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New Portfolio - New Portfolio

lj0316lec@gmail.com

New Portfolio
Individual Investor
Ranked #104,198 out of 813,941 TipRanks' Investors
Success Rate
71%
50 out of 70
profitable transactions
Average Return
19.59%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 0.41%
6-Month Return-
12-Month Return-
YTD Return▲ 26.71%
Total Return▲ 26.71%

Best Trade

Opened at
Closed at-
Gain▲ 219.32%

Bio

Performance

27.89%0-27.89%
▲ 6.03%
▲ 2.69%
Jan 2025
▼ 12.86%
▼ 1.27%
▼ 0.46%
Feb 2025
▼ 1.80%
▼ 5.57%
▼ 3.11%
Mar 2025
▲ 1.84%
▼ 0.87%
▲ 1.30%
Apr 2025
▲ 12.20%
▲ 6.28%
▲ 13.55%
May 2025
▲ 6.24%
▲ 5.14%
▲ 10.16%
Jun 2025
▲ 27.89%
▲ 2.30%
▲ 1.05%
Jul 2025
▲ 5.48%
▲ 1.80%
▲ 2.62%
Aug 2025
TipRanks AverageS&P 500Investor Portfolio
▲ 6.03%▲ 2.69%
▼ 12.86%▼ 1.27%▼ 0.46%
▼ 1.80%▼ 5.57%▼ 3.11%
▲ 1.84%▼ 0.87%▲ 1.30%
▲ 12.20%▲ 6.28%▲ 13.55%
▲ 6.24%▲ 5.14%▲ 10.16%
▲ 27.89%▲ 2.30%▲ 1.05%
▲ 5.48%▲ 1.80%▲ 2.62%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Copa Holdings
0%
▼ 0.04%
1
Open
Aug 14, 2025
Howmet Aerospace
5%
▼ 7.81%
1
Open
Jul 20, 2025
Planet Labs PBC
0%
▼ 2.70%
1
Open
Jul 19, 2025
Amprius Technologies Inc
0%
▼ 13.96%
1
Open
Jul 19, 2025
Flex
2.16%
▼ 4.64%
1
Open
Jul 11, 2025
Equifax
7.1%
▼ 6.99%
1
Open
Jul 06, 2025
Goldman Sachs Group
10.56%
▲ 11.76%
2
Buy
Jul 01, 2025
Apple
6.67%
▲ 11.23%
1
Open
Jul 01, 2025
Duke Energy
3.51%
▲ 3.06%
1
Open
Jul 01, 2025
Walt Disney
0%
▼ 2.40%
1
Open
Jun 25, 2025
Navitas Semiconductor
0%
▲ 11.90%
1
Open
Jun 05, 2025
SPDR Gold MiniShares Trust
0%
▼ 0.71%
1
Open
Jun 05, 2025
Whirlpool
0%
▼ 1.60%
3
Open
May 13, 2025
Stanley Black & Decker
0%
▲ 2.29%
1
Open
May 13, 2025
Caterpillar
0%
▲ 17.48%
1
Open
May 13, 2025
SoundHound AI, Inc Class A
0%
▲ 65.03%
1
Open
May 09, 2025
DuPont de Nemours
6.34%
▲ 13.20%
1
Open
May 06, 2025
Gilead Sciences
3.41%
▲ 10.66%
2
Buy
Apr 29, 2025
Bristol-Myers Squibb
4.18%
▼ 8.01%
2
Buy
Apr 29, 2025
Pfizer
2.9%
▲ 3.22%
2
Buy
Apr 29, 2025