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stocks - New Portfolio

Jason C.

stocks
Individual Investor
Ranked #54,118 out of 803,751 TipRanks' Investors
Success Rate
73%
171 out of 233
profitable transactions
Average Return
12.06%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.31%
6-Month Return▲ 3.60%
12-Month Return▲ 24.53%
YTD Return▲ 6.94%
Total Return▲ 74.36%

Best Trade

Opened at
Closed at-
Gain▲ 226.88%

Bio

mid to long term investments

Performance

25.97%0-25.97%
▲ 25.97%
▲ 5.96%
▲ 7.84%
Nov 2024
▲ 5.10%
▼ 2.41%
▼ 0.95%
Dec 2024
▲ 6.03%
▲ 2.69%
▲ 5.03%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.53%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.61%
Mar 2025
▲ 1.83%
▼ 0.87%
▼ 0.15%
Apr 2025
▲ 12.21%
▲ 6.28%
▲ 9.35%
May 2025
▲ 3.71%
▲ 1.29%
▲ 3.51%
Jun 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 25.97%▲ 5.96%▲ 7.84%
▲ 5.10%▼ 2.41%▼ 0.95%
▲ 6.03%▲ 2.69%▲ 5.03%
▼ 12.86%▼ 1.27%▼ 3.53%
▼ 1.80%▼ 5.57%▼ 6.61%
▲ 1.83%▼ 0.87%▼ 0.15%
▲ 12.21%▲ 6.28%▲ 9.35%
▲ 3.71%▲ 1.29%▲ 3.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Mastercard
6.16%
▲ 2.35%
4
Open
Jun 13, 2025
Nvidia
1.56%
▲ 9.10%
11
Open
Jun 11, 2025
AGNC Investment
▲ 1.59%
2
Close
Jun 11, 2025
Grayscale Bitcoin Mini Trust (BTC)
2.76%
▲ 32.09%
3
Buy
Jun 11, 2025
Blackstone Group
▲ 18.59%
2
Close
Jun 11, 2025
Schwab US Dividend Equity ETF
1.47%
▲ 0.15%
1
Open
Jun 11, 2025
Carnival
▲ 1.93%
5
Close
Jun 06, 2025
JPMorgan Chase
▼ 1.12%
5
Close
Jun 06, 2025
American Express
▲ 33.44%
6
Close
Jun 06, 2025
SPDR S&P 500 ETF Trust
▲ 2.07%
14
Close
Jun 06, 2025
Invesco Water Resources ETF
▲ 23.28%
8
Close
Jun 06, 2025
Walt Disney
▲ 1.77%
8
Close
Jun 06, 2025
Advanced Micro Devices
▼ 7.41%
10
Close
Jun 06, 2025
Morgan Stanley
▲ 38.06%
7
Close
Jun 06, 2025
Goldman Sachs Group
▲ 24.26%
6
Close
Jun 06, 2025
Verizon
▲ 11.62%
6
Close
Jun 06, 2025
Alphabet Class A
▲ 0.90%
12
Close
Jun 06, 2025
Annaly Capital
▲ 12.29%
6
Close
Jun 06, 2025
Shopify
▲ 52.69%
7
Close
Jun 06, 2025
YieldMax Magnificent 7 Fund of Option Income ETFs
▲ 8.00%
3
Close
Jun 06, 2025