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stocks - New Portfolio

Jason C.

stocks
Individual Investor
Ranked #262,185 out of 795,672 TipRanks' Investors
Success Rate
53%
114 out of 217
profitable transactions
Average Return
4.80%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 5.94%
6-Month Return▼ 4.33%
12-Month Return▲ 8.59%
YTD Return▼ 9.31%
Total Return▲ 47.88%

Best Trade

Opened at
Closed at-
Gain▲ 198.68%

Bio

mid to long term investments

Performance

25.98%0-25.98%
▲ 2.92%
▲ 2.10%
▲ 3.48%
Sep 2024
▲ 10.00%
▼ 0.89%
▲ 0.41%
Oct 2024
▲ 25.98%
▲ 5.96%
▲ 7.84%
Nov 2024
▲ 5.34%
▼ 2.41%
▼ 0.95%
Dec 2024
▲ 5.99%
▲ 2.69%
▲ 5.03%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.53%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.61%
Mar 2025
▼ 7.29%
▼ 4.55%
▼ 4.15%
Apr 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 2.92%▲ 2.10%▲ 3.48%
▲ 10.00%▼ 0.89%▲ 0.41%
▲ 25.98%▲ 5.96%▲ 7.84%
▲ 5.34%▼ 2.41%▼ 0.95%
▲ 5.99%▲ 2.69%▲ 5.03%
▼ 12.86%▼ 1.27%▼ 3.53%
▼ 1.80%▼ 5.57%▼ 6.61%
▼ 7.29%▼ 4.55%▼ 4.15%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Microsoft
6.49%
▼ 0.24%
14
Sell
Apr 08, 2025
Exxon Mobil
1.92%
▲ 99.99%
6
Buy
Apr 08, 2025
SPDR S&P 500 ETF Trust
17.85%
▼ 4.30%
12
Buy
Apr 08, 2025
Invesco QQQ Trust
17.48%
▼ 5.51%
19
Buy
Apr 08, 2025
Amazon
3.45%
▼ 5.97%
14
Buy
Apr 08, 2025
Chevron
2.62%
▲ 43.12%
6
Buy
Apr 08, 2025
Meta Platforms
0.96%
▲ 2.32%
11
Buy
Apr 08, 2025
Nvidia
1.05%
▼ 12.64%
6
Buy
Apr 08, 2025
Eli Lilly & Co
0.07%
▲ 3.87%
1
Open
Apr 08, 2025
Blackstone Group
1.23%
▲ 8.66%
1
Open
Apr 08, 2025
KraneShares CSI China Internet ETF
0.89%
▼ 13.20%
3
Open
Mar 21, 2025
Invesco China Technology ETF
0.97%
▼ 12.95%
1
Open
Mar 20, 2025
TSMC
7.37%
▼ 0.38%
18
Buy
Mar 14, 2025
Invesco Water Resources ETF
4.76%
▲ 11.49%
5
Buy
Feb 25, 2025
Walt Disney
0%
▼ 7.16%
7
Sell
Feb 25, 2025
Alphabet Class A
0%
▼ 4.91%
11
Sell
Feb 25, 2025
iShares 20+ Year Treasury Bond ETF
4.19%
▼ 4.94%
4
Buy
Feb 25, 2025
YieldMax Magnificent 7 Fund of Option Income ETFs
0%
▼ 5.56%
2
Sell
Feb 25, 2025
Taiwan Fund Inc
0%
▼ 20.05%
5
Sell
Feb 25, 2025
Apple
▲ 12.60%
12
Close
Dec 19, 2024