tiprankstipranks

stocks - New Portfolio

Jason C.

stocks
Individual Investor
Ranked #123,355 out of 859,217 TipRanks' Investors
Success Rate
70%
189 out of 271
profitable transactions
Average Return
15.21%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.36%
6-Month Return▼ 0.11%
12-Month Return▲ 30.91%
YTD Return▲ 0.40%
Total Return▲ 93.08%

Best Trade

Opened at
Closed at-
Gain▲ 345.95%

Bio

mid to long term investments

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 3.63%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 1.91%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.36%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.13%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.89%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 5.07%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 4.95%
Mar 2026
▲ 10.48%
▲ 6.78%
▲ 9.21%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 3.63%
▲ 10.96%▲ 2.38%▲ 1.91%
▼ 3.68%▲ 0.19%▼ 2.36%
▼ 0.10%▲ 0.08%▲ 0.13%
▲ 4.06%▲ 1.47%▲ 1.89%
▼ 1.12%▼ 0.86%▼ 5.07%
▲ 0.60%▼ 4.94%▼ 4.95%
▲ 10.48%▲ 6.78%▲ 9.21%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
12.82%
▼ 4.25%
20
Buy
Apr 09, 2026
Energy Select Sector SPDR Fund
▼ 5.09%
4
Close
Apr 01, 2026
Invesco QQQ Trust
9.16%
▲ 16.07%
26
Sell
Mar 31, 2026
iShares 1-3 Year Treasury Bond ETF
3.44%
▲ 2.03%
4
Buy
Mar 31, 2026
Exxon Mobil
2.33%
▲ 145.70%
7
Buy
Mar 30, 2026
SPDR Gold Shares
3.09%
▲ 14.70%
4
Open
Mar 25, 2026
Invesco S&P 500 Equal Weight ETF
▼ 2.58%
4
Close
Mar 24, 2026
TSMC
19.24%
▲ 91.22%
21
Sell
Feb 09, 2026
Amazon
8.12%
▲ 20.34%
19
Buy
Feb 06, 2026
Meta Platforms
8.04%
▲ 11.74%
20
Buy
Jan 21, 2026
SPDR S&P 500 ETF Trust
6.31%
▲ 2.00%
15
Open
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
Crocs
▲ 12.35%
3
Close
Dec 30, 2025
Chevron
▲ 50.60%
7
Close
Dec 29, 2025
Grayscale Bitcoin Mini Trust (BTC)
5.36%
▼ 22.68%
8
Buy
Nov 28, 2025
Nvidia
4.09%
▲ 12.89%
13
Buy
Oct 06, 2025
Invesco China Technology ETF
1.36%
▼ 6.20%
3
Open
Sep 24, 2025
Berkshire Hathaway B
16.57%
▲ 16.19%
9
Buy
Aug 06, 2025