tiprankstipranks
Trending News
More News >

stocks - New Portfolio

Jason C.

stocks
Individual Investor
Ranked #65,750 out of 818,742 TipRanks' Investors
Success Rate
76%
189 out of 250
profitable transactions
Average Return
14.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.69%
6-Month Return▲ 23.55%
12-Month Return▲ 30.94%
YTD Return▲ 18.42%
Total Return▲ 93.07%

Best Trade

Opened at
Closed at-
Gain▲ 239.25%

Bio

mid to long term investments

Performance

27.91%0-27.91%
▼ 12.86%
▼ 1.27%
▼ 3.53%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.61%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.28%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.35%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.23%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 3.98%
Jul 2025
▲ 4.87%
▲ 2.05%
▼ 0.71%
Aug 2025
▲ 8.21%
▲ 2.19%
▲ 3.70%
Sep 2025
TipRanks AverageS&P 500Investor Portfolio
▼ 12.86%▼ 1.27%▼ 3.53%
▼ 1.80%▼ 5.57%▼ 6.61%
▲ 1.84%▼ 0.87%▼ 0.28%
▲ 12.20%▲ 6.28%▲ 9.35%
▲ 6.24%▲ 5.14%▲ 7.23%
▲ 27.91%▲ 2.30%▲ 3.98%
▲ 4.87%▲ 2.05%▼ 0.71%
▲ 8.21%▲ 2.19%▲ 3.70%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Grayscale Bitcoin Mini Trust (BTC)
7.93%
▲ 22.15%
6
Buy
Sep 11, 2025
Nvidia
3.1%
▲ 9.66%
12
Buy
Aug 27, 2025
Microsoft
13.94%
▲ 12.37%
17
Buy
Aug 18, 2025
Meta Platforms
10.6%
▲ 26.31%
19
Buy
Aug 18, 2025
TSMC
19.16%
▲ 42.13%
20
Buy
Aug 06, 2025
Berkshire Hathaway B
22.43%
▲ 19.30%
9
Buy
Aug 06, 2025
Home Depot
▲ 9.15%
6
Close
Aug 04, 2025
Alphabet Class A
0%
▲ 4.50%
14
Sell
Jul 30, 2025
Amazon
7.39%
▲ 13.77%
17
Buy
Jul 24, 2025
KraneShares CSI China Internet ETF
▼ 5.75%
4
Close
Jul 24, 2025
Invesco China Technology ETF
▲ 0.57%
2
Close
Jul 24, 2025
Mastercard
▲ 1.37%
5
Close
Jul 24, 2025
Invesco QQQ Trust
0%
▲ 13.23%
22
Sell
Jul 14, 2025
iShares 1-3 Year Treasury Bond ETF
7.57%
▲ 1.30%
2
Buy
Jun 26, 2025
iShares 20+ Year Treasury Bond ETF
0%
▲ 1.16%
6
Sell
Jun 23, 2025
Energy Select Sector SPDR Fund
▼ 5.35%
2
Close
Jun 20, 2025
AGNC Investment
▲ 1.60%
2
Close
Jun 11, 2025
Blackstone Group
▲ 18.59%
2
Close
Jun 11, 2025
Schwab US Dividend Equity ETF
1.25%
▲ 3.28%
1
Open
Jun 11, 2025
Carnival
▲ 1.93%
5
Close
Jun 06, 2025