 2024
Builders Firstsource
3.74%
▲ 15.10%
1
Buy
Dec 19, 2024
Olin
1.54%
▼ 25.66%
2
Buy
Dec 17, 2024
Alphabet Class A
5.82%
▲ 24.85%
2
Buy
Dec 17, 2024
RTX
4.15%
▲ 24.14%
2
Buy
Dec 14, 2024
Microsoft
4.68%
▲ 16.11%
2
Buy
Dec 14, 2024
Berkshire Hathaway B
4.12%
▲ 21.57%
11
Buy
Dec 11, 2024
Honeywell International
3.36%
▲ 4.90%
2
Buy
Dec 10, 2024