Brokerage Account - 8643 - New Portfolio

Jason

Brokerage Account - 8643
Individual Investor
Ranked #523,828 out of 757,492 TipRanks' Investors
Success Rate
33%
73 out of 221
profitable transactions
Average Return
-13.69%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.89%
6-Month Return▲ 59.31%
12-Month Return▲ 64.50%
YTD Return▲ 69.02%
Total Return▼ 33.40%

Best Trade

Opened at
Closed at-
Gain▲ 448.74%

Bio

You today New to the investment world just looking for some up advice?.

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
▲ 15.62%
Feb 2024
▲ 5.05%
▲ 3.27%
▼ 2.33%
Mar 2024
▼ 12.40%
▼ 4.03%
▲ 3.37%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 25.51%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.32%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.47%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 10.69%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 5.85%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%▲ 15.62%
▲ 5.05%▲ 3.27%▼ 2.33%
▼ 12.40%▼ 4.03%▲ 3.37%
▲ 11.46%▲ 5.06%▲ 25.51%
▼ 2.25%▲ 3.53%▲ 1.32%
▲ 25.76%▲ 1.21%▲ 4.47%
▼ 4.21%▲ 2.34%▲ 10.69%
▲ 2.65%▼ 0.40%▲ 5.85%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Volta
▼ 89.37%
6
Close
Mar 31, 2023
Twitter
▲ 62.73%
2
Close
Oct 27, 2022
Roundhill Ball Metaverse ETF
2.3%
▼ 32.42%
8
Sell
Jul 19, 2022
Alphabet Class A
0.11%
▲ 21.08%
2
Sell
Jul 14, 2022
Tesla
19.77%
▼ 25.95%
4
Buy
Jul 06, 2022
Best Buy Co
1.27%
▼ 12.28%
3
Buy
Jul 05, 2022
Goldman Sachs Group
3.16%
▲ 33.78%
2
Buy
Jun 29, 2022
Vanguard Total Stock Market ETF
1.06%
▲ 34.41%
2
Buy
Jun 28, 2022
Bank of America
1.06%
▲ 13.93%
3
Buy
Jun 24, 2022
Nasdaq
2.82%
▲ 19.34%
3
Buy
Jun 24, 2022
SPDR S&P Kensho Clean Power ETF
3.66%
▼ 33.16%
5
Buy
Jun 24, 2022
Electric Last Mile Solutions
0.01%
▼ 95.36%
3
Close
Jun 24, 2022
Pfizer
0.38%
▼ 44.27%
3
Buy
Jun 10, 2022
Microsoft
3.47%
▲ 37.94%
2
Buy
Jun 09, 2022
Johnson & Johnson
2.09%
▲ 2.94%
7
Buy
Jun 07, 2022
National Cinemedia
0.18%
▼ 75.98%
3
Buy
Jun 07, 2022
Amazon
2.94%
▲ 18.32%
2
Buy
Jun 03, 2022
Netflix
1.79%
▲ 34.98%
1
Buy
Jun 02, 2022
NRG Energy
1.05%
▲ 101.44%
2
Buy
Jun 02, 2022
Clean Energy Fuels
0.2%
▼ 65.57%
2
Buy
Jun 02, 2022