Personal Portfolio - New Portfolio
lambert li
Personal PortfolioIndividual Investor
Ranked #204,007 out of 858,889 TipRanks' Investors
Success Rate
8 out of 10
profitable transactions
profitable transactions
Average Return
63.53%
Average return
per transaction
per transaction
Share this portfolio:
Portfolio Gain
1-Month Return▼ 4.42%
6-Month Return▼ 6.10%
12-Month Return▲ 39.99%
YTD Return▼ 11.14%
Total Return▲ 61.85%
Best Trade
Bio
Performance
12.88%0-12.88%
▲ 12.88%
▲ 3.56%
▲ 6.52%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 4.62%
Oct 2025
▼ 3.68%
▲ 0.19%
▲ 5.20%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 2.54%
Dec 2025
▲ 4.06%
▲ 1.47%
▼ 1.70%
Jan 2026
▼ 1.12%
▼ 0.86%
▲ 0.01%
Feb 2026
▲ 0.60%
▼ 4.94%
▼ 10.42%
Mar 2026
▲ 4.89%
▲ 4.48%
▲ 0.91%
Apr 2026
▲ 12.88%▲ 3.56%▲ 6.52%
▲ 10.96%▲ 2.38%▲ 4.62%
▼ 3.68%▲ 0.19%▲ 5.20%
▼ 0.10%▲ 0.08%▼ 2.54%
▲ 4.06%▲ 1.47%▼ 1.70%
▼ 1.12%▼ 0.86%▲ 0.01%
▲ 0.60%▼ 4.94%▼ 10.42%
▲ 4.89%▲ 4.48%▲ 0.91%
Recent Activity
Zscaler
―
▲ 16.93%
2
Close
Jun 28, 2024
Cisco Systems
11.41%
▲ 88.02%
1
Open
May 29, 2024
Kinder Morgan
11.01%
▲ 86.77%
1
Open
May 29, 2024
Quanterix
1.31%
▼ 79.23%
1
Open
May 29, 2024
Shopify
12.22%
▲ 89.81%
1
Open
May 29, 2024
Microsoft
5.57%
▼ 12.62%
1
Open
May 29, 2024
SoFi
15.62%
▲ 136.79%
1
Open
May 29, 2024
British American Tobacco
12.37%
▲ 125.81%
1
Open
May 29, 2024
Apple
8.83%
▲ 37.94%
1
Open
May 29, 2024
TSMC
14.28%
▲ 145.09%
1
Open
May 29, 2024