tiprankstipranks

Individual - TOD - New Portfolio

Jason

Individual - TOD
Individual Investor
Ranked #90,123 out of 781,107 TipRanks' Investors
Success Rate
70%
61 out of 87
profitable transactions
Average Return
11.19%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.18%
6-Month Return▲ 4.54%
12-Month Return-
YTD Return▲ 4.54%
Total Return▲ 21.79%

Best Trade

Opened at
Closed at-
Gain▲ 187.71%

Bio

Performance

26.04%0-26.04%
▲ 9.79%
▲ 3.53%
▲ 4.73%
Jun 2024
▲ 8.13%
▲ 1.21%
▲ 5.89%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.89%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.56%
Sep 2024
▲ 10.00%
▼ 0.89%
▼ 3.00%
Oct 2024
▲ 26.04%
▲ 5.96%
▲ 4.05%
Nov 2024
▲ 5.93%
▼ 2.41%
▼ 4.35%
Dec 2024
▲ 6.90%
▲ 1.96%
▲ 4.54%
Jan 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 9.79%▲ 3.53%▲ 4.73%
▲ 8.13%▲ 1.21%▲ 5.89%
▼ 13.14%▲ 2.34%▲ 3.89%
▲ 2.93%▲ 2.10%▼ 0.56%
▲ 10.00%▼ 0.89%▼ 3.00%
▲ 26.04%▲ 5.96%▲ 4.05%
▲ 5.93%▼ 2.41%▼ 4.35%
▲ 6.90%▲ 1.96%▲ 4.54%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Otter Tail
2.5%
▲ 4.40%
3
Buy
Jan 11, 2025
Apple
4.92%
▲ 14.18%
2
Buy
Jan 11, 2025
Nvidia
7.65%
▲ 61.24%
3
Buy
Jan 11, 2025
Alpine Income Property Trust Inc
1.22%
▲ 1.79%
3
Buy
Jan 10, 2025
Costco
4.81%
▲ 15.52%
10
Buy
Jan 01, 2025
Broadcom
6.03%
▲ 43.48%
2
Buy
Jan 01, 2025
Applied Materials
2.8%
▲ 10.17%
5
Buy
Dec 21, 2024
Qualcomm
2.42%
▼ 0.47%
17
Buy
Dec 21, 2024
Eli Lilly & Co
▼ 1.01%
5
Sell
Dec 21, 2024
Exxon Mobil
4.04%
▲ 4.59%
3
Buy
Dec 20, 2024
UnitedHealth
4.57%
▲ 2.07%
10
Buy
Dec 20, 2024
Northern Oil And Gas
2.93%
▲ 19.16%
1
Buy
Dec 20, 2024
Novo Nordisk
3.52%
▼ 6.94%
1
Buy
Dec 20, 2024
Builders Firstsource
3.61%
▲ 12.03%
1
Buy
Dec 19, 2024
Olin
1.64%
▼ 23.11%
2
Buy
Dec 17, 2024
Alphabet Class A
5.76%
▲ 25.23%
2
Buy
Dec 17, 2024
RTX
4.07%
▲ 20.15%
2
Buy
Dec 14, 2024
Microsoft
4.82%
▲ 12.62%
2
Buy
Dec 14, 2024
Berkshire Hathaway B
4.07%
▲ 21.52%
11
Buy
Dec 11, 2024
Honeywell International
3.37%
▲ 5.63%
2
Buy
Dec 10, 2024