My Portfolio - New Portfolio

Jason R.

My Portfolio
Individual Investor
Ranked #219,801 out of 765,504 TipRanks' Investors
Success Rate
69%
24 out of 35
profitable transactions
Average Return
4.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.98%
6-Month Return-
12-Month Return-
YTD Return▲ 10.32%
Total Return▲ 10.32%

Best Trade

Opened at
Closed at-
Gain▲ 28.58%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▼ 2.26%
May 2024
▼ 2.25%
▲ 3.53%
▼ 8.87%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 10.12%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 2.41%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.95%
Sep 2024
▲ 6.02%
▼ 0.89%
▲ 3.86%
Oct 2024
▲ 12.58%
▲ 1.42%
▲ 2.71%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▼ 2.26%
▼ 2.25%▲ 3.53%▼ 8.87%
▲ 25.72%▲ 1.21%▲ 10.12%
▼ 4.21%▲ 2.34%▲ 2.41%
▲ 7.82%▲ 2.10%▲ 2.95%
▲ 6.02%▼ 0.89%▲ 3.86%
▲ 12.58%▲ 1.42%▲ 2.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ares Capital
23.89%
▼ 0.21%
3
Sell
Oct 23, 2024
Uber Technologies
21.31%
▲ 12.88%
6
Sell
Oct 11, 2024
Wyndham Hotels & Resorts
▲ 15.44%
6
Close
Oct 11, 2024
Pacific Biosciences
▲ 3.57%
3
Close
Sep 10, 2024
Virgin Galactic Holdings
2.97%
▼ 24.93%
4
Buy
Aug 08, 2024
Luminar Technologies
▲ 6.10%
2
Close
Jul 11, 2024
AT&T
15.41%
▲ 23.99%
5
Buy
Jul 10, 2024
Bitcoin
▼ 10.09%
2
Close
Jul 07, 2024
Ethereum
▼ 12.95%
2
Close
Jul 07, 2024
Avalanche
▲ 1.59%
2
Close
Jul 07, 2024
Babcock & Wilcox Company
▲ 16.23%
5
Close
Jul 05, 2024
Camping World Holdings
▼ 1.61%
3
Close
Jul 05, 2024
Comcast
▼ 2.21%
3
Close
Jun 24, 2024
GameStop
▼ 18.14%
1
Close
Jun 07, 2024
UiPath
▼ 39.35%
2
Close
May 30, 2024
Apple
3.26%
▲ 22.19%
1
Open
May 08, 2024