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Jon's Main Portfolio - New Portfolio

Jonathan Wan

Jon's Main Portfolio
Individual Investor
Ranked #22,447 out of 851,108 TipRanks' Investors
Success Rate
75%
47 out of 63
profitable transactions
Average Return
107.63%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.03%
6-Month Return▲ 10.97%
12-Month Return▲ 18.82%
YTD Return▲ 2.78%
Total Return▲ 179.73%

Best Trade

Opened at
Closed at-
Gain▲ 532.05%

Bio

Long term investor - growth at a reasonable price

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 7.46%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 3.65%
Jul 2025
▲ 2.76%
▲ 2.05%
▼ 0.58%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 0.95%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 10.16%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 3.01%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 0.91%
Dec 2025
▲ 5.17%
▲ 1.59%
▲ 2.78%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 7.46%
▲ 7.60%▲ 2.30%▲ 3.65%
▲ 2.76%▲ 2.05%▼ 0.58%
▲ 12.88%▲ 3.56%▲ 0.95%
▲ 10.96%▲ 2.38%▲ 10.16%
▼ 3.58%▲ 0.19%▼ 3.01%
▼ 0.10%▲ 0.08%▲ 0.91%
▲ 5.17%▲ 1.59%▲ 2.78%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Walt Disney
2.87%
▲ 5.98%
2
Buy
Jan 26, 2026
Lowe's
1.73%
▲ 47.62%
2
Sell
Jan 21, 2026
Advanced Micro Devices
15.22%
▲ 141.74%
14
Sell
Nov 03, 2025
TSMC
7.45%
▲ 418.76%
4
Sell
May 14, 2025
Nvidia
5.05%
▲ 49.26%
3
Buy
Mar 03, 2025
Meta Platforms
15.6%
▲ 245.66%
7
Sell
Feb 10, 2025
Mastercard
▲ 78.82%
3
Close
Jan 15, 2025
Block
▲ 46.44%
3
Close
Jan 06, 2025
Alphabet Class C
12.71%
▲ 290.93%
3
Buy
Nov 29, 2024
Alibaba
▼ 61.87%
6
Close
Sep 12, 2024
Sony Group
▲ 34.31%
4
Close
Aug 16, 2024
Lululemon Athletica
6.09%
▼ 50.14%
6
Buy
Apr 01, 2024
PayPal Holdings
0.07%
▼ 29.60%
6
Sell
Jan 11, 2024
Microsoft
10.49%
▲ 169.61%
4
Buy
Sep 11, 2023
Activision Blizzard
▲ 45.38%
4
Close
Aug 08, 2023
Amazon
4.94%
▲ 152.45%
3
Sell
Apr 25, 2022
Chipotle
3.5%
▲ 203.48%
1
Open
Mar 31, 2020
Credit Acceptance
▼ 41.41%
3
Close
Mar 31, 2020
Netflix
4.86%
▲ 159.08%
2
Buy
Jan 05, 2020
Apple
4.83%
▲ 254.50%
2
Buy
Jan 05, 2020