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New Portfolio Jan 2025 - New Portfolio

Tian

New Portfolio Jan 2025
Individual Investor
Ranked #491,509 out of 831,456 TipRanks' Investors
Success Rate
48%
35 out of 73
profitable transactions
Average Return
4.10%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.25%
6-Month Return▲ 2.11%
12-Month Return-
YTD Return▲ 5.72%
Total Return▲ 5.72%

Best Trade

Opened at
Closed at
Gain▲ 108.30%

Bio

Fun investing

Performance

12.88%0-12.88%
▲ 11.63%
▲ 6.28%
▲ 10.37%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.37%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 2.74%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.11%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.15%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.61%
Oct 2025
▼ 3.44%
▲ 0.19%
▼ 0.48%
Nov 2025
▲ 1.44%
▲ 0.34%
▲ 0.63%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 10.37%
▲ 9.25%▲ 5.14%▲ 7.37%
▲ 7.60%▲ 2.30%▼ 2.74%
▲ 2.76%▲ 2.05%▲ 6.11%
▲ 12.88%▲ 3.56%▼ 0.15%
▲ 10.96%▲ 2.38%▼ 3.61%
▼ 3.44%▲ 0.19%▼ 0.48%
▲ 1.44%▲ 0.34%▲ 0.63%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Occidental Petroleum
▼ 3.10%
2
Close
Dec 01, 2025
Factset Research
3.5%
▲ 4.87%
1
Open
Dec 01, 2025
Franklin FTSE China ETF
4.18%
▲ 0.32%
1
Open
Dec 01, 2025
JD
▼ 11.75%
4
Close
Oct 24, 2025
Vanguard Long-Term Corporate Bond ETF
5.54%
▼ 2.04%
1
Open
Oct 24, 2025
Schlumberger
3.7%
▲ 5.41%
5
Sell
Oct 23, 2025
Nike
▲ 29.61%
2
Close
Oct 23, 2025
Vanguard Total International Bond ETF
7.12%
▼ 0.64%
1
Open
Oct 23, 2025
iShares 20+ Year Treasury Bond ETF
6.37%
▼ 2.00%
1
Open
Oct 10, 2025
Merck & Company
▲ 4.33%
2
Close
Sep 17, 2025
United Parcel
▼ 5.58%
2
Close
Sep 17, 2025
Constellation Brands
3.43%
▲ 7.85%
1
Open
Sep 17, 2025
Chagee Holdings Limited Unsponsored ADR
3.51%
▼ 37.63%
4
Buy
Sep 02, 2025
Comcast
3.29%
▼ 18.45%
2
Buy
Aug 26, 2025
Novo Nordisk
6.91%
▼ 23.73%
4
Buy
Aug 08, 2025
Accenture
6.42%
▲ 8.60%
1
Open
Aug 05, 2025
Sterling Infrastructure
▲ 107.63%
2
Close
Aug 01, 2025
Canadian National Railway
4.73%
▲ 4.87%
1
Open
Jul 30, 2025
Advanced Micro Devices
▲ 56.73%
6
Close
Jul 29, 2025
ASML Holding
9.26%
▲ 24.67%
4
Open
Jul 23, 2025