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Individual - TOD - New Portfolio
Jason
Individual - TODIndividual Investor
Ranked #76,050 out of 821,200 TipRanks' Investors
Success Rate
153 out of 201
profitable transactions
profitable transactions
Average Return
12.82%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 6.18%
6-Month Return▲ 30.11%
12-Month Return▲ 11.92%
YTD Return▲ 16.28%
Total Return▲ 35.08%
Best Trade
Bio
Performance
22.60%0-22.60%
▼ 15.60%
▼ 5.57%
▼ 3.82%
Mar 2025
▼ 3.50%
▼ 0.87%
▼ 1.68%
Apr 2025
▲ 7.77%
▲ 6.28%
▲ 1.87%
May 2025
▲ 2.59%
▲ 5.14%
▲ 5.14%
Jun 2025
▲ 22.60%
▲ 2.30%
▼ 1.37%
Jul 2025
▼ 1.95%
▲ 2.05%
▲ 5.24%
Aug 2025
▲ 6.01%
▲ 3.56%
▲ 6.03%
Sep 2025
▲ 2.08%
▲ 0.46%
▲ 1.37%
Oct 2025
▼ 15.60%▼ 5.57%▼ 3.82%
▼ 3.50%▼ 0.87%▼ 1.68%
▲ 7.77%▲ 6.28%▲ 1.87%
▲ 2.59%▲ 5.14%▲ 5.14%
▲ 22.60%▲ 2.30%▼ 1.37%
▼ 1.95%▲ 2.05%▲ 5.24%
▲ 6.01%▲ 3.56%▲ 6.03%
▲ 2.08%▲ 0.46%▲ 1.37%
Recent Activity
Broadcom
6.34%
▲ 76.85%
9
Buy
Oct 02, 2025
UnitedHealth
2.31%
▼ 22.38%
13
Buy
Sep 24, 2025
Fidelity High Dividend ETF
3.87%
▲ 1.64%
3
Buy
Sep 24, 2025
Qualcomm
―
▲ 3.41%
21
Close
Sep 23, 2025
Applied Materials
―
▲ 12.55%
10
Sell
Sep 19, 2025
Alphabet Class A
6.28%
▲ 42.71%
9
Buy
Sep 16, 2025
Fidelity Blue Chip Growth Fund
6.87%
▲ 4.11%
3
Buy
Sep 13, 2025
Microsoft
5.82%
▲ 24.61%
8
Buy
Sep 12, 2025
Eli Lilly & Co
1.76%
▲ 6.12%
14
Buy
Sep 11, 2025
PIMCO Multisector Bond Active Exchange-Traded Fund
2.87%
▲ 0.88%
3
Buy
Sep 05, 2025
Visa
3.73%
▲ 9.32%
5
Buy
Sep 03, 2025
PIMCO Income Fund Class A
3.8%
▲ 1.61%
5
Buy
Sep 03, 2025
Olin
―
▼ 28.08%
5
Close
Aug 21, 2025
Alpine Income Property Trust Inc
―
▼ 7.53%
11
Close
Aug 21, 2025
AbbVie
―
▲ 19.03%
5
Sell
Aug 21, 2025
Honeywell International
―
▲ 1.59%
5
Sell
Aug 21, 2025
Procter & Gamble
―
▲ 1.88%
5
Close
Aug 21, 2025
Wells Fargo
―
▲ 23.16%
5
Close
Aug 21, 2025
RTX
―
▲ 35.09%
6
Close
Aug 21, 2025
Exxon Mobil
―
▲ 1.10%
6
Sell
Aug 21, 2025