tiprankstipranks

Personal Portfolio - New Portfolio

lambert li

Personal Portfolio
Individual Investor
Ranked #185,970 out of 769,603 TipRanks' Investors
Success Rate
80%
8 out of 10
profitable transactions
Average Return
35.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 10.41%
6-Month Return-
12-Month Return-
YTD Return▲ 36.47%
Total Return▲ 36.47%

Best Trade

Opened at
Closed at-
Gain▲ 127.74%

Bio

Performance

37.60%0-37.60%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
▲ 0.75%
May 2024
▼ 2.25%
▲ 3.53%
▲ 4.28%
Jun 2024
▲ 25.72%
▲ 1.21%
▲ 4.44%
Jul 2024
▼ 4.22%
▲ 2.34%
▲ 4.08%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 2.42%
Sep 2024
▲ 5.70%
▼ 0.89%
▲ 5.35%
Oct 2024
▲ 37.60%
▲ 4.40%
▲ 10.75%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%▲ 0.75%
▼ 2.25%▲ 3.53%▲ 4.28%
▲ 25.72%▲ 1.21%▲ 4.44%
▼ 4.22%▲ 2.34%▲ 4.08%
▲ 7.82%▲ 2.10%▲ 2.42%
▲ 5.70%▼ 0.89%▲ 5.35%
▲ 37.60%▲ 4.40%▲ 10.75%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Zscaler
▲ 16.93%
2
Close
Jun 28, 2024
Cisco Systems
9.47%
▲ 29.13%
1
Open
May 29, 2024
Kinder Morgan
11.19%
▲ 54.48%
1
Open
May 29, 2024
Quanterix
5.33%
▼ 27.38%
1
Open
May 29, 2024
Shopify
13.76%
▲ 83.24%
1
Open
May 29, 2024
Microsoft
7.31%
▼ 2.47%
1
Open
May 29, 2024
SoFi Technologies
17.53%
▲ 127.74%
1
Open
May 29, 2024
British American Tobacco
9.17%
▲ 29.99%
1
Open
May 29, 2024
Apple
9.09%
▲ 21.07%
1
Open
May 29, 2024
Taiwan Semiconductor Manufacturing
8.54%
▲ 23.82%
1
Open
May 29, 2024