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jason - New Portfolio

jason bohr

jason
Individual Investor
Ranked #408,914 out of 822,572 TipRanks' Investors
Success Rate
56%
44 out of 79
profitable transactions
Average Return
4.45%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.79%
6-Month Return-
12-Month Return-
YTD Return▲ 5.16%
Total Return▲ 5.16%

Best Trade

Opened at
Closed at-
Gain▲ 190.58%

Bio

Performance

12.88%0-12.88%
▼ 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
▲ 6.67%
▲ 0.75%
▲ 1.51%
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%
▲ 6.67%▲ 0.75%▲ 1.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NEOS S&P 500 High Income ETF
1.68%
▲ 0.95%
4
Open
Oct 08, 2025
Schwab US Dividend Equity ETF
14.51%
▼ 0.54%
7
Buy
Oct 08, 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
1.66%
▼ 1.29%
1
Open
Oct 08, 2025
NEOS Russell 2000 High Income ETF
1.68%
▼ 0.49%
1
Open
Oct 08, 2025
NEOS Real Estate High Income ETF
1.66%
▼ 0.40%
1
Open
Oct 08, 2025
Kraken Robotics Systems Inc
0.72%
▼ 2.88%
1
Open
Oct 08, 2025
AGNC Investment
▲ 2.34%
4
Close
Oct 06, 2025
Amprius Technologies Inc
0.8%
▼ 4.69%
1
Open
Oct 06, 2025
AES
0%
▼ 5.20%
1
Open
Oct 01, 2025
VICI Properties
1.52%
▼ 3.95%
3
Buy
Sep 24, 2025
Ares Capital
2.69%
▼ 11.94%
4
Buy
Sep 17, 2025
SoFi
0%
▲ 2.82%
1
Open
Sep 13, 2025
YieldMax Ultra Option Income Strategy ETF
▲ 0.22%
3
Close
Sep 09, 2025
Energy Transfer
5.56%
▼ 4.18%
4
Buy
Sep 09, 2025
NEOS Nasdaq 100 High Income ETF
6.18%
▲ 5.07%
2
Buy
Sep 09, 2025
Palo Alto Networks
2.88%
▲ 8.92%
1
Open
Sep 09, 2025
Voyager Therapeutics
0.54%
▲ 21.46%
1
Open
Sep 05, 2025
GraniteShares YieldBOOST Bitcoin ETF
▼ 2.34%
3
Close
Sep 04, 2025