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New Portfolio Jan 2025 - New Portfolio

Tian

New Portfolio Jan 2025
Individual Investor
Ranked #487,559 out of 829,443 TipRanks' Investors
Success Rate
45%
32 out of 71
profitable transactions
Average Return
2.79%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 7.30%
6-Month Return▲ 3.64%
12-Month Return-
YTD Return▲ 1.44%
Total Return▲ 1.44%

Best Trade

Opened at
Closed at
Gain▲ 108.30%

Bio

Fun investing

Performance

12.88%0-12.88%
▲ 0.80%
▼ 0.87%
▲ 3.41%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 10.37%
May 2025
▲ 9.25%
▲ 5.14%
▲ 7.36%
Jun 2025
▲ 7.60%
▲ 2.30%
▼ 2.74%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 6.12%
Aug 2025
▲ 12.88%
▲ 3.56%
▼ 0.15%
Sep 2025
▲ 10.96%
▲ 2.38%
▼ 3.61%
Oct 2025
▼ 8.98%
▼ 3.38%
▼ 3.90%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 3.41%
▲ 11.63%▲ 6.28%▲ 10.37%
▲ 9.25%▲ 5.14%▲ 7.36%
▲ 7.60%▲ 2.30%▼ 2.74%
▲ 2.76%▲ 2.05%▲ 6.12%
▲ 12.88%▲ 3.56%▼ 0.15%
▲ 10.96%▲ 2.38%▼ 3.61%
▼ 8.98%▼ 3.38%▼ 3.90%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
JD
▼ 11.75%
4
Close
Oct 24, 2025
Vanguard Long-Term Corporate Bond ETF
5.98%
▼ 2.39%
1
Open
Oct 24, 2025
Schlumberger
3.76%
▲ 1.68%
5
Sell
Oct 23, 2025
Nike
▲ 29.61%
2
Close
Oct 23, 2025
Vanguard Total International Bond ETF
7.72%
▼ 0.36%
1
Open
Oct 23, 2025
iShares 20+ Year Treasury Bond ETF
6.97%
▼ 0.88%
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
3.47%
▲ 1.26%
1
Open
Sep 17, 2025
Chagee Holdings Limited Unsponsored ADR
3.55%
▼ 41.56%
4
Buy
Sep 02, 2025
Comcast
3.55%
▼ 18.33%
2
Buy
Aug 26, 2025
Novo Nordisk
7.42%
▼ 24.09%
4
Buy
Aug 08, 2025
Accenture
6.54%
▲ 2.60%
1
Open
Aug 05, 2025
Sterling Infrastructure
▲ 107.63%
2
Close
Aug 01, 2025
Canadian National Railway
4.83%
▼ 0.65%
1
Open
Jul 30, 2025
Advanced Micro Devices
▲ 56.73%
6
Close
Jul 29, 2025
ASML Holding
8.79%
▲ 15.37%
4
Open
Jul 23, 2025
Celsius Holdings
▲ 94.33%
3
Close
Jul 23, 2025
Airbnb
▲ 4.05%
2
Close
Jul 23, 2025
Zoetis
3.17%
▼ 18.09%
1
Open
Jul 17, 2025