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Jose Portfolio - New Portfolio

Josh Morgan

Jose Portfolio
Individual Investor
Ranked #351,968 out of 769,291 TipRanks' Investors
Success Rate
56%
22 out of 39
profitable transactions
Average Return
1.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 38.50%
6-Month Return▼ 29.20%
12-Month Return-
YTD Return▼ 26.30%
Total Return▼ 26.30%

Best Trade

Opened at
Closed at
Gain▲ 32.00%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
▼ 22.81%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 31.06%
May 2024
▼ 2.25%
▲ 3.53%
▼ 10.41%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 9.36%
Jul 2024
▼ 4.22%
▲ 2.34%
▼ 7.47%
Aug 2024
▲ 7.82%
▲ 2.10%
▼ 23.69%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 6.42%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 35.76%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 22.81%
▲ 11.46%▲ 5.06%▲ 31.06%
▼ 2.25%▲ 3.53%▼ 10.41%
▲ 25.72%▲ 1.21%▼ 9.36%
▼ 4.22%▲ 2.34%▼ 7.47%
▲ 7.82%▲ 2.10%▼ 23.69%
▲ 5.70%▼ 0.89%▼ 6.42%
▲ 37.60%▲ 4.40%▲ 35.76%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Bitcoin
0%
▲ 15.66%
5
Buy
Nov 18, 2024
Ethereum
0%
▲ 11.09%
4
Buy
Nov 18, 2024
ChainLink
0%
▲ 5.15%
1
Open
Nov 18, 2024
Alphabet Class A
6.11%
▼ 5.34%
3
Buy
Nov 17, 2024
Amazon
14.81%
▼ 2.95%
3
Buy
Nov 17, 2024
Microsoft
15.46%
▼ 1.49%
4
Buy
Nov 17, 2024
Apple
8.52%
▲ 0.34%
3
Buy
Nov 17, 2024
Hut 8
▲ 32.00%
2
Close
Nov 17, 2024
Interlink Electronics
0%
▼ 6.76%
1
Open
Nov 17, 2024
Procore Technologies
0%
▲ 8.84%
1
Open
Nov 17, 2024
Teleflex
0%
▼ 1.95%
1
Open
Nov 17, 2024
JPMorgan BetaBuilders Canada ETF
0%
▲ 2.05%
1
Open
Nov 17, 2024
Soleno Therapeutics
2.14%
▲ 5.79%
1
Open
Nov 17, 2024
Walt Disney
4.29%
▲ 1.04%
1
Open
Nov 17, 2024
Morgan Stanley
6.7%
▲ 0.90%
1
Open
Nov 17, 2024
Tesla
41.93%
▲ 0.27%
1
Open
Nov 17, 2024
Nvidia
0%
▲ 2.16%
3
Buy
Nov 16, 2024
Meta Platforms
0%
▼ 1.63%
2
Buy
Nov 16, 2024
Invesco QQQ Trust
0%
▼ 0.34%
2
Buy
Nov 16, 2024
SPDR S&P 500 ETF Trust
0%
▼ 0.33%
1
Open
Nov 07, 2024