tiprankstipranks
Trending News
More News >

Jon's Main Portfolio - New Portfolio

Jonathan Wan

Jon's Main Portfolio
Individual Investor
Ranked #17,375 out of 827,859 TipRanks' Investors
Success Rate
77%
48 out of 62
profitable transactions
Average Return
104.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.23%
6-Month Return▲ 23.44%
12-Month Return▲ 20.31%
YTD Return▲ 18.50%
Total Return▲ 172.74%

Best Trade

Opened at
Closed at-
Gain▲ 452.00%

Bio

Long term investor - growth at a reasonable price

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 0.30%
Apr 2025
▲ 11.64%
▲ 6.28%
▲ 12.02%
May 2025
▲ 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
▼ 1.52%
▼ 0.09%
▼ 2.13%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 0.30%
▲ 11.64%▲ 6.28%▲ 12.02%
▲ 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%
▼ 1.52%▼ 0.09%▼ 2.13%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Advanced Micro Devices
14.8%
▲ 128.48%
14
Sell
Nov 03, 2025
TSMC
6.71%
▲ 353.06%
4
Sell
May 14, 2025
Nvidia
5.38%
▲ 54.60%
3
Buy
Mar 03, 2025
Meta Platforms
14.98%
▲ 222.12%
7
Sell
Feb 10, 2025
Mastercard
▲ 78.82%
3
Close
Jan 15, 2025
Block
▲ 46.44%
3
Close
Jan 06, 2025
Alphabet Class C
11.44%
▲ 241.67%
3
Buy
Nov 29, 2024
Alibaba
▼ 61.87%
6
Close
Sep 12, 2024
Sony Group
▲ 34.31%
4
Close
Aug 16, 2024
Lululemon Athletica
5.52%
▼ 56.09%
6
Buy
Apr 01, 2024
PayPal Holdings
0.09%
▼ 16.35%
6
Sell
Jan 11, 2024
Microsoft
11.68%
▲ 191.08%
4
Buy
Sep 11, 2023
Activision Blizzard
▲ 45.38%
4
Close
Aug 08, 2023
Amazon
5.31%
▲ 163.76%
3
Sell
Apr 25, 2022
Lowe's
3%
▲ 24.45%
1
Open
Sep 07, 2021
Chipotle
2.7%
▲ 127.77%
1
Open
Mar 31, 2020
Credit Acceptance
▼ 41.41%
3
Close
Mar 31, 2020
Netflix
6.64%
▲ 243.55%
2
Buy
Jan 05, 2020
Apple
5.36%
▲ 282.04%
2
Buy
Jan 05, 2020
Berkshire Hathaway B
2.64%
▲ 119.38%
2
Buy
Jan 05, 2020