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New Portfolio Jan 2025 - New Portfolio

Tian

New Portfolio Jan 2025
Individual Investor
Ranked #469,191 out of 849,026 TipRanks' Investors
Success Rate
51%
43 out of 84
profitable transactions
Average Return
5.39%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.07%
6-Month Return▲ 2.32%
12-Month Return-
YTD Return▲ 7.27%
Total Return▲ 10.96%

Best Trade

Opened at
Closed at
Gain▲ 108.30%

Bio

Fun investing

Performance

12.88%0-12.88%
▲ 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
▼ 3.58%
▲ 0.19%
▼ 0.27%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.75%
Dec 2025
▲ 2.78%
▲ 1.51%
▲ 7.27%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 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%
▼ 3.58%▲ 0.19%▼ 0.27%
▼ 0.10%▲ 0.08%▼ 1.75%
▲ 2.78%▲ 1.51%▲ 7.27%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Zoetis
6.1%
▼ 15.93%
2
Buy
Jan 15, 2026
Comcast
0%
▼ 8.58%
3
Sell
Jan 15, 2026
Novo Nordisk
2.78%
▼ 8.97%
6
Sell
Jan 14, 2026
Intuit
2.7%
▼ 2.12%
1
Open
Jan 14, 2026
UnitedHealth
▲ 12.71%
3
Close
Jan 09, 2026
Texas Pacific Land
3.22%
▲ 6.11%
1
Open
Jan 09, 2026
PayPal Holdings
▼ 10.74%
4
Close
Jan 07, 2026
Alibaba
8.32%
▲ 38.66%
3
Buy
Jan 07, 2026
iShares 20+ Year Treasury Bond ETF
▼ 2.05%
2
Close
Jan 07, 2026
Vanguard Total International Bond ETF
10.64%
▼ 0.01%
2
Buy
Jan 07, 2026
Vanguard Long-Term Corporate Bond ETF
▼ 2.14%
2
Close
Jan 07, 2026
General Mills
▼ 3.20%
2
Close
Jan 07, 2026
Vanguard Total Bond Market ETF
10.85%
▲ 0.08%
1
Open
Jan 07, 2026
Accenture
▲ 12.41%
3
Close
Jan 06, 2026
Procter & Gamble
3.52%
▲ 3.37%
1
Open
Jan 06, 2026
Constellation Brands
▲ 6.16%
3
Close
Dec 30, 2025
Colgate-Palmolive
4.1%
▲ 5.84%
1
Open
Dec 29, 2025
EOG Resources
2.63%
▲ 4.37%
1
Open
Dec 26, 2025
Factset Research
2.82%
▲ 4.53%
2
Sell
Dec 23, 2025
Chagee Holdings Limited Unsponsored ADR
3.91%
▼ 35.21%
5
Buy
Dec 19, 2025