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Jon's Main Portfolio - New Portfolio

Jonathan Wan

Jon's Main Portfolio
Individual Investor
Ranked #25,291 out of 858,896 TipRanks' Investors
Success Rate
72%
46 out of 64
profitable transactions
Average Return
100.92%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 6.33%
6-Month Return▲ 0.53%
12-Month Return▲ 36.42%
YTD Return▼ 2.65%
Total Return▲ 165.00%

Best Trade

Opened at
Closed at-
Gain▲ 605.60%

Bio

Long term investor - growth at a reasonable price

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 0.95%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 10.16%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 2.99%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.91%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 0.03%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 4.37%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 6.30%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 8.68%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 0.95%
▲ 10.96%▲ 2.38%▲ 10.16%
▼ 3.68%▲ 0.19%▼ 2.99%
▼ 0.10%▲ 0.08%▲ 0.91%
▲ 4.06%▲ 1.47%▼ 0.03%
▼ 1.12%▼ 0.86%▼ 4.37%
▲ 0.60%▼ 4.94%▼ 6.30%
▲ 4.89%▲ 4.48%▲ 8.68%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Lowe's
▲ 41.63%
3
Close
Jan 29, 2026
Walt Disney
2.67%
▼ 8.24%
2
Buy
Jan 26, 2026
Advanced Micro Devices
15.47%
▲ 135.71%
14
Sell
Nov 03, 2025
TSMC
8.65%
▲ 479.12%
4
Sell
May 14, 2025
Nvidia
5.32%
▲ 51.00%
3
Buy
Mar 03, 2025
Meta Platforms
15.24%
▲ 224.09%
7
Sell
Feb 10, 2025
Mastercard
▲ 78.82%
3
Close
Jan 15, 2025
Block
▲ 46.44%
3
Close
Jan 06, 2025
Alphabet Class C
12.54%
▲ 270.25%
3
Buy
Nov 29, 2024
Alibaba
▼ 61.87%
6
Close
Sep 12, 2024
Sony Group
▲ 34.31%
4
Close
Aug 16, 2024
Lululemon Athletica
5.4%
▼ 57.63%
6
Buy
Apr 01, 2024
PayPal Holdings
0.06%
▼ 43.56%
6
Sell
Jan 11, 2024
Microsoft
8.63%
▲ 112.62%
4
Buy
Sep 11, 2023
Activision Blizzard
▲ 45.38%
4
Close
Aug 08, 2023
Amazon
5.15%
▲ 152.41%
3
Sell
Apr 25, 2022
Chipotle
3.13%
▲ 160.47%
1
Open
Mar 31, 2020
Credit Acceptance
▼ 41.41%
3
Close
Mar 31, 2020
Netflix
6.1%
▲ 211.41%
2
Buy
Jan 05, 2020
Apple
5.14%
▲ 261.88%
2
Buy
Jan 05, 2020