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New Portfolio - New Portfolio

roger wang

New Portfolio
Individual Investor
Ranked #62,809 out of 861,598 TipRanks' Investors
Success Rate
76%
100 out of 131
profitable transactions
Average Return
26.23%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 24.26%
6-Month Return▲ 33.19%
12-Month Return▲ 86.87%
YTD Return▲ 28.10%
Total Return▲ 54.43%

Best Trade

Opened at
Closed at-
Gain▲ 139.95%

Bio

Performance

19.55%0-19.55%
▲ 10.96%
▲ 2.38%
▲ 7.28%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 4.00%
Nov 2025
▼ 0.10%
▲ 0.08%
▲ 4.18%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 4.82%
Jan 2026
▼ 1.27%
▼ 0.86%
▲ 3.65%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 7.69%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 19.55%
Apr 2026
▲ 4.91%
▲ 2.11%
▲ 6.84%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▲ 7.28%
▼ 3.68%▲ 0.19%▼ 4.00%
▼ 0.10%▲ 0.08%▲ 4.18%
▲ 4.06%▲ 1.47%▲ 4.82%
▼ 1.27%▼ 0.86%▲ 3.65%
▲ 0.52%▼ 4.94%▼ 7.69%
▲ 16.06%▲ 10.51%▲ 19.55%
▲ 4.91%▲ 2.11%▲ 6.84%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Dynex Capital
20.36%
▲ 0.25%
4
Buy
May 05, 2026
Norwood Financial
13.15%
▲ 3.18%
2
Buy
Apr 30, 2026
Wells Fargo
1.75%
▲ 1.23%
3
Open
Apr 24, 2026
TSMC
45.69%
▲ 67.09%
58
Sell
Apr 22, 2026
Nvidia
4.53%
▲ 31.26%
34
Sell
Apr 17, 2026
Micron
14.52%
▲ 61.84%
10
Sell
Apr 17, 2026
AGNC Investment
▲ 20.75%
8
Close
Apr 01, 2026
JPMorgan Chase
▲ 9.53%
20
Close
Apr 01, 2026
Annaly Capital
▲ 3.28%
27
Close
Mar 16, 2026
Ellington Financial
▼ 0.51%
16
Close
Mar 11, 2026
Adobe
▲ 1.28%
7
Close
Oct 16, 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
▼ 1.19%
2
Close
Mar 07, 2025
AES
▲ 2.44%
5
Close
Feb 26, 2025
Broadcom
▲ 11.21%
2
Close
Dec 15, 2024