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Jose Portfolio - New Portfolio

Josh Morgan

Jose Portfolio
Individual Investor
Ranked #148,364 out of 781,361 TipRanks' Investors
Success Rate
72%
38 out of 53
profitable transactions
Average Return
7.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 0.19%
6-Month Return▼ 25.40%
12-Month Return-
YTD Return▲ 2.92%
Total Return▼ 25.84%

Best Trade

Opened at
Closed at-
Gain▲ 93.47%

Bio

Performance

32.13%0-32.13%
▲ 9.79%
▲ 3.53%
▼ 10.41%
Jun 2024
▲ 8.13%
▲ 1.21%
▼ 9.36%
Jul 2024
▼ 13.14%
▲ 2.34%
▼ 7.47%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 23.69%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 6.42%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 32.13%
Nov 2024
▲ 5.93%
▼ 2.41%
▲ 0.46%
Dec 2024
▲ 7.72%
▲ 2.90%
▲ 2.92%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▼ 10.41%
▲ 8.13%▲ 1.21%▼ 9.36%
▼ 13.14%▲ 2.34%▼ 7.47%
▲ 2.93%▲ 2.10%▼ 23.69%
▲ 10.00%▼ 0.89%▼ 6.42%
▲ 26.04%▲ 5.96%▲ 32.13%
▲ 5.93%▼ 2.41%▲ 0.46%
▲ 7.72%▲ 2.90%▲ 2.92%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
PayPal Holdings
0%
▲ 0.27%
1
Open
Jan 05, 2025
PayPal Holdings
0%
▲ 0.37%
1
Open
Jan 05, 2025
PayPal Holdings
0%
▲ 0.45%
1
Open
Jan 05, 2025
Adobe
0%
▲ 0.10%
1
Open
Jan 05, 2025
Invesco QQQ Trust
47.82%
▲ 3.09%
3
Buy
Dec 18, 2024
Interlink Electronics
0.01%
▲ 74.70%
2
Buy
Dec 18, 2024
ChainLink
0.06%
▲ 33.64%
2
Buy
Dec 18, 2024
Alibaba
0%
▼ 2.03%
1
Open
Dec 17, 2024
Adobe
0%
▼ 1.12%
1
Open
Dec 17, 2024
Automatic Data Processing
0%
▲ 0.87%
1
Open
Dec 17, 2024
PDF Solutions
0%
▼ 6.44%
1
Open
Dec 17, 2024
Bank of the Philippine Islands
0%
▼ 14.63%
1
Open
Dec 17, 2024
Orchid Island Capital
0%
▲ 1.94%
1
Open
Dec 17, 2024
Gulf Island Fabrication
0%
0.00%
1
Open
Dec 17, 2024
Bitcoin
0%
▲ 20.11%
5
Buy
Nov 18, 2024
Ethereum
0%
▲ 5.49%
4
Buy
Nov 18, 2024
Alphabet Class A
3.32%
▲ 11.97%
3
Buy
Nov 17, 2024
Amazon
7.99%
▲ 12.87%
3
Buy
Nov 17, 2024
Microsoft
7.48%
▲ 2.24%
4
Buy
Nov 17, 2024
Apple
3.75%
▼ 2.25%
3
Buy
Nov 17, 2024