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stocks - New Portfolio

Jason C.

stocks
Individual Investor
Ranked #175,939 out of 798,340 TipRanks' Investors
Success Rate
59%
131 out of 223
profitable transactions
Average Return
7.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 14.49%
6-Month Return▼ 3.36%
12-Month Return▲ 13.09%
YTD Return▼ 3.78%
Total Return▲ 56.88%

Best Trade

Opened at
Closed at-
Gain▲ 202.49%

Bio

mid to long term investments

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▲ 0.41%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 7.84%
Nov 2024
▲ 5.39%
▼ 2.41%
▼ 0.95%
Dec 2024
▲ 6.00%
▲ 2.69%
▲ 5.03%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.53%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.61%
Mar 2025
▲ 1.74%
▼ 0.87%
▼ 0.13%
Apr 2025
▼ 1.63%
▲ 0.77%
▲ 1.81%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▲ 0.41%
▲ 25.97%▲ 5.96%▲ 7.84%
▲ 5.39%▼ 2.41%▼ 0.95%
▲ 6.00%▲ 2.69%▲ 5.03%
▼ 12.86%▼ 1.27%▼ 3.53%
▼ 1.80%▼ 5.57%▼ 6.61%
▲ 1.74%▼ 0.87%▼ 0.13%
▼ 1.63%▲ 0.77%▲ 1.81%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Meta Platforms
6.78%
▲ 6.52%
16
Sell
May 07, 2025
Microsoft
12.5%
▲ 4.73%
15
Buy
May 02, 2025
Shopify
0.27%
▲ 28.60%
6
Sell
Apr 23, 2025
TSMC
13.92%
▲ 6.84%
19
Buy
Apr 21, 2025
SPDR S&P 500 ETF Trust
0%
▼ 2.21%
13
Sell
Apr 21, 2025
Invesco QQQ Trust
11.11%
▼ 2.14%
20
Sell
Apr 21, 2025
Albertsons Companies
▲ 9.14%
3
Close
Apr 21, 2025
Nvidia
0%
▼ 10.41%
7
Sell
Apr 21, 2025
Exxon Mobil
2.37%
▲ 102.54%
6
Buy
Apr 08, 2025
Amazon
4.27%
▼ 4.70%
14
Buy
Apr 08, 2025
Chevron
3.21%
▲ 43.22%
6
Buy
Apr 08, 2025
Eli Lilly & Co
0.09%
▲ 6.73%
1
Open
Apr 08, 2025
Blackstone Group
1.55%
▲ 12.39%
1
Open
Apr 08, 2025
KraneShares CSI China Internet ETF
1.18%
▼ 9.42%
3
Open
Mar 21, 2025
Invesco China Technology ETF
1.27%
▼ 6.77%
1
Open
Mar 20, 2025
Invesco Water Resources ETF
6.08%
▲ 16.61%
5
Buy
Feb 25, 2025
Walt Disney
0%
▼ 4.87%
7
Sell
Feb 25, 2025
Alphabet Class A
0%
▼ 3.26%
11
Sell
Feb 25, 2025
iShares 20+ Year Treasury Bond ETF
5.11%
▼ 4.92%
4
Buy
Feb 25, 2025
YieldMax Magnificent 7 Fund of Option Income ETFs
0%
▼ 1.87%
2
Sell
Feb 25, 2025