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Bainfolio - New Portfolio

Jason Bain

Bainfolio
Individual Investor
Ranked #424,309 out of 769,002 TipRanks' Investors
Success Rate
42%
291 out of 694
profitable transactions
Average Return
2.57%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.18%
6-Month Return▲ 9.76%
12-Month Return▲ 43.02%
YTD Return▲ 28.32%
Total Return▲ 156.61%

Best Trade

Opened at
Closed at
Gain▲ 231.18%

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

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 0.34%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.66%
May 2024
▼ 2.25%
▲ 3.53%
▲ 1.86%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 0.24%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 1.34%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.97%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 1.92%
Oct 2024
▲ 23.63%
▲ 3.84%
▲ 5.45%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 0.34%
▲ 11.46%▲ 5.06%▲ 6.66%
▼ 2.25%▲ 3.53%▲ 1.86%
▲ 25.72%▲ 1.21%▲ 0.24%
▼ 4.22%▲ 2.34%▲ 1.34%
▲ 7.82%▲ 2.10%▲ 0.97%
▲ 5.70%▼ 0.89%▼ 1.92%
▲ 23.63%▲ 3.84%▲ 5.45%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Toast Inc
2.5%
0.00%
1
Open
Nov 20, 2024
Walmart
2.55%
▲ 0.42%
16
Open
Nov 19, 2024
Eli Lilly & Co
▲ 86.17%
4
Close
Nov 12, 2024
McDonald's
12.06%
▲ 4.87%
18
Open
Nov 12, 2024
Costco
▲ 20.06%
16
Close
Nov 02, 2024
Seagate Tech
▼ 5.32%
2
Close
Oct 30, 2024
Chipotle
2.48%
▲ 5.65%
1
Open
Oct 30, 2024
Permian Resources
▼ 17.96%
2
Close
Oct 15, 2024
Meta Platforms
12.01%
▲ 23.14%
7
Open
Oct 08, 2024
Palantir Technologies
3.87%
▲ 55.26%
1
Open
Oct 04, 2024
McKesson
▲ 13.05%
8
Close
Sep 14, 2024
Alphabet Class A
▲ 1.37%
14
Close
Sep 14, 2024
Amphenol
▲ 14.90%
2
Close
Sep 14, 2024
Exxon Mobil
▲ 15.74%
10
Close
Sep 04, 2024
Starbucks
2.64%
▲ 1.80%
22
Open
Aug 29, 2024
JPMorgan Equity Premium Income ETF
6.43%
▲ 3.63%
1
Open
Aug 29, 2024
Pinterest
▲ 41.26%
18
Close
Jul 31, 2024
Cabot
2.73%
▼ 1.30%
11
Open
Jul 17, 2024
MasterBrand Inc
2.38%
▼ 4.59%
1
Open
Jul 17, 2024
PNC Financial
3.1%
▲ 6.63%
7
Open
Jul 11, 2024