Personal Portfolio - New Portfolio

lambert li

Personal Portfolio
Individual Investor
Ranked #152,109 out of 757,311 TipRanks' Investors
Success Rate
90%
9 out of 10
profitable transactions
Average Return
13.29%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.60%
6-Month Return-
12-Month Return-
YTD Return▲ 15.60%
Total Return▲ 15.60%

Best Trade

Opened at
Closed at-
Gain▲ 29.18%

Bio

Performance

25.76%0-25.76%
▲ 14.08%
▲ 5.22%
Feb 2024
▲ 5.05%
▲ 3.27%
Mar 2024
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.75%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.28%
Jun 2024
▲ 25.76%
▲ 1.21%
▲ 4.44%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 4.08%
Aug 2024
▲ 2.65%
▼ 0.40%
▲ 1.22%
Sep 2024
TipRanks AverageS&P 500Investor Portfolio
▲ 14.08%▲ 5.22%
▲ 5.05%▲ 3.27%
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▲ 0.75%
▼ 2.25%▲ 3.53%▲ 4.28%
▲ 25.76%▲ 1.21%▲ 4.44%
▼ 4.21%▲ 2.34%▲ 4.08%
▲ 2.65%▼ 0.40%▲ 1.22%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Zscaler
▲ 16.93%
2
Close
Jun 28, 2024
Cisco Systems
9.72%
▲ 10.69%
1
Open
May 29, 2024
Kinder Morgan
9.9%
▲ 15.82%
1
Open
May 29, 2024
Quanterix
8.2%
▼ 12.61%
1
Open
May 29, 2024
Shopify
11.82%
▲ 28.87%
1
Open
May 29, 2024
Microsoft
8.98%
▲ 0.56%
1
Open
May 29, 2024
SoFi Technologies
10.74%
▲ 18.39%
1
Open
May 29, 2024
British American Tobacco
10.76%
▲ 29.18%
1
Open
May 29, 2024
Apple
10.57%
▲ 16.11%
1
Open
May 29, 2024
Taiwan Semiconductor Manufacturing
9.25%
▲ 8.97%
1
Open
May 29, 2024