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New Portfolio - New Portfolio

lj0316lec@gmail.com

New Portfolio
Individual Investor
Ranked #27,832 out of 836,051 TipRanks' Investors
Success Rate
81%
79 out of 97
profitable transactions
Average Return
32.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.14%
6-Month Return▲ 20.15%
12-Month Return-
YTD Return▲ 4.48%
Total Return▲ 50.61%

Best Trade

Opened at
Closed at-
Gain▲ 251.96%

Bio

Performance

12.88%0-12.88%
▲ 9.25%
▲ 5.14%
▲ 10.15%
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
▼ 3.57%
▲ 0.19%
▲ 0.81%
Nov 2025
▼ 0.10%
▲ 0.08%
▼ 1.01%
Dec 2025
▲ 1.08%
▲ 1.11%
▲ 4.48%
Jan 2026
TipRanks AverageS&P 500Investor Portfolio
▲ 9.25%▲ 5.14%▲ 10.15%
▲ 7.60%▲ 2.30%▲ 1.05%
▲ 2.76%▲ 2.05%▲ 2.28%
▲ 12.88%▲ 3.56%▲ 7.55%
▲ 10.96%▲ 2.38%▲ 6.37%
▼ 3.57%▲ 0.19%▲ 0.81%
▼ 0.10%▲ 0.08%▼ 1.01%
▲ 1.08%▲ 1.11%▲ 4.48%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
3.4%
▲ 17.77%
2
Buy
Oct 29, 2025
Agnico Eagle
1.71%
▲ 19.21%
1
Open
Oct 29, 2025
Salesforce
4.79%
▼ 2.49%
3
Open
Oct 17, 2025
Planet Labs PBC
2.06%
▲ 145.19%
2
Buy
Oct 17, 2025
Newmont Mining
4.91%
▲ 18.10%
1
Open
Oct 17, 2025
Coterra Energy
2.34%
▲ 8.49%
1
Open
Oct 09, 2025
BlackSky Technology
0.23%
▲ 129.48%
3
Sell
Oct 08, 2025
Robinhood
1.06%
▲ 177.04%
3
Sell
Oct 08, 2025
Netflix
4.16%
▼ 19.36%
3
Buy
Oct 08, 2025
Broadcom
1.53%
▲ 74.96%
2
Sell
Oct 08, 2025
SPDR Gold MiniShares Trust
1.63%
▲ 21.92%
2
Buy
Oct 08, 2025
ServiceNow
3.36%
▼ 20.06%
1
Open
Oct 08, 2025
Skechers USA
▲ 7.93%
2
Close
Sep 12, 2025
Flex
6.94%
▲ 11.42%
3
Buy
Sep 11, 2025
Amprius Technologies Inc
1.7%
▲ 14.70%
3
Buy
Sep 11, 2025
Cisco Systems
6.8%
▲ 10.51%
1
Open
Sep 11, 2025
Alphabet Class C
3%
▲ 70.31%
2
Buy
Aug 24, 2025
Gilead Sciences
2.77%
▲ 12.19%
3
Buy
Aug 24, 2025
Merck & Company
2.04%
▲ 29.23%
2
Buy
Aug 24, 2025
Eli Lilly & Co
4.99%
▲ 38.66%
2
Buy
Aug 24, 2025