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stocks - New Portfolio

Jason C.

stocks
Individual Investor
Ranked #67,498 out of 815,638 TipRanks' Investors
Success Rate
75%
185 out of 248
profitable transactions
Average Return
13.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 1.13%
6-Month Return▲ 13.54%
12-Month Return▲ 28.86%
YTD Return▲ 15.03%
Total Return▲ 87.56%

Best Trade

Opened at
Closed at-
Gain▲ 231.77%

Bio

mid to long term investments

Performance

27.88%0-27.88%
▲ 6.03%
▲ 2.69%
▲ 5.02%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.53%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 6.61%
Mar 2025
▲ 1.84%
▼ 0.87%
▼ 0.28%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 9.35%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.22%
Jun 2025
▲ 27.88%
▲ 2.30%
▲ 3.98%
Jul 2025
▲ 6.52%
▲ 2.30%
▲ 0.01%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 5.02%
▼ 12.86%▼ 1.27%▼ 3.53%
▼ 1.80%▼ 5.57%▼ 6.61%
▲ 1.84%▼ 0.87%▼ 0.28%
▲ 12.20%▲ 6.28%▲ 9.35%
▲ 6.24%▲ 5.14%▲ 7.22%
▲ 27.88%▲ 2.30%▲ 3.98%
▲ 6.52%▲ 2.30%▲ 0.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
3.42%
▲ 13.06%
12
Buy
Aug 27, 2025
Microsoft
14.3%
▲ 11.91%
17
Buy
Aug 18, 2025
Meta Platforms
10.55%
▲ 22.68%
19
Buy
Aug 18, 2025
Grayscale Bitcoin Mini Trust (BTC)
7.01%
▲ 22.57%
5
Buy
Aug 18, 2025
TSMC
18.01%
▲ 32.16%
20
Buy
Aug 06, 2025
Berkshire Hathaway B
23.32%
▲ 20.02%
9
Buy
Aug 06, 2025
Home Depot
▲ 9.15%
6
Close
Aug 04, 2025
Alphabet Class A
0%
▲ 1.75%
14
Sell
Jul 30, 2025
Amazon
7.54%
▲ 12.65%
17
Buy
Jul 24, 2025
KraneShares CSI China Internet ETF
▼ 5.75%
4
Close
Jul 24, 2025
Invesco China Technology ETF
▲ 0.57%
2
Close
Jul 24, 2025
Mastercard
▲ 1.37%
5
Close
Jul 24, 2025
Invesco QQQ Trust
0%
▲ 10.90%
22
Sell
Jul 14, 2025
iShares 1-3 Year Treasury Bond ETF
7.81%
▲ 0.96%
2
Buy
Jun 26, 2025
iShares 20+ Year Treasury Bond ETF
0%
▼ 3.11%
6
Sell
Jun 23, 2025
Energy Select Sector SPDR Fund
▼ 5.35%
2
Close
Jun 20, 2025
AGNC Investment
▲ 1.59%
2
Close
Jun 11, 2025
Blackstone Group
▲ 18.59%
2
Close
Jun 11, 2025
Schwab US Dividend Equity ETF
1.31%
▲ 4.78%
1
Open
Jun 11, 2025
Carnival
▲ 1.93%
5
Close
Jun 06, 2025