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Individual - TOD - New Portfolio
Jason
Individual - TODIndividual Investor
Ranked #378,680 out of 800,242 TipRanks' Investors
Success Rate
77 out of 154
profitable transactions
profitable transactions
Average Return
4.08%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▲ 10.01%
6-Month Return▼ 2.50%
12-Month Return▲ 8.37%
YTD Return▲ 0.41%
Total Return▲ 16.64%
Best Trade
Bio
Performance
25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 3.00%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.05%
Nov 2024
▲ 5.42%
▼ 2.41%
▼ 4.63%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 6.13%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 3.05%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.82%
Mar 2025
▲ 1.76%
▼ 0.87%
▼ 1.91%
Apr 2025
▲ 11.73%
▲ 6.91%
▲ 3.44%
May 2025
▲ 9.99%▼ 0.89%▼ 3.00%
▲ 25.97%▲ 5.96%▲ 4.05%
▲ 5.42%▼ 2.41%▼ 4.63%
▲ 6.01%▲ 2.69%▲ 6.13%
▼ 12.86%▼ 1.27%▼ 3.05%
▼ 1.80%▼ 5.57%▼ 3.82%
▲ 1.76%▼ 0.87%▼ 1.91%
▲ 11.73%▲ 6.91%▲ 3.44%
Recent Activity
Costco
4.97%
▲ 22.87%
12
Buy
May 17, 2025
AbbVie
3.63%
▲ 10.08%
3
Buy
May 17, 2025
Procter & Gamble
3.46%
▲ 5.16%
3
Buy
May 17, 2025
Apple
4.67%
▼ 4.58%
8
Buy
May 17, 2025
Eli Lilly & Co
1.28%
▼ 0.79%
10
Buy
May 10, 2025
Verizon
3.78%
▲ 4.68%
3
Buy
May 03, 2025
Northern Oil And Gas
1.95%
▼ 11.71%
3
Buy
May 01, 2025
RTX
4.31%
▲ 23.37%
4
Buy
Apr 23, 2025
Best Buy Co
2.47%
▲ 4.99%
2
Buy
Apr 16, 2025
Berkshire Hathaway B
4.17%
▲ 26.44%
16
Buy
Apr 05, 2025
Nvidia
9.18%
▲ 32.93%
7
Buy
Apr 03, 2025
Alpine Income Property Trust Inc
2.63%
▼ 7.20%
9
Buy
Apr 01, 2025
Broadcom
6.04%
▲ 27.10%
6
Buy
Apr 01, 2025
Qualcomm
2.64%
▼ 6.56%
19
Buy
Mar 28, 2025
UnitedHealth
2.65%
▼ 35.54%
11
Buy
Mar 19, 2025
Alphabet Class A
5.35%
▼ 0.65%
7
Buy
Mar 19, 2025
Amazon
6%
▲ 7.46%
5
Buy
Mar 19, 2025
Olin
0.93%
▼ 40.09%
3
Buy
Mar 15, 2025
Honeywell International
3.19%
▲ 7.54%
3
Buy
Mar 15, 2025
Applied Materials
2.84%
▼ 1.93%
7
Buy
Mar 14, 2025