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Jose Portfolio - New Portfolio

Josh Morgan

Jose Portfolio
Individual Investor
Ranked #370,185 out of 788,370 TipRanks' Investors
Success Rate
55%
29 out of 53
profitable transactions
Average Return
1.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 12.81%
6-Month Return▼ 8.26%
12-Month Return-
YTD Return▼ 8.17%
Total Return▼ 34.02%

Best Trade

Opened at
Closed at-
Gain▲ 64.95%

Bio

Performance

32.13%0-32.13%
▲ 8.13%
▲ 1.21%
▼ 9.36%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 7.47%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 23.69%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 6.42%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 32.13%
Nov 2024
▲ 5.97%
▼ 2.41%
▲ 0.18%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.09%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 12.62%
Feb 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 8.13%▲ 1.21%▼ 9.36%
▼ 13.14%▲ 2.34%▼ 7.47%
▲ 2.93%▲ 2.10%▼ 23.69%
▲ 9.99%▼ 0.89%▼ 6.42%
▲ 26.03%▲ 5.96%▲ 32.13%
▲ 5.97%▼ 2.41%▲ 0.18%
▲ 5.25%▲ 2.69%▲ 5.09%
▼ 9.08%▲ 1.42%▼ 12.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PayPal Holdings
0%
▼ 16.29%
1
Open
Jan 05, 2025
PayPal Holdings
0%
▼ 15.52%
1
Open
Jan 05, 2025
PayPal Holdings
0%
▼ 15.38%
1
Open
Jan 05, 2025
Adobe
0%
▲ 3.03%
1
Open
Jan 05, 2025
Invesco QQQ Trust
50.26%
▲ 3.34%
3
Buy
Dec 18, 2024
Interlink Electronics
0.01%
▲ 29.92%
2
Buy
Dec 18, 2024
ChainLink
0.04%
▼ 8.81%
2
Buy
Dec 18, 2024
Alibaba
0%
▲ 64.95%
1
Open
Dec 17, 2024
Adobe
0%
▲ 0.68%
1
Open
Dec 17, 2024
Automatic Data Processing
0%
▲ 5.14%
1
Open
Dec 17, 2024
PDF Solutions
0%
▼ 24.41%
1
Open
Dec 17, 2024
Bank of the Philippine Islands
0%
▼ 14.23%
1
Open
Dec 17, 2024
Orchid Island Capital
0%
▲ 15.11%
1
Open
Dec 17, 2024
Gulf Island Fabrication
0%
▼ 5.55%
1
Open
Dec 17, 2024
Bitcoin
0%
▲ 9.95%
5
Buy
Nov 18, 2024
Ethereum
0%
▼ 14.49%
4
Buy
Nov 18, 2024
Alphabet Class A
3.2%
▲ 1.57%
3
Buy
Nov 17, 2024
Amazon
7.82%
▲ 5.95%
3
Buy
Nov 17, 2024
Microsoft
7.28%
▼ 2.41%
4
Buy
Nov 17, 2024
Apple
4.38%
▲ 7.93%
3
Buy
Nov 17, 2024