New Portfolio - New Portfolio

Donald Lee

New Portfolio
Individual Investor
Ranked #187,167 out of 766,001 TipRanks' Investors
Success Rate
77%
13 out of 17
profitable transactions
Average Return
18.84%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 4.03%
6-Month Return▲ 1.40%
12-Month Return▲ 16.34%
YTD Return▲ 15.23%
Total Return▲ 50.31%

Best Trade

Opened at
Closed at-
Gain▲ 163.84%

Bio

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
▼ 1.33%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 6.14%
May 2024
▼ 2.25%
▲ 3.53%
▲ 8.37%
Jun 2024
▲ 25.72%
▲ 1.21%
▼ 3.41%
Jul 2024
▼ 4.21%
▲ 2.34%
▼ 2.53%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 0.33%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 4.71%
Oct 2024
▲ 6.70%
▲ 4.74%
▲ 2.01%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%▼ 1.33%
▲ 11.46%▲ 5.06%▲ 6.14%
▼ 2.25%▲ 3.53%▲ 8.37%
▲ 25.72%▲ 1.21%▼ 3.41%
▼ 4.21%▲ 2.34%▼ 2.53%
▲ 7.82%▲ 2.10%▲ 0.33%
▲ 6.02%▼ 0.89%▼ 4.71%
▲ 6.70%▲ 4.74%▲ 2.01%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Consumer Staples Select Sector SPDR Fund
11.11%
▼ 1.42%
1
Open
Aug 26, 2024
Berkshire Hathaway B
▼ 0.01%
2
Close
Jun 23, 2024
Apple
11.11%
▲ 18.72%
3
Open
Jun 13, 2024
Microsoft
▲ 9.47%
2
Close
Jun 13, 2024
Super Micro Computer
11.11%
▼ 68.18%
1
Open
Jun 03, 2024
UnitedHealth
▲ 2.93%
2
Close
May 22, 2024
Meta Platforms
▲ 19.10%
2
Close
May 22, 2024
Nvidia
▲ 54.11%
2
Close
May 22, 2024
Tesla
▼ 5.67%
2
Close
May 22, 2024
iShares Core S&P 500 ETF
11.11%
▲ 13.66%
1
Open
May 22, 2024
Technology Select Sector SPDR Fund
11.11%
▲ 10.63%
1
Open
May 22, 2024
Tracker Fund of Hong Kong
11.11%
▲ 12.25%
1
Open
May 22, 2024
Amazon
11.11%
▲ 31.97%
1
Open
Jan 25, 2024
Alphabet Class A
11.11%
▲ 17.73%
1
Open
Jan 25, 2024
EOG Resources
▲ 22.36%
2
Close
Jan 05, 2024
Eli Lilly & Co
11.11%
▲ 163.84%
1
Open
Jul 16, 2022