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stocks - New Portfolio

PerformancePortfolio Details

Jason C.

stocks
Individual Investor
Ranked #101,875 out of 757,673 TipRanks' Investors
Success Rate
66%
110 out of 167
profitable transactions
Average Return
7.20%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.93%
6-Month Return▲ 6.85%
12-Month Return▲ 20.41%
YTD Return▲ 10.05%
Total Return▲ 50.62%

Best Trade

AssetExxon Mobil (XOM)
Opened at
Closed at-
Gain▲ 227.36%

Bio

mid to long term investments

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 2.48%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.80%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.06%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.54%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.08%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 1.13%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 1.52%
Aug 2024
▲ 5.59%
▲ 1.30%
▲ 2.52%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 2.48%
▲ 5.05%▲ 3.27%▲ 1.80%
▼ 12.40%▼ 4.03%▼ 3.06%
▲ 11.46%▲ 5.06%▲ 2.54%
▼ 2.25%▲ 3.53%▲ 2.08%
▲ 25.76%▲ 1.21%▲ 1.13%
▼ 4.21%▲ 2.34%▲ 1.52%
▲ 5.59%▲ 1.30%▲ 2.52%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
HD
Home Depot
0.3%
▲ 9.58%
5
Sell
Sep 19, 2024
SHOP
Shopify
0.25%
▲ 11.71%
4
Sell
Sep 19, 2024
SPOT
Spotify Technology SA
0%
▲ 8.81%
2
Sell
Sep 19, 2024
SNOW
Snowflake
0%
▼ 34.53%
2
Sell
Sep 12, 2024
NLY
Annaly Capital
0.14%
▲ 11.11%
4
Sell
Sep 12, 2024
VZ
Verizon
0.73%
▲ 9.44%
4
Sell
Sep 09, 2024
TDG
Transdigm Group
0%
▲ 14.67%
3
Sell
Aug 27, 2024
SOFI
SoFi Technologies
―
▼ 0.13%
2
Close
Aug 19, 2024
ACI
Albertsons Companies
4.09%
▼ 9.79%
2
Buy
Aug 16, 2024
TSM
Taiwan Semiconductor Manufacturing
6.74%
▲ 8.48%
15
Buy
Aug 15, 2024
AMZN
Amazon
4.94%
▼ 4.53%
10
Buy
Aug 15, 2024
AMD
Advanced Micro Devices
2.01%
▲ 2.47%
5
Buy
Aug 15, 2024
META
Meta Platforms
0%
▲ 7.69%
7
Open
Aug 15, 2024
MS
Morgan Stanley
0.4%
▲ 14.16%
5
Sell
Aug 14, 2024
GLD
SPDR Gold Shares
0%
▲ 21.14%
2
Sell
Aug 12, 2024
QQQ
Invesco QQQ Trust
9.33%
▼ 3.34%
11
Sell
Aug 09, 2024
TLT
iShares 20+ Year Treasury Bond ETF
6.38%
▲ 4.12%
3
Buy
Aug 09, 2024
BRK.B
Berkshire Hathaway B
20.55%
▲ 16.95%
7
Buy
Aug 07, 2024
AAPL
Apple
0%
▲ 8.74%
11
Sell
Aug 05, 2024
BAC
Bank of America
0%
▲ 2.49%
7
Sell
Aug 05, 2024