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Jon's Main Portfolio - New Portfolio

Jonathan Wan

Jon's Main Portfolio
Individual Investor
Ranked #15,523 out of 812,479 TipRanks' Investors
Success Rate
77%
48 out of 62
profitable transactions
Average Return
91.70%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.36%
6-Month Return▲ 7.11%
12-Month Return▲ 30.95%
YTD Return▲ 9.01%
Total Return▲ 150.91%

Best Trade

Opened at
Closed at-
Gain▲ 363.74%

Bio

Long term investor - growth at a reasonable price

Performance

27.91%0-27.91%
▲ 6.03%
▲ 2.69%
▲ 3.96%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 8.60%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.90%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 0.30%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 12.02%
May 2025
▲ 6.24%
▲ 5.14%
▲ 7.46%
Jun 2025
▲ 27.91%
▲ 2.30%
▲ 3.65%
Jul 2025
▲ 2.01%
▲ 0.81%
▼ 0.45%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%▲ 3.96%
▼ 12.86%▼ 1.27%▼ 8.60%
▼ 1.80%▼ 5.57%▼ 7.90%
▲ 1.84%▼ 0.87%▲ 0.30%
▲ 12.20%▲ 6.28%▲ 12.02%
▲ 6.24%▲ 5.14%▲ 7.46%
▲ 27.91%▲ 2.30%▲ 3.65%
▲ 2.01%▲ 0.81%▼ 0.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Advanced Micro Devices
12.92%
▲ 66.18%
12
Sell
Aug 08, 2025
TSMC
5.9%
▲ 275.32%
4
Sell
May 14, 2025
Nvidia
5.39%
▲ 46.22%
3
Buy
Mar 03, 2025
Meta Platforms
19.45%
▲ 294.91%
7
Sell
Feb 10, 2025
Mastercard
▲ 78.82%
3
Close
Jan 15, 2025
Block
▲ 46.44%
3
Close
Jan 06, 2025
Alphabet Class C
8.39%
▲ 136.46%
3
Buy
Nov 29, 2024
Alibaba
▼ 61.87%
6
Close
Sep 12, 2024
Sony Group
▲ 34.31%
4
Close
Aug 16, 2024
Lululemon Athletica
6.52%
▼ 51.01%
6
Buy
Apr 01, 2024
PayPal Holdings
0.1%
▼ 16.04%
6
Sell
Jan 11, 2024
Microsoft
12.69%
▲ 198.23%
4
Buy
Sep 11, 2023
Activision Blizzard
▲ 45.38%
4
Close
Aug 08, 2023
Amazon
5.03%
▲ 135.80%
3
Sell
Apr 25, 2022
Lowe's
3.26%
▲ 26.90%
1
Open
Sep 07, 2021
Chipotle
3.98%
▲ 216.63%
1
Open
Mar 31, 2020
Credit Acceptance
▼ 41.41%
3
Close
Mar 31, 2020
Netflix
7.49%
▲ 266.29%
2
Buy
Jan 05, 2020
Apple
4.73%
▲ 217.66%
2
Buy
Jan 05, 2020
Berkshire Hathaway B
2.61%
▲ 105.40%
2
Buy
Jan 05, 2020