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New Portfolio - New Portfolio

roger wang

New Portfolio
Individual Investor
Ranked #50,013 out of 852,106 TipRanks' Investors
Success Rate
80%
78 out of 98
profitable transactions
Average Return
18.51%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 2.01%
6-Month Return▲ 25.63%
12-Month Return▲ 30.74%
YTD Return▲ 5.14%
Total Return▲ 26.76%

Best Trade

Opened at
Closed at-
Gain▲ 94.82%

Bio

Performance

12.88%0-12.88%
▲ 7.60%
▲ 2.30%
▲ 7.00%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 0.47%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 9.23%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 7.28%
Oct 2025
▼ 3.58%
▲ 0.19%
▼ 4.00%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 4.18%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.82%
Jan 2026
▲ 0.50%
▲ 0.31%
Feb 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 7.60%▲ 2.30%▲ 7.00%
▲ 2.76%▲ 2.05%▲ 0.47%
▲ 12.88%▲ 3.56%▲ 9.23%
▲ 10.96%▲ 2.38%▲ 7.28%
▼ 3.58%▲ 0.19%▼ 4.00%
▼ 0.10%▲ 0.08%▲ 4.18%
▲ 4.06%▲ 1.47%▲ 4.82%
▲ 0.50%▲ 0.31%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Annaly Capital
14.34%
▲ 10.64%
15
Buy
Feb 03, 2026
TSMC
54.28%
▲ 46.91%
48
Buy
Dec 19, 2025
Nvidia
11.81%
▲ 17.22%
33
Buy
Dec 11, 2025
Ellington Financial
5.37%
▲ 3.38%
13
Sell
Oct 29, 2025
JPMorgan Chase
▲ 11.33%
16
Close
Oct 22, 2025
Adobe
▲ 1.28%
7
Close
Oct 16, 2025
AGNC Investment
14.21%
▲ 30.03%
7
Buy
Sep 19, 2025
Oracle
▼ 11.01%
2
Close
Sep 12, 2025
US Bancorp
▼ 0.19%
5
Close
Aug 13, 2025
Alaska Air
▼ 22.81%
15
Close
Jul 11, 2025
Arbor Realty
▲ 1.61%
2
Close
Jun 26, 2025
Capitol Federal Financial
▼ 1.20%
2
Close
Mar 07, 2025
AES
▲ 2.45%
5
Close
Feb 26, 2025
Broadcom
▲ 11.21%
2
Close
Dec 15, 2024