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New Portfolio - New Portfolio

PerformancePortfolio Details

Donald Lee

New Portfolio
Individual Investor
Ranked #197,988 out of 859,299 TipRanks' Investors
Success Rate
83%
15 out of 18
profitable transactions
Average Return
33.31%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 3.72%
6-Month Return▲ 4.01%
12-Month Return▲ 33.93%
YTD Return▲ 1.56%
Total Return▲ 90.44%

Best Trade

AssetEli Lilly & Co (LLY)
Opened at
Closed at-
Gain▲ 190.26%

Bio

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 8.19%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.91%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.23%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.49%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 1.34%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 0.26%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 8.42%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 9.71%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 8.19%
▲ 10.96%▲ 2.38%▲ 6.91%
▼ 3.68%▲ 0.19%▼ 1.23%
▼ 0.10%▲ 0.08%▼ 1.49%
▲ 4.06%▲ 1.47%▲ 1.34%
▼ 1.12%▼ 0.86%▼ 0.26%
▲ 0.60%▼ 4.94%▼ 8.42%
▲ 12.62%▲ 7.63%▲ 9.71%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
NVDA
Nvidia
10%
▲ 31.89%
3
Open
Nov 18, 2025
XLP
Consumer Staples Select Sector SPDR Fund
10%
▲ 2.92%
1
Open
Aug 26, 2024
BRK.B
Berkshire Hathaway B
―
▼ 0.01%
2
Close
Jun 23, 2024
AAPL
Apple
10%
▲ 28.30%
3
Open
Jun 13, 2024
MSFT
Microsoft
―
▲ 9.47%
2
Close
Jun 13, 2024
SMCI
Super Micro Computer
10%
▼ 64.59%
1
Open
Jun 03, 2024
UNH
UnitedHealth
―
▲ 2.93%
2
Close
May 22, 2024
META
Meta Platforms
―
▲ 19.10%
2
Close
May 22, 2024
TSLA
Tesla
―
▼ 5.67%
2
Close
May 22, 2024
IVV
iShares Core S&P 500 ETF
10%
▲ 35.50%
1
Open
May 22, 2024
XLK
Technology Select Sector SPDR Fund
10%
▲ 41.50%
1
Open
May 22, 2024
2800
Tracker Fund of Hong Kong
10%
▲ 44.05%
1
Open
May 22, 2024
AMZN
Amazon
10%
▲ 57.53%
1
Open
Jan 25, 2024
GOOGL
Alphabet Class A
10%
▲ 123.81%
1
Open
Jan 25, 2024
EOG
EOG Resources
―
▲ 22.36%
2
Close
Jan 05, 2024
LLY
Eli Lilly & Co
10%
▲ 190.26%
1
Open
Jul 16, 2022