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FT持有 - New Portfolio

Jimwell Huang

FT持有
Individual Investor
Ranked #393,374 out of 859,402 TipRanks' Investors
Success Rate
61%
11 out of 18
profitable transactions
Average Return
18.52%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.84%
6-Month Return▼ 10.09%
12-Month Return▲ 26.48%
YTD Return▼ 7.60%
Total Return▲ 29.72%

Best Trade

Opened at
Closed at-
Gain▲ 189.51%

Bio

I'm a student started investing 2021 Sept. This portfolio records what I've done along this journey. Investing is fascinating. I hope I could keep learning and gets better.

Performance

12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 1.58%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 9.77%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 1.47%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.02%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 2.28%
Jan 2026
▼ 1.12%
▼ 0.86%
▼ 5.60%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 5.39%
Mar 2026
▲ 12.62%
▲ 7.63%
▲ 5.88%
Apr 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 12.88%▲ 3.56%▲ 1.58%
▲ 10.96%▲ 2.38%▲ 9.77%
▼ 3.68%▲ 0.19%▼ 1.47%
▼ 0.10%▲ 0.08%▼ 1.02%
▲ 4.06%▲ 1.47%▼ 2.28%
▼ 1.12%▼ 0.86%▼ 5.60%
▲ 0.60%▼ 4.94%▼ 5.39%
▲ 12.62%▲ 7.63%▲ 5.88%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
GE Vernova Inc.
▲ 8.34%
3
Close
Jul 07, 2024
NICE
0.25%
▼ 39.53%
1
Open
Jul 07, 2024
Cognizant
0.15%
▼ 7.76%
1
Open
Jul 07, 2024
CGI
0.18%
▼ 25.28%
1
Open
Jul 07, 2024
Accenture
0.47%
▼ 32.35%
1
Open
Jul 07, 2024
Invesco QQQ Trust
72.05%
▲ 42.34%
2
Sell
Jun 24, 2024
Apple
1.29%
▲ 25.02%
2
Buy
Jun 24, 2024
Berkshire Hathaway B
4.76%
▲ 15.84%
2
Buy
Jun 17, 2024
Siemens AG
0.7%
▲ 60.25%
1
Open
Jun 17, 2024
Air Products and Chemicals
2.22%
▲ 17.56%
1
Open
May 18, 2024
Coursera
0.33%
▼ 25.41%
1
Open
May 18, 2024
ESS Tech
0.01%
▼ 90.62%
1
Open
May 18, 2024
Meta Platforms
3.3%
▲ 45.35%
1
Open
May 18, 2024
Microsoft
0.98%
▼ 0.09%
1
Open
May 18, 2024
Nvidia
9.79%
▲ 109.39%
1
Open
May 18, 2024
Xometry
0.11%
▲ 189.51%
1
Open
May 18, 2024