JDW
Portfolio Gain
1-Month Returnâ–¼3.23%
6-Month Returnâ–²4.44%
12-Month Returnâ–²0.69%
YTD Returnâ–²3.06%
Total Returnâ–²61.73%
Best Trade
Bio
Performance
TipRanks Averageâ–¼ 0.82%â–² 16.06%â–² 15.50%â–¼ 5.57%â–¼ 4.52%â–² 11.68%â–² 3.10%â–¼ 8.57%
S&P 500â–¼ 4.94%â–² 10.51%â–² 5.26%â–¼ 1.03%â–² 0.03%â–² 2.68%â–¼ 0.33%â–¼ 0.91%
Investor Portfolioâ–¼ 2.86%â–² 7.48%â–² 0.72%â–² 0.83%â–² 6.99%â–² 0.97%â–¼ 2.06%â–¼ 2.71%
Recent Activity
| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
SCHGSchwab U.S. Large-Cap Growth ETF | 20.41% | â–²65.21% | 2 | Buy | Aug 12, 2026 | |
RTXRTX | 8.8% | â–²75.86% | 3 | Buy | Aug 12, 2026 | |
PANWPalo Alto Networks | 18.54% | â–²384.15% | 2 | Sell | Aug 12, 2026 | |
VUGVanguard Growth ETF | 18% | â–²60.83% | 2 | Buy | Aug 12, 2026 | |
ORLYO'Reilly Auto | 5.15% | â–²65.42% | 2 | Sell | Aug 12, 2026 | |
LRCXLam Research | 6.99% | â–¼26.60% | 1 | Open | Aug 12, 2026 | |
OXSQOxford Square Capital | 5.77% | â–¼42.17% | 2 | Buy | Apr 02, 2026 | |
ABAllianceBernstein | — | ▲34.90% | 2 | Close | Feb 10, 2026 | |
PYPLPayPal Holdings | — | ▼47.74% | 2 | Close | Feb 10, 2026 | |
OXLCOxford Lane Capital | — | ▼31.97% | 2 | Close | Feb 10, 2026 | |
ECCEagle Point Credit Company | — | ▼17.93% | 3 | Close | Feb 10, 2026 | |
BHVNBiohaven Ltd. | — | ▼34.86% | 2 | Close | Feb 10, 2026 | |
SLRCSLR Investment Corp. | — | ▲0.74% | 3 | Close | Jul 09, 2023 | |
RNGRingCentral | — | ▼10.22% | 2 | Close | Jul 09, 2023 | |
EMBCEmbecta Corporation | — | ▼11.18% | 2 | Close | Jul 09, 2023 | |
BROSDutch Bros Inc | — | ▼15.07% | 2 | Close | Jul 09, 2023 | |
BILLBill.com Holdings | — | ▲61.32% | 2 | Close | Jul 09, 2023 | |
PFLTPennantpark | 1.46% | â–²3.60% | 1 | Open | Mar 18, 2023 | |
MSFTMicrosoft | 0.41% | â–²97.05% | 1 | Open | Mar 18, 2023 | |
LLYEli Lilly & Co | 9.95% | â–²321.09% | 1 | Open | Jan 24, 2023 |