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New Portfolio - New Portfolio

lj0316lec@gmail.com

New Portfolio
Individual Investor
Ranked #61,319 out of 827,514 TipRanks' Investors
Success Rate
73%
71 out of 97
profitable transactions
Average Return
27.75%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 4.60%
6-Month Return▲ 41.44%
12-Month Return-
YTD Return▲ 43.75%
Total Return▲ 43.75%

Best Trade

Opened at
Closed at-
Gain▲ 277.23%

Bio

Performance

13.55%0-13.55%
▲ 0.80%
▼ 0.87%
▲ 1.30%
Apr 2025
▲ 11.63%
▲ 6.28%
▲ 13.55%
May 2025
▲ 9.25%
▲ 5.14%
▲ 10.16%
Jun 2025
▲ 7.60%
▲ 2.30%
▲ 1.05%
Jul 2025
▲ 2.76%
▲ 2.05%
▲ 2.28%
Aug 2025
▲ 12.88%
▲ 3.56%
▲ 7.55%
Sep 2025
▲ 10.96%
▲ 2.38%
▲ 6.37%
Oct 2025
▼ 4.30%
▼ 1.63%
▼ 0.51%
Nov 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 0.80%▼ 0.87%▲ 1.30%
▲ 11.63%▲ 6.28%▲ 13.55%
▲ 9.25%▲ 5.14%▲ 10.16%
▲ 7.60%▲ 2.30%▲ 1.05%
▲ 2.76%▲ 2.05%▲ 2.28%
▲ 12.88%▲ 3.56%▲ 7.55%
▲ 10.96%▲ 2.38%▲ 6.37%
▼ 4.30%▼ 1.63%▼ 0.51%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
3.76%
▲ 26.68%
2
Buy
Oct 29, 2025
Agnico Eagle
1.59%
▲ 7.11%
1
Open
Oct 29, 2025
Salesforce
4.57%
▼ 6.44%
3
Open
Oct 17, 2025
Planet Labs PBC
1.26%
▲ 46.30%
2
Buy
Oct 17, 2025
Newmont Mining
4.17%
▼ 2.77%
1
Open
Oct 17, 2025
Coterra Energy
2.49%
▲ 11.73%
1
Open
Oct 09, 2025
BlackSky Technology
0.16%
▲ 52.49%
3
Sell
Oct 08, 2025
Robinhood
1.28%
▲ 226.23%
3
Sell
Oct 08, 2025
Netflix
5.29%
▼ 0.23%
3
Buy
Oct 08, 2025
Broadcom
1.69%
▲ 88.24%
2
Sell
Oct 08, 2025
SPDR Gold MiniShares Trust
1.54%
▲ 12.07%
2
Buy
Oct 08, 2025
ServiceNow
4.09%
▼ 5.25%
1
Open
Oct 08, 2025
Skechers USA
▲ 7.93%
2
Close
Sep 12, 2025
Flex
7.52%
▲ 17.43%
3
Buy
Sep 11, 2025
Amprius Technologies Inc
2.57%
▲ 68.69%
3
Buy
Sep 11, 2025
Cisco Systems
6.81%
▲ 7.14%
1
Open
Sep 11, 2025
Alphabet Class C
2.75%
▲ 51.71%
2
Buy
Aug 24, 2025
Gilead Sciences
2.79%
▲ 9.13%
3
Buy
Aug 24, 2025
Merck & Company
1.64%
▲ 0.15%
2
Buy
Aug 24, 2025
Eli Lilly & Co
4.57%
▲ 23.33%
2
Buy
Aug 24, 2025