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Jon's Main Portfolio - New Portfolio

Jonathan Wan

Jon's Main Portfolio
Individual Investor
Ranked #20,149 out of 801,732 TipRanks' Investors
Success Rate
73%
45 out of 62
profitable transactions
Average Return
71.46%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.50%
6-Month Return▲ 0.14%
12-Month Return▲ 14.27%
YTD Return▼ 1.77%
Total Return▲ 126.09%

Best Trade

Opened at
Closed at-
Gain▲ 290.01%

Bio

Long term investor - growth at a reasonable price

Performance

25.97%0-25.97%
▲ 9.99%
▼ 0.89%
▼ 0.05%
Oct 2024
▲ 25.97%
▲ 5.96%
▲ 4.91%
Nov 2024
▲ 5.42%
▼ 2.41%
▲ 1.94%
Dec 2024
▲ 6.01%
▲ 2.69%
▲ 3.96%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 8.60%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 7.90%
Mar 2025
▲ 1.76%
▼ 0.87%
▲ 0.21%
Apr 2025
▲ 9.95%
▲ 6.28%
▲ 12.02%
May 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.99%▼ 0.89%▼ 0.05%
▲ 25.97%▲ 5.96%▲ 4.91%
▲ 5.42%▼ 2.41%▲ 1.94%
▲ 6.01%▲ 2.69%▲ 3.96%
▼ 12.86%▼ 1.27%▼ 8.60%
▼ 1.80%▼ 5.57%▼ 7.90%
▲ 1.76%▼ 0.87%▲ 0.21%
▲ 9.95%▲ 6.28%▲ 12.02%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
TSMC
4.97%
▲ 199.21%
4
Sell
May 14, 2025
Nvidia
4.2%
▲ 8.14%
3
Buy
Mar 03, 2025
Meta Platforms
17.25%
▲ 232.13%
7
Sell
Feb 10, 2025
Mastercard
▲ 78.82%
3
Close
Jan 15, 2025
Block
▲ 46.44%
3
Close
Jan 06, 2025
Advanced Micro Devices
10.8%
▲ 6.52%
10
Buy
Jan 03, 2025
Alphabet Class C
7.56%
▲ 102.01%
3
Buy
Nov 29, 2024
Alibaba
▼ 61.87%
6
Close
Sep 12, 2024
Sony Group
▲ 34.31%
4
Close
Aug 16, 2024
Lululemon Athletica
11.48%
▼ 18.11%
6
Buy
Apr 01, 2024
PayPal Holdings
0.1%
▼ 12.78%
6
Sell
Jan 11, 2024
Microsoft
11.79%
▲ 163.00%
4
Buy
Sep 11, 2023
Activision Blizzard
▲ 45.38%
4
Close
Aug 08, 2023
Amazon
4.88%
▲ 117.08%
3
Sell
Apr 25, 2022
Lowe's
3.21%
▲ 18.15%
1
Open
Sep 07, 2021
Chipotle
5.06%
▲ 282.64%
1
Open
Mar 31, 2020
Credit Acceptance
▼ 41.41%
3
Close
Mar 31, 2020
Netflix
7.86%
▲ 264.95%
2
Buy
Jan 05, 2020
Apple
4.36%
▲ 178.19%
2
Buy
Jan 05, 2020
Berkshire Hathaway B
2.98%
▲ 122.42%
2
Buy
Jan 05, 2020