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stocks - New Portfolio

PerformancePortfolio Details

Jason C.

stocks
Individual Investor
Ranked #78,756 out of 783,334 TipRanks' Investors
Success Rate
70%
137 out of 197
profitable transactions
Average Return
12.16%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.98%
6-Month Return▲ 17.25%
12-Month Return▲ 25.52%
YTD Return▲ 3.98%
Total Return▲ 69.69%

Best Trade

AssetExxon Mobil (XOM)
Opened at
Closed at-
Gain▲ 211.15%

Bio

mid to long term investments

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 2.08%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 1.12%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 1.52%
Aug 2024
▲ 2.93%
▲ 2.10%
▲ 3.48%
Sep 2024
▲ 9.99%
▼ 0.89%
▲ 0.39%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 7.82%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 0.83%
Dec 2024
▲ 3.19%
▲ 2.68%
▲ 3.98%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 2.08%
▲ 8.13%▲ 1.21%▲ 1.12%
▼ 13.14%▲ 2.34%▲ 1.52%
▲ 2.93%▲ 2.10%▲ 3.48%
▲ 9.99%▼ 0.89%▲ 0.39%
▲ 26.04%▲ 5.96%▲ 7.82%
▲ 5.93%▼ 2.41%▼ 0.83%
▲ 3.19%▲ 2.68%▲ 3.98%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
SPY
SPDR S&P 500 ETF Trust
8.32%
▼ 1.50%
8
Buy
Jan 15, 2025
QQQ
Invesco QQQ Trust
16.78%
▲ 1.22%
16
Buy
Jan 15, 2025
TWN
Taiwan Fund Inc
2.41%
▲ 0.22%
4
Buy
Jan 13, 2025
GOOGL
Alphabet Class A
2.76%
▲ 10.23%
9
Buy
Jan 03, 2025
AAPL
Apple
―
▲ 12.60%
12
Close
Dec 19, 2024
TSLA
Tesla
―
▲ 144.15%
3
Close
Dec 19, 2024
BAC
Bank of America
―
▲ 9.80%
8
Close
Dec 16, 2024
AMD
Advanced Micro Devices
―
▼ 10.30%
7
Close
Dec 16, 2024
GLD
SPDR Gold Shares
―
▲ 22.48%
3
Close
Dec 16, 2024
SCHL
Scholastic
―
▼ 32.83%
2
Close
Dec 16, 2024
PLTR
Palantir Technologies
―
▲ 186.28%
2
Close
Dec 16, 2024
TDG
Transdigm Group
―
▲ 10.06%
4
Close
Dec 16, 2024
SPOT
Spotify Technology SA
―
▲ 44.49%
3
Close
Dec 16, 2024
SOXL
Direxion Daily Semiconductor Bull 3x Shares
―
▲ 10.84%
3
Close
Dec 16, 2024
MSFT
Microsoft
6.85%
▲ 5.70%
12
Sell
Dec 09, 2024
TSM
TSMC
5.72%
▲ 17.41%
17
Sell
Dec 06, 2024
NVDY
YieldMax NVDA Option Income Strategy ETF
―
▲ 14.62%
2
Close
Dec 05, 2024
TSMY
YieldMax TSM Option Income Strategy ETF
―
▼ 0.98%
2
Close
Dec 05, 2024
TSLY
YieldMax TSLA Option Income Strategy ETF
―
▲ 1.54%
2
Close
Dec 05, 2024
KWEB
KraneShares CSI China Internet ETF
―
▼ 14.34%
2
Close
Nov 25, 2024