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jason - New Portfolio

Bob Boyer

jason
Individual Investor
Ranked #130,183 out of 801,238 TipRanks' Investors
Success Rate
77%
39 out of 51
profitable transactions
Average Return
0.89%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.02%
6-Month Return-
12-Month Return-
YTD Return▲ 0.02%
Total Return▲ 0.02%

Best Trade

Opened at
Closed at-
Gain▲ 5.24%

Bio

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
Oct 2024
▲ 25.97%
▲ 5.96%
Nov 2024
▲ 5.42%
▼ 2.41%
Dec 2024
▲ 6.01%
▲ 2.69%
Jan 2025
▼ 12.86%
▼ 1.27%
Feb 2025
▼ 1.80%
▼ 5.57%
Mar 2025
▲ 1.76%
▼ 0.87%
Apr 2025
▲ 12.25%
▲ 6.60%
▲ 0.02%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%
▲ 25.97%▲ 5.96%
▲ 5.42%▼ 2.41%
▲ 6.01%▲ 2.69%
▼ 12.86%▼ 1.27%
▼ 1.80%▼ 5.57%
▲ 1.76%▼ 0.87%
▲ 12.25%▲ 6.60%▲ 0.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Apple
2.49%
▼ 2.07%
2
Buy
May 21, 2025
Microsoft
2.3%
▲ 1.17%
2
Buy
May 21, 2025
Nvidia
4.12%
▲ 1.82%
2
Buy
May 21, 2025
Abbott Laboratories
2.12%
▼ 0.88%
2
Buy
May 21, 2025
AbbVie
2.31%
▲ 1.31%
2
Buy
May 21, 2025
Alphabet Class C
1.73%
▲ 3.77%
2
Buy
May 21, 2025
The Bond Fd of America, Class F-2 Shares
6.78%
▲ 0.72%
1
Open
May 21, 2025
Amazon
2.26%
▲ 2.44%
1
Open
May 21, 2025
ASML Holding
1.13%
▲ 2.66%
1
Open
May 21, 2025
Broadcom
4.81%
▲ 2.58%
1
Open
May 21, 2025
BlackRock
2.45%
▲ 0.87%
1
Open
May 21, 2025
Comcast
0.92%
▼ 0.43%
1
Open
May 21, 2025
Costco
3.04%
▼ 0.73%
1
Open
May 21, 2025
DTE Energy
1.37%
▲ 0.74%
1
Open
May 21, 2025
Equinix
0.87%
▲ 2.06%
1
Open
May 21, 2025
Eaton
2.13%
▲ 1.81%
1
Open
May 21, 2025
Fidelity Total Bond ETF
6.53%
▲ 0.85%
1
Open
May 21, 2025
Genuine Parts Company
1.01%
▲ 1.74%
1
Open
May 21, 2025
Goldman Sachs GQG Partners International Opportunities Fund - Investor Shares
4.09%
▲ 2.16%
1
Open
May 21, 2025
Home Depot
2.22%
▼ 0.12%
1
Open
May 21, 2025