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Bainfolio - New Portfolio

Jason Bain

Bainfolio
Individual Investor
Ranked #428,850 out of 775,913 TipRanks' Investors
Success Rate
42%
292 out of 697
profitable transactions
Average Return
2.60%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.27%
6-Month Return▲ 10.63%
12-Month Return▲ 32.49%
YTD Return▲ 32.32%
Total Return▲ 164.60%

Best Trade

Opened at
Closed at
Gain▲ 231.16%

Bio

I am a data guy, I use excel for fun! and yes I have a family at home and don't live in my mothers basement, surprising even to me. I have been investing for over 20 years and have perfected my strategy, check out my portfolio.

Performance

43.22%0-43.22%
▲ 11.46%
▲ 5.06%
▲ 6.66%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.85%
Jun 2024
▲ 25.71%
▲ 1.21%
▲ 0.24%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.34%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.97%
Sep 2024
▲ 5.38%
▼ 0.89%
▼ 1.86%
Oct 2024
▲ 43.22%
▲ 5.96%
▲ 10.55%
Nov 2024
▼ 5.24%
▼ 2.73%
▼ 1.71%
Dec 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 11.46%▲ 5.06%▲ 6.66%
▼ 2.25%▲ 3.53%▲ 1.85%
▲ 25.71%▲ 1.21%▲ 0.24%
▼ 4.22%▲ 2.34%▲ 1.34%
▲ 7.82%▲ 2.10%▲ 0.97%
▲ 5.38%▼ 0.89%▼ 1.86%
▲ 43.22%▲ 5.96%▲ 10.55%
▼ 5.24%▼ 2.73%▼ 1.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Cabot
▼ 2.43%
12
Close
Dec 17, 2024
Starbucks
▲ 1.73%
23
Close
Dec 13, 2024
Nvidia
▲ 46.71%
17
Close
Dec 13, 2024
JPMorgan Equity Premium Income ETF
▲ 4.23%
2
Close
Dec 13, 2024
Alphabet Class A
19.87%
▲ 0.95%
15
Open
Dec 11, 2024
Gilead Sciences
3.94%
▲ 1.99%
7
Open
Dec 11, 2024
KB Home
▲ 1.03%
2
Close
Dec 11, 2024
MasterBrand Inc
▼ 0.17%
2
Close
Nov 27, 2024
Toast Inc
3.53%
▼ 11.58%
1
Open
Nov 20, 2024
Walmart
4.24%
▲ 1.10%
16
Open
Nov 19, 2024
Eli Lilly & Co
▲ 86.17%
4
Close
Nov 12, 2024
McDonald's
19.47%
▲ 4.98%
18
Open
Nov 12, 2024
Costco
▲ 20.06%
16
Close
Nov 02, 2024
Seagate Tech
▼ 5.32%
2
Close
Oct 30, 2024
Chipotle
4.08%
▲ 11.02%
1
Open
Oct 30, 2024
Permian Resources
▼ 17.96%
2
Close
Oct 15, 2024
Meta Platforms
19.87%
▲ 23.99%
7
Open
Oct 08, 2024
Palantir Technologies
8.07%
▲ 101.32%
1
Open
Oct 04, 2024
McKesson
▲ 13.05%
8
Close
Sep 14, 2024
Amphenol
▲ 14.90%
2
Close
Sep 14, 2024