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stocks - New Portfolio

Jason C.

stocks
Individual Investor
Ranked #91,345 out of 849,653 TipRanks' Investors
Success Rate
74%
194 out of 262
profitable transactions
Average Return
15.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.91%
6-Month Return▲ 7.29%
12-Month Return▲ 16.49%
YTD Return▲ 2.13%
Total Return▲ 96.56%

Best Trade

Opened at
Closed at-
Gain▲ 285.56%

Bio

mid to long term investments

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 7.23%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.98%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.71%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 3.63%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.91%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 2.36%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.13%
Dec 2025
▲ 3.05%
▲ 1.43%
▲ 2.13%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 7.23%
▲ 7.60%▲ 2.30%▲ 3.98%
▲ 2.76%▲ 2.05%▼ 0.71%
▲ 12.88%▲ 3.56%▲ 3.63%
▲ 10.96%▲ 2.38%▲ 1.91%
▼ 3.58%▲ 0.19%▼ 2.36%
▼ 0.10%▲ 0.08%▲ 0.13%
▲ 3.05%▲ 1.43%▲ 2.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPDR S&P 500 ETF Trust
6.43%
▲ 1.94%
15
Open
Dec 30, 2025
Invesco QQQ Trust
11.68%
▲ 14.89%
25
Buy
Dec 30, 2025
iShares 20+ Year Treasury Bond ETF
▲ 0.06%
7
Close
Dec 30, 2025
Qualcomm
▼ 11.98%
3
Close
Dec 30, 2025
Schwab US Dividend Equity ETF
▲ 5.95%
2
Close
Dec 30, 2025
iShares 1-3 Year Treasury Bond ETF
2.35%
▲ 2.35%
3
Sell
Dec 30, 2025
Crocs
▲ 12.35%
3
Close
Dec 30, 2025
Chevron
▲ 50.60%
7
Close
Dec 29, 2025
Invesco S&P 500 Equal Weight ETF
2.46%
▲ 2.86%
1
Open
Dec 29, 2025
Microsoft
11.42%
▲ 4.59%
18
Buy
Nov 28, 2025
Amazon
7.63%
▲ 16.07%
18
Buy
Nov 28, 2025
Grayscale Bitcoin Mini Trust (BTC)
7.05%
▼ 0.54%
8
Buy
Nov 28, 2025
Nvidia
3.96%
▲ 10.85%
13
Buy
Oct 06, 2025
Invesco China Technology ETF
1.61%
▲ 0.73%
3
Open
Sep 24, 2025
Meta Platforms
6.6%
▲ 6.56%
19
Buy
Aug 18, 2025
TSMC
19.43%
▲ 75.34%
20
Buy
Aug 06, 2025
Berkshire Hathaway B
17.5%
▲ 19.51%
9
Buy
Aug 06, 2025
Home Depot
▲ 9.15%
6
Close
Aug 04, 2025
Alphabet Class A
0%
▲ 9.74%
14
Sell
Jul 30, 2025
KraneShares CSI China Internet ETF
▼ 5.75%
4
Close
Jul 24, 2025