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New Portfolio - New Portfolio

lj0316lec@gmail.com

New Portfolio
Individual Investor
Ranked #48,390 out of 833,213 TipRanks' Investors
Success Rate
75%
73 out of 97
profitable transactions
Average Return
28.77%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 7.24%
6-Month Return▲ 26.26%
12-Month Return-
YTD Return▲ 46.60%
Total Return▲ 46.60%

Best Trade

Opened at
Closed at-
Gain▲ 236.90%

Bio

Performance

13.55%0-13.55%
▲ 11.63%
▲ 6.28%
▲ 13.55%
May 2025
▲ 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%
▲ 0.89%
Nov 2025
▼ 0.06%
▼ 0.12%
▲ 0.58%
Dec 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 11.63%▲ 6.28%▲ 13.55%
▲ 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%▲ 0.89%
▼ 0.06%▼ 0.12%▲ 0.58%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nvidia
3.37%
▲ 15.20%
2
Buy
Oct 29, 2025
Agnico Eagle
1.62%
▲ 11.37%
1
Open
Oct 29, 2025
Salesforce
4.84%
▼ 2.61%
3
Open
Oct 17, 2025
Planet Labs PBC
1.79%
▲ 109.57%
2
Buy
Oct 17, 2025
Newmont Mining
4.71%
▲ 11.92%
1
Open
Oct 17, 2025
Coterra Energy
2.36%
▲ 8.36%
1
Open
Oct 09, 2025
BlackSky Technology
0.18%
▲ 77.05%
3
Sell
Oct 08, 2025
Robinhood
1.13%
▲ 191.35%
3
Sell
Oct 08, 2025
Netflix
4.39%
▼ 15.92%
3
Buy
Oct 08, 2025
Broadcom
1.58%
▲ 78.77%
2
Sell
Oct 08, 2025
SPDR Gold MiniShares Trust
1.6%
▲ 18.23%
2
Buy
Oct 08, 2025
ServiceNow
3.61%
▼ 15.07%
1
Open
Oct 08, 2025
Skechers USA
▲ 7.93%
2
Close
Sep 12, 2025
Flex
7.47%
▲ 18.54%
3
Buy
Sep 11, 2025
Amprius Technologies Inc
1.74%
▲ 16.06%
3
Buy
Sep 11, 2025
Cisco Systems
7.3%
▲ 16.55%
1
Open
Sep 11, 2025
Alphabet Class C
2.87%
▲ 61.22%
2
Buy
Aug 24, 2025
Gilead Sciences
2.89%
▲ 15.56%
3
Buy
Aug 24, 2025
Merck & Company
1.88%
▲ 17.71%
2
Buy
Aug 24, 2025
Eli Lilly & Co
4.99%
▲ 36.90%
2
Buy
Aug 24, 2025