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New Portfolio Jan 2025 - New Portfolio

Tian

New Portfolio Jan 2025
Individual Investor
Ranked #538,512 out of 861,888 TipRanks' Investors
Success Rate
46%
61 out of 133
profitable transactions
Average Return
3.41%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.23%
6-Month Return▲ 8.66%
12-Month Return▲ 19.14%
YTD Return▲ 6.97%
Total Return▲ 10.46%

Best Trade

Opened at
Closed at-
Gain▲ 134.34%

Bio

Fun investing

Performance

16.06%0-16.06%
▲ 10.96%
▲ 2.38%
▼ 3.63%
Oct 2025
▼ 3.68%
▲ 0.19%
▼ 0.22%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.75%
Dec 2025
▲ 4.06%
▲ 1.47%
▲ 8.06%
Jan 2026
▼ 1.28%
▼ 0.86%
▼ 1.88%
Feb 2026
▲ 0.52%
▼ 4.94%
▼ 5.86%
Mar 2026
▲ 16.06%
▲ 10.51%
▲ 5.99%
Apr 2026
▲ 7.56%
▲ 2.64%
▲ 1.12%
May 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 10.96%▲ 2.38%▼ 3.63%
▼ 3.68%▲ 0.19%▼ 0.22%
▼ 0.10%▲ 0.08%▼ 1.75%
▲ 4.06%▲ 1.47%▲ 8.06%
▼ 1.28%▼ 0.86%▼ 1.88%
▲ 0.52%▼ 4.94%▼ 5.86%
▲ 16.06%▲ 10.51%▲ 5.99%
▲ 7.56%▲ 2.64%▲ 1.12%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
McDonald's
5.22%
▼ 5.83%
3
Buy
May 09, 2026
Alibaba
▲ 8.96%
9
Close
May 07, 2026
Tencent Holdings
6.84%
▼ 9.60%
5
Buy
May 07, 2026
MSCI
2.77%
▼ 0.50%
5
Buy
May 07, 2026
Hermes International SCA Unsponsored ADR
▲ 5.41%
2
Close
May 07, 2026
PDD Holdings
3.74%
▲ 1.10%
3
Open
May 04, 2026
Diageo
▲ 8.11%
2
Close
May 04, 2026
Meta Platforms
6.92%
▲ 6.64%
2
Buy
Apr 30, 2026
Booking Holdings
3.14%
▼ 3.50%
3
Open
Apr 29, 2026
Adobe
4.79%
▲ 5.39%
1
Open
Apr 13, 2026
Microsoft
12.57%
▼ 0.40%
5
Buy
Mar 29, 2026
Verisk Analytics
▲ 4.94%
2
Close
Mar 29, 2026
Visa
6.03%
▲ 1.01%
4
Buy
Mar 20, 2026
Mastercard
5.81%
▼ 3.20%
4
Buy
Mar 20, 2026
Brown-Forman B
8.91%
▲ 5.58%
4
Buy
Mar 16, 2026
Vanguard Total International Bond ETF
▼ 0.63%
3
Close
Mar 12, 2026
Vanguard Total Bond Market ETF
▼ 0.23%
2
Close
Mar 12, 2026
Schlumberger
▲ 19.88%
6
Close
Mar 10, 2026
Chagee Holdings Limited Unsponsored ADR
▼ 44.13%
6
Close
Mar 09, 2026
Oracle
▲ 1.55%
2
Close
Mar 09, 2026