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Individual - TOD - New Portfolio
Jason
Individual - TODIndividual Investor
Ranked #157,652 out of 788,370 TipRanks' Investors
Success Rate
65 out of 104
profitable transactions
profitable transactions
Average Return
9.26%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 1.33%
6-Month Return▲ 2.79%
12-Month Return▲ 14.13%
YTD Return▲ 4.35%
Total Return▲ 21.78%
Best Trade
Bio
Performance
26.03%0-26.03%
▲ 8.13%
▲ 1.21%
▲ 5.89%
Jul 2024
▼ 13.14%
▲ 2.34%
▲ 3.89%
Aug 2024
▲ 2.93%
▲ 2.10%
▼ 0.56%
Sep 2024
▲ 9.99%
▼ 0.89%
▼ 3.00%
Oct 2024
▲ 26.03%
▲ 5.96%
▲ 4.05%
Nov 2024
▲ 5.97%
▼ 2.41%
▼ 4.18%
Dec 2024
▲ 5.25%
▲ 2.69%
▲ 5.82%
Jan 2025
▼ 9.08%
▲ 1.42%
▼ 1.39%
Feb 2025
▲ 8.13%▲ 1.21%▲ 5.89%
▼ 13.14%▲ 2.34%▲ 3.89%
▲ 2.93%▲ 2.10%▼ 0.56%
▲ 9.99%▼ 0.89%▼ 3.00%
▲ 26.03%▲ 5.96%▲ 4.05%
▲ 5.97%▼ 2.41%▼ 4.18%
▲ 5.25%▲ 2.69%▲ 5.82%
▼ 9.08%▲ 1.42%▼ 1.39%
Recent Activity
Procter & Gamble
3.63%
▲ 8.51%
2
Buy
Feb 19, 2025
AbbVie
4.05%
▲ 24.71%
2
Buy
Feb 15, 2025
Apple
5.35%
▲ 14.75%
4
Buy
Feb 14, 2025
Alpine Income Property Trust Inc
2.89%
▼ 0.13%
8
Buy
Feb 11, 2025
Berkshire Hathaway B
4.04%
▲ 21.76%
12
Buy
Feb 06, 2025
Verizon
3.7%
▲ 3.03%
2
Buy
Feb 04, 2025
Broadcom
5.38%
▲ 21.84%
3
Buy
Feb 04, 2025
Microsoft
5.74%
▲ 3.10%
4
Buy
Feb 04, 2025
Nvidia
8.03%
▲ 40.53%
5
Buy
Feb 04, 2025
Northern Oil And Gas
2.34%
▼ 9.43%
2
Buy
Feb 01, 2025
Otter Tail
2.46%
▲ 7.03%
3
Buy
Jan 11, 2025
Costco
5.09%
▲ 26.77%
10
Buy
Jan 01, 2025
Applied Materials
2.42%
▼ 1.35%
5
Buy
Dec 21, 2024
Qualcomm
2.32%
▲ 0.05%
17
Buy
Dec 21, 2024
Eli Lilly & Co
―
▼ 1.01%
5
Sell
Dec 21, 2024
Exxon Mobil
3.89%
▲ 3.07%
3
Buy
Dec 20, 2024
UnitedHealth
3.93%
▼ 6.61%
10
Buy
Dec 20, 2024
Novo Nordisk
3.71%
▲ 4.16%
1
Buy
Dec 20, 2024
Builders Firstsource
2.9%
▼ 6.25%
1
Buy
Dec 19, 2024
Olin
1.24%
▼ 38.84%
2
Buy
Dec 17, 2024