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jason - New Portfolio

jason bohr

jason
Individual Investor
Ranked #512,640 out of 826,007 TipRanks' Investors
Success Rate
47%
41 out of 88
profitable transactions
Average Return
1.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 1.32%
6-Month Return-
12-Month Return-
YTD Return▲ 2.23%
Total Return▲ 2.23%

Best Trade

Opened at
Closed at-
Gain▲ 74.24%

Bio

Performance

12.92%0-12.92%
▼ 6.38%
▼ 5.57%
Mar 2025
▲ 0.80%
▼ 0.87%
Apr 2025
▲ 11.63%
▲ 6.28%
May 2025
▲ 9.25%
▲ 5.14%
Jun 2025
▲ 7.60%
▲ 2.30%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 1.02%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 4.66%
Sep 2025
▲ 12.92%
▲ 3.18%
▼ 1.32%
Oct 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 6.38%▼ 5.57%
▲ 0.80%▼ 0.87%
▲ 11.63%▲ 6.28%
▲ 9.25%▲ 5.14%
▲ 7.60%▲ 2.30%
▲ 2.76%▲ 2.05%▼ 1.02%
▲ 12.88%▲ 3.56%▲ 4.66%
▲ 12.92%▲ 3.18%▼ 1.32%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
VICI Properties
1.65%
▼ 7.71%
4
Buy
Oct 18, 2025
NEOS S&P 500 High Income ETF
2.1%
▲ 1.28%
5
Buy
Oct 18, 2025
Schwab US Dividend Equity ETF
16.33%
▼ 1.65%
8
Buy
Oct 18, 2025
YieldMax NVDA Option Income Strategy ETF
1.44%
▲ 12.95%
3
Buy
Oct 18, 2025
Broadcom
▲ 15.12%
3
Close
Oct 18, 2025
Ares Capital
3.27%
▼ 5.12%
5
Buy
Oct 18, 2025
NEOS Nasdaq 100 High Income ETF
7.61%
▲ 5.30%
3
Buy
Oct 18, 2025
AES
0.42%
▼ 5.71%
2
Buy
Oct 18, 2025
Strawberry Fields REIT Inc
1.09%
▼ 1.87%
1
Open
Oct 18, 2025
HSBC Holdings
▲ 3.26%
2
Close
Oct 14, 2025
VistaShares Target 15 USA Quality Income ETF
0%
▼ 2.40%
1
Open
Oct 13, 2025
Microsoft
▲ 0.76%
2
Close
Oct 08, 2025
J.P. Morgan Nasdaq Equity Premium Income ETF
▲ 4.87%
4
Close
Oct 08, 2025
NEOS Bitcoin High Income ETF
1.65%
▼ 11.36%
1
Open
Oct 08, 2025
NEOS Russell 2000 High Income ETF
1.88%
▼ 0.01%
1
Open
Oct 08, 2025
NEOS Real Estate High Income ETF
1.86%
▼ 0.30%
1
Open
Oct 08, 2025
Kraken Robotics Systems Inc
0.87%
▲ 3.04%
1
Open
Oct 08, 2025
AGNC Investment
▲ 2.34%
4
Close
Oct 06, 2025
Amprius Technologies Inc
0.87%
▼ 8.56%
1
Open
Oct 06, 2025
SoFi
0%
▲ 4.92%
1
Open
Sep 13, 2025