tiprankstipranks

stocks - New Portfolio

Jason C.

stocks
Individual Investor
Ranked #126,977 out of 789,725 TipRanks' Investors
Success Rate
64%
128 out of 201
profitable transactions
Average Return
10.25%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.29%
6-Month Return▲ 15.20%
12-Month Return▲ 18.60%
YTD Return▲ 1.07%
Total Return▲ 65.15%

Best Trade

Opened at
Closed at-
Gain▲ 221.61%

Bio

mid to long term investments

Performance

26.01%0-26.01%
▲ 8.13%
▲ 1.21%
▲ 1.12%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.52%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.48%
Sep 2024
▲ 10.01%
▼ 0.89%
▲ 0.40%
Oct 2024
▲ 26.01%
▲ 5.96%
▲ 7.83%
Nov 2024
▲ 5.96%
▼ 2.41%
▼ 0.71%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 4.82%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.58%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▲ 1.12%
▼ 13.14%▲ 2.34%▲ 1.52%
▲ 2.93%▲ 2.10%▲ 3.48%
▲ 10.01%▼ 0.89%▲ 0.40%
▲ 26.01%▲ 5.96%▲ 7.83%
▲ 5.96%▼ 2.41%▼ 0.71%
▲ 5.25%▲ 2.69%▲ 4.82%
▼ 12.86%▼ 1.27%▼ 3.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
11.42%
▲ 0.86%
13
Buy
Feb 25, 2025
SPDR S&P 500 ETF Trust
2.37%
▼ 2.05%
9
Sell
Feb 25, 2025
Invesco QQQ Trust
1.22%
▼ 0.40%
17
Sell
Feb 25, 2025
Amazon
1.02%
▲ 5.25%
12
Sell
Feb 25, 2025
Invesco Water Resources ETF
8.63%
▲ 19.40%
5
Buy
Feb 25, 2025
Walt Disney
0%
▲ 1.74%
7
Sell
Feb 25, 2025
Meta Platforms
0.96%
▲ 14.22%
10
Sell
Feb 25, 2025
Alphabet Class A
0%
▼ 0.53%
11
Sell
Feb 25, 2025
iShares 20+ Year Treasury Bond ETF
7.47%
▼ 0.50%
4
Buy
Feb 25, 2025
Nvidia
0%
▼ 9.22%
5
Sell
Feb 25, 2025
YieldMax Magnificent 7 Fund of Option Income ETFs
0%
▲ 4.61%
2
Sell
Feb 25, 2025
Taiwan Fund Inc
0%
▼ 2.10%
5
Sell
Feb 25, 2025
Apple
▲ 12.60%
12
Close
Dec 19, 2024
Tesla
▲ 144.15%
3
Close
Dec 19, 2024
Bank of America
▲ 9.80%
8
Close
Dec 16, 2024
Advanced Micro Devices
▼ 10.30%
7
Close
Dec 16, 2024
SPDR Gold Shares
▲ 22.48%
3
Close
Dec 16, 2024
Scholastic
▼ 32.30%
2
Close
Dec 16, 2024
Palantir Technologies
▲ 186.28%
2
Close
Dec 16, 2024
Transdigm Group
▲ 10.06%
4
Close
Dec 16, 2024