tiprankstipranks

stocks - New Portfolio

Jason C.

stocks
Individual Investor
Ranked #154,791 out of 747,498 TipRanks' Investors
Success Rate
60%
90 out of 149
profitable transactions
Average Return
6.17%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.80%
6-Month Return▲ 8.51%
12-Month Return▲ 10.77%
YTD Return▲ 6.07%
Total Return▲ 45.17%

Best Trade

Opened at
Closed at-
Gain▲ 226.99%

Bio

mid to long term investments

Performance

25.65%0-25.65%
▲ 5.14%
▲ 4.57%
▲ 7.65%
Dec 2023
▼ 1.87%
▲ 1.59%
▼ 1.22%
Jan 2024
▲ 14.08%
▲ 5.22%
▲ 2.48%
Feb 2024
▲ 5.05%
▲ 3.27%
▲ 1.80%
Mar 2024
▼ 12.40%
▼ 4.03%
▼ 3.06%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 2.54%
May 2024
▼ 2.25%
▲ 3.53%
▲ 2.08%
Jun 2024
▲ 25.65%
▲ 0.88%
▲ 1.44%
Jul 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 5.14%▲ 4.57%▲ 7.65%
▼ 1.87%▲ 1.59%▼ 1.22%
▲ 14.08%▲ 5.22%▲ 2.48%
▲ 5.05%▲ 3.27%▲ 1.80%
▼ 12.40%▼ 4.03%▼ 3.06%
▲ 11.46%▲ 5.06%▲ 2.54%
▼ 2.25%▲ 3.53%▲ 2.08%
▲ 25.65%▲ 0.88%▲ 1.44%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Taiwan Semiconductor Manufacturing
0%
▲ 7.29%
11
Sell
Jul 18, 2024
C3ai
▼ 11.11%
2
Close
Jul 18, 2024
Amazon
3.34%
▼ 9.74%
9
Buy
Jul 17, 2024
Goldman Sachs Group
2.95%
▲ 10.12%
3
Open
Jul 17, 2024
AGNC Investment
1.68%
▼ 2.76%
1
Open
Jul 16, 2024
Tesla
0%
▲ 33.89%
2
Sell
Jul 10, 2024
Qualcomm
2.32%
▼ 8.64%
1
Open
Jul 03, 2024
Occidental Petroleum
▲ 3.63%
2
Close
Jun 28, 2024
Apple
5.52%
▲ 8.01%
10
Buy
Jun 18, 2024
Microsoft
5.51%
▲ 4.97%
9
Buy
Jun 18, 2024
Bank of America
8.01%
▲ 5.64%
5
Buy
Jun 18, 2024
American Express
1.88%
▲ 19.34%
4
Sell
Jun 18, 2024
Morgan Stanley
2.59%
▲ 13.21%
4
Buy
Jun 18, 2024
Annaly Capital
1.3%
▲ 6.80%
3
Buy
Jun 18, 2024
Micron
▲ 9.02%
2
Close
Jun 18, 2024
Invesco QQQ Trust
8.74%
▼ 5.83%
9
Buy
Jun 12, 2024
Shopify
1.5%
▼ 9.84%
2
Buy
Jun 12, 2024
iPath Series B S&P 500 VIX Short-Term Futures ETN
▼ 17.44%
2
Close
Jun 12, 2024
Red Robin Gourmet
▲ 1.43%
9
Close
Jun 10, 2024
Dell Technologies
▼ 1.13%
2
Close
Jun 10, 2024